Guide/Vouchers - Revision history

Trapa at 07:51, 23 January 2021

2021-01-23T07:51:05Z

← Older revision		Revision as of 02:51, 23 January 2021
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	== How To Docs ==		== How To Docs ==
	* [[Guide/Vouchers/Create_batch\|Create Batch of Un-Assigned Vouchers]]		* [[Guide/Vouchers/Create_batch\|Create Batch of Un-Assigned Vouchers]]
			* [[Guide/Vouchers/Create_forSingleUser\|Create a voucher for a single user]]
	* [[Guide/Vouchers/Mass_mail\|Create Vouchers using Mass Mail tool]]		* [[Guide/Vouchers/Mass_mail\|Create Vouchers using Mass Mail tool]]
	* [[Guide/Vouchers/Voucher_editor\|Edit Vouchers]]		* [[Guide/Vouchers/Voucher_editor\|Edit Vouchers]]

Trapa at 07:19, 23 January 2021

2021-01-23T07:19:42Z

← Older revision		Revision as of 02:19, 23 January 2021
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	Released in version 10.1.0 the voucher system is designed to be a system which will allow events to provide gift-card like functionality to CM.		Released in version 10.1.0 the voucher system is designed to be a system which will allow events to provide gift-card like functionality to CM.

	=== What Are Vouchers ===		== What Are Vouchers ==
	Vouchers are coupon-like codes that can be used by attendees to pay for their memberships or items in their cart.		Vouchers are coupon-like codes that can be generated by the event and used by attendees to pay for their memberships or items in their cart. These vouchers can be either assigned to a specific customer, or unlocked and open for anyone who knows the voucher code to use. These vouchers are similar to gift cards in that they retain their balance and can be used until the balance is run dry, or until the voucher expires. Whichever comes first. Vouchers become a type of payment, and can be used to pay for anything the customer needs to pay, no restrictions on what a voucher can be used to pay for is available.

	'''Vouchers ~~can~~:'''		'''Vouchers are:'''
	* ~~Be Assigned to a person,~~ and ~~thereby~~ only ~~be used~~ by ~~that~~ individual.		*'''Assignable''' [Optional] - Vouchers can be either assigned and usable only by once individual, or can be un-assigned and used by anyone who knows the voucher code.
	* Be un-assigned, and used by ~~whomever types in their~~ code.		*'''Lockable to event''' [Optional] - Vouchers can either be locked so they can only be used at one event, or can be unlocked and used at any (or many) events.
	* ~~Be locked~~ to ~~a specific~~ event~~, and~~ only ~~able to purchase things~~ at ~~that specific~~ event.		*'''Balance Driven''' - Vouchers retain their Un-Used balance. If the voucher was issued for 15.00, and 10.00 was spent, the voucher remains spendable for a additional 5.00.
	* Be un-locked and ~~able to purchase things~~ at any, or ~~more than one event~~.		*'''Able to Expire''' [Optional] - Vouchers can be set to expire at a specific date.
	* Vouchers retain their Un-Used balance. If the voucher was issued for 15.00, and 10.00 was spent, the voucher remains spendable for a additional 5.00.		*'''NOT Coupon Codes''' - Vouchers are not like coupon codes, they can not do things like "Two for one" or "free membership" or "free t-shirt". Since vouchers cannot be linked to particular products or membership. Vouchers can be issued in the amount of a t-shirt or in the amount of a membership, but there is no mechanism that will force the voucher money to be spent on those particular products.
	* Vouchers can be set to expire on a specific date, ~~and are~~ no ~~longer functional after~~ that ~~date~~.

	~~=== What Vouchers are NOT ===~~
	Vouchers are NOT coupon codes. They are not designed nor will they be effective in doing things that coupons can do such as "Two for one" or "free membership" or "free T-Shirt", since vouchers cannot possibly be locked to any particular items. Vouchers can be issued in the amount of a t-shirt, membership or other product, but there is nothing in the system that will force the voucher money to be spent on those particular products.

