Automated Voucher templates send a voucher by email to recipients based on :
- Communication Lists
- Member Categories
- Public members
- Birthday
- Yearly
- Special Birthdays
- Membership Anniversary
- Yearly
- Special Anniversary
- Rewards for regular players
- Played 'x' amount of rounds
- Booked 'x' amount of players
- Incentive for not played recently
Ensure Communication Lists and Triggers are created prior to creating Automated Vouchers
Quick Process
- Setup and/or check Communication Triggers
- Create Communication Triggers solution <link>
- Setup and/or check Lists
- Create Contact Lists solution <link>
- Select {Vouchers} --> {Automated Vouchers} --> [Create Automated Voucher]
- Create voucher as normal except:
- In General Details - Select [Trigger] from list
- In Recipients - Select Categories and/or Communication List
- [Save]
- Check Automated Voucher is saved in Templates
- Template options
- Disable - stops process
- Edit
- Execute - run instantly
- Delete
Step-by-Step Process
1. Setup and/or check Communication Triggers
- Create Communication Triggers solution <link>
2. Setup and/or check Contact Lists
- Create Contact Lists solution <link>
3. Select {Vouchers} --> {Automated Vouchers} --> [Create Automated Voucher]
4. Create voucher as normal except:
- In General Details - Select [Trigger] from list
- In Recipients - Select Categories and/or Communication List
5. Review and [Save]
6. Check Automated Voucher is saved in Templates
7. Template options
- Name
- Description
- Voucher Status Disable - Stop automated process
- Edit
- Execute - Select to run instantly
- Delete
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