How to create a bulk voucher order | VoucherCart Help Center

Bulk voucher orders allow you to create and issue multiple vouchers at once. When creating a bulk order, you can choose from three options depending on whether you already know the voucher recipients.

Select New Bulk Order

Navigate to Dashboard > Orders > New Bulk Order. (1)

Choose the voucher you want to issue. (2)
Select or enter the voucher value. (3)

Choose your recipient option

When starting a bulk voucher order, select one of the following options:

I have a list of all voucher recipient email addresses associated with this bulk voucher order (4)

Choose this option if you already have the email addresses of everyone who should receive a voucher.

You can add recipient email addresses in two ways:

Option 1: Upload a CSV file (4.1)

Select Upload recipient email addresses.
A pop-up window will appear with an option to download the CSV template.
Download the template and add the voucher recipient email addresses.
Upload the completed CSV file.
Review and confirm the imported email addresses.

Option 2: Add email addresses manually (4.2)

Select the option to enter email addresses manually.
A text box will appear where you can add your list of recipient email addresses.
Enter the email addresses and select Next.

Once you have completed either method, you will be taken to the Create Bulk Order page to complete the order setup.

Follow the remaining steps laid out in the "Create your bulk voucher order" section to configure the voucher details, review commission information, and create the bulk order.

Bulk orders where recipients are unknown (5)

Select "The voucher recipients are unknown at this time or not required" if you do not need to assign vouchers to specific recipients during creation.

You will be prompted to enter the number of vouchers required for the bulk order. (5.1)

After entering the quantity, you will be taken to the Create Bulk Order page to complete the order setup.

Follow the remaining steps laid out in the "Create your bulk voucher order" section to configure the voucher details, review commission information, and create the bulk order.

Send vouchers to newsletter subscribers (6)

Select "I would like to send the vouchers in this bulk order to specific newsletter subscribers" if you want to send vouchers to customers from an existing newsletter list.

Select the required newsletter recipient list. (6.1)

A pop-up window will appear showing the recipients in that list. (6.2)
Remove any recipients who should not receive a voucher.
Confirm your selection.

You will then be taken to the Create Bulk Order page to complete the order setup.

Follow the remaining steps laid out in the "Create your bulk voucher order" section to configure the voucher details, review commission information, and create the bulk order.

Create your bulk voucher order (7)

On the Create Bulk Order page, you can configure the details that will appear on the vouchers.

You can:

Select the sale location (7.1)
Add a message to appear on the voucher (7.2)
Enter the To and From details (7.3)

Add recipient name variables (7.4)

The page includes built-in buttons that allow you to add name variables.

Using these variables means each recipient’s name will automatically be inserted onto their individual voucher when it is created.

Enter buyer information (8.4)

Complete the buyer information section with the required purchaser details.

Complete the payment and create the order (9)

Select your preferred payment method, then click Go to Payment.
A pop-up window will appear where you can create a reference number for internal use.
- This reference number is for your own records and is not used by VoucherCart.
Select Summary to review your order details.

Before creating the order:

You can review the commission calculation information using the "Please click here to see how commission is calculated" link. (9.1)
Agree to the terms and commission pricing by ticking the checkbox. (9.2)

Select Create Order to complete the process.

A confirmation window will appear, confirming that your Bulk order has been created successfully (10)

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