Distribute Supermarket Vouchers using SCO

Follow the steps below to submit voucher codes by text or email using the SCO Communications Module

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1. Order Vouchers from the Supermarket

• Order vouchers from your chosen supermarket(s) 
  At the time of publication, we know the SVM Tool is compatible with Asda, Tesco and Sainsbury's vouchers

Tesco:  https://www.tescoforbusiness.com/

Asda:   https://www.asdaforbusiness.co.uk/e-gift-cards/

Sainsburys:  https://www.sainsburysbusinessdirect.co.uk/products/e-gift-cards/

Follow the on-screen instructions - ensure you select e-gift cards

• Note that it can take up to 24 hours from payment to receiving the voucher codes

• When your vouchers have been processed, you should receive a spreadsheet containing a weblink (URL), a slightly different one for each row. For Tesco vouchers, you will also see a

  Voucher passphrase column – you will also need this

• See sample voucher data on the right

• Save the voucher files somewhere so that you can easily locate them later

Sample Voucher Data

Asda Voucher Data

Open

Sainsbury's Voucher Data

Open

Tesco Voucher Data

2. Check your school is licensed for the Communications Module

• View the instructions under Licensed Components and check that you are licensed for the Home school Communications module

• If you are licensed, but cannot see the Communications tab in SCO, check your User Permissions
  
  

If you don't have the module, speak to our Sales Team on 02380 016563

3. Upgrade SCO to Version 2.4.0.127

You must be running this latest version of SCO to be able to send voucher links by text or email

• Go to tucasihelp.com and click on the link to download the latest version of SCO

• To enable the SVM Tool to run, you will need to be on version 2.4.0.127

See also:

How to check which Version of SCO I am using

4. Ensure your FSM Pupil Data and Contact Data is up-to-date

If you haven't updated your pupil data recently, you may need to do a refresh to ensure that you can reach the right people
If you are happy that the data is up-to-date, proceed to section 5

To View Pupils marked as FSM in SCO

• Click on the Accounts tab

• The Status column will show all pupils marked as FSM (sort this column to group those children together)

To View Pupil's Contact Data

• Generate the Account Contact Report

Update FSM and/or Pupil Contact Data (if necessary)

• Carry out a Pupil Import to update FSM data

• Carry out a Pupil Contact Import to update mobile numbers and email addresses

5. Download the SCO SVM Templates

We have created some special templates for you to use with the Supermarket Voucher URLs

• Click here to download the Letter, Email and Text templates to use with the Supermarket Vouchers

• Unzip and save the templates into your shared template location, or into the SCO folder on the Local C Drive if working from home

• To review/update the templates:

  1. Click on the Configuration tab,

  2. Select Template manager

  3. Click on Vouchers

  4. Select the vouchertemplate

  5. Select to Edit letter template, Edit email template or Edit text template

  6. Make any changes required and click on Done

  7. Close the window

7. Copy and Paste the Voucher Codes

• Open the spreadsheet saved at step 1

• Open the spreadsheet saved at step 6

• Save the spreadsheet saved at step 6 with a new name e.g. Vouchers issued (today's date)

• Copy the voucher URLs from the spreadsheet in step 1 into the Voucher URL column in the spreadsheet from step 6 - see example below
  (this field is mandatory)

• Copy the voucher Passphrase from the spreadsheet in step 1 into the Voucher passphrase column in the spreadsheet from step 6
  (this field is mandatory if you are using Tesco vouchers or any other voucher where this is needed, otherwise the field can be left blank. Note that if this is needed by the supermarket and if it is not included, the voucher will not work.)

• Copy the voucher Value from the spreadsheet in step 1 into the Voucher value column in the spreadsheet from step 6 - see example below.
  Ensure you strip out any characters or letters - we can only accept digits such as 15.00.  If it's easier, and the voucher amounts are the same for each pupil, type the Voucher value in and copy it down
  (this field is optional but should be used to tell the parent the value of the voucher)
  Tip: If all the vouchers are the same value, then a simple copy paste will be fine. If there are different values specifically for some pupils, then a number of copy/pastes may be needed, and you might find ways of ordering the spreadsheet to make this easy for you
  
  

• The Voucher provider column can be completed manually. You should enter the name of the supermarket here to assist parents on where to use the voucher - see example below
  (this field is useful if you are using several supermarkets in one import)
  Tip: If you are using vouchers from several different supermarkets at the same time, you can include all the links and other information into the one SCO spreadsheet and import the data in one go - see example below

• Save and close the spreadsheet (retaining the csv format)

Sample completed spreadsheet

8. Import the Spreadsheet Data into SCO

• Ensure the csv file has been closed, otherwise you will see an error

• In SCO click on the Configuration tab

• Click on Import from external system

• Click on Voucher import

• Browse to the CSV export file you saved in Step 7

• Click on the file and select Open

• Check the data in the Vouchers to be assigned screento ensure there are no Data Discrepancies
  If you are unsure whether there are discrepancies, please don't hesitate to contact our Customer Support Team for assistance

• If there are no Discrepancies click Confirm

• Click on Confirm when prompted
  You will see a warning message Importing vouchers will remove all previously imported vouchers.  Are you sure you want to continue?

• Click on Yes

• Click on Close

9. Generate the Vouchers for Parents

To send voucher links by text or email, you must have the SCO Communications module.

If you don't have the module, speak to our Sales Team on 02380 016563

1. Click on the Communications tab

2. Select Voucher mail merge

3. Select the recipients - All pupils with vouchers or an individual pupil

4. Select the required options:  Letter, Text and/or Email 
   (A letter will only be generated for pupils who do not have an Email address or Mobile number in SCO)

5. Select the Text message contact priorities (or leave the default as Priority 1*)

6. Select the Email contact priorities (or leave the default as Priority 1*)

7. Click on Send

8. A message will be displayed indicating how many Text message credits are available and how many text messages will be sent
   Click on Top-up message credits if you need to purchase more text credits

9. The contacts with email or mobile numbers configured will be displayed

10. Click on any line to read the message, if required

11. You can deselect any recipients in the Send column, if required

12. Click OK and click OK

13. The email and text messages will be sent and a letter generated for any accounts without an email address or mobile number available for use will be displayed

14. If required, click the Export to Excel button to create a list of names in Excel

15. Click Done

* Note that if the URL is sent to multiple contacts for each child at the same priority, all contacts will receive the same code, but the voucher can only be used once or until the full value has been spent.

Once the parent clicks on the URL, the voucher will be displayed, similar to the one below (depending on which supermarket the vouchers are purchased from: