How to create a Voucher Campaign

Navigate to the Campaign Owner profile

Click "Create a campaign"

Select your campaign type :

"Voucher" - This is for Discount value or percentage only

 

Click the "Campaign Name" to name your campaign 

"eg. R10 Voucher" field.

"Campaign Description for End User"

This is an Optional field but you do need fill in this block with something
e.g x

Terms & Conditions

This is an Optional field but you do need fill in this block with something
e.g x

Click the "Issue from" field to set the start date to issue vouchers

Click the "End date" field to set the end date to issue vouchers

Click "Click here to show advanced options" to view and add more restrictions

"Advanced Redemption Restrictions" here you can select which days vouchers can be redeemed

However by default all coupons, vouchers and gift cards are redeemable all hours of the day, very day of the week within the redemption start and completion dates. You can restrict redemption to specific days and times with the advanced settings

"Redemption Start Date" date vouchers can start to be redeemed

"Redemption End Date" last date vouchers can be redeemed

"Number of Days Voucher will Expire" 

By default always set to "1095" in this field, the redemption end date will determine the End of the campaign

Click on 'Save"

Next step click on "Continue" to move to next step

Linking Your Stores

"Link by retailer" - here you will link entire retailer that will add all stores 

"Link by store" - here you will link selected store/stores

Select the Retailer or Store by ticking the relevant box/s

Click "Add selected"

The selected Retailer/Store will drop down to the "Linked Retailers" section

Once selected and added , click on "Continue"

"Configure Discounts" - This section is to set value denomination or percentage discount
Vouchers has two options : Currency Value or Percentage Discount 

Currency value Only 

Click on the "fixed rand value" to type in a discount value in rands
e.g 10.00

Percentage Discount Only 

Select on "Percentage" 

Type in value of the percentage discount 

e.g 15 for 15%

To limit the discount on a basket (optional) 

Add a Currency value to cap the discount  e.g 100 - This will cap the discount at R100

Once discount is set , Click "Save" and "Continue" to next page

"Configure Finances" - This section is set up your campaign finances as to how the store will be settled and how many vouchers to issue as well as setting restrictions 

 

Select "Non Settled" Option if the store absorbing the cost of the discount of the voucher
There are no pe-funded funds required. 

Please refer to doc Understanding-Settled-Vs-Non-Settled-Campaigns  for more detail on Settled/Non Settled Campaigns or chat to your AM or Chat to your AM if you unsure which option to select

Select "Settled"  if the store needs to be paid for the discount that is given to customer of this voucher 

Please refer to doc Understanding-Settled-Vs-Non-Settled-Campaigns  for more detail on Settled Campaigns or Chat to your AM if you unsure which option to select

"Max number of vouchers to be issued"  add the total number of vouchers you would require for the entire campaign

"Max number of vouchers to be issued per day" in this field you will add the same value as set in "Max number of vouchers to be issued" 

"Max number of vouchers per customer"

Here you can restrict how many voucher can be issued per customer , if set to 0 it will be unlimited.

Note: This applies only to vouchers issued to a cell number. For bulk codes, this section does not apply as the portal cannot verify customer identities.

"Max number of redemptions per customer per day"  in this section always set as "0" , 
 

Unless there restriction required if one customer has been issued multiple vouchers from this campaign and you would like to restrict the redemption of those vouchers per day 
 

"Max number of coupons per basket"  in this section always set as "4" as default, 
 

This restriction permits customers to apply up to four vouchers in a single transaction. It may be limited to one voucher per person, or set to unlimited by selecting "0".

"Min basket value"  in this section you can add a minimum basket a customer needs to spend in order to receive the discount

If set as "0" there is no minimum basket needed
 

"Max Discount Amount"  in this section adding a max discount will apply to percentage voucher campaigns 

Example: If a discount of 10% is applied to the basket value, it is possible to set a maximum limit on the discount amount, regardless of the total basket value.
For instance, if the basket value is R200 and the maximum discount has been capped at R50, the customer will only receive a maximum discount of R50.

If the "Max Discount Amount" is set to "0", this indicates that there is no limit.
This section should only be applied to percentage-based voucher campaigns if a cap needed.

Once all your information has been verified, please click "Save" to apply your changes, and then select "Continue" to proceed to the next page.

In the Manage Channel Owners section, you will link the channel that will determine the method of voucher issuance. This may include bulk codes, SMS, or via API.
Your Account Manager or Campaign Administrator will advise on the appropriate channel based on the specific requirements.

Once selected, click on "Save" and then "Continue" to move to next page to sign off campaign.

Click "Sign off campaign now" to sign off campaign meaning your campaign is ready to be activated.
 

A pop-up will appear. Please read the instructions carefully, and if all information is correct, click "Yes". 

Your campaign will then become active, or may require approval from a Retail Controller. 

If Retail Controller approval is required, your campaign will be set to "pending activation". The campaign will only become active once it has been approved by the Retail Controller.