thumb_up
thumb_down
link
Copy link
Copied
insert_emoticon
lmatfy
Copied

Distribute voucher codes

You have to personally distribute voucher codes with Issued as their status. There are several ways to do this. You should preferably do this using a dossier item because you can then find the distribution in the dossier.

You can:

  • generate a PDF report
  • export codes to an Excel file

To distribute voucher codes as a PDF report:

  1. Go to: CRM / Management / Report.
  2. Select the Discount voucher (Profit) report.
  3. Enter a code in Voucher code if you want to generate the report for one code only.
  4. Don’t enter a filter if you want to generate the report for all voucher codes with the status Issued.
  5. Click on: OK.

    You now see the discount voucher with a unique voucher code.

  6. Click on: Export to PDF if you don’t want the receiver to be able to change the file.
  7. Complete the fields. 
  8. Distribute this report, for instance, as an attachment to a dossier item of typeOutgoing mail.

To export several voucher codes in an Excel file:

  1. Go to: CRM / Course management / Configuration / Discount voucher.
  2. Open the discount voucher properties.
  3. Go to the tab: Voucher codes.
  4. Select the voucher codes that haveIssued as their status and that you want to export.
  5. Click on the action: Export.
  6. Select Export data to Excel...
  7. Save the file.
  8. Distribute this report, for instance, as an attachment to a dossier item of the Outgoing mail type.

Directly to

  1. Discount voucher
  2. Configure discount vouchers
  3. Add discount vouchers with voucher codes
  4. Add voucher codes manually
  5. Issue voucher codes manually
  6. Distribute voucher codes
  7. Delete voucher codes from discount vouchers
  8. Register a participant using a voucher code
  9. Transfer participants registered with voucher codes
  10. Change/delete a participant’s voucher code
  11. View received voucher codes for each discount voucher
  12. Invoicing with discount vouchers
  13. Delete a discount voucher

Process

Events