{"id":308,"date":"2026-08-28T10:20:33","date_gmt":"2026-08-28T10:20:33","guid":{"rendered":"https:\/\/www.epos.com\/my\/merchant-academy\/academy\/mem-coupons\/"},"modified":"2026-09-01T15:22:01","modified_gmt":"2026-09-01T15:22:01","slug":"mem-coupons","status":"publish","type":"academy_article","link":"https:\/\/www.epos.com\/my\/merchant-academy\/academy\/mem-coupons\/","title":{"rendered":"Switch on automated vouchers"},"content":{"rendered":"\n<p>Three coupons come built in: one on sign-up, one on a birthday, one right after a first order. Set them once and they keep running.<\/p>\n\n\n<div class=\"aa-step-tags wp-block-epos-academy-step-tags\">\n\t\t\t<span class=\"aa-step-tags__tag\">\n\t\t\t3 vouchers\t\t<\/span>\n\t\t\t<span class=\"aa-step-tags__tag\">\n\t\t\tAbout 8 minutes\t\t<\/span>\n\t\t\t<span class=\"aa-step-tags__tag\">\n\t\t\tRuns automatically\t\t<\/span>\n\t\t\t<span class=\"aa-step-tags__tag aa-step-tags__tag--muted\">\n\t\t\tUpdated 18 Aug 2026\t\t<\/span>\n\t<\/div>\n\n\n<div class=\"aa-step-images aa-image-showcase aa-image-showcase--float wp-block-epos-academy-image-showcase\" style=\"--aa-showcase-img-max: 440px\">\n\t<div class=\"aa-step-images__row\">\n\t\t\t<figure class=\"aa-step-figure\">\n\t\t\t<div class=\"aa-step-figure__media\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.epos.com\/my\/merchant-academy\/wp-content\/uploads\/2026\/09\/dca212cf.jpg\" alt=\"Three defaults, ready to configure. Each one publishes separately, so you can start with just the welcome voucher.\" loading=\"lazy\" \/>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<figcaption class=\"aa-step-figure__cap\"><strong>Three defaults, ready to configure.<\/strong> Each one publishes separately, so you can start with just the welcome voucher.<\/figcaption>\n\t\t\t\t\t<\/figure>\n\t\t<\/div>\n<\/div>\n\n\n<section class=\"aa-audience wp-block-epos-academy-audience-cards\">\n\n\t\n\t<h2 class=\"aa-audience__heading\">WHO THIS IS FOR<\/h2>\n\n\t<div class=\"aa-audience__cards\">\n\t\t\n<div class=\"aa-audience__card wp-block-epos-academy-audience-card\">\n\t<div class=\"aa-audience__card-body\">\n\t\t\t\t\t<h3 class=\"aa-audience__card-title\">Anyone who wants repeat visits<\/h3>\n\t\t\t\t\t\t\t<ul class=\"aa-audience__card-desc\"><li>without remembering to send anything.<\/li><\/ul>\n\t\t\t<\/div>\n<\/div>\n\n\n<div class=\"aa-audience__card wp-block-epos-academy-audience-card\">\n\t<div class=\"aa-audience__card-body\">\n\t\t\t\t\t<h3 class=\"aa-audience__card-title\">Stores already registering members<\/h3>\n\t\t\t\t\t\t\t<ul class=\"aa-audience__card-desc\"><li>\u2014 the vouchers need a member list to send to.<\/li><\/ul>\n\t\t\t<\/div>\n<\/div>\n\n\t<\/div>\n\n<\/section>\n\n\n<section class=\"aa-checklist wp-block-epos-academy-prereq-checklist\">\n\n\t\n\t<h2 class=\"aa-checklist__heading\">BEFORE YOU BEGIN<\/h2>\n\n\t<div class=\"aa-checklist__box\">\n\t\t\n<div class=\"aa-checklist__item wp-block-epos-academy-prereq-item\">\n\t<span class=\"aa-checklist__check\" aria-hidden=\"true\">\n\t\t\t\t\t<svg viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\">\n\t\t\t\t<polyline points=\"20 6 9 17 4 12\" \/>\n\t\t\t<\/svg>\n\t\t\t<\/span>\n\t<p class=\"aa-checklist__item-text\"><strong>Nothing sends until you tap Publish.