Click on the Manage Vouchers Sets and you will be directed to the Voucher Sets main page. The first thing you will see is a list of all the current Voucher Sets:
- The Name column shows the actual name of the voucher set.
- The Type column shows the voucher set category.
- The Status column shows if the Voucher Set is Active or Pending to be activated.
- The Publisher shows the name of the user/admin who has created the voucher set.
- The Start Date is when the voucher codes will start being available for distribution to end-users.
- The End Date is when the voucher codes will stop being available for distribution to end-users (usually matches the voucher codes expiration date).
- The # Assigned column shows the number voucher assigned to users.
- The # Unassigned column shows the number of vouchers available for assignment.
To Search for existing vouchers, type the name of the voucher set, or a part of the name, on the search bar input field and click on the Search button.
The results will be shown below:
To view all voucher sets again, click on the Magnifier right of to the search bar.
Creating a new voucher set
Voucher Sets are useful to upload and manage “pools of voucher codes”. Once available from a Voucher Set, voucher codes can be allocated to downstream partners and/or distributed to your internal users using the Voucher Campaign functionality.
To create a new Voucher Set, click on [ + ] plus button on the upper right corner of the screen then click on Create New Voucher Set.
Create tab
Fill in required information.
- Select the Type of the Voucher Set:
- Local Vouchers allows you to create a set of vouchers that can be assigned to internal groups and/or users within your organization.
- Ecosystem Vouchers allows you to create a set of vouchers that can be assigned to users outside of your organization (e.g. partners, customers…).
- Write the Name of the Voucher Set you are setting up.
- Select a Start Date, meaning when vouchers will start being available and distributed to end-users
- Select an End Date, meaning when vouchers will stop being distributed to end-users
- Select the Voucher Set’s Publisher
- Set the maximum number of vouchers per person
- Write a description of the Voucher Set if needed
- Click on Save
After clicking on the Save button, you will see two new tabs:
Upload tab
In the Upload tab you will be able to add new voucher codes to the voucher set.
Click on the plus button and then click on Upload Vouchers.
A new pop-up window will appear where you will be able to upload an Excel file with the voucher codes that will be assigned to the users.
Click on Browse… if you already have an existing file, otherwise click on Download Import Template, and open the Import Template in Excel to fill-in the list of Vouchers for the Voucher Set. Make sure to keep the first cell (A1) called “Voucher #” (this is the field header).
Save the document and close it. Return to the pop-up window, select your file and click on Upload.
If everything is fine, a confirmation message will appear telling you that the vouchers have been successfully uploaded.
Close the pop-up window and now you should see the Voucher Codes on the list.
Voucher numbers should appear under the Vouchers column along with the following blank columns: “Expiration Date,” “Target Node,” “User Email”, “Status” and “Assigned Date“. The columns are blank as the status of the Vouchers are unassigned. These fields will be filled when the vouchers are assigned to the users.
Allocate tab
The Allocate tab allows you to distribute quantity-based vouchers to different nodes connected to your organization.
Note: Remember that this tab will be enabled only if the voucher set is ecosystem type.
- Target Node allows you to select the node to which you want to assign a certain number of vouchers
- Voucher Quantity is the number of vouchers to be assigned
- Remaining is the number of available vouchers
Once the vouchers have been distributed, they will be listed in the table below.
Voucher Set Options
On the Voucher Sets main page you will see that each Voucher Set has another menu containing more options. You can click on the “three dots” button to display more functionalities on the existing Voucher Sets.
Edit
Click on Edit and you will be directed to the Set-Up page of the Voucher Set you clicked on. Use this option if you need to edit the details of the Voucher Set. (Note: You can only edit a Voucher Set if it is inactive. To make the desired changes, you must deactivate the Voucher Set first).
Deactivate
Click on Deactivate to disable the Voucher Set if it is activated. This will prevent users from receiving the vouchers contained in a particular Voucher Set. After clicking on Deactivate, the status of the Voucher Set will change to Pending.
Activate
If a Voucher Set is deactivated, instead of a Deactivate button you will find an Activate button. Click on it to enable the Voucher Set again once you are finished making edits. This will allow users to receive the vouchers contained in the Voucher Set again. The Voucher Set’s status will change to Active.
Delete
Click on Delete to delete the Voucher Set from the platform. This action cannot be reverted so make sure you want to delete a Voucher Set before proceeding. A warning box will appear asking if you are sure. Click on Ok to confirm your action.
View Report
Clicking on View Report will direct you to the Voucher Set Dashboard of the selected Voucher Set. You will be able to see the Voucher’s reports and data. This section will be explained later. To return to the Voucher Sets main page, click on the home icon on the top right corner.
Upload Results Data
TIDWIT lets you upload the results of voucher redemptions that took place outside the platform to consolidate and visualize all the information in one place. For example, you can upload data from examinations that resulted in Pass/Fail and view the report on the Voucher Dashboard. If you want to upload a document with information about the results of the assigned and redeemed vouchers, go to the Voucher Sets main page. Then on the upper right corner click on More…
Upload Results
Then click on Upload Results and a new window will appear.
Import Template
Follow the given instructions to create a new file or you can click on Download Import Template to download a file that already contains the required fields. You just have to populate the information fields.
Save the file and go back to the TIDWIT platform. Click on Browse and select your document. Click on the Upload button. A confirmation bar will show up. Click on Close.
The results are now uploaded. To see them, click on the Voucher Dashboard button located on the upper right corner of the Voucher Sets main page.