	=== Example Use Cases ===		== Example Use Cases ==
	*'''Competition Prizes''' - A voucher can be made for a dance comp winner with a value. This voucher could be set to the following year, and would be set to not be locked to any specific individual. Then this voucher code could be used to pay for one (or more than one) membership at the following year. The voucher could be provided to the dance comp winner and they if they so choose could give their voucher to a friend.		*'''Competition Prizes''' - A voucher can be made for a dance comp winner with a value. This voucher could be set to the following year, and would be set to not be locked to any specific individual. Then this voucher code could be used to pay for one (or more than one) membership at the following year. The voucher could be provided to the dance comp winner and they if they so choose could give their voucher to a friend.
	*'''Staff Comps''' - If a convention uses the volunteer hour tracking, they could make a filter that grabs all the people who are eligable for a free membership in the following year. They can then use the mass-mailing tool to not only contact all those staff, but generate unique voucher codes for each staff member. These voucher codes could be set to the value of the lowest level membership. Each staffer then gets the email notifying them that they have a voucher. They can go through the registration kiosk, and select any level of membership. They would then be given the ability to redeem their voucher, and then use normal payment methods to pay off the remaining balance if they owed any additional money.		*'''Staff Comps''' - If a convention uses the volunteer hour tracking, they could make a filter that grabs all the people who are eligable for a free membership in the following year. They can then use the mass-mailing tool to not only contact all those staff, but generate unique voucher codes for each staff member. These voucher codes could be set to the value of the lowest level membership. Each staffer then gets the email notifying them that they have a voucher. They can go through the registration kiosk, and select any level of membership. They would then be given the ability to redeem their voucher, and then use normal payment methods to pay off the remaining balance if they owed any additional money.
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	*'''Membership Transfer''' - A convention could refund the first persons membership, and then issue a non-assigned voucher to the customer that they could then give to any other customer. Or if the customer requesting the transfer knows who the money will be transfered to, the voucher could be issued to the new customer (if they attended previous years)		*'''Membership Transfer''' - A convention could refund the first persons membership, and then issue a non-assigned voucher to the customer that they could then give to any other customer. Or if the customer requesting the transfer knows who the money will be transfered to, the voucher could be issued to the new customer (if they attended previous years)

	=== How To Docs ===		== How To Docs ==
	* [[Guide/Vouchers/Create_batch\|Create Batch of Un-Assigned Vouchers]]		* [[Guide/Vouchers/Create_batch\|Create Batch of Un-Assigned Vouchers]]
	* [[Guide/Vouchers/Mass_mail\|Create Vouchers using Mass Mail tool]]		* [[Guide/Vouchers/Mass_mail\|Create Vouchers using Mass Mail tool]]

Trapa: /* What Are Vouchers */ Edited look

2021-01-23T06:47:36Z

What Are Vouchers: Edited look

← Older revision		Revision as of 01:47, 23 January 2021
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	=== What Are Vouchers ===		=== What Are Vouchers ===
	Vouchers are coupon-like codes that can be used by attendees to pay for their memberships or items in their cart. Vouchers can:		Vouchers are coupon-like codes that can be used by attendees to pay for their memberships or items in their cart.

			'''Vouchers can:'''
	* Be Assigned to a person, and thereby only be used by that individual.		* Be Assigned to a person, and thereby only be used by that individual.
	* Be un-assigned, and used by whomever types in their code.		* Be un-assigned, and used by whomever types in their code.

