Adding a voucher, gift card, points or a wallet pass to an email

An email can hand every recipient something of value: a voucher, a gift card, points or a loyalty token. Each recipient gets their own, so a voucher in a campaign means a unique code per contact rather than one code shared by everybody. A wallet pass is something else: a badge in the design that lets the recipient save their loyalty card, stamp card, voucher or gift card to Apple Wallet or Google Wallet.

Attaching the valuable and showing it in the email are two separate steps. Missing the second is the usual reason a code doesn't appear in the email.

Where you can add one

Campaigns, automated emails and recurring emails all have actions, and all four action types are offered in each of them. An email carries one action at a time.

Adding the action

1. Open the email and go to the Content step.
2. In the bar on the left, click Actions.
3. Pick the Action type: Vouchers, Giftcards, Points or Loyalty token.
4. Fill in the fields for that type, described below.
5. Click Submit.

Submit only appears once you've changed something. Without it the action isn't saved, and the email goes out carrying nothing.

Under the fields, Accompanying tags lists the tags that belong to the action. Click one to copy it, then paste it into your email.

Vouchers

• Promotion: the promotion the voucher comes from. Only active promotions are listed, so create and activate the promotion first. See How to create a voucher.
• Use an existing, unlinked voucher: hands out codes that already exist in the promotion and aren't linked to a contact yet, and only creates a new code when there are none left. Recurring emails don't have this switch.

Once the action is saved, a Voucher QR code block appears in the email editor's Content tab, under the heading Vouchers. Drag it to where you want the code. It shows a QR code with the voucher code written underneath. If you'd rather write the code in your own text, use the Voucher code tag.

Whether you need the QR code depends on where the voucher is redeemed. At a POS or a kiosk, the QR code is usually what gets scanned. In a webshop the contact types the code at checkout, so the QR code is optional. In the Business App it's optional too: the voucher is linked to the recipient, so staff can scan the contact's loyalty card and redeem it from the Vouchers tab. If you leave the code out, tell the contact in the email to bring their loyalty card. See Setting up the home screen buttons in the Business App.

Gift cards

• Business profile: the location the card belongs to.
• Giftcard program: the programme the card is created in.
• Reusable: with it on, the card can be loaded again later. With it off, the card takes one load only.
• Amount: the value loaded onto the card.

In campaigns and automated emails, a Gift card QR code block then appears in the Content tab, under the heading Gift cards. It shows a QR code of the card number with the number written underneath. Recurring emails don't offer this block, so use the tag there.

Of the accompanying tags, use Hash, which is the card number ({{giftcard.hash}}), rather than URL. To let recipients check their balance, turn on the balance checker in your contacts portal. See Finding gift card balances and transactions.

Points

Pick Points as the action type, then fill in Business profile and Points, the number of points. There's nothing to drag in: the points are added to the contact's balance when the email is sent. To mention the number in your text, use the Points tag.

Loyalty tokens

Pick Loyalty token, then fill in Business profile and Amount, the points the token is worth.

A token doesn't add points by itself. It creates a token the contact claims, so the email has to carry the Loyalty token url tag ({{loyalty_token.url}}), for example behind a button. Without that link there's nothing for the contact to claim.

Adding a wallet pass

1. In the email editor's Content tab, drag the Wallet pass block into the email.
2. Click the block to select it.
3. In the panel, pick the pass under Wallet pass type. It starts on Loyalty card.

The badge looks the same for every pass; only the pass it opens changes. What the list offers depends on the email:

• Loyalty card is always there and works in any email, because every contact has one.
• If your account uses stamp cards, each active stamp card programme is listed by its name, in campaigns, automated emails and recurring emails. It opens the contact's own card for that programme.
• Voucher and Giftcard open the pass of the voucher or gift card the email hands out. In a campaign or recurring email they're only listed when the email's action issues one. Elsewhere they're always listed, but they only work in an email that issues one: an email with a voucher or gift card action, or for gift cards the gift card recipient email.

How the gift card pass looks is set per programme; see How to add a Gift Card to google/apple wallet.

A pass and a QR code aren't alternatives. You can put both in the same email, one to save and one to scan.

Testing an email with an action

Send a test email in the editor never runs the action. A test hands out no voucher, gift card, points or token, so the action's tags, such as {{voucher.code}} and {{voucher.url}}, and the Voucher QR code and Gift card QR code blocks stay empty, also when you pick a contact to preview. That's expected: nothing is wrong with your email, so don't take the tags out because of it.

To see the email with a real code, send it for real to a contact of your own. For an automated email, use Send automated email on the contact's page; see How to send an email to one contact. For a campaign, send it to a small test list; see How to send a proper test campaign. A real send hands out the voucher, gift card, points or token for real, and fills in every tag.

When something's missing

• The code isn't in the email. The action is saved, but no block or tag shows it. Add the QR code block or the tag.
• The test email shows no code, or the tag as it's written. A test never hands out the action's voucher, gift card, points or token. Send the email for real to yourself, as described in Testing an email with an action.
• The action isn't there when you come back. Submit wasn't clicked.
• The Voucher QR code or Gift card QR code block isn't in the Content tab. The action hasn't been saved yet, or it's a different action type. Recurring emails only offer the voucher block.
• Voucher or Giftcard isn't under Wallet pass type. In a campaign or recurring email they only appear once the email's action issues a voucher or gift card. Save the action first.
• A stamp card programme isn't under Wallet pass type. Only active programmes are listed.
• Your promotion isn't in the list. It isn't active.
• The badge opens the loyalty card instead of the gift card. Wallet pass type was left on Loyalty card.
• Contacts get a token but no points. The email has no Loyalty token url tag, so they can't claim it.