> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.easystore.co/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Create Voucher

### In this article:

1. [Introduction](#1-1-introduction)
2. [Set voucher conditions and reward](#1-2-set-voucher-conditions-and-reward)
3. [Set voucher redemption method, availability and usage](#1-3-set-voucher-redemption-method-availability-and-usage)
4. [Where customers find vouchers?](#1-4-where-customers-find-vouchers)
5. [How customers receive vouchers: Self redemption](#1-5-how-customers-receive-vouchers-self-redemption)
6. [How customers receive vouchers: Assigned by you](#1-6-how-customers-receive-vouchers-assigned-by-you)
7. [How customers receive vouchers: Automatically](#1-7-how-customers-receive-vouchers-automatically)
8. [How customers apply vouchers](#1-8-how-customers-apply-vouchers)
9. [Check voucher status](#1-9-check-voucher-status)

# 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 voucher conditions and reward

To start, first follow steps 3 to 7 in [this guide](https://support.easystore.co/en/article/create-promotion-dfu8bh/) to set up general settings, conditions and reward for the promotion.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_g79hq0.png =800x365)

# 3. Set voucher redemption method, availability and usage

3.1 Set how customers can redeem the voucher if they are eligible:

* **Claim directly or auto-assigned via engagement** — free to redeem
* **Redeem by loyalty points** — points will be deducted from customer’s account upon redemption

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_7n8mfu.png =650x197)

3.2 **Customer eligibility** — select the group of customers who are eligible to redeem the voucher.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_1amkwpk.png =650x300)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_gcjylq.png =650x393)

3.4 **Voucher visibility** — choose whether you want to let customers see the voucher in vouchers page in [step 4](#1-4-where-customers-find-vouchers) below.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_157r0ur.png =650x359)

3.5 **Voucher 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 “ended”, the voucher will become unavailable as well.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_qz95xe.png =650x387)
3.6 **Voucher code** — you can upload your own voucher codes and provide the codes to customers manually

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

**📌 Note:**
* Voucher codes are unique — 1 voucher code can only be redeemed and used by one customer
* You can only upload voucher codes when creating voucher. After the voucher is created, you won't be able to add more codes.
* If uploaded codes is less than available voucher quantity, when all uploaded codes have been redeemed, system will still allow redemptions by automatically generate random codes.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_aimeko.png =800x234)
![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_9j7si.png =800x234)

# 4. Where customers find vouchers

4.1 For **public customers**, you can add vouchers page on **main menu**. At Channels > Online store > Navigations > Add navigation > **Voucher**. [Complete guide](https://support.easystore.co/en/article/customize-top-navigation-menu-18hx39/)

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_venwbk.png =800x243)

4.2 For registered and **logged-in customers**, they can also explore vouchers at **My Account** > **Vouchers**.

* **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

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_hh5k6.png =800x365)

4.3 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
**OR**
* Scenario 2 : Products that are conditions products to add-on / free gift promotions

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_csg1a0.png =800x492)

# 5. How customers receive vouchers: Self redemption

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

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_1m7fbqp.png =800x278)

5.2 The redemption can be free or require loyalty points.

###### Redeem free

${vimeo}[](809093065)


###### Redeem by loyalty points

*Online store view:*

${vimeo}[](809114252)

*Shopping App view:*

${vimeo}[](810469298)


5.3 Upon successful redemption, voucher will automatically move from Shop to Active Vouchers tab and ready to apply. Refer [step 7](#1-7-how-customers-receive-vouchers-automatically) below.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_1kkg16.png =800x365)

# 6. How customers receive vouchers: Assigned by you

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

|| 📌 Reminder: If voucher setting is "Redeem with loyalty points", points will be auto deducted from customer's account after voucher is manually assigned.

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

1. **Assign to selected customers** - at customers listing page > tick the customers > Assign voucher

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_5q6ymm.png =800x297)

2. **Assign to a single customer** - in customer details page > Assign voucher

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_vn042e.png =550x254)

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](https://support.easystore.co/en/article/easystore-tokens-av5amd/).

Click **Confirm** to send.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_zh9qnb.png =550x440)

# 7. How customers receive vouchers: Automatically

Customers can also automatically receive vouchers through [Engagement](https://support.easystore.co/en/article/manage-engagement-messages-lshhzo/) events, such as signing up, celebrating a birthday, or reaching other qualifying milestones.

* [Create new sign-up voucher](https://support.easystore.co/en/article/auto-send-welcome-voucher-or-discount-code-to-new-sign-up-customers-1hzogr4/#1-2-send-welcome-voucher)
* [Create birthday voucher](https://support.easystore.co/en/article/give-birthday-voucher-automatically-1r7pzpu/)

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_1szjmw7.png =800x210)

# 8. How customers apply vouchers

###### Apply from available voucher

8.1 At checkout page, click **Vouchers** > **Apply** the preferred voucher (only vouchers in Active Vouchers tab will show here)

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_j5xnt6.png =800x352)

${vimeo}[](809115847)

###### Apply voucher code

Customers can also apply the voucher codes you have uploaded in step 3.6 above.

8.1 At checkout page, click **Vouchers** > **Enter** the 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_1pmwfzl.png =800x352)

# 9. Check voucher status

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

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_4fk87t.png =800x234)

9.2 You can also view in customer's details page, what are the vouchers that customer has redeemed (stored in customer's Active Vouchers tab) but haven't used.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_bg1847.png =800x297)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/b/3/4/7/b34797d9594d3000/image_ceupwg.png =800x276)