How to Edit a Voucher?

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

Introduction

Managing vouchers doesn’t stop at creation. In many cases, you may need to edit an existing voucher (e.g., update its expiry date, adjust the discount, or change product restrictions) or delete a voucher that’s no longer relevant.

Being able to manage vouchers flexibly is especially important for subscription businesses with physical products. Promotions may change based on seasonality, product availability, or retention strategies. circuly allows you to quickly adjust or remove vouchers so your campaigns stay aligned with your business goals.

Step-by-step guide

Edit a voucher

  • In your circuly Hub, navigate to the Vouchers tab in the left navigation bar.
  • In the Voucher List, hover over the voucher you want to edit and click on it or click on the three dots and select Edit voucher.
  • Update the fields you want to change.
  • Click Save changes to confirm your edits.

Delete a voucher

  • In your circuly Hub, navigate to the Vouchers tab in the left navigation bar.
  • In the Voucher List, click on the tree dots and select delete voucher.
  • In the pop-up window, choose:
    • Delete → permanently removes the voucher.
    • Cancel → keeps the voucher active if you clicked delete by accident.

What Happens Next

  • Edited vouchers update instantly and will apply with the new conditions the next time a customer uses them at checkout.
  • Deleted vouchers are removed permanently from the system and can no longer be used by customers.

This ensures that expired, incorrect, or outdated voucher campaigns don’t interfere with your active promotions.

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How to Edit a Voucher?

Introduction

Managing vouchers doesn’t stop at creation. In many cases, you may need to edit an existing voucher (e.g., update its expiry date, adjust the discount, or change product restrictions) or delete a voucher that’s no longer relevant.

Being able to manage vouchers flexibly is especially important for subscription businesses with physical products. Promotions may change based on seasonality, product availability, or retention strategies. circuly allows you to quickly adjust or remove vouchers so your campaigns stay aligned with your business goals.

Step-by-step guide

Edit a voucher

  • In your circuly Hub, navigate to the Vouchers tab in the left navigation bar.
  • In the Voucher List, hover over the voucher you want to edit and click on it or click on the three dots and select Edit voucher.
  • Update the fields you want to change.
  • Click Save changes to confirm your edits.

Delete a voucher

  • In your circuly Hub, navigate to the Vouchers tab in the left navigation bar.
  • In the Voucher List, click on the tree dots and select delete voucher.
  • In the pop-up window, choose:
    • Delete → permanently removes the voucher.
    • Cancel → keeps the voucher active if you clicked delete by accident.

What Happens Next

  • Edited vouchers update instantly and will apply with the new conditions the next time a customer uses them at checkout.
  • Deleted vouchers are removed permanently from the system and can no longer be used by customers.

This ensures that expired, incorrect, or outdated voucher campaigns don’t interfere with your active promotions.