Vouchers and Coupons

Create a voucher that gives free access to trainings and exams, send it by e-mail, follow its use, and create discount coupons. Step by step, with screenshots.

Discounts in the sidebar holds two different tools:

	Voucher	Coupon
What it does	Unlocks a set of trainings and exams for free.	Takes a discount off the cart total.
How the learner gets it	By e-mail, with a code generated by the platform.	You share the code; the learner types it in the cart.
Where the learner uses it	Apply voucher on their dashboard.	Promotions in the cart, before ordering.
Who can use it	One recipient (when it is locked to their e-mail).	Anyone, up to the Max usage.

Everything below is for the web app on a computer, signed in as an Admin. The learner’s side is explained in the student guides Use a voucher and Buy a training or an exam.

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Table of contents

• Step 1 — Open the vouchers
• Step 2 — Check a voucher
• Step 3 — Create a voucher
• Step 4 — Send, update or archive a voucher
• Step 5 — Create a coupon
• Good to know

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Step 1 — Open the vouchers

Click Discounts in the sidebar. The Vouchers tab opens first.

Discounts → Vouchers.

The counters at the top: Total vouchers, Active, Draft, Consumed (every voucher already used, archived ones included) and Expiring soon (vouchers that expire within the next 7 days).

The filters: search by voucher code or e-mail, or click All Vouchers, Active, Draft, Not consumed or Expiring soon.

Column	What it shows
Voucher Title	Its internal name, with the code underneath.
Recipient	The e-mail it was made for (— when there is none).
Assigned content	How many trainings and exams it unlocks.
Expiration date	When it stops working, and how many days remain.
Delivery & access	Sent / Not sent (e-mail), Active / Draft (can it be redeemed?), Not consumed / Consumed, Locked / Unlocked (see Step 3).
Actions	The eye opens the voucher (Step 2), the copy icon copies its code, ⋯ opens the other actions.

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Step 2 — Check a voucher

Click the eye on a row.

A voucher's details.

You find the Voucher Code (with Copy), the date it is Valid until and a countdown, the Recipient email, the Redemption restriction, and the Trainings and Exams it unlocks. The Status panel sums up Consumption, Delivery, Access and Restriction. Resend Email sends the voucher to the recipient again, Edit voucher opens it for changes.

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Step 3 — Create a voucher

Click New voucher at the top right.

Create Voucher.

1. Voucher details

   Give the voucher a Voucher Title (an internal name, 30 characters at most), an Expiration date and a Voucher Description.

2. The recipient

   Type the Recipient email. With the padlock on (the default), the voucher is locked: “only this recipient email can redeem the voucher.” Click the padlock to unlock it.

3. Active or not

   Active is on by default: the recipient can redeem the voucher as soon as they get it, until the expiration date. Turn it off to create it as a draft.

4. Assigned learning access

   Click + next to Trainings and next to Exams to pick what the voucher unlocks. You need at least one training or one exam.

5. Delivery

   In Delivery & review, turn on Email voucher to student to e-mail it right away. It is off by default: the voucher is only created.

6. Create

   Check the summary (Recipient, Access, Expires, Status) and click Create Voucher.

You do not choose the code: the platform generates a random 13-character code when you save.

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Step 4 — Send, update or archive a voucher

The ⋯ menu of a row offers:

Action	What it does
Preview	Opens the voucher’s details (Step 2).
Update	Changes its title, dates, recipient, access or content.
Send email	E-mails the voucher to its recipient. Delivery turns Sent.
Archive	Removes it from the list. Find it with the Archived icon, and Restore it from there.

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Step 5 — Create a coupon

Open the Coupons tab and click Add Coupon.

Create Coupon.

1. Name the coupon

   Coupon Title, and the Coupon code learners will type (50 characters at most).

2. Status

   Coupon Status: Active lets learners use it right away.

3. The discount

   Fill in either a Discount Percentage (%) (between 0 and 100) or a Discount Value (TND). As soon as you type in one, the other is disabled.

4. The conditions

   Applicable if total is above (TND): the minimum cart total. Max usage: how many times the coupon can be used in all. Start at / Expire at: when it works.

5. Create

   Add a Coupon Description and click Create Coupon.

Give the code to your learners. They type it in the cart, under Promotions, then Apply.

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Good to know

The learner says the voucher does not work

Open it (Step 2) and check: is it Active, not expired, not Consumed already? If it is Locked, the learner must be signed in with the Recipient email. The learner sees the reason in the app, e.g. “Voucher has expired.” or “Voucher has already been used.”

The voucher e-mail did not arrive

Ask the learner to check their spam folder, then use Resend Email (or ⋯ → Send email). You can also copy the code with the copy icon and send it yourself.

Voucher or Assign learners?

Both give content for free. Assign learners (on a training or an exam) acts at once on accounts that already exist. A voucher bundles several trainings and exams and travels by e-mail, so the recipient redeems it whenever they are ready.