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Managing Promotions and Vouchers

Introduction

A Promotion is a discount that can be applied on one product offering. The discount is stated as a final price, saying "Product Offering X will cost €5 instead of €10". A promotion can also be created with a full discount.

A Voucher can be distributed to End User Account, using the Voucher, the End User Account is granted access to a Promotion.

Vouchers comes in two flavours, one-time vouchers and reusable vouchers.

When vouchers are created, they are created as batches. Where a Voucher refer to a batch, and a Batch refer to a Promotion

Promotion Model

Use Cases

These are just sample use cases.

Generating one-time Vouchers

From the Customer Portal voucher can be generated with the following input:

  • Batch name
  • Amount
    • Min: 1
    • Max: 10 000
  • Promotion
  • Batch, name of the batch
  • Validity

Vouchers can be exported as csv files per batch.

Promo code - reusable Vouchers

From the Customer Portal a reusable voucher can be created with the following input

  • Batch name
  • Code, e.g. "Spring2020Fiesta".
  • Promotion
  • Validity

When CODE is specified, the Voucher is automatically created as a reusable voucher. Reusable vouchers can also be created as a batch of random generated codes.

Extend the, or add a, Discounted period to a Subscription Product Offering

Create a promotion with

  • ProductOfferings: The Product Offering of type subscription
  • Discount: with a price of zero or more and the desired number of free recurring payment periods. The recurring interval will be the same as the promoted Product Offering's recurring period

Using Vouchers

When an End User Account has a voucher code it can be entered in the purchase dialog. If the Voucher is valid the promoted Product Offerings will be shown with the new Price.

Validity

The valididty of a Voucher is ranked as follow.

  • Promotion validity
  • Batch valididty
  • Voucher valididty

Meaning, an invalidated Promotion overrides Batch and Voucher valididty.

Create a Promotion

Follow these instructions to create a promotion.

1. Navigate to vouchers

  1. In the context menu (on top), select:
    • Customer
    • Business unit
  2. Using service menu (on the left), navigate to:
    • SETTINGS -> MONETIZE -> VOUCHERS

2.1 Create Promotion for non susbcription offerings

  1. Press Create Promotion

Create Promotion

Attributes

  • NAME Name of the Promotion
  • DESCRIPTION Description of the promotion.
  • OFFERING Which Product Offering this Promotion applies for.
  • VALID FROM From when the promotion is valid.
  • VALID TO Until when the Promotion is valid.
  • DISCOUNTED PRICE The final price of the offering when the Promotion is applied.

2.2 Create Promotion for non susbcription offerings

  1. Press Create Promotion

Create Promotion

Attributes

  • NAME Name of the Promotion
  • DESCRIPTION Description of the promotion.
  • OFFERING Which Product Offering this Promotion applies for.
  • VALID FROM From when the promotion is valid.
  • VALID TO Until when the Promotion is valid.
  • DISCOUNTED PRICE The final price of the offering when the Promotion is applied.
  • ADDITIONAL DISCOUNTED PERIODS For how many additional periods the discount should be applied.
    • zero, the discount is applied for the first period.
    • one or more, the discount is also applied on the next recurring payment(s).

Create a Batch of Vouchers

1. Navigate to vouchers

  1. In the context menu (on top), select:
    • Customer
    • Business unit
  2. Using service menu (on the left), navigate to:
    • SETTINGS -> MONETIZE -> VOUCHERS

2.1 Generate one-time Vouchers

  1. Press CREATE NEW PROMOTION CODES

Create Promotion

Attributes

  • BATCH NAME Name of the Batch.
  • PROMOTION The Promotion that the Vouchers should be applicable for.
  • VALID FROM From when the Batch is valid.
  • VALID TO Until when the Batch is valid.
  • AMOUNT The size of the batch.
  • Min: 1
  • Max 10 000

2 Generate reusable Voucher

  1. Press CREATE NEW PROMOTION CODES

Create Promotion

Attributes

  • BATCH NAME Name of the Batch.
  • CODE The promotion code.
  • PROMOTION The Promotion that the Vouchers should be applicable for.
  • VALID FROM From when the Batch is valid.
  • VALID TO Until when the Batch is valid.