Gift Vouchers in Customer Service
- Zwing KB Team
Gift Vouchers module in Customer Service acts as a centralised repository for managing voucher creation, sales, and redemptions across all connected channels. It ensures seamless integration between eCommerce platforms and physical stores using Ginesys One Apps, providing a consistent experience.
Customer Service automates voucher issuance, tracks redemptions, and synchronizes real-time updates, improving efficiency and reducing errors.
- 1 View & Manage Gift Voucher Groups
- 2 Create New Physical Gift Voucher Group
- 3 Generate Physical Gift Vouchers in a Group
- 4 Bulk Import Physical Gift Vouchers to a Group
- 5 Allocate Physical Gift Vouchers to Stores for Sale
- 6 Create New E-Voucher Group
- 7 Enable Sales for E-Voucher Groups
- 8 Edit Gift Voucher Group
- 9 Stop Sale of Gift Voucher Group
View & Manage Gift Voucher Groups
From the sidebar menu go to Customer Benefits → Gift Voucher to open the Gift Voucher Groups page. Here you can view all gift voucher groups you have created, create new groups, activate or deactivate existing groups.
Tap on the name of any Gift Voucher Group to open its Voucher Group Summary page. Here you can view group information and all its vouchers. You can access options to edit voucher group, allocate vouchers to stores, generate more vouchers and block/unblock sale of vouchers.
Scroll across the voucher list to view more information on the vouchers, tap on the History link to view the voucher’s sale and redemption activity.
Voucher history will list all activities for a gift voucher, from its sale to any redemptions made from it.
Create New Physical Gift Voucher Group
To create a new physical gift voucher, follow these steps:
On the Gift Voucher Groups page, tap on Create New Group button.
This will open the New Voucher Group form. Here you can add all voucher group related information. Required fields that are mandatory to save the new group are marked with an * (asterisk), make sure you fill all such fields.
In the General tab, start by adding Name and Description. You can also add or select a Category to help organise the Gift Voucher Groups in the listing page.
To create gift cards for physical distribution to customers, select Type as Physical Voucher.
Transaction Format will list down all the unused formats, from which you can select the required format for voucher codes. Learn how to create and manage transaction formats here.
You can also add an image for the voucher group using Upload Image option. Simply tap on the Browse button, select the image file on your device and upload.
After filling in all the required fields on the General tab, proceed to the next segment by tapping the Next button or selecting the Details tab directly.
To generate vouchers within equally distributed packs, select the Create Packs option under Voucher Packs. To generate individual vouchers, select Don't Create Packs.
Validity Type: Select between Limited-Time with a set expiration date after which a customer cannot redeem a voucher, or Lifetime with no expiry. For Limited-Time, specify an Effective Date (Voucher Sale Date or Custom Date) and a Validity Period (Custom Date or Period of Validity). For Lifetime, only the Effective Date is required.
Add Denomination: Assign specific values to vouchers, determining their sale value and gift value. There are two denomination types:
Fixed Value – Vouchers with a set sale and gift value.
Dynamic Value – Vouchers where the sale value adjusts based on a percentage of the gift value, allowing flexibility to meet customer requirements.
For fixed value vouchers, first enable the Fixed Value toggle under Add Denomination. Then tap on the Add Value button in the new section that appears to open a dialog which allows you to enter Gift Value and Sale Value along with a custom Denomination Name. Once done tap on Save Value.
This will add a new fixed value in the corresponding section. You can choose to add more fixed value denominations for the same gift voucher group - simplifying sale of vouchers by providing multiple fixed, pre-defined values to choose from.
For dynamic value vouchers, first enable the Dynamic Value toggle under Add Denomination. Then tap on the Add Value button in the new section that appears to open a dialog which allows you to enter Sale Value Percentage of Gift Value, Minimum Value and Maximum Value, along with a custom Denomination Name. Once done tap on Save Value.
This will add a new dynamic value in the corresponding section. Since this is a dynamic denomination within a specified value range, you can only add a single dynamic value denomination.
After filling in all the required fields on the Details tab, proceed to the next segment by tapping the Next button or selecting the Configuration tab directly. This segment lists existing configuration presets created by you to save time, you can select one using the checkbox and navigate to the next section. If you need to create a new one, tap on the Create New Preset button.
