Create vouchers to send in emails
Create a cash or promotional voucher, attach it to a campaign or workflow email so each guest gets their own code, then check and redeem codes.
2 min read · Updated
In short: create the voucher in Marketing › Vouchers, then choose it in an email and add a Voucher Details merge tag.
Create a voucher
- Go to Marketing › Vouchers.
- Click Create.
- Enter a Voucher name and Description. Leave Active status on.
- For money off, turn on Cash value voucher and enter the Voucher amount. Leave it off for a promotion, such as a free drink.
- Codes expire a set number of days after they are issued. Set Days valid for, or turn on Expire on a set date and pick a date under Expires at.
- Click Create.
Send it to guests
- In an email campaign choose it under Voucher, or in a workflow email under Voucher (optional).
- Add a Voucher Details merge tag, such as Voucher Code or Voucher QR Image.
A workflow email with a voucher must include one of these merge tags, and one with the tags must have a voucher.
In a birthday or sign-up workflow
Attach the voucher to the workflow's email, as above, so each guest gets their own code and QR code. Add Voucher Expiry to show the guest when their code runs out.
An offer typed into the email as plain text has no code and no expiry. To stop a guest going through again too soon, set the workflow's Cool-down period: see set up a workflow automation. Workflows need Marketing Plus.
Check and redeem a code
On Vouchers, click Check status, enter the code and click Search, then click Redeem beside an Active code. Or scan the guest's QR code.
Check it worked
You see Voucher saved. Click its name to see every code on Overview.
Good to know
- To stop one code, click the bin on its row in Overview, then Revoke code. This cannot be undone.
- Vouchers cannot be deleted. Click Edit, turn off Active status and click Save instead.
- To use your own codes, choose Import codes from the voucher's ... menu and upload a CSV with one code per row under a code heading, up to 1MB.
- A discount at your Square till is set up separately: see Square discounts.
- Only Admin, Moderator and Marketing can see Vouchers.
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