Overview
This guide will provide step-by-step explanations on how to create your own customized voucher in rezio Admin, including adding and editing custom voucher templates.
JUMP TO
Settings > Custom Voucher Template
Log in to rezio Admin and enter Custom Voucher Template to start creating customized vouchers.
Custom Voucher Template
Click add to enter the voucher template editor.
Voucher Template Editor
Enter voucher template name in Label.
Voucher PDF Generation Rules: Choose whether to Generate the number of vouchers based on the QR Code settings in “Publish Settings” (Multiple pages) or generate only One page.
Note: When Rezio All-inOne QR Code is selected as your Component, you can select One page as your Voucher PDF Generation Rules.
Editing Toolbar: Equipped with formatting functions similar to other document editing software, including text styles, paragraph alignment, hyperlinks, insert pictures, and other functions.
Background: Setup background image and color.
Click Upload Image - Choose File to upload image from computer. Once successfully uploaded, it will be displayed below.
It is recommended to use a portrait-oriented image. If a landscape-oriented image is used and "Repeating background image" is selected, the system will enlarge the image based on its shorter side to fill the layout. The effect is as follows:
If "Repeating background image" is not selected, the system will display the image based on its longer side and position it at the top. The effect is as follows:
- Background Color: enter HEX color code beginning with #.
Component: Click to open the field options, which includes all system data that can be displayed in the template. Click on the component to insert at the cursor’s position.
The component selected will appear in the editing template as a parameter, such as {{Product Name}}. When the voucher is generated, the actual data will be inserted. Therefore, it is recommended to add explanatory text next to the parameter to help customers understand the content more easily.
Note:
1. The plain text entered in the voucher template will display as is, the system cannot translate automatically, but the component selected will apply the system’s translation. For example, if {{Product Name}} has a Japanese translation, the name will appear in Japanese if the voucher is set to that language. Edit translations for each language in Settings - Translation.
2. If the product setting is to be generated per Identity / Item Quantity, and there are more than one, each voucher will be produced as a separate page, and it cannot be combined onto a single page like the rezio Voucher.
Advance Settings
Using various Components
You can add various data components in the customized voucher, and the system will automatically generate and display the corresponding information in the Itinerary and Order Information when the voucher is generated. If there is no information for certain components, these components will not be displayed in the order’s voucher.
Currently, the system provides the following Components, which you can select in the customized voucher. You will see the default data when previewing, but it will be displayed according to your store and other related settings:
For example, if the Itinerary is set to Redeem Point as Taipei Main Station:
In the customized voucher template, if you insert Redeem Point, the voucher received by the customer will display the name and address of the Redeem point (shown as 