Coupons and Vouchers

From StarWiki

Coupons and Vouchers discount the amount of an order. The tabs at the top separate this view into coupons and vouchers.

Contents 1 Coupons 1.1 The Coupon View 1.2 Adding a Coupon 1.2.1 Coupon Types and Dates: Basic Information 1.2.2 Groups: Making the Coupon Available 1.2.3 Review and Create: Finalize the Coupon 1.2.4 Next Step: Distributing the Code 1.2.5 Editing a Coupon 2 Vouchers 2.1 The Voucher View 2.2 Adding a Voucher 2.2.1 Voucher Types and Dates: Basic Information 2.2.2 Groups: Making the Voucher Available 2.2.3 Review and Create: Finalize the Voucher 2.3 Editing a Voucher

Coupons

Coupons discount an order by a set dollar amount.

The Coupon View

• Filter

This sorts coupons into Closed (all instances of these coupons have been used), Open (these coupons can still be used), and All

• Name

This sorts coupons alphabetically by name

• Code

This sorts coupons alphabetically by the code entered at checkout

• Amount

This sorts coupons by value

• Expires

This sorts coupons by date

• Total Quantity

This sorts by the total number of times a coupon can be redeemed

• Remaining Coupons

sorts by remaining number of times a coupon can be redeemed

The search box searches for a coupon based on its name or code.

Adding a Coupon

Click the Add a Coupon button to add a new coupon. A wizard appears for setting up new coupons.

Coupon Types and Dates: Basic Information

• Type

This designates this as a coupon, rather than a voucher.

• Coupon Name

This makes a coupon easy to find later.

• Amount
• Redemption Code

The person placing the order enters this code at checkout.

• Quantity

This limits the number of available coupons across the board.

• Redemption Limit per User

Use this to limit the number of times a member can use the coupon

• Comments

These are only visible in the back end.

• Starting/Expiration Dates

These determine when the coupon will begin/expire.

• Specific Meeting

Use this to limit a coupon to one meeting only, or allow its use for any meeting.

The quantity setting is similar to printing a coupon in a limited number of copies of a newspaper circular. After the code has been used a certain number of times, it is deactivated and no longer valid.

Click Next to proceed.

Groups: Making the Coupon Available

This section sets who can redeem a coupon.

• Everyone (no restrictions on usage)

• All Members

• All Guests

• Member Category

The member categories are listed in the drop-down. Pick the category of members who should be able to redeem the coupon.

• Members Joined After

Use this to target new members for a discount.

• Individual Member

Use this to target an individual member for a discount.

Click Next to proceed.

Review and Create: Finalize the Coupon

This screen presents the selected options for this coupon. Click the Edit buttons to make changes to particular settings, then click Create to save the coupon and enable its redemption. A confirmation appears, then the screen changes to the main coupon view.

Next Step: Distributing the Code

After making a coupon, be sure to send the coupon code to the people who should be able to use it. Do this with a manual mailing through the e-mail center, or through other means such as announcing it at a meeting.

Editing a Coupon

Click the name of a coupon to view the details. The details screen displays the names of people who have redeemed this coupon, along with the order number and date of redemption. The Edit button allows for remaining coupons to be edited. Coupons that have already been used cannot be edited, but the Order Manager can be used to modify the corresponding order.

Vouchers

Vouchers let a member whose dues are current register for one or more meetings for free depending on the number of credits issued.

The Voucher View

• Filter

This sorts vouchers into Closed (all instances of these vouchers have been used), Open (these vouchers can still be used), and All.

• Name

This makes a voucher easy to find later.

• Expires

This sorts vouchers by date.

• Credits

This sorts by the total number of times a voucher can be redeemed.

• Remaining Credits

This sorts by the remaining number of times a voucher can be redeemed.

This view will also show which meeting a voucher can be used for, written in gray under the voucher name. Vouchers that were created using the old version of this feature are named Old Version Vouchers.

Adding a Voucher

Voucher Types and Dates: Basic Information

• Type

This designates this as a voucher (rather than a coupon).

• Voucher Name

Use this for easy location in the back end.

• Credits

This is the number of vouchers issued to each member. The next screen of the wizard specifies what member or members should receive vouchers.

• Comments

These are only visible in the back end.

• Starting/Expiration Dates

These determine when the voucher will begin/expire.

• Specific Meeting

Use this to limit a voucher to one meeting only, or allow its use for any meeting.

Click Next to proceed.

Groups: Making the Voucher Available

This section sets who can redeem a voucher.

• All Members

• Member Category

The member categories are listed in the drop-down. Pick the category to receive a voucher or vouchers.

• Members Joined After

Use this to target new members for a discount.

• Individual Member

Use this to target an individual member for a discount.

Review and Create: Finalize the Voucher

This screen presents the selected options for this voucher. Click the Edit buttons to make changes to particular settings, then click Create to save the voucher. A confirmation will appear, then the screen will change to the main coupon view.

Unlike coupons, a voucher doesn't require any secret code. A member who purchases a member meeting ticket sees a notice that one or more vouchers are available for that purchase. The member chooses whether to apply these vouchers or save them for future use.

Editing a Voucher

Click the name of a voucher to view the details. The details screen displays what members have been issued this voucher. Vouchers can be edited for individual members by clicking on the member's name. Use the checkboxes at left to delete multiple individual vouchers, or all instances of a voucher, at once.