In the dialog that opens you can add Name and Description for the preset, and then specify the following settings:
Allow Partial Redemption – Enable this to allow customer to redeem a single voucher across multiple transactions.
Allow Multiple Vouchers in One Invoice – Enable this to allow customer to redeem multiple vouchers for a single purchase. You can also specify the the Number of Vouchers that can be redeemed together.
Enable Authentication Before Redemption – Customer will require PIN for redeeming Physical Vouchers or OTP for E-Vouchers. If disabled, no authentication is needed.
Once you have added the required information, tap on the Save Preset button to automatically select the new preset in the Configuration tab.
After selecting a Configuration Preset on the Configuration tab, proceed to the next segment by tapping the Next button or selecting the Redemption tab directly. This segment allows you to select from available channels through which gift vouchers can be redeemed by customers.
The list will only show channels currently configured and active in Connected Apps. Tap here to learn how to manage or add them.
On selecting a channel, a list all the store clusters created for the channel will appear. Select the required store clusters to limit redemption to specific stores.
The list will only show clusters created for a specific channel. Learn how to create and manage Store Clusters here.
Tap on the Save Group button to save the Gift Voucher Group and head to the Voucher Group Summary page.
Congratulations, you have successfully created a new Physical Gift Voucher Group.
Generate Physical Gift Vouchers in a Group
After you have created a physical gift voucher group, the next step is to generate vouchers for the group. Continue reading to learn how you can generate physical vouchers with or without packs.
Generate Physical Gift Vouchers without Packs
From the Voucher Group Summary page, select Generate Vouchers from the Group Options dropdown.
The Generate Vouchers page will open. Here you can enter the Number of Vouchers to generate and confirm the Transaction Format for voucher codes in the Vouchers Details section.
In Denomination Mix Section, select the required Fixed or Dynamic denominations and specify the number of vouchers to assign a specific denomination.
The Generate button stays inactive until all vouchers have assigned denominations. For example, if 100 vouchers are to be generated but only 50 have denominations, the button will remain inactive. In the red text next to Denomination Mix – 50 vouchers left shows how many still need to be assigned denominations.
You can assign dynamic denominations to the vouchers by switching the toggle to Dynamic Value.
Once all vouchers have been assigned, tap on the Generate button to generate the vouchers. This will take you to the Voucher Group Summary page where you can view and allocate the generated vouchers.
Congratulations, you have successfully generated physical vouchers.
Generate Physical Gift Vouchers with Packs
From the Voucher Group Summary page, select Generate Vouchers from the Group Options dropdown.
The Generate Vouchers page will open. Here you can enter the Number of Packs to generate, the number of vouchers in each pack as the Pack Size, and confirm the Transaction Format for voucher codes in the Vouchers Details section.
In Denomination Mix Section, select the required Fixed or Dynamic denominations and specify the number of vouchers in a pack to assign a specific denomination.
The Generate button stays inactive until all vouchers in a single pack have assigned denominations. For example, if 40 vouchers are to be generated in a single pack, but only 20 have denominations, the button will remain inactive. In the red text next to Denomination Mix – 20 vouchers left shows how many still need to be assigned denominations.
You can assign dynamic denominations to the vouchers by switching the toggle to Dynamic Value.
Once all vouchers have been assigned, tap on the Generate button to generate the vouchers. This will take you to the Voucher Group Summary page where you can view and allocate the generated voucher packs.
You can also view the vouchers generated in a pack by clicking on its voucher pack code.
Congratulations, you have successfully generated physical vouchers with packs.
Bulk Import Physical Gift Vouchers to a Group
Follow the steps below to import Physical Vouchers:
From the Voucher Group Summary page, select Bulk Import Vouchers from the Group Options dropdown.
In the Import Vouchers dialog, tap on Download Sample File to download the import template. You can skip to Step 4 if you already have prepared a file to upload.
Fill in all the required details in the CSV template using an application of your choice and save it.
Once done, tap on Browse in the Import Vouchers dialog and upload the file. Then tap on the Add Vouchers button to import the vouchers.
The packCode is mandatory only when importing vouchers into a Physical Gift Voucher Group with packs. The giftValue and salesValue must be the same as defined in the denomination mix when creating the voucher group.
