Voucher pools

Voucher pool is a place where you can import discount codes and coupons, which you can later use through many communication channels (email, SMS, mobile push, web push, and dynamic content).

The discount codes and coupons get two forms:

• a text string
• a barcode
  Accepted types of barcodes in Synerise:

You may want to read

• Developer Guide: Barcodes
• Use case: Birthday email with coupon
• Use case: Coupon for membership anniversary
• Use case: Discount coupon for installing the application

Procedure

To distribute vouchers in communication channels perform the following steps in the described order:

1. Add a code pool
2. Import codes to the code pool
3. Distribute codes in communication channels

Adding a code pool

First, you need to create a pool to which you import the codes.

1. Go to Data Management > Voucher Pools > Add pool.
2. On the pop-up, fill in the following fields:
   1. In the Pool name field, enter the name of the pool (the name is only visible on the list of the voucher pools).
   2. Optionally, from the Barcode type dropdown list, select the type of codes which will be imported in the CSV file to Synerise.
      
      Important: The selection in the dropdown has no influence on the further process. It serves only informational purposes for the users.
   3. Optionally, in the Voucher prefix field, enter a number that will be added to the beginning of each code.
   4. In the Emission start and Emmision end fields, select the dates when the distribution of the codes starts and finishes, respectively.
   5. Optionally, to limit the size of the pool, fill in the Pool limit field.
   6. Optionally, in the Limit per profile, define how many times a customer can get this voucher from the pool.
   7. Optionally, in the Description field, enter the internal description of the pool that is visible only on the list of voucher pools.
3. Confirm by clicking Apply.
   Result: Your code pool appears on the top of the list.

Importing codes to the pool

After you created a pool, add or import codes to the pool.

1. Create a CSV file with one column only. This column must contain the codes and it cannot have a header.
   Important: A file can contain up to 2000 codes.
2. Go to Data Management > Voucher Pools.
3. Double-click the code pool to which you want to import the file with codes.
4. Click Import.
5. From your computer, select the file with codes.
   Result: A list of codes is uploaded.

Distributing codes in communication channels

When you have discount codes in the pool ready for the distribution, add the pool of codes to a message.
You can distribute discount codes in the following communication channels:

• email
• SMS
• mobile push
• web push
• dynamic content

Read more about voucher pools inserts and barcodes inserts.

Click here to learn how to add a code in the form of a text string

Note: As an example, the procedure describes distributing codes through an email.

1. Go to Communication > Email > Create new.

2. In the Content section, click Create message.

3. Select Code editor.

   Tip: Adding a discount code pool is also possible in Drag&drop builder.

4. Enter one of the following code snippets in the HTML section:

   Insert formula	Explanation
   {% voucher %} pool-uuid {% endvoucher %}	This insert assigns a code from a pool to a customer. If the code is already assigned to the customer, it retrieves different code for this customer.
   {% voucher assign=false %} pool-uuid {% endvoucher %}	This insert assigns a code from a pool to a customer (unless one is already assigned) and retrieves that same code for this customer every time

5. Replace pool-uuid with the ID of your voucher pool. To get the uuid of the voucher pool:

   1. Go to Data Management > Voucher Pools.
   2. From the list, open the pool.
   3. From the URL, copy the UUID of the pool.

Click here to learn how to add the code in the form of barcodes

Note: As an example, the procedure describes distributing barcodes (type EAN_39) through an email.

1. Go to Communication > Email > Create new.

2. In the Content section, click Create message.

3. Select Code editor.

4. In the HTML section, enter the following code:

       {% vouchervar id=uuid_of_voucher_pool  %}
    {% barcode code= {{voucher_result}}, gray=true, type=barcode_type, hrp=BOTTOM %}
    {% endvouchervar %}
    

5. Replace uuid_of_voucher_pool with the actual ID of your voucher pool. To get the ID of the voucher pool:

   1. Go to Data Management > Voucher Pools.
   2. From the list, open the pool.
   3. From the URL copy the UUID of the pool.

6. Edit the values for type and hrp parameters according to this instruction.

   WARNING: The barcode type must match the type of codes stored in the voucher pool.

Results: The preview mode for a specific customer is unused for this configuration.