Schedule Bulk Redeem Promo Voucher

Owned by Richard Mayhew
Last updated: 06-Apr-20

There are two parts to this, scheduling the application of the vouchers and seeing the vouchers applied.

Before you start, make sure you have the Promotion published to the Live environment and that the vouchers have been created (see the instructions for doing this here) - download the vouchers from the Promotion so you have the codes handy.

  1. Create a csv file using the new format (Template - newbulkvoucherformtat.csv ).  You must also choose weather you want to override existing vouchers on any of the accounts or not. False will mean it skips past that customer as they already have a voucher, True means it will overwrite the voucher that's on that customers account

  2. In Telesales, go to 'Tasks' and 'Schedule Redeem Promo' 

  3. Click 'Choose File' on the detail page and select your csv.

  4. Input the date and time that you would like the job to run in the form.  Both are required.  The current date can be auto-populated by clicking the down arrow.  If you select a time in the past, the promo vouchers will be applied in the next run of the daemon.

  5. Click 'execute task' 

  6. Click the 'Jobs' tab and the job will show at the top. If it says 'UNKNOWN' under the 'Exit code' column it means it is still processing.  This is only relevant for the successful SCHEDULING of the application of the promo voucher codes.

  7. Once completed, click 'details' and 'get report' 

  8. This will download a spreadsheet with a list of the customers and a result of the load. 

  9. When the time for which you scheduled a job has passed in Telesales, go to 'Tasks' and 'Redeem Promo Codes' .

  10. Click the 'Jobs' tab and the job will show at the top. If it says 'UNKNOWN' under the 'Exit code' column it means it is still processing.  This is the actual PROCESSING of the application of the promo voucher codes.  The person who created the schedule is the owner of the job.

  11. Once completed, click 'details' and 'get report' 

  12. This will download a spreadsheet with a list of the customers and a result of the load.