If there are any errors in the imported file, the issues will be displayed in the dialog. You can select Dismiss to ignore the errors, or Download Issues to download a file containing only the errors - you can fix the issues and re-upload.
If there are no errors, the system will display a message showing the count of vouchers successfully imported to the group.
Congratulations, you have successfully imported physical vouchers to a group.
You can either use Generate Vouchers or the Bulk Import to add physical vouchers to the group. If you use either of these methods, the other method will become unavailable to use.
Allocate Physical Gift Vouchers to Stores for Sale
Once the vouchers have been generated or added to the group, the Allocate option will be enabled. Follow the steps below to allocate physical vouchers to different stores, and allow them to be sold there:
On the Voucher Group Summary page, select Allocate from the Group Options dropdown.
The Allocate Vouchers page will open. Here you will see the number of vouchers left to allocate, you can tap on View Available Sequence to check remaining vouchers at any time.
There are two allocation methods available: Auto Allocation where the sequence will be auto-assigned based on number of vouchers, and Manual Allocation where you have to input the starting and ending sequence manually.
Enable the toggle for the required channels across both In-Store and Online categories, then select the channel-specific stores that you wish to allocate vouchers for sale.
For auto allocation, tap on + icon next to Enter Number on a store - it will be automatically selected once you add the quantity. In the popup that opens, enter the quantity you wish to allocate of each denomination and the auto-assigned sequence will display automatically. Once done, tap on the Save Value button.
Once done, the total voucher quantity selected for the store, and the corresponding sequences will be visible.
In case of Manual Allocation, tap on + icon next to Enter Sequence on a store - it will be automatically selected once you add the sequences.
In the popup that opens, enter the From Sequence and the To Sequence of gift vouchers you wish to allocate of each denomination, and the quantity will display automatically. Once done, tap on the Save Value button.
Once done, all the voucher sequences selected for the store, and the corresponding quantity will be visible.
Tap on the Save Allocation button to finalise and allocate the vouchers to the selected store.
Congratulations, you have successfully Allocated vouchers to the store.
In the case of Gift Voucher groups with packs, you need to allocate the packs directly instead of individual vouchers. You will be required to enter the Pack Quantity and Pack Sequence for allocation, instead of the Voucher Quantity and Voucher Sequence.
Create New E-Voucher Group
To create a new E-voucher, follow these steps:
On the Gift Voucher Groups page, tap on Create New Group button
This will open the New Voucher Group form. Here you can add all voucher group related information. Required fields that are mandatory to save the new group are marked with an * (asterisk), make sure you fill all such fields.
In the General tab, start by adding Name and Description. You can also add or select a Category to help organise the Gift Voucher Groups in the listing page.
To create gift cards for digital distribution to customers, select Type as E-Voucher.
Transaction Format will list down all the unused formats, from which you can select the required format for voucher codes. Learn how to create and manage transaction formats here.
You can also add an image for the voucher group using Upload Image option. Simply tap on the Browse button, select the image file on your device and upload.
If a transaction format is already assigned to a voucher group, it cannot be re-used in any other group. Additionally, if the transaction format for a group is exhausted, you can assign a new transaction format to the group when generating new vouchers (for Physical Voucher Groups) or when Editing Voucher Group (for E-Voucher Groups).
After filling in all the required fields on the General tab, proceed to the next segment by tapping the Next button or selecting the Details tab directly.
Voucher Packs option will be disabled for E-voucher groups.
Validity Type: Select between Limited-Time with a set expiration date after which a customer cannot redeem a voucher, or Lifetime with no expiry. For Limited-Time, specify an Effective Date (Voucher Sale Date or Custom Date) and a Validity Period (Custom Date or Period of Validity). For Lifetime, only the Effective Date is required.
Add Denomination: Assign specific values to vouchers, determining their sale value and gift value. There are two denomination types:
Fixed Value – Vouchers with a set sale and gift value.
Dynamic Value – Vouchers where the sale value adjusts based on a percentage of the gift value, allowing flexibility to meet customer requirements.
For fixed value vouchers, first enable the Fixed Value toggle under Add Denomination. Then tap on the Add Value button in the new section that appears to open a dialog which allows you to enter Gift Value and Sale Value along with a custom Denomination Name. Once done tap on Save Value.
This will add a new fixed value in the corresponding section. You can choose to add more fixed value denominations for the same gift voucher group - simplifying sale of vouchers by providing multiple fixed, pre-defined values to choose from.
