Using vouchers to encourage registration

Blank 23/3/2023 11:33 - 23/3/2023 11:33
Incentives

Vouchers can be used to encourage new users to register, and award points for doing so. The register and redeem component lets you create a workflow where a new user can enter a voucher code, and will then be prompted to enter an email address. If they have an existing account, they will be asked to log in. Otherwise, they will be asked to set a password, and will then be logged in. They can also be awarded points for registering.

To get started, install KVoucher if it isn't already installed in the relevant website.

Remember to create a new version of the site to make the changes in if you are editing a live site.

1 Go to Website Manager, then Websites, and select the relevant site.

2 Click Find more apps.

3 Find and select KVoucher.

4 Install KVoucher in your site.

5 Go to Products & Stores, then Voucher Type, and click Create new voucher type.

6 Enter a name for the voucher type, e.g. Registration, and click Create voucher type.

7 Open the settings for the voucher type.

8 Add a cash value for the voucher - this will be the number of points that the voucher will award to the user on registration.

9 Set an expiry on the vouchers, if relevant, then Save the settings.

10 Go to the Vouchers tab, and click Create.

11 Enter the number of vouchers to add, and click Create.

12 Go to Products & Stores, then Vouchers.

13 Select a voucher by clicking on the ID, and on the detail page, click Allocate.

This voucher code will be used later for testing.

14 Allocate the voucher to a valid user in the account, e.g. an administrator. The voucher just needs to be allocated to any user for the workflow to function.

Repeat the process to allocate a second voucher for testing.

Next, the relevant component needs to be added to the website.

15 Go to Content, then Edit web pages.

16 Open KEditor for the page to display the component on. In this example, it will be added to the Home page.

17 Filter by the Vouchers category to find the Voucher Redeem and Register component, and add it to the page.

18 Configure the settings for the component by selecting the group to register the user to, the points bucket to award points from, and the voucher type to use.

Make sure the group to join on registration is an Open group, and has access to the points bucket that the points will be awarded from.

The text and colours used throughout the component can also be customised.

19 Save and close KEditor.

Now the workflow can be tested.

20 View the relevant page on the website, and ensure you are not logged in.

21 Enter the voucher code for one of the vouchers allocated earlier, and click Validate Vouchers.

22 Enter an email address not currently associated with a user in your account, and click Validate Email.

23 You will be prompted to set a password, then click Submit Password.

24 The user will be logged in, and the points will be awarded.

Now we will repeat the process for a user with an existing account.

25 Log out, then enter the voucher code for the other voucher allocated earlier, and click Validate Vouchers.

26 Enter an email address associated with an existing user in your account.

27 As the account already exists, you will be prompted to log in.

28 You will be logged in, and the points will be awarded.