Create vouchers in the circuly Hub

Published on
September 8, 2021
Written by
Garima Singh
TABLE OF CONTENT

You can create vouchers directly in the circuly Hub. The voucher creation functionality allows you to customise various parameters, such as the voucher code's validity period, the voucher amount, and even link the voucher to a specific customer.

How to create vouchers in circuly

  • In your circuly Hub > navigate to the Vouchers tab in the left navigation bar.
  • Click on the + Create voucher button to create a new voucher.

  • In the Create Voucher window, fill in the details and click on the Create voucher button to save the voucher.

  • The new voucher will appear in the Voucher list. 1307113071
  • To copy the voucher code, hover over the voucher of your selection and click on the copy icon under Voucher Code.

Instructions and 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. The voucher name is only meant for internal use.
  • Description: Provide a clear and concise description of the voucher, outlining its purpose or specific use case. This helps your team understand the context or intention behind the voucher at a glance. While optional, including a description can be useful for tracking and managing vouchers effectively, especially when multiple team members are involved. The description is for internal use only and will not be visible to customers.
  • Voucher code: The code is what your customers will see and use during checkout. You can create codes using a combination of letters, numbers, and special characters. To make the code more engaging and effective, use actionable and descriptive formats like 10%BIGDISCOUNTor 20%LASTOFFER. These types of codes clearly communicate the discount amount and create a sense of urgency or exclusivity, which can help drive higher 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 percentage.
  • Minimum Cart Value: To make the voucher code usage conditional on the cart value, enter a numeric amount in this field. The voucher code will only be applied successfully if the customer's cart meets or exceeds this specified value.
  • Voucher-Specific Email: To restrict the use of the voucher to a specific email address, enter the desired email in this field. The voucher code will only be valid for a customer using the exact email address provided.
  • Limit bought tent: 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:
    Use 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: Set an expiration date for the voucher.
  • Limit voucher to one time use: If you do not want to restrict the voucher to an email address 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: The "Valid" checkbox determines whether the voucher is active and can be used. If checked, the voucher is valid and available for customers to redeem; if unchecked, the voucher is inactive and cannot be used.
  • Product filters: Restrict the use of the voucher code to specific products by applying product filters. You can use the "Include" option to specify the products the voucher can be applied to or the "Exclude" option to list products where the voucher cannot be used. This feature allows for targeted promotions, such as offering discounts on a new product launch or excluding discounted items from additional voucher use.

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Create vouchers in the circuly Hub

You can create vouchers directly in the circuly Hub. The voucher creation functionality allows you to customise various parameters, such as the voucher code's validity period, the voucher amount, and even link the voucher to a specific customer.

How to create vouchers in circuly

  • In your circuly Hub > navigate to the Vouchers tab in the left navigation bar.
  • Click on the + Create voucher button to create a new voucher.

  • In the Create Voucher window, fill in the details and click on the Create voucher button to save the voucher.

  • The new voucher will appear in the Voucher list. 1307113071
  • To copy the voucher code, hover over the voucher of your selection and click on the copy icon under Voucher Code.

Instructions and 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. The voucher name is only meant for internal use.
  • Description: Provide a clear and concise description of the voucher, outlining its purpose or specific use case. This helps your team understand the context or intention behind the voucher at a glance. While optional, including a description can be useful for tracking and managing vouchers effectively, especially when multiple team members are involved. The description is for internal use only and will not be visible to customers.
  • Voucher code: The code is what your customers will see and use during checkout. You can create codes using a combination of letters, numbers, and special characters. To make the code more engaging and effective, use actionable and descriptive formats like 10%BIGDISCOUNTor 20%LASTOFFER. These types of codes clearly communicate the discount amount and create a sense of urgency or exclusivity, which can help drive higher 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 percentage.
  • Minimum Cart Value: To make the voucher code usage conditional on the cart value, enter a numeric amount in this field. The voucher code will only be applied successfully if the customer's cart meets or exceeds this specified value.
  • Voucher-Specific Email: To restrict the use of the voucher to a specific email address, enter the desired email in this field. The voucher code will only be valid for a customer using the exact email address provided.
  • Limit bought tent: 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:
    Use 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: Set an expiration date for the voucher.
  • Limit voucher to one time use: If you do not want to restrict the voucher to an email address 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: The "Valid" checkbox determines whether the voucher is active and can be used. If checked, the voucher is valid and available for customers to redeem; if unchecked, the voucher is inactive and cannot be used.
  • Product filters: Restrict the use of the voucher code to specific products by applying product filters. You can use the "Include" option to specify the products the voucher can be applied to or the "Exclude" option to list products where the voucher cannot be used. This feature allows for targeted promotions, such as offering discounts on a new product launch or excluding discounted items from additional voucher use.