Sending vouchers to customers

Learn how to email vouchers to customers once they've been created.

Accessing the send voucher feature

Once you've created a voucher, you can email it to a customer.

  1. Go to Vouchers in the left-hand menu

vouchers-main-page

  1. Click the voucher you want to send
  2. Click Send voucher

Filling out the send voucher form

A form appears at the top of the page:

send-voucher-modal-filled

  • Recipient email (1) (required): where to send the voucher
  • Recipient name (2) (optional): used in the email's greeting
  • Personal message (3) (optional): shown above the voucher details in the email
  • Schedule for later (optional): send it at a set date and time instead of now

Sending the voucher

  1. Enter the customer's email in Recipient email
  2. Add their name or a message if you like
  3. Click Send voucher (4)

After sending

You'll be back on the voucher's page.

voucher-after-sending-success

The Deliveries section (1) lists the email with:

  • The recipient's email and name
  • Its status, which starts as PENDING and changes to SENT
  • When it was sent

Important notes

  • You can send the same voucher to several people. Each gets their own email, but they all share the same code and balance
  • Anyone with the code can use the voucher while it's ACTIVE
  • Every send is listed in the voucher's Deliveries section