Managing Voucher Batches.

After generating a batch, you can monitor its performance, pause claims during issues, resume when ready, or delete when campaigns end. This guide covers all batch management operations.

The Batches Dashboard

Navigate to Campaigns > Batches to see all your batch campaigns.

Batch Card Overview

Each batch displays as a card showing:

┌────────────────────────────────────────────┐
│  Q1 2025 Email Campaign        [QR] [···]  │
│                                            │
│  Total: 500    Claimed: 127    Redeemed: 45│
│                                            │
│  Redemption Rate: 35%          ● Active    │
└────────────────────────────────────────────┘

Card Elements

Batch Name Your internal identifier from batch creation.

QR Icon Click to open the QR code modal with sharing options.

Actions Menu (···) Dropdown with management actions.

Metrics Row

• Total Vouchers — How many codes were generated
• Claimed — How many members have claimed vouchers
• Redeemed — How many claimed vouchers were used in-store
• Redemption Rate — (Redeemed ÷ Claimed) × 100%

Status Badge

• 🟢 Active — Claims allowed, campaign running
• 🟡 Paused — Claims blocked, existing vouchers valid

Viewing Batch Vouchers

To see individual vouchers in a batch:

1. Click the Vouchers button on the batch card
2. Opens filtered DataDefinition view
3. Shows all vouchers with their:
   • Unique code
   • Claim status
   • Member (if claimed)
   • Redemption status

Use this view to:

• Find a specific voucher code
• Check if a member claimed from this batch
• See which vouchers have been redeemed
• Export data for reporting

Sharing Your Batch

Opening the QR Modal

1. Click the QR icon on the batch card
2. Modal opens with:
   • Large QR code image
   • Claim URL text
   • Three action buttons

Copy Link

Copies the claim URL to your clipboard:

https://yoursite.com/en-us/claim/TOKEN123

Use for:

• Email campaigns (hyperlink)
• SMS messages
• Website buttons

Download QR

Downloads the QR code as a high-resolution PNG file.

Use for:

• Print materials (posters, flyers)
• In-store signage
• Product packaging
• Digital displays

💡 Tip: Download at minimum 500×500px for print. The downloaded file is print-ready.

Visit Page

Opens the claim page in a new tab so you can:

• Preview what members see
• Test the claim flow
• Verify the design looks correct

Pausing a Batch

Pause a batch to temporarily stop new claims while keeping existing claimed vouchers valid.

When to pause:

• Found an issue with the promotion
• Reached intended campaign capacity early
• Need to adjust marketing messaging
• Temporary business closure

How to Pause

1. Find the batch in your dashboard
2. Click the Actions menu (···)
3. Select Pause Batch
4. Loading spinner appears in the button
5. Status changes to Paused (yellow badge)

What Happens When Paused

For new visitors:

• Claim page shows "Promotion Temporarily Paused"
• Batch title and description still visible
• No claim button available
• "Back to Home" option provided

For members who already claimed:

• Their vouchers remain valid
• Can still view in My Cards
• Can still redeem at checkout
• No impact on existing claims

Duration

Batches can stay paused indefinitely. There's no automatic timeout.

Resuming a Batch

Resume a paused batch to allow new claims again.

How to Resume

1. Find the paused batch
2. Click the Actions menu (···)
3. Select Resume Batch
4. Loading spinner appears
5. Status changes to Active (green badge)

What Happens When Resumed

• Claim page restored to normal
• New visitors can claim vouchers
• Metrics continue accumulating
• No notification sent to anyone (silent resume)

Deleting a Batch

Delete a batch to permanently remove it and all its vouchers.

⚠️ Warning: Deletion is permanent. All vouchers in the batch are permanently deleted—even ones members have claimed. This cannot be undone.

When to Delete

• Campaign has ended and data retention is not needed
• Batch was created by mistake
• Need to clear test data

How to Delete

1. Find the batch
2. Click the Actions menu (···)
3. Select Delete Batch
4. Confirmation modal appears: "Are you sure you want to permanently delete this batch? X vouchers will be permanently deleted."
5. Click Confirm
6. Batch and all vouchers removed

What Happens When Deleted

• Batch record permanently deleted
• All vouchers in batch permanently deleted (force delete, not soft delete)
• Removed from dashboard
• Members who claimed lose access to those vouchers
• Analytics data for this batch is lost

Alternative: Pause Instead

If you want to stop the campaign but keep data:

1. Pause the batch (stops new claims)
2. Let existing vouchers expire naturally
3. Keep the batch for historical analytics

Batch Metrics Explained

Total Vouchers

The quantity you specified during generation. This number is fixed after creation.

Claimed

How many unique members have claimed a voucher from this batch. Each member can claim only once per batch.

Redeemed

How many claimed vouchers have been used at checkout. A voucher must be claimed before it can be redeemed.

Redemption Rate

Redemption Rate = (Redeemed ÷ Claimed) × 100%

What good rates look like:

Low redemption rate? Members are claiming but not using. Consider:

• Is the discount compelling enough?
• Is the minimum purchase too high?
• Are expiration dates clear?

Available Vouchers

Available = Total - Claimed

When Available reaches 0, the claim page shows "No vouchers available."

Troubleshooting

"Batch shows 0 claims but I shared the QR code"

• Verify the QR code scans to the correct URL
• Check if members are logging in (required to claim)
• Test the flow yourself by scanning

"Redemption rate is very low"

• Review the voucher terms—minimum purchase may be too high
• Check if expiration date is soon (members may be waiting)
• Verify staff know how to redeem batch vouchers

"Members say they can't claim"

• Check if batch is paused
• Verify members are logged in
• Check if they've already claimed from this batch
• Confirm vouchers are still available (not all claimed)

"QR code won't download"

• Try a different browser
• Check if popup blocker is active
• Right-click the QR image and "Save As" manually

Best Practices

Monitor the First 24 Hours

Early metrics reveal if the campaign is working:

• Low claims? Visibility or messaging issue
• Claims but no redemptions? Offer or friction issue
• High everything? Scale up the promotion!

Use Pause Before Delete

Before deleting, pause first. This lets you:

• Review final metrics
• Consider if data should be kept
• Avoid accidental data loss

Create One Batch Per Channel

Track email vs. social vs. in-store separately:

• "Summer 2025 - Email List"
• "Summer 2025 - Instagram Post"
• "Summer 2025 - Store Signage"

Compare redemption rates across channels to optimize future campaigns.

Set Realistic Quantities

Generate slightly more than expected claims. If you expect 200 claims:

• Generate 300-400 vouchers
• Accounts for testing and overrun
• Unused vouchers don't cost anything

Related Topics

• Batch Voucher Generation — Creating new batches
• Voucher Analytics — Detailed performance tracking
• Creating Vouchers — Template voucher setup