Generate vouchers, gift cards, loyalty tokens and card numbers in bulk

Data → Generate creates up to 10,000 codes or cards in one batch, without linking them to any contact. Use it for anything you print or hand out yourself: voucher codes, digital reward codes, loyalty tokens, physical gift cards and card numbers for loyalty cards.

What you can generate

Under Type you choose one of these:

Vouchers: codes for one of your active promotions. Create the promotion first, see How to create a voucher.
Digital reward codes: codes for one of your digital rewards.
Loyalty Tokens: codes that are each worth the number of points you enter, booked at the business profile you choose. Each token can be claimed only once, by 1 contact, and is used up after that. Generate 1 for every flyer, package or receipt you print, never 1 to share. See Loyalty tokens: points a contact claims through a link or QR code.
Giftcards: physical gift cards. Under Option you choose Create giftcards with an amount or Create giftcards without an amount. See Physical gift cards for printing them and loading them at the till.
Contact identifiers: card numbers for loyalty cards you print yourself. See Contact identifiers: what they are, and how to deactivate or reset one.

Generate a batch

Go to Data → Generate and click Create.
Under Type, choose what to generate. For Giftcards, also choose an Option. Click Start.
Enter a Name and a Quantity from 1 to 10,000, and click Next step.
Fill in the step for your type:
- Vouchers: select the promotion. Only active promotions are listed.
- Digital reward codes: select the reward. Only digital rewards are listed.
- Loyalty Tokens: choose the Business profile and enter the Number of points each token is worth.
- Giftcards: choose the Giftcard program and whether the cards are Reusable. For cards with an amount, also choose the Business profile the load is booked at and enter the Amount in cents, for example 2500 for 25.00. The amount on each card can't be higher than the programme's Maximum amount.
- Contact identifiers have no step here, so you go straight to the check.
On Check your data, click Start.

You land on the batch's own page while it's being generated.

Following a batch

The Generate data page lists every batch with its type, status and quantity. Voucher batches made elsewhere show up here too: the ones made with a promotion's Add vouchers button are named "Quick voucher generation for promotion" followed by the promotion's name, and batches created through the API are listed as well.

While the codes are being made, a batch shows Processing in the list and Running on its own page. When it's done it turns Completed if every item was made, or Failed if it made fewer than you asked for.

Open a batch to see 2 tabs:

Information: the name, type and dates. You can rename the batch here.
A tab named after the type, for example Vouchers or Giftcards: every item the batch made, with its code, card number or value.

Getting the codes out

Open the batch and click Options → Export. The export is already set to that batch and its type. Choose the columns you need and start the export. When it's finished you can download the file from the export's page, and later from Data → Exports. That file is what you give your printer, or load into your own system.

For a loyalty token batch, the export is Loyalty tokens from batch. Include its URL column: it has the link for each token, which your printer turns into a QR code. Print each link once: a token printed twice pays out only to whoever scans it first.

When a batch fails

The batch is made in groups of 100. A group that runs into a problem stops, while the rest carry on, so a Failed batch usually still holds part of what you asked for. What it did make is on its second tab and can be exported as normal.

The common reasons:

Vouchers stop at the promotion's voucher limit. A promotion set to a Limited number of vouchers never gets more vouchers than that, so generation fills up to the limit and stops. Raise the Number of vouchers on the promotion's Limits page, or generate fewer.
Gift cards with an amount are refused when the amount is too high. The amount can't be higher than the gift card programme's Maximum amount. No card is made when its load is refused. Lower the amount or raise the maximum.

A batch can't be resumed or retried. Once the cause is fixed, generate a new batch for the number that's missing.

Batches made before this was introduced show Completed even when they came out short, so compare the Quantity with what the second tab lists.

Is a batch still Processing after half an hour, or did it fail for a reason not listed here? Ask the AI assistant in the dashboard: it can see how many items each batch made and why a group stopped. If that doesn't explain it, contact us with the batch's name.