How to create and use Gift and Credit Vouchers

In this article, we are going to look at setting up gift and credit vouchers. Gift vouchers have a lot of benefits:

  • Generate upfront revenue even before the recipients visit the venue giving a cashflow boost.
  • Convenient and effective way to promote your venue.
  • A great marketing tool, attracting new customers who might not have visited otherwise.
  • Can enhance customer loyalty and satisfaction by providing a flexible and personalised gifting options. 

Setting up a Voucher

Vouchers are treated as Products within Ticketsolve. To begin:

Go to Manage > Product

Click Add New +

Fill in the Details page as below:

1. Product Type: Select Money voucher.

2. Name: Name your Voucher.

 Notes

Each voucher price point needs to be set-up as a separate Product, so when naming consider adding the value of the voucher (e.g., £50 Voucher, £75 Voucher, £100 Voucher, etc.).

3. Comment (optional): Text entered here will display to customers online during the booking journey.

4. Active Product? and Can be sold?: Both toggles should be on (blue).

5. Price: Enter the voucher price.

6. Allow price override? and Apply Tax?: Toggle set to on (blue), if customers can enter a custom amount and if tax is applicable and off if custom amounts are not allowed or tax is not applicable. 

7. Priority (optional): Enter a number (99 being the highest and 0 lowest) to set the order in which the Voucher will appear online and in the Box Office. If you have a number of price points you can order the Vouchers to appear in a specific order. 

8. Permit printed receipt?: Set toggle as required. 

9. Disable online sales?: Set toggle as required to enable to disable online sales. Disabling means they will be available at the box office, but not online. 

10. Assign to program?: Select a program from the dropdown if required. 

11. Expiry rules: Enter voucher expiry rules in months and days (e.g., 12 months, 0 days). Leave blank if the Voucher has no expiry.

12. Postable?: Set toggle as required and enter Weight if printed Vouchers can be posted.

 Notes

Setting the Postable? toggle to on, means customers can have printed vouchers sent via postal mail. If customers need to pay for postage, you will need to create a Fulfilment Product for postage costs. You can set fulfilment options for specific (Voucher) Products as well (click the Settings tab in the Voucher Product and click 'fulfilment_options' and untick or tick the options as required). 

13. Highlight colour (optional): Set as required.

14. Tags: Add a tag (e.g., '50voucher,' 'voucher,' etc.) so you can report voucher sales in the future.

15. Click the Add button to finish. 

product.jpg

 

 Ticketsolve Tip

Once you setup the Voucher Product and click 'Add', the Product details page will have a new section called Uploaded image. You can upload any images related to the Voucher Product into this section and they will display online and in the Box Office.

Prompting a Voucher Product online

Product Prompts are a great way to upsell and encourage customers to purchase Products during their customer journey. To set up a Product Prompt for your Voucher Product at the account level (will prompt for all shows):

Go to Settings > General Settings

1. Enter and click 'product prompts' in the Filter settings search box.

2. Enter the Tag for the Voucher product(s) you wish to prompt (e.g., '50voucher, 'voucher'). Separate multiple Tags with commas.

3. Click Update.

For more information, our article on Product Prompts will give you more details on creating Prompts for specific shows, adding specific display text and more. 

Using Vouchers as a payment method

When a Voucher is sold, a unique code is created for that voucher and associated with the customer that made the purchase. The customer name or the unique voucher code is needed to use a Voucher as a payment method (online or at the Box Office) and can be fully or partially redeemed. The example below explains how to use a Voucher as a payment method during a Box Office transaction. 

In a Box Office sale:

1. Once items are in the Cart, click Payment Options button.

2. Now, you will be on Confirm Order screen, where you will see several payment options.

3. Select Voucher as the payment method. 

4. In the pop-up, enter the voucher code or the purchaser's name and select. 

5. Enter a payment amount. Any unused amount will remain on the Voucher and can be used in the future (before any set expiry dates).  

6. Click Pay Now and continue with the sale.

Notes

When a customer redeems a gift voucher (and they are not the purchaser), they will need the unique code or the purchaser's name in order to use the Voucher Product.  

vo1.jpg

Credit Vouchers

In a situation when a customer would normally need a refund because a straight exchange or change of date is not possible, Credit Vouchers are a great option to offer, so no sales revenue is lost. Setting up Credit Vouchers is done in the same way as Gift Vouchers (above), but with a few specific changes. Credit Vouchers can be used as a payment method in the same way that Gift Vouchers can be used. 

1. Name your Money voucher Product, 'Credit Voucher' or similar. 

2. Active product? and Can be sold? toggles should be on (blue)

3. Allow price override? toggle set on (blue).

4. Depending on how Credit Vouchers will be used, may want to set Disable online sales? to on (blue).

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