Loyalty & Vouchers

How to create a loyalty voucher

3 min read·Beginner

A loyalty voucher is a redeemable reward or discount you can hand to your customers, such as money off their next visit. In CRMit you set its value, the rules for using it and an expiry, then issue it. Here is how to create one.

  1. Open Loyalty Vouchers

    From the CRMit menu on the left, open Loyalty and choose Loyalty Vouchers. This lists any vouchers you have already created.

  2. Create a voucher

    Start a new voucher. You will give it the details that decide what it is worth and how it can be used.

  3. Set its value and rules

    Choose the voucher's value, such as a fixed amount off or a percentage discount, and set any rules for how and where it can be redeemed.

  4. Set an expiry

    Give the voucher an expiry date so it does not stay open forever. A deadline encourages customers to come back and use it.

  5. Issue it to customers

    Issue the voucher to the customers you want to reward. They can then redeem it against a future purchase.

Tip: An expiry encourages a quick return. A voucher that runs out in a few weeks brings customers back sooner than one with no end date.

What's next

With vouchers in place, tie them into your wider program or add gift vouchers you can sell.

Want a hand getting set up?

Book a quick demo and we will show you how vouchers work alongside your loyalty program.