How to send a voucher to one contact

The quickest way to send one contact a voucher by email is from the contact's own page: it creates a new voucher for them and emails it straight away. If you only want to tie a voucher to a contact without telling them, link it instead.

Send a voucher from the contact's page

1. Go to CRM → Contacts and open the contact.
2. Click the ⋮ button next to Assign points and choose Send voucher.
3. Under Promotion, pick the promotion the voucher comes from. Only active promotions are listed. With only 1 active promotion there's nothing to pick, and the dialog tells you which promotion the voucher comes from.
4. Under Email to send, pick which voucher recipient email announces the voucher. With 2 or more, the first one in the list is picked for you. The list is sorted by name, so that isn't always the one marked Default: check it before you send. With only 1, the dialog shows which email goes out, with an Add another email link.
5. Click Send. You'll see Voucher sent.

The contact gets a new voucher of this promotion and the email announcing it. Send voucher only appears in that menu when you have at least 1 active promotion. You edit voucher recipient emails on the Vouchers page of your account settings: click the gear icon at the top right of the dashboard to open Settings, then click Vouchers under Functionalities. Only admins see Vouchers there. This isn't the Settings group in a promotion's sidebar, which holds that promotion's Validity, Reminders and Limits.

The contact needs a valid email address. Without one you'll see an error, and no voucher is created.

Send a voucher through an issuance

An issuance does the same for one contact or many, and is the way to go when the contact can't be emailed but should still get the voucher.

1. Go to Loyalty → Promotions & Vouchers and open the promotion.
2. Go to Issuances and click New issuance.
3. Give it a Name and choose One-off as the Type.
4. Switch on Send by system email. If you have 2 or more voucher recipient emails, pick one under Email to send. Click Next.
5. Under Audience, choose Narrow down, then Selection of contacts, and search for the contact.
6. Click Create.
7. On the issuance, click Issue now, then Issue vouchers in the confirmation.

The voucher is issued even when the contact can't be emailed. See Issuing vouchers to a group of contacts, once or on a schedule.

Link a voucher without sending anything

1. Go to Loyalty → Promotions & Vouchers, open the promotion and go to Vouchers.
2. Open a voucher that has no contact yet.
3. Click Actions → Link to a contact. This option only appears while the voucher isn't linked to anyone.
4. Search for the contact and click Submit.

Linking sends nothing: the contact isn't emailed or told about it in any other way. If they need the code, give it to them yourself, or send one as described above.

Make more vouchers

A promotion needs vouchers before you can link one. To add some, go to Vouchers, click Add vouchers, fill in the Number of vouchers and click Generate vouchers. Sending a voucher from the contact's page or through an issuance doesn't need this: both create a new voucher.