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About Voucher and Promo Codes

1. Voucher and Promo Code Overview

Payments2Us Vouchers provides the ability to provide a Voucher to Customers/Members/Event Attendees. Vouchers are also known as Promo Codes, Discount Codes or Coupons.

In Payments2Us you setup a Voucher Type. This is a template for the Vouchers that are subsequently created.

Once a Voucher Type has been created, you then create related Vouchers by manually creating them in Salesforce, or you could use Process Builder to create Vouchers.

Your provide your members/customers/event attendees with a voucher code. On the checkout form, they enter the voucher code to get apply the voucher discount (percent / amount)

NOTE: Premium support is required for assistance to setup Process Builder to create Vouchers. Premium support is also required if you need assistance with creating email templates to send Vouchers.

 

Updated at July 27th, 2024

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