<\/strong> Save as Draft keeps a voucher configured but dormant.<\/p>\n<\/div>\n\n\n<div class=\"aa-checklist__item wp-block-epos-academy-prereq-item\">\n\t<span class=\"aa-checklist__check\" aria-hidden=\"true\">\n\t\t\t\t\t<svg viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\">\n\t\t\t\t<polyline points=\"20 6 9 17 4 12\" \/>\n\t\t\t<\/svg>\n\t\t\t<\/span>\n\t<p class=\"aa-checklist__item-text\"><strong>Give each one an expiry.<\/strong> Usage Validity in days is what stops old coupons turning up months later.<\/p>\n<\/div>\n\n\t<\/div>\n\n\t\n<\/section>\n\n\n<div class=\"aa-steps wp-block-epos-academy-steps-section\">\n\t<div class=\"aa-steps__head\">\n\t\t\t\t\t<h2 class=\"aa-steps__heading\">THE STEPS<\/h2>\n\t\t\t\t\t\t\t<p class=\"aa-steps__intro\">From the portal, tap <strong>Coupons<\/strong>, then set each voucher in turn.<\/p>\n\t\t\t\t\t\t\t<\/div>\n\n\t<div class=\"aa-steps__panels\">\n\t\t\t\t\t\n<div class=\"aa-steps__panel wp-block-epos-academy-steps-tab\" data-tab-id=\"tab-phone\">\n\t\n<div class=\"aa-step wp-block-epos-academy-setup-step\">\n\t<div class=\"aa-step__grid\">\n\t\t\t\t\t<div class=\"aa-step__main\">\n\t\t\t\t<div class=\"aa-step__col\">\n\t\t\t\t\t\t\t\t\t\t\t<h3 class=\"aa-step__title\">Step 1: Welcome voucher<\/h3>\n\t\t\t\t\t\t\t\t\t\t<p class=\"aa-step-text wp-block-epos-academy-step-text\">Lands in a customer\u2019s profile the moment they register. Tap <strong>Welcome Voucher<\/strong>, set a <strong>Discount Name<\/strong> customers will read, for example Welcome!, then a <strong>Discount Value<\/strong> as a percentage or a fixed amount. Scroll to <strong>Usage Validity<\/strong> and give it a lifespan, for example 60 days, then tap <code>Publish<\/code>.<\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"aa-step-images wp-block-epos-academy-step-images\">\n\t\t\t<div class=\"aa-step-images__row\">\n\t\t\t<figure class=\"aa-step-figure\">\n\t\t\t<div class=\"aa-step-figure__media\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.epos.com\/my\/merchant-academy\/wp-content\/uploads\/2026\/08\/a827f730-0b58-41c4-afd9-7fb25f4aa0af.jpg\" alt=\"Name it and set the value.\" loading=\"lazy\" \/>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<figcaption class=\"aa-step-figure__cap\">Name it and set the value.<\/figcaption>\n\t\t\t\t\t<\/figure>\n\t\t\t<figure class=\"aa-step-figure\">\n\t\t\t<div class=\"aa-step-figure__media\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.epos.com\/my\/merchant-academy\/wp-content\/uploads\/2026\/08\/0191192c-a882-4da8-acc0-d43cf5d0442a.jpg\" alt=\"Set validity, then Publish.\" loading=\"lazy\" \/>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<figcaption class=\"aa-step-figure__cap\">Set validity, then Publish.