Articles on: Customers, Membership and Promotions

Create Voucher

1. Introduction

Vouchers provide personalized, one-time offers linked to customer accounts. This guide explains how to create unique voucher codes customers can store and automatically apply when logged in.

2. Set purchase requirement and discount value

To start, first follow steps 3 & 4 in this guide to:

Add voucher and select a suitable tool
Set purchase requirement
Set discount / add-on / free gift

3. Complete set up voucher

Voucher redemption method

3.1 Redemption method — set how customer can redeem voucher.

Redeem or assign directly
Redeem by loyalty points — points will be deducted from customer’s account upon redemption
New sign up
Birthday month

Refer step 4-6 below for more details on how customers redeem voucher.

Voucher usage

3.2 Customer eligibility — select which customers are eligible to get the promotion

3.3 Available voucher quantity — Total number of customers that can redeem this promotion.

Unlimited — as many customers as possible
Limited times — for example only 20 customers able to redeem the voucher

3.4 Expiration — how long time before the voucher expire, start counting from the date customer redeem the voucher.

📌 Take note that if voucher has not expired but has “ended”, the voucher will become unavailable as well.

3.5 Visibility — If you want to hide voucher from customers, you can disable Visibility on the right side of the setting page and it will not show in Shop Vouchers tab in step 5.1 below.

3.6 Voucher code — You can define your own voucher codes by uploading the list of codes:

💡 Tips: If uploaded codes is less than available voucher quantity, when all uploaded codes have been redeemed, system will automatically generate random codes for subsequent redemptions.

Click “Upload voucher codes” > click .csv or .xlsx to download the template to your device
Open the template and fill in your list of voucher codes > Save
Click “Upload voucher codes” again > click Choose file > click the file saved earlier to upload your voucher codes

📌 Reminder: You can only upload voucher codes when creating voucher.

4. How customers get voucher (Automatically)

4.1 For now, new sign-up and birthday are the vouchers that will be automatically added to customers’ account:

New sign-up — immediately upon sign-up
Birthday — on the 1st day of customer’s birthday month

4.2 These 2 vouchers are automatically linked with Engagement events that can automatically notify customers when they receive vouchers.

💡 Tips: More details about Engagement in this guide.

5. How customers get voucher (Self redeem)

5.1 Customers can explore vouchers at My Account > Vouchers.

💡 Tips: You can also add this page on main menu. At Channels > Online store > Navigations > Add navigation > Voucher complete guide

Active Vouchers — vouchers in customer’s account that ready to be used
Shop Vouchers — vouchers that can be redeemed, customers cannot use these vouchers yet
Past Vouchers — previously used or expired vouchers that are no longer available

5.2 By clicking into the voucher, the following products that are entitled for the voucher will show:

Scenario 1 : Products that are entitled for discount on it’s own item price

Scenario 2 : Products that are purchase requirement to add-on / free gift promotions

5.3 To redeem voucher (move the voucher from Shop to Active Vouchers tab), customers can click Redeem.

5.4 The redemption can be free or require loyalty points.

Redeem free

Redeem by loyalty points

Online store view:

Shopping App view:

5.5 Upon successful redemption, voucher will automatically move from Shop to Active Vouchers tab and ready to apply. Refer step 7 below.

6. How customers get voucher (Assigned by merchant)

For secret voucher that is not opened to customers self redemption, you can manually assign the voucher to selected customers.

📌 Reminder: Manually assigned vouchers are always free and will not automatically deduct loyalty points.

Assign voucher from admin panel

6.1 There are 2 methods you can assign voucher in admin panel:

Bulk assign - at customers listing page > tick the customers > Assign voucher

Assign to single customer - in customer details page > Assign voucher

6.2 At next step, if “Notify customer” is ticked, customers will be notified about receiving a new voucher and tokens will be used.

📌 Note: Check the tokens needed per message here.

Click Confirm to send.

Manually provide voucher code to customer

6.3 If you have uploaded your own voucher codes in step 3.6 above, you may provide each unique voucher code to one customer.

Customers can then redeem and use the code at the same time following step 7 below.

💡 Tips: You can check how many and who are the customers that had redeemed the voucher for all redemption methods.

7. How customers apply voucher

After customers sign up and log in, there are 2 methods for them to apply an voucher in cart or checkout page:

Key in voucher code > Apply (no need to redeem from Shop Vouchers tab first)

📌 Note: If customer key in the voucher code here > Apply but did not proceed to place order, system will still assign the code to this customer and the voucher is considered redeemed by this customer.

Click Apply on the selected voucher (only vouchers in Active Vouchers tab will show here)

8. Check customer's vouchers

8.1 You can view vouchers that are stored in customer's Active Vouchers tab — vouchers that customer has redeemed but haven't used in customer details page.

8.2 If the voucher is no longer available for this customer, you can mark it as used.

Updated on: 03/11/2025

Was this article helpful?

Thank you!