For dynamic value vouchers, first enable the Dynamic Value toggle under Add Denomination. Then tap on the Add Value button in the new section that appears to open a dialog which allows you to enter Sale Value Percentage of Gift Value, Minimum Value and Maximum Value, along with a custom Denomination Name. Once done tap on Save Value.
This will add a new dynamic value in the corresponding section. Since this is a dynamic denomination within a specified value range, you can only add a single dynamic value denomination.
After filling in all the required fields on the Details tab, proceed to the next segment by tapping the Next button or selecting the Configuration tab directly. This segment lists existing configuration presets created by you to save time, you can select one using the checkbox and navigate to the next section. If you need to create a new one, tap on the Create New Preset button.
In the dialog that opens you can add Name and Description for the preset, and then specify the following settings:
Allow Partial Redemption – Enable this to allow customer to redeem a single voucher across multiple transactions.
Allow Multiple Vouchers in One Invoice – Enable this to allow customer to redeem multiple vouchers for a single purchase. You can also specify the the Number of Vouchers that can be redeemed together.
Enable Authentication Before Redemption – Customer will require PIN for redeeming Physical Vouchers or OTP for E-Vouchers. If disabled, no authentication is needed.
Once you have added the required information, tap on the Save Preset button to automatically select the new preset in the Configuration tab.
After selecting a Configuration Preset on the Configuration tab, proceed to the next segment by tapping the Next button or selecting the Redemption tab directly. This segment allows you to select from available channels through which gift vouchers can be redeemed by customers.
The list will only show channels currently configured and active in Connected Apps. Tap here to learn how to manage or add them.
On selecting a channel, a list all the store clusters created for the channel will appear. Select the required store clusters to limit redemption to specific stores.
The list will only show clusters created for a specific channel. Learn how to create and manage Store Clusters here.
Tap on the Save Group button to save the Gift Voucher Group and head to the Voucher Group Summary page.
Congratulations, you have successfully created a new E-Voucher Group.
Enable Sales for E-Voucher Groups
Enabling sales is necessary to allocate e-voucher quantities along with their denominations to stores, allowing them to sell the vouchers based on the allocated quantity. Follow the steps below:
On the Voucher Group Summary page, select Enable Sales from the Group Options dropdown.
This will redirect you to the Enable Sales page, where you can allocate the voucher quantity to the stores across all connected channels.
Enable the toggle to view the list of stores within the channel.
Enter the voucher quantity, select the denomination mix, and specify the reset duration. Once completed, the store will be auto-selected.
If you allocate 100 vouchers to a store with a reset duration of 2 days, it means the store can generate and sell only 100 vouchers within that 2-day period.
The sequence displayed in red indicates the number of vouchers that have not yet been generated with the specified format.
Total Entered Quantity shows the quantity that has been entered for allocation to the store.
Clicking the Save button will open a confirmation side card, displaying the count of stores that have been enabled.
Click on Tap to view all impacted stores in detail to view the details of the stores where the vouchers have been enabled.
Click on Save Changes to save the details.
Congratulations, you have successfully Enabled Sales for the Voucher Group.
Edit Gift Voucher Group
Follow below steps to edit the details of any Gift Voucher Group:
On the Voucher Group Summary page, select Edit from the Group Options dropdown.
In the Edit Voucher Group page that opens, you can modify the Voucher Group details as required.
Once you have made the necessary changes, tap on the Save Group button to update the Group.
Congratulations, you have successfully updated the Gift Voucher Group.
Gift Voucher Group details can only be edited if no vouchers have been generated in the group. Once vouchers have been generated, you can only add a new denomination mix to the group using with the Edit option.
Stop Sale of Gift Voucher Group
You can stop the sale of the unsold vouchers in a gift voucher group by following these steps:
On the Voucher Group Summary page, select Stop Sale from the Group Options dropdown.
In the confirmation popup that appears, tap Confirm to stop sale of unsold vouchers. Or select Cancel to decide later.
Once stopped, a banner will appear on the Voucher Group Summary page to indicate the same.
To resume the sale of any voucher group simply click on Resume Sale link on the banner, or select Resume Sale from the Group Options dropdown.
Tap on the Confirm button to resume the sale of vouchers from the group.
