10 Jan

Getting Started with SoVou

Thank you everybody for signing up with SoVou! This tutorial series is meant to provide our admin users with step by step guides on how to use our Digital Voucher System. For those who have not signed up, please contact admin@sovou.com to create your business account today!

Introduction

SoVou is a Digital Voucher System designed for Offline Retailers. We make viral marketing ideas possible for Offline Retailers through digitalization and automation. No need to worry about distribution, logistics or complex promotion mechanics. SoVou handles all these tedious & time consuming tasks for you, so you can spend more time planning creative & viral campaigns.

For more information about Loyalty Marketing, please visit here.

For more information about Referral Marketing, please visit here.

For more information about our E-commerce Solutions, please visit here.

Contents

 

Setting up your Business Information

For security reasons, your display business information is managed by SoVou admin to ensure that our customers truly own the Brand. Please contact us at admin@sovou.com if you need to change any of your basic business information.

Editable Business Information:

  • Brand Name – Your brand name recognisable by your own customers.
  • Brand Description – A short description about your brand.
  • SMS ID – The SMS sender ID your customers will see when you send them vouchers via SMS.
  • Brand Logo – Logo for your brand.
  • Cover Image – Cover image to show in your vouchers page.
  • Country – Country you’re doing business in for time zone & IDD configuration.
  • Contact Number – Public contact number.
  • Contact Email – Public contact email address.
  • Custom URL – Custom URL for your voucher links.

 

Your Store Locations

For users that received your vouchers, they need to know where can the vouchers be claimed. You’ll need to setup your store locations to help people find you. For most cases, your store locations should have been setup for your by our sales representative. Incase you need to add more, edit or delete locations, please follow the steps below.

Creating a new Store Location:
  • Step 1. From the Dashboard Screen, click on “Manage Stores” on the left menu panel
  • Step 2. Click on “Add New Store”
  • Step 3. Fill in your location information and click “Add Store” to save

Editable Store Location Information

  • Street Address – Street Address of your store
  • Postal Code – Postal code of your store
  • Contact – Contact number of your store
Editing a Store Location:
  • Step 1. From the Dashboard Screen, click on “Manage Stores” on the left menu panel
  • Step 2. Click on the  button on the right of the store you wish to edit
  • Step 3. Edit your location information and click “Edit Store Details” to save
Deleting a Store Location:
  • Step 1. From the Dashboard Screen, click on “Manage Stores” on the left menu panel
  • Step 2. Click on the  button on the right of the store you wish to delete

 

Backend User Accounts

Our system is divided into Sales Mode & Admin Mode to cater for the different access levels for your staff. The Sales Mode is designed for Cashiers or Customer Facing staff with working level access to issue and claim vouchers. And the Admin Mode is designed for Brand Managers to set up & track promotional campaigns for their business.

We have 4 levels of user accounts to cater for all your business needs.

  • Brand Admin – Full access to Admin Mode & Sales Mode
  • Cashier (Issue & Claim) – Full access to Sales Mode
  • Cashier (Issue only) – Only can issue vouchers in Sales Mode (ideal for Backend Marketing Staff)
  • Cashier (Claim only) – Only can claim vouchers in Sales Mode (ideal for Cashiers or Frontend Staff)
Creating a new User Account:
  • Step 1. From the Dashboard Screen, click on “Manage Users” on the left menu panel
  • Step 2. Click on “Create new User”
  • Step 3. Fill in your user information and click “Add User” to save

Editable User Account Information

  • First Name -User’s First Name
  • Last Name – User’s Last name
  • Email – User’s Email address
  • Country – User’s assigned Country
  • Role – User’s assigned Role
  • Password – [Only when Editing] Set user’s password
Editing your User Account:
  • Step 1. From the Dashboard Screen, click on “Manage Users” on the left menu panel
  • Step 2. Click on the  button on the right of the user you wish to edit
  • Step 3. Edit your user information and click “Edit User” to save
Deleting a User Account:
  • Step 1. From the Dashboard Screen, click on “Manage Users” on the left menu panel
  • Step 2. Click on the  button on the right of the user you wish to delete

 

Your First Campaign

Great! Now that you have your business information, store locations & user accounts set up, you’re ready to run your first campaign.