Trapa: /* How To Docs */

2020-12-11T08:04:58Z

How To Docs

← Older revision		Revision as of 03:04, 11 December 2020
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	* [[Guide/Vouchers/Mass_mail\|Create Vouchers using Mass Mail tool]]		* [[Guide/Vouchers/Mass_mail\|Create Vouchers using Mass Mail tool]]
	* [[Guide/Vouchers/Voucher_editor\|Edit Vouchers]]		* [[Guide/Vouchers/Voucher_editor\|Edit Vouchers]]
	* [[Guide/Vouchers/~~voidVouchers~~\|Void Vouchers]]		* [[Guide/Vouchers/Voucher_editor\|Void Vouchers]]
	* [[Guide/Vouchers/~~changeExpiry~~\|Change Expiry Dates]]		* [[Guide/Vouchers/Voucher_editor\|Change Expiry Dates]]
	* [[Guide/Vouchers/refundToVoucher\|Refund to a voucher]]		* [[Guide/Vouchers/refundToVoucher\|Refund to a voucher]]
			* [[Guide/AutomatedTasks/VoucherTask\|Set up a automated reminder for vouchers]]
	* [[Guide/Vouchers/exampleStaffCom\|Staff Comp example]]		* [[Guide/Vouchers/exampleStaffCom\|Staff Comp example]]

Trapa: /* How To Docs */

2020-12-06T17:16:11Z

How To Docs

← Older revision		Revision as of 12:16, 6 December 2020
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	* [[Guide/Vouchers/changeExpiry\|Change Expiry Dates]]		* [[Guide/Vouchers/changeExpiry\|Change Expiry Dates]]
	* [[Guide/Vouchers/refundToVoucher\|Refund to a voucher]]		* [[Guide/Vouchers/refundToVoucher\|Refund to a voucher]]
			* [[Guide/Vouchers/exampleStaffCom\|Staff Comp example]]

Trapa at 17:15, 6 December 2020

2020-12-06T17:15:32Z

← Older revision		Revision as of 12:15, 6 December 2020
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	*'''Rollover''' - A convention could refund a membership for one year, and issue a voucher to use for the future years.		*'''Rollover''' - A convention could refund a membership for one year, and issue a voucher to use for the future years.
	*'''Membership Transfer''' - A convention could refund the first persons membership, and then issue a non-assigned voucher to the customer that they could then give to any other customer. Or if the customer requesting the transfer knows who the money will be transfered to, the voucher could be issued to the new customer (if they attended previous years)		*'''Membership Transfer''' - A convention could refund the first persons membership, and then issue a non-assigned voucher to the customer that they could then give to any other customer. Or if the customer requesting the transfer knows who the money will be transfered to, the voucher could be issued to the new customer (if they attended previous years)

			=== How To Docs ===
			* [[Guide/Vouchers/Create_batch\|Create Batch of Un-Assigned Vouchers]]
			* [[Guide/Vouchers/Mass_mail\|Create Vouchers using Mass Mail tool]]
			* [[Guide/Vouchers/Voucher_editor\|Edit Vouchers]]
			* [[Guide/Vouchers/voidVouchers\|Void Vouchers]]
			* [[Guide/Vouchers/changeExpiry\|Change Expiry Dates]]
			* [[Guide/Vouchers/refundToVoucher\|Refund to a voucher]]

Trapa: Added starting info,

2020-12-06T07:07:16Z

Added starting info,

New page

== Voucher System ==
Released in version 10.1.0 the voucher system is designed to be a system which will allow events to provide gift-card like functionality to CM.

=== What Are Vouchers ===
Vouchers are coupon-like codes that can be used by attendees to pay for their memberships or items in their cart. Vouchers can:
* Be Assigned to a person, and thereby only be used by that individual.
* Be un-assigned, and used by whomever types in their code.
* Be locked to a specific event, and only able to purchase things at that specific event.
* Be un-locked and able to purchase things at any, or more than one event.
* Vouchers retain their Un-Used balance. If the voucher was issued for 15.00, and 10.00 was spent, the voucher remains spendable for a additional 5.00.
* Vouchers can be set to expire on a specific date, and are no longer functional after that date.

=== What Vouchers are NOT ===
Vouchers are NOT coupon codes. They are not designed nor will they be effective in doing things that coupons can do such as "Two for one" or "free membership" or "free T-Shirt", since vouchers cannot possibly be locked to any particular items. Vouchers can be issued in the amount of a t-shirt, membership or other product, but there is nothing in the system that will force the voucher money to be spent on those particular products.

