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Managing Promo Codes, Gift Vouchers, and Referrals
Managing Promo Codes, Gift Vouchers, and Referrals

Simplify promotions and rewards with our step-by-step guide on creating promo codes and gift vouchers, enhancing your marketing strategies.

Louise Dollimore avatar
Written by Louise Dollimore
Updated over 6 months ago

Promo codes and gift vouchers are essential tools for engaging customers, encouraging trial, and leveraging referrals. This guide walks you through generating these incentives, covering everything from promo codes for marketing campaigns to creating gift vouchers for special occasions.

Creating Promo Codes

Step-by-Step Guide to Setting Up a Promo Code

  1. Access Promo Code Setup: Navigate to the Admin Dashboard, select "Marketing," and then click on "Promo Code Overview."

  2. Add a New Promo Code: Click on "Add Promo Code" for general campaigns or specific events.

    • Name: Assign a relevant name, like "Free Pumpkin."

    • Code: Customise the auto-generated code to something memorable, e.g., "ORANGE," ensuring it's six characters.

    • Availability: Typically set for "New Customers Only."

    • Expiry Date: Specify the final date the code can be used.

    • Offer Type: Choose between "Amount Off" or "Percentage Off." Note: Discounts apply only to core items, not add-ons or delivery fees.

    • Offer Amount: Indicate the discount value or percentage.

    • Gift Product: Select a product for the promotion from the dropdown list.

    • Minimum Subscription Length: Decide if a single purchase or a minimum commitment (e.g., four deliveries) is required. If opting for a minimum commitment of 4 deliveries, ensure multi-week billing is configured in Hub Details to facilitate this requirement. This setup allows the discount to apply only if the customer pays 4 weeks in advance, and it will only be applicable to the first order.

    • Stop Subscription After One Purchase?: Only applicable for specific promotions.

    • Referrer: For affiliate deals, indicate the referrer to receive credit.

    • Referred Payment Amount: Set the kickback amount for the referrer.

    • One Use Only: For unique codes, ensure this is ticked; leave unticked for general promo codes.

  3. Finalize: Press 'Save'. Customers can enter the promo code via "My Account" by pressing "Enter Voucher Code".

Refer a Friend Promo Codes

To foster community growth through referrals:

  1. Initiate: Select "Edit Customer Promo Code."

  2. Configure:

    • Define the promotion with a name like "Refer a Friend."

    • Set the offer details, including expiry date, offer type, amount, and minimum subscription length.

    • Assign the referrer payment amount.

  3. Distribute: Click "Send Promo Code Email" to launch an editable email campaign to active customers.

Gift Vouchers

Creating and Offering Gift Vouchers

Gift vouchers can serve as unique gifts, available for purchase and customization:

  1. Generate a Gift Voucher Code: Similar to promo codes, use "Add Promo Code" for voucher creation.

    • Name: E.g., "£20 Gift Voucher."

    • Code: Auto-generated codes are recommended.

    • Expiry Date: Typically, a year is sufficient.

    • Offer Amount: Set the voucher value.

  2. Custom Value Gift Vouchers: For special requests or amounts, create a "Gift Voucher Custom Value" product for internal use to log the custom purchase.

Practical Tips

  • Custom Promotions: Tailor promo codes and vouchers to specific campaigns, events, or referral programs to maximize engagement.

  • Clear Instructions: Ensure customers easily find where and how to enter promo codes and gift vouchers.

  • Track and Adjust: Monitor the usage and effectiveness of your promo codes and vouchers to refine future offers.

By implementing these strategies, you can effectively enhance your marketing efforts, incentivise new customer acquisitions, and reward loyalty within your community.


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