Vouchers

Vouchers shows what the voucher codes of the shop deliver and what they cost. For every code and every campaign you see redemptions, revenue, discount cost and return rate. plinth flags anomalies such as an exceeded budget or an unusual number of redemptions on one day. Codes are created in Shopware; here you analyse them.

Where to find it

Open Reports > Vouchers. From the overview you reach:

• the report of a single code (click a row in the table),
• Campaigns: the list of campaigns, a single campaign and the comparison,
• the settings (gear button at the top), with the permission Edit campaigns and notes.

What you need

• The permission View vouchers for key metrics per code and campaign, without order numbers.
• See order numbers per voucher for the list of the orders behind a code or campaign.
• Edit campaigns and notes to create and change campaigns, to store partner and budget per code and to change the settings.
• Export voucher reports for CSV and PDF.
• A connected shop, see Onboarding wizard.
• A finished statistics import: the figures come from the nightly statistics and the order sync, see Statistics.
• For return rates: return data that plinth can read from the shop.

Permissions are assigned in Access.

How do I read the voucher report?

1. Open Reports > Vouchers.
2. Choose the Period: This month, Last 30 days, Last month, Last 90 days or This year. For Custom period, fill in From and To and click Show.
3. Read the key metrics for the period:

4. The chart Redemptions per week shows the course over time.
5. The table Voucher codes in the period lists every code with Status, Redemptions, Share of orders, Revenue, Discount cost, Avg. discount, Return rate, value, Trend and Budget used. Click a column header to sort.
6. Use the search field (Code, campaign, partner) to find a code.

As of ... shows when the data was fetched. Reload fetches fresh data from the shop instead of the cache; this can take a moment.

Status of a code

How do I find anomalies?

1. Open Reports > Vouchers.
2. Read the block Anomalies. Each line names the code or campaign and the reason. A click opens the affected code or campaign.
3. Use the Quick filters to show only certain codes in the table. Click a tile again to show all:

4. In the table, coloured hints next to a code show the same anomalies: Budget nearly used, Budget exceeded, Budget well exceeded, Well above expectation, Limit exceeded, High returns, Daily spike.

The thresholds are in the settings.

How do I look at a single code?

1. Click the code in the overview. The Voucher report opens for the same period.
2. Read the key metrics, the chart Redemptions per week and Definition and validity (type, value, validity, redemption limit as stored in the shop).
3. With the permission See order numbers per voucher, the block Orders lists Order number, Date, Order status, Order amount, Discount cost and Return.

How do I add notes, partner and budget to a code?

1. Open the report of the code.
2. Go to Partner and budget.
3. Fill in Partner, Channel (Newsletter, Social media, Partner, Influencer or Shop), Owner, Budget (EUR) and Notes.
4. Click Save.

This needs the permission Edit campaigns and notes. The notes are stored in plinth only; nothing changes in the shop. With a budget, plinth warns when the discount cost of the code comes close to it.

How do I create a campaign?

A campaign groups codes with partner, period, budget and expectation.

1. Open Reports > Vouchers and click Campaigns.
2. Click New campaign.
3. Fill in the fields:

4. Click Save.

The campaign page shows the key metrics against budget and expectation and the codes of the campaign. The state is planned, running, ended or archived. Campaigns also appear as bands in the time charts of Statistics.

To change a campaign, open it and click Edit campaign. Archive campaign removes it from overviews and charts; Restore campaign brings it back.

How do I compare campaigns?

1. Open Reports > Vouchers and click Campaigns.
2. Tick 2 to 6 campaigns.
3. Click Compare campaigns. The campaigns are shown side by side; the best result per row is marked.

How do I export a report as CSV or PDF?

1. Open the overview, a code or a campaign and choose the period.
2. Click Export at the top.
3. Choose CSV (table for Excel) or PDF (report to pass on).

The export uses the chosen period and is logged. The PDF contains no customer data, only order numbers, amounts and dates. Long lists are shortened in the PDF; the full list is in the CSV. The campaign comparison can be exported as CSV.

Voucher figures can also be part of a scheduled report: see the sections Vouchers: key figures, Vouchers: codes and Vouchers: campaigns in Reports.

How do I change the thresholds?

1. Open Reports > Vouchers and click the gear button (Voucher settings).
2. Under Thresholds, set for example Budget: warn from (%), Budget: exceeded from (%), Budget: well exceeded from (%), High return rate (value) from (%) and the values for the Daily spike.
3. Click Save. The settings apply to this shop only.

The blocks Returns and Voucher texts of migrated orders tell plinth where the shop stores returns and which credit lines of migrated orders count as vouchers. Change them only together with your administrator.

Common errors and fixes

Note: Returns are only recorded from the time the shop starts storing them. For older orders the return rates are too low.

See also

• Statistics: voucher share, Promotions and vouchers in the sales analysis
• Reports: voucher sections in scheduled reports
• Markers: mark events in the charts
• Returns
• Bulk editing: sale promotions