First steps

To start taking advantage of the system's features, it shouldn't take you more than 5 minutes of initial configuration, to have your first consumer card or coupon ready.

After registering your account in the system, the next step will be to add your company(s) information. Next, we must generate the coupon plans that the company will have, for example: [*Vaucher for $100k] or [*Romantic dinner for two people] and with this, we are ready to 'stamp' our first coupon to a client. The following graph illustrates the general order of the steps that will lead to the generation and sale of your first coupon. Keep in mind that between steps 3 and 4, a form is filled out with the beneficiary's information, in order, among other things, to notify him of the details of what he has just acquired.

Commonly used vocabulary [5 important terms]

While performing some of the common tasks within the system, it is possible that you come across words or terms that it is important to define, to unify criteria that help you perform better. Let's look at some of these terms: 1. Deal plans

After adding your company to the system, the next step is to define a deal plan, which is basically the group of conditions that limit the content of a coupon, such as a name (Gift Voucher for $100K), the price ($90 k), the duration (Valid for the month of December), and the conditions of use (Valid only from Monday to Friday), in this way we will have a reusable 'template' to stamp all the coupons that you want to sell under these conditions to the end user.

2. Deal type:

It is associated with the previous definition of the deal plan since when you are entering a new deal plan, it is necessary to select between 3 unique types of plan:

1. Prepaid card: This is the most common of the three options, and it is the one associated with gift cards or prepaid quotas, that is, the client pays the value of the quota in advance and the user consumes the balance without worrying that it is owed. Similar to how the entrance cards to the public transport systems operate.

2. Credit: This type of plan is ideal when we are offering credit. For example, we offer the client a consumption quota of 100K that he agrees to cancel on a certain date, or just after consuming the entire balance.

3. Prepaid service: Here we group the cards or coupons that are stamped to sell a service and that usually keep the cost hidden from the beneficiary, for example, 'Bonus for a tango class' or 'Voucher for a haircut'.

3. Transaction

Transactions take place within the coupons and refer to each movement of money that is processed for a coupon. If you have a valid coupon, and you go to the store to exchange it partially or totally, the store administrator will 'stamp' a transaction to your coupon, to inform you of the purchase or the movement of money that you have just made, and deduct or add balance to your voucher-card.

4. Deal worth:

We find this option when we are configuring a new coupon plan, and it refers to the monetary value of the service or product that is offered on the card; If, for example, we have a service plan such as 'Gift bonus for $100k', the worth in money would be exactly $100k, because although the cost of the card to the final user could be, for example, $80k, the benefit that he is buying, is for $100k value.

5. Collaborator:

A collaborator is basically a user with privileges to manage any of the tasks within a business associated with his account, the collaborator can generate service plans, coupons, and process transactions. The only thing collaborator can't do is add new companies or businesses.

If it is still not clear to you, on the next page we will go through all the available tasks of the system, using a large block of questions and answers, which will go through the same order that is illustrated in the main graphic of this page.