Tracking how a voucher promotion is doing

Every voucher promotion shows how many codes are out there, who has them, how often they've been used and what those orders brought in. This article covers where to find each of those, from all your promotions at once down to a single email.

All your promotions at once

Go to Loyalty → Promotions & Vouchers. The Overview tab covers the last 30 days. The dates it covers are shown next to the tabs.

• Vouchers issued and Redemptions, each compared with the previous 30 days when there's something to compare.
• Attributed revenue: revenue from completed orders with a voucher. It shows a dash until an order has been linked to a promotion.
• Expiring this week: unredeemed vouchers that expire in the next 7 days.
• Vouchers per day: a chart of the vouchers issued and redeemed per day.
• Upcoming issuances: issuances with a run coming up, soonest first.
• Top promotions: the 5 promotions with the most redemptions, with their vouchers issued, redemptions and, once orders are linked, attributed revenue. Click a promotion to open it.

The list of promotions

Click the All promotions tab. For each promotion, Number of vouchers shows how many codes it has, and Number of redemptions per voucher how many times each code can be used. Once orders are linked to your promotions, an Attributed revenue (last 90 days) column shows what each one brought in. Click a promotion to open it.

Codes: the Vouchers page

Click Vouchers under Distribution in the promotion's sidebar. Every code of the promotion is listed with its contact, its status and its dates. Vouchers redeemed shows per code how many of its redemptions have been used, which is mostly useful for multi use vouchers.

To narrow the list:

• Type a code in the search box.
• Click Filters and filter on Status (Active, Inactive, Deactivated, Expired or Redeemed) or on Contact.

Export exports the codes that match your filters. The search box isn't applied to the export.

Redemptions: the Redemptions page

Click Redemptions in the promotion's sidebar.

Once the promotion has been used on an order, the Order performance card sits at the top. It covers the orders paid with a voucher from this promotion and starts on the last 90 days. Click the date range on the card to pick other dates. It shows:

• Attributed revenue
• Orders
• Contacts who redeemed
• Average order value
• Discount given

How that revenue is worked out is explained in Revenue from rewards and promotions.

Below the card is every redemption of the promotion, with its Code, Contact, Business profile, the moment it was redeemed under Redeemed on, and the Order amount and Discount of the order it was used on. To narrow the list, type a code in the search box, or click Filters to filter on Contact or on a date range under Created at. That date is the moment of the redemption. Export exports the redemptions that match your filters, again without the search.

Exporting

Both Export buttons open the export with this promotion already selected. Pick the Columns, click Next, then click Start export on the Summary step. You land on the export's page under Data → Exports, where Download appears once it's finished.

Per issuance

Click Issuances in the promotion's sidebar and open the issuance. On its Runs tab, each run shows Contacts, Issued, Failed and Skipped. Click a run to see every contact it covered with their Voucher.

Per campaign or email

A promotion's pages can't be filtered by the campaign or email a code came from. To see what one email handed out, start from the email instead:

1. Go to Marketing → Campaigns, Marketing → Recurring emails or Marketing → Automated emails and open the email.
2. Click Action in its sidebar. It's only there when the email has an action.
3. Vouchers created shows how many vouchers the email handed out. The Results table lists each recipient with their code. Open the menu at the end of a row and click View voucher to open that code's page, where you can see whether it has been redeemed.

How to attach a voucher to an email in the first place is covered in Adding a voucher, gift card, points or a wallet pass to an email.