<\/figcaption>\n\t\t\t\t\t<\/figure>\n\t\t<\/div>\n<\/div>\n\t\t\t<\/div>\n<\/div>\n\n\n<div class=\"aa-step aa-step--split wp-block-epos-academy-setup-step\">\n\t<div class=\"aa-step__grid\">\n\t\t\t\t\t<div class=\"aa-step__main\">\n\t\t\t\t<div class=\"aa-step__col\">\n\t\t\t\t\t\t\t\t\t\t\t<h3 class=\"aa-step__title\">Step 2: Birthday voucher<\/h3>\n\t\t\t\t\t\t\t\t\t\t<p class=\"aa-step-text wp-block-epos-academy-step-text\">Drops into the member\u2019s profile on their birthday, every year, as long as their date is on file. Select <strong>Birthday Voucher<\/strong>, set the name, for example Happy Birthday!, and the discount value, then tap <code>Publish<\/code>.<\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"aa-step-images wp-block-epos-academy-step-images\">\n\t\t\t<div class=\"aa-step-images__row\">\n\t\t\t<figure class=\"aa-step-figure\">\n\t\t\t<div class=\"aa-step-figure__media\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.epos.com\/my\/merchant-academy\/wp-content\/uploads\/2026\/08\/9c90a341-7ec2-42c0-933c-771b6de8e158.jpg\" alt=\"Set it once, it runs every year.\" loading=\"lazy\" \/>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<figcaption class=\"aa-step-figure__cap\">Set it once, it runs every year.<\/figcaption>\n\t\t\t\t\t<\/figure>\n\t\t<\/div>\n<\/div>\n\t\t\t<\/div>\n<\/div>\n\n\n<div class=\"aa-step aa-step--split wp-block-epos-academy-setup-step\">\n\t<div class=\"aa-step__grid\">\n\t\t\t\t\t<div class=\"aa-step__main\">\n\t\t\t\t<div class=\"aa-step__col\">\n\t\t\t\t\t\t\t\t\t\t\t<h3 class=\"aa-step__title\">Step 3: Next order voucher<\/h3>\n\t\t\t\t\t\t\t\t\t\t<p class=\"aa-step-text wp-block-epos-academy-step-text\">Sends straight after a member\u2019s first checkout to pull them back for a second visit. Select <strong>Next Order Voucher<\/strong>, set the name and value, for example Welcome Back! at 5% off. Check the <strong>Automation Messaging<\/strong> preview at the bottom \u2014 that is the wording that reaches customers over WhatsApp. Tap <code>Publish<\/code>.<\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"aa-step-images wp-block-epos-academy-step-images\">\n\t\t\t<div class=\"aa-step-images__row\">\n\t\t\t<figure class=\"aa-step-figure\">\n\t\t\t<div class=\"aa-step-figure__media\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.epos.com\/my\/merchant-academy\/wp-content\/uploads\/2026\/08\/01d4d62b-4b43-41a9-88ba-f15f2ed08bad.jpg\" alt=\"Publish, not Save as Draft.\" loading=\"lazy\" \/>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<figcaption class=\"aa-step-figure__cap\">Publish, not Save as Draft.<\/figcaption>\n\t\t\t\t\t<\/figure>\n\t\t<\/div>\n<\/div>\n\t\t\t<\/div>\n<\/div>\n\n<\/div>\n\n\t\t\t<\/div>\n<\/div>\n\n\n<div class=\"aa-feedback wp-block-epos-academy-feedback-bar\" id=\"support\">\n\t<p class=\"aa-feedback__q\">All three published?<\/p>\n\t\t\t<div class=\"aa-feedback__btns\">\n\t\t<button type=\"button\" class=\"aa-feedback__btn\" data-aa-fb=\"yes\">Yes<\/button>\n\t\t<button type=\"button\" class=\"aa-feedback__btn\" data-aa-fb=\"no\">Not yet<\/button>\n\t<\/div>\n\t<span class=\"aa-feedback__thanks\" hidden>Thanks, noted.<\/span>\n\t\t<span class=\"aa-feedback__help\">\n\t\tNeed help?