How to Create a Voucher?
In the circuly backend, you can create a voucher and customise it as per you needs. To create a voucher code follow the video tutorial or the steps given below:
Watch the video tutorial:
- Navigate to Vouchers in the left navigation bar.
- The Voucher List appears, which contains all the existing vouchers created in the circuly operations backend.
- To create a new voucher click on + CREATE VOUCHER.
- In the Create Voucher window, fill in the details and click on CREATE.
- The new voucher will appear in the Voucher List.
- To copy the voucher code, hover over the voucher of your selection and click on the copy icon under Voucher Code.
Instructions/Explanation for Filling the Input Fields
- Voucher Name: select a name that will help you and your team distinguish the voucher from other vouchers in the system and in use. Create an internal guide for voucher names that all your team members can use.
- Description: you can write a description for the voucher.
- Voucher Code: the voucher code is visible to your customers. You can combine alphabets, numbers and special characters to make the voucher code. Use actionable codes like 10%BIGDISCOUNT2021 or 20%LASTOFFER2021 that are self-explanatory and the customer knows the amount of the discount by looking at the code. This can in turn help you increase conversions.
- Discount Type: in the circuly operations backend you can decide between offering a fixed amount such as €30/€40/€50 or percentage like 20%/50%/76%, to your customers. Choose the one that fits your business case best.
- Discount Amount: after selecting the discount type, select the discount amount or discount percent.
- Minimum Cart Value: if you want, you can assign a minimum cart value for the voucher code to be valid.
- Voucher specific email: if you want to limit the use of the voucher to a specific email then you can enter the email address in this field. The voucher code can then be used by a customer with the same email address as you've entered in this field.
- Limit Bout Rent: you can limit the use of the voucher code to specific products. Available options:
All: the voucher code can be used for all products.
Bought: the voucher code can only be used if the cart contains bought that is one-time purchase products.
Rent: the voucher code can only be used if the cart contains rental/subscription products.
- Recurring Discount Checkbox(s): Available options:
Apply discount to initial payments and all recurring payments: the discount amount/percentage will be applied to all transaction amounts in a particular subscription. For example, if you want to offer a 20% or 20€ discount to a customer who has rented a product from you for (let's say) 12 months, with a monthly payment of 50€, then 20% or 20€ will apply to every monthly transaction.
Apply discount to initial payment only: used when you want to offer your customer a one time discount on their entire cart value. The one time discount applies only to the very first payment and every payment after that will be of the original amount.
- Expiry Date: you can set an expiration date for the voucher.
- Limit voucher to one time use: if you do not want to specify an email for the voucher code but still want to limit the use of the voucher code to a single person, you can check the Limit voucher to one time use checkbox.
- Valid Checkbox: valid just means whether the voucher is valid or not, that is can it be used or not.
- Product filters: you can limit the use of the voucher code to specific products.