How SoVou works is that a Campaign determines the message & quantity of vouchers to be sent to the user. And a Voucher determines the Terms & Conditions of the promotion. So before you create a campaign, you’ll need to create the vouchers required for the campaign first.

There are 3 different types of campaigns you can run using our Digital Voucher System.

Promotion Campaign
Feature: Sends promotional vouchers to your customers for them to redeem at your stores
Use Case: Loyalty & Promotion Marketing
Voucher(s) required: Promotion Voucher(s)
Costs: 1 credit to send
Referral Campaign
Feature: Sends referral vouchers to your customers to share with their friends & automatically kick back a reward for every successful redemption
Use Case: Refer a Friend Programs
Voucher(s) required: Referral Voucher(s) & Gift Voucher(s)
Costs: 1 credit to send, 5 credits on successful redemptions
Gift Voucher Campaign
Feature: Sends secure stored value vouchers to customers to redeem at your stores
Use Case: Sell Gift Vouchers online or over the counter
Voucher(s) required: Gift Voucher(s)
Costs: 1 credit to send

Ok so now you’ve got a rough idea about how our our campaigns work, let’s get you started with your first campaign.

Creating a new Voucher:
  • Step 1. From the Dashboard Screen, click on “Manage Vouchers” on the left menu panel
  • Step 2. Click on “Add Voucher”
  • Step 3. Fill in your voucher information and click “Create Voucher” to save

Editable Voucher Information

  • Upload Cover Image – Square image for your voucher, preferably 512px x 512px
  • Name – Voucher Name, identifier
  • Voucher Status – “Draft” or “Published” status
  • Voucher Form – Default “Digital” only
  • Voucher Type – “Promotion Voucher”, “Referral Voucher” or “Gift Voucher”
  • Validity (Months) – [Only for Gift Vouchers] Validity from date of issue
  • Value – [Only for Gift Vouchers] Value of the voucher for tracking
  • Transferable – Not in use at the moment
  • Voucher Description – Description of the voucher or promotion
  • Terms & Conditions – T&C for the voucher
Creating a new Campaign:
  • Step 1. From the Dashboard Screen, click on “Campaigns” on the left menu panel
  • Step 2. Click on “Create New Campaign”
  • Step 3. Fill in your campaign information and click “Create Campaign” to save

Editable Campaign Information

  • Campaign Name – Name to identify campaign
  • Campaign Type – “Promotion Campaign”, “Referral Campaign” or “Gift Voucher Campaign”
  • Start Date – Date when the campaign will be available for distribution
  • End Date – Expiry date of Promotion & Referral Vouchers & date to stop distribution
  • Shareable – Enable the sharing feature for Promotion or Referral Vouchers
  • Campaign Message – Template SMS message for your campaign
  • Campaign Vouchers – Vouchers to send to user
  • Reward Message – [Only for Referral Campaign] SMS message to notify user for successful claims
  • Reward Vouchers – [Only for Referral Campaign] Rewards to send to user per successful claim
  • * For the Messages, use “@name@” & “@url@” to mark where to insert the user’s name & voucher url in the message
Issuing Vouchers Over the Counter:

Now with the campaign setup correctly, you’re now ready to send out vouchers to your customers or at least to yourself first as a test.

  • Step 1. Enter “Sales Mode” from the top right link
  • Step 2. Click on “Issue Voucher(s)”
  • Step 3. Click on the Campaign you’ve just created
  • Step 4. Enter the user’s Name & Mobile number you want to send to
  • Step 5. Click on “Issue Voucher(s)”
  • Step 6. Double check the sending details and click “Yes” to send

 

That’s all we have for this tutorial!

For more detailed tutorials on the individual features, please subscribe to our Blog to receive the lastest information. For any other support queries, please contact us at admin@sovou.com.

Thank you so much for your time!