=== Example Use Cases ===
*'''Competition Prizes''' - A voucher can be made for a dance comp winner with a value. This voucher could be set to the following year, and would be set to not be locked to any specific individual. Then this voucher code could be used to pay for one (or more than one) membership at the following year. The voucher could be provided to the dance comp winner and they if they so choose could give their voucher to a friend.
*'''Staff Comps''' - If a convention uses the volunteer hour tracking, they could make a filter that grabs all the people who are eligable for a free membership in the following year. They can then use the mass-mailing tool to not only contact all those staff, but generate unique voucher codes for each staff member. These voucher codes could be set to the value of the lowest level membership. Each staffer then gets the email notifying them that they have a voucher. They can go through the registration kiosk, and select any level of membership. They would then be given the ability to redeem their voucher, and then use normal payment methods to pay off the remaining balance if they owed any additional money.
*'''Promotional Discount Cards''' - A series of 5$ vouchers could be generated and printed. Then, you could go around other events and give away these cards, anyone using them could get $5 their registration costs.
*'''Rollover''' - A convention could refund a membership for one year, and issue a voucher to use for the future years.
*'''Membership Transfer''' - A convention could refund the first persons membership, and then issue a non-assigned voucher to the customer that they could then give to any other customer. Or if the customer requesting the transfer knows who the money will be transfered to, the voucher could be issued to the new customer (if they attended previous years)

← Older revision		Revision as of 02:51, 23 January 2021
Line 23:		Line 23:
	== How To Docs ==		== How To Docs ==
	* [[Guide/Vouchers/Create_batch\|Create Batch of Un-Assigned Vouchers]]		* [[Guide/Vouchers/Create_batch\|Create Batch of Un-Assigned Vouchers]]
			* [[Guide/Vouchers/Create_forSingleUser\|Create a voucher for a single user]]
	* [[Guide/Vouchers/Mass_mail\|Create Vouchers using Mass Mail tool]]		* [[Guide/Vouchers/Mass_mail\|Create Vouchers using Mass Mail tool]]
	* [[Guide/Vouchers/Voucher_editor\|Edit Vouchers]]		* [[Guide/Vouchers/Voucher_editor\|Edit Vouchers]]

← Older revision		Revision as of 03:04, 11 December 2020
Line 26:		Line 26:
	* [[Guide/Vouchers/Mass_mail\|Create Vouchers using Mass Mail tool]]		* [[Guide/Vouchers/Mass_mail\|Create Vouchers using Mass Mail tool]]
	* [[Guide/Vouchers/Voucher_editor\|Edit Vouchers]]		* [[Guide/Vouchers/Voucher_editor\|Edit Vouchers]]
	* [[Guide/Vouchers/~~voidVouchers~~\|Void Vouchers]]		* [[Guide/Vouchers/Voucher_editor\|Void Vouchers]]
	* [[Guide/Vouchers/~~changeExpiry~~\|Change Expiry Dates]]		* [[Guide/Vouchers/Voucher_editor\|Change Expiry Dates]]
	* [[Guide/Vouchers/refundToVoucher\|Refund to a voucher]]		* [[Guide/Vouchers/refundToVoucher\|Refund to a voucher]]
			* [[Guide/AutomatedTasks/VoucherTask\|Set up a automated reminder for vouchers]]
	* [[Guide/Vouchers/exampleStaffCom\|Staff Comp example]]		* [[Guide/Vouchers/exampleStaffCom\|Staff Comp example]]

← Older revision		Revision as of 12:16, 6 December 2020
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	* [[Guide/Vouchers/changeExpiry\|Change Expiry Dates]]		* [[Guide/Vouchers/changeExpiry\|Change Expiry Dates]]
	* [[Guide/Vouchers/refundToVoucher\|Refund to a voucher]]		* [[Guide/Vouchers/refundToVoucher\|Refund to a voucher]]
			* [[Guide/Vouchers/exampleStaffCom\|Staff Comp example]]