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      How to Add a Voucher Program

      This video walks users through the necessary steps to create voucher programs.

      Tap the video to pause the demo or manually advance each step. 

      Step 1: Log in to Certiverse

      First, you'll need to log in to Certiverse using your credentials.

      Step 2: Navigate to the Voucher Portal

      Once logged in, go to the menu and select Voucher Portal. In the left-hand menu, click on Voucher Programs.

      Step 3: Add a New Voucher Program

      In the top right corner of the Voucher Programs page, click the ADD PROGRAM button.

      Step 4: Fill in Voucher Program Settings

      You will now need to enter the details of your voucher program:

      • Organization: Select "Organization."
      • Voucher Program Name: Enter the name for your voucher program.
      • Partner Cost Per Voucher: Set this to 0 USD (or the applicable amount).
      • Allow ACH Payments: Choose whether to allow ACH payments.
      • Expiration: Set the expiration period in 365 days (default).
      • Voucher Code: Voucher codes will be generated by the system. Enter the Prefix (for example, “Voucher Code”) followed by a unique six-character alphanumeric code (e.g., "VoucherCode123456").

      Once all the fields are filled, click CREATE to create the program.

      Step 5: Program Creation and New Sections

      After clicking CREATE, the program will be added, and you’ll see a new section for Partner Assignment Type with the following options:

      • All Authorized Partners
      • Assigned Authorized Partners
      • Allow assigned partners to purchase $0 vouchers: Enabling this option allows assigned partners to issue an unlimited number of vouchers without paying.

      In addition, four tabs will appear under the program:

      1. General (current tab)
      2. Store Exams
      3. Assigned Partners
      4. Bulk Discount
      5. Email Restrictions

      Step 6: Store Exams Tab

      In the Store Exams tab, you’ll be able to choose among the available organization exams. Select the exam(s) you want to include in the voucher program. If desired, you can remove any exams from the program as well.

      Step 7: Assigned Partners Tab

      In the Assigned Partners tab, you can assign authorized partners to the voucher program. Select the available authorized partners and add them to the Assigned Partners section.

      Step 8: Bulk Discounts Tab

      To add a bulk discount, click the ADD DISCOUNT button. Here, you will need to enter:

      • Quantity: The number of vouchers required for the discount.
      • Discount: The discount amount.

      Click ADD to apply the discount. Once added, you can edit or remove the bulk discount.

      Step 9: Email Restrictions Tab

      In the Email Restrictions tab, you can set domain restrictions to limit voucher usage to specific email domains. Enter a domain (e.g., @yahoo.com, @gmail.com) and click ADD DOMAIN to save. The added domains will appear under Your Domains.

      If needed, you can:

      • Change the domain status to inactive or active.
      • Edit or delete the domain.

      You also have the option to Enforce Assigned Email To Book Exam by toggling this setting on.

      Step 10: Finalize the Program

      Once all settings are configured, go back to the top right corner and toggle the Active button to on. This will activate the voucher program.

      Conclusion

      Congratulations! You've successfully created a voucher program in Certiverse's Voucher Portal. By following these steps, you can now manage partners, exams, bulk discounts, and email restrictions for your voucher program efficiently.