Training staff to redeem vouchers

Training Staff to Redeem Vouchers

Once shoppers claim your offers, they receive digital vouchers inside the TasteTXK app. Your staff plays a critical role in making the redemption process smooth and professional. Proper training ensures redemptions are quick, accurate, and positive—helping customers leave with a great impression while giving you reliable data for analytics .

Why Staff Training Matters

• Customer Experience: Fast, confident redemptions make shoppers feel valued.

• Accuracy: Prevents errors like double redemptions or missed validations.

• Trust & Credibility: Builds confidence that promotions are honored consistently.

• Analytics Integrity: Correct redemptions ensure your conversion data is reliable .

Step 1: Understanding Vouchers

Each voucher contains:

• Offer title and description

• Business name and location

• Valid dates (campaign period)

• Fine print or restrictions

• A unique voucher code (auto-generated 12-character ID) 

Step 2: Customer Redemption Flow

1. Shopper shows their voucher in the TasteTXK app wallet.

2. Staff verifies:
   
   

   • Offer details match the promotion.

   • Voucher is within the valid date range.

   • Shopper has not already redeemed the voucher.

3. 
   

4. Staff marks the voucher as Redeemed in the app.

5. Shopper receives confirmation, and analytics update automatically.

Step 3: Staff Training Checklist

When onboarding staff, walk them through:

• How to open the app’s staff redemption tool (available in the business dashboard).

• Scanning the voucher QR code (if applicable) or manually entering the voucher ID.

• Reviewing fine print (e.g., dine-in only, one per customer).

• Handling errors (expired, already redeemed, or invalid vouchers).

Step 4: Handling Common Scenarios

• Expired Voucher: Politely explain it’s no longer valid. Suggest checking current offers.

• Already Redeemed Voucher: Let the customer know the voucher has been used. If goodwill is needed, offer a small courtesy item.

• Technical Issues: If the app isn’t loading, staff can note the voucher ID and redeem later through the dashboard.

Step 5: Role-Based Permissions

• Managers/Admins: Can view all voucher history, override issues, and update offers.

• Staff/Employees: Limited to redeeming vouchers and viewing offer details.

• Assign roles in Destinations → Team Members to ensure proper access.

Step 6: Best Practices

• Train Early: Introduce voucher redemption training during staff onboarding.

• Practice Runs: Use a test offer so staff can practice scanning and redeeming.

• Consistency: Make sure all shifts follow the same process.

• Customer-Friendly: Train staff to smile, thank the shopper, and encourage them to check other offers.

Step 7: Monitoring Performance

Use your Analytics Dashboard to track:

• Total vouchers redeemed

• Conversion rate (claims vs. redemptions)

• Engagement trends (repeat redemptions per customer) 

If redemption numbers are low compared to claims, staff may need retraining or clearer instructions for customers.

Quick Reference Card (for Staff)

Keep a printed or digital card at registers:

1. Ask for voucher in app.

2. Verify offer details and dates.

3. Scan QR code or enter voucher ID.

4. Mark as Redeemed.

5. Thank the shopper and invite them back.

Next Steps

• Add Points to your offers so shoppers earn rewards when redeeming .

• Encourage redeemed customers to leave Reviews for social proof.

• Use redemption data to improve your next campaign’s limits and timing.

✨ Remember: Voucher redemption is more than a transaction—it’s a chance to deliver a great customer experience that turns one-time visitors into loyal advocates.