\t\t<a href=\"#support\">Contact support<\/a>\n\t<\/span>\n<\/div>\n\n\n<div class=\"aa-next-steps wp-block-epos-academy-next-steps\" id=\"aa-next-steps-3\">\n\t<h2 class=\"aa-next-steps__heading\">WHERE TO GO NEXT<\/h2>\n\t<div class=\"aa-next-steps__cards\">\n\t\t\n<div class=\"aa-next-steps__card wp-block-epos-academy-next-step-card\">\n\t\t\t\t<span class=\"aa-next-steps__eyebrow\">NEXT<\/span>\n\t\t<p class=\"aa-next-steps__title\">Insights Centre<\/p>\n\t\t\t<a href=\"https:\/\/www.epos.com\/my\/merchant-academy\/academy\/insights\/\" class=\"aa-next-steps__link\">Read the guide \u2192<\/a>\n<\/div>\n\n\n<div class=\"aa-next-steps__card wp-block-epos-academy-next-step-card\">\n\t\t\t\t<span class=\"aa-next-steps__eyebrow\">NEXT<\/span>\n\t\t<p class=\"aa-next-steps__title\">Built-in AI assistant<\/p>\n\t\t\t<a href=\"https:\/\/www.epos.com\/my\/merchant-academy\/academy\/ai\/\" class=\"aa-next-steps__link\">Read the guide \u2192<\/a>\n<\/div>\n\n\t<\/div>\n<\/div>\n\n\n<div class=\"aa-troubleshoot wp-block-epos-academy-troubleshoot-list\" id=\"aa-troubleshoot-4\">\n\t<h2 class=\"aa-troubleshoot__heading\">IF IT LOOKS WRONG<\/h2>\n\t<div class=\"aa-troubleshoot__cards\">\n\t\t\n<div class=\"aa-troubleshoot__card wp-block-epos-academy-troubleshoot-card\">\n\t<button type=\"button\" class=\"aa-troubleshoot__title\" aria-expanded=\"true\">\n\t\t<span>No voucher after sign-up<\/span>\n\t<\/button>\n\t\t\t<div class=\"aa-troubleshoot__body\">\n\t\t\t<p class=\"aa-troubleshoot__desc\">The welcome voucher is probably still a draft. Reopen it and tap Publish.<\/p>\n\t\t<\/div>\n\t<\/div>\n\n\n<div class=\"aa-troubleshoot__card wp-block-epos-academy-troubleshoot-card\">\n\t<button type=\"button\" class=\"aa-troubleshoot__title\" aria-expanded=\"true\">\n\t\t<span>Birthday vouchers skip some members<\/span>\n\t<\/button>\n\t\t\t<div class=\"aa-troubleshoot__body\">\n\t\t\t<p class=\"aa-troubleshoot__desc\">Only profiles with a birthday on file qualify. Ask staff to capture it at sign-up.<\/p>\n\t\t<\/div>\n\t<\/div>\n\n\n<div class=\"aa-troubleshoot__card wp-block-epos-academy-troubleshoot-card\">\n\t<button type=\"button\" class=\"aa-troubleshoot__title\" aria-expanded=\"true\">\n\t\t<span>Coupons expire too quickly<\/span>\n\t<\/button>\n\t\t\t<div class=\"aa-troubleshoot__body\">\n\t\t\t<p class=\"aa-troubleshoot__desc\">Usage Validity is set in days. Raise it, then publish the voucher again.<\/p>\n\t\t<\/div>\n\t<\/div>\n\n\t<\/div>\n<\/div>\n","protected":false},"featured_media":0,"template":"","meta":{"_aa_toc":[{"id":"who-this-is-for","label":"Who this is for"},{"id":"before-you-begin","label":"Before you begin"},{"id":"the-steps","label":"The steps"},{"id":"if-it-looks-wrong","label":"If it looks wrong"}],"footnotes":""},"class_list":["post-308","academy_article","type-academy_article","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.epos.com\/my\/merchant-academy\/wp-json\/wp\/v2\/academy_article\/308","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.epos.com\/my\/merchant-academy\/wp-json\/wp\/v2\/academy_article"}],"about":[{"href":"https:\/\/www.epos.com\/my\/merchant-academy\/wp-json\/wp\/v2\/types\/academy_article"}],"version-history":[{"count":0,"href":"https:\/\/www.epos.com\/my\/merchant-academy\/wp-json\/wp\/v2\/academy_article\/308\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.epos.com\/my\/merchant-academy\/wp-json\/wp\/v2\/media?parent=308"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}