Create a promotion
Navigate to Loyalty → Promotions & Vouchers.
Click New promotion.
Select the voucher type:
Single-use voucher – Each voucher can only be redeemed once.
Multi-use voucher – The same voucher can be redeemed multiple times.
Click Create.
Create a voucher issuance
Open your promotion.
Click the Issuances tab on the left-hand side.
Click New issuance.
Configure the issuance
After creating your issuance, choose how you would like the vouchers to be sent.
One-off issuance
Select One-off if you want to send the vouchers immediately.
Send by system email
Enable Send by system email if you'd like recipients to automatically receive their voucher by email.
If this option is disabled, the vouchers will still be created, but no email will be sent.
Select your audience
Open the Audience tab and choose who should receive the vouchers.
You can either:
Select All contacts, or
Click Narrow down to target a specific audience.
When narrowing down your audience, you can filter by:
Contact lists
Tiers
A selection of contacts
Once you've selected your audience, click Issue now to immediately issue the vouchers.
Recurring issuance
Select Recurring if you'd like vouchers to be issued automatically on a schedule.
Send by system email
Enable Send by system email if you'd like recipients to automatically receive their voucher by email.
If this option is disabled, the vouchers will still be created, but no email will be sent.
Select your audience
Open the Audience tab and choose who should receive the vouchers.
You can either:
Select All contacts, or
Click Narrow down to filter by:
Contact lists
Tiers
A selection of contacts
Configure the resend policy
Open the Resending tab.
Choose the resend option that best matches your use case. This determines whether contacts who have already received a voucher should receive another one during future scheduled runs.
Configure the schedule
Open the Schedule tab.
Here you can configure:
Frequency (daily, weekly, monthly, etc.)
Start date
Time
Once you're happy with the configuration, click Create.
The issuance will now run automatically according to the schedule you've configured.