How Partners Can Manage Voucher Bundles

As a Partner, you manage vouchers by purchasing and maintaining voucher bundles. This guide will help you navigate the process.

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

Managing Vouchers Step by step Guide

Purchase a voucher bundle, follow these steps:

1. Log in to Certiverse
2. Go to Voucher Portal
   
3. Navigate to the Voucher Purchases Section
4. Click New Purchase button
5. Select a Partner – You must select a Partner before proceeding.
6. Select a Program
7. Select the Quantity
8. Add Notes – A note is required before purchasing.
9. Click Purchase Voucher button
10. Proceed to Checkout – Enter payment details and finalize the purchase.
    1. Add Card Information
    2. Month/Year and CVC
    3. Add Cardholder Name
    4. Proceed to Pay by clicking the button Pay
11. You'll be redirected to Certiverse and will see a pop up with a Confirmation of the Purchase – You will receive a confirmation email and a Notification to inform you that the vouchers were succesfully added to your account.
12. Click Go to Voucher Purchases
13. You'll be redirected to Voucher Purchases Dashboard
14. Click Notifications - to access your voucher purchase details easily.
15. Click GO

Sending a Voucher to an assigned email address

1. Once you are in the Voucher Purchase Details
2. Choose a specific voucher code.
3. Click the Email/Envelope icon to send the voucher to a recipient.
4. A pop-up will appear where you can type or paste the candidate’s email address.
5. Click SEND to deliver the voucher.

Change the Assigned Email Address

If the candidate’s email address needs to be changed, follow these steps:

1. Click the Envelope with Change Icon next to the voucher.
2. Enter the new email address.
3. Click CHANGE to update the voucher recipient.
   • See here how the automated email looks like when the voucher code is sent.

Copying the Voucher Code to Clipboard

1. Click the Copy Icon next to the voucher code
2. A warning confirmation will appear

To Bulk Edit Selected Vouchers

1. Make sure you are in the Voucher Purchase Details
2. Select Vouchers by clicking in the checkbox (as many voucher codes as required)
3. Click Bulk Edit Selected Vouchers button
4. Click Expiration Date
5. Select Calendar and Pick a Date
   
6. Click Confirm Changes button
7. Click Yes, Proceed and Save

Download Invoice/Receipt

1. Make sure you are in the Voucher Purchase Details
2. Locate the Dollar Icon ($) button in the right top corner
3. Click the Dolar ($) Icon
4. Click Invoice - the invoice will be exported
5. Click Receipt - a new tab will be opened and you'll be able to see the receipt

Download Voucher Code CSV

1. Make sure you are in the Voucher Purchase Details
2. Locate the download Icon button in the right top corner
3. Click the Icon - the export will be downloaded
   

   1. When downloading the CSV of voucher purchases, the file contains the following information: Voucher Code, Email Recipient, Used status, Expiration Date, Status, User ID, Org Candidate ID, Used By, Used Date, Reservation Code, Exam Store Booking Status, and Exam Code. This data provides detailed insights into each voucher's usage and its related booking information.

Change status of the Voucher Code

1. Make sure you are in the Voucher Purchase Details
2. Select Vouchers by clicking in the checkbox (as many voucher codes as required)
3. Click Bulk Edit Selected Vouchers button
4. Click Status
5. Select an Option (Active or Inactive)
   
6. Click Confirm Changes button
   • Obs: In the video above you are shown how to access, but the status is not changed. Click Yes, Proceed and Save

Filter Grouping in the Voucher Purchase Dashboard

1. Go to Voucher Portal
   
2. Navigate to the Voucher Purchases Section
3. Select A Partner
4. Click Run Report button
5. Click the column Program and Drag and Drop
6. Click desired Program and expand
7. You'll find the specific programs

Maintaining Voucher Bundles

Once you have purchased voucher bundles, it’s important to manage them effectively:

Checking Voucher Bundles Status

• Navigate to Vouchers Purchases
• Select Organization
• Select Partner and Run the REPORT
• View the number of available, used, and total vouchers.

Voucher Data Structure

When clicking the VIEW button after running a Report, you can access the following data fields:

• Voucher Code – Unique identifier for each voucher.

• Email Recipient – The email address of the recipient.

• Used – Indicates whether the voucher has been redeemed.

• Expiration Date – The date the voucher expires.

• Status – The current status of the voucher (e.g., active, expired, redeemed).

• User ID – The identifier of the user associated with the voucher.

• Org Candidate ID – Organization-specific candidate identifier.

• Used By – The individual who redeemed the voucher.

• Used Date – The date when the voucher was redeemed.

• Reservation Code – The booking reference associated with the voucher.

• Exam Store Booking Status – The booking status in the exam store.

• Exam Code – The code corresponding to the exam associated with the voucher.

By understanding your limited view as a Partner and following the steps outlined above, you can effectively purchase and maintain voucher bundles. Proper management will ensure smooth operations and optimal utilization of vouchers for your business needs.

• More details [here] on how to make a voucher purchase and how to send to a specific recipient, change a recipient and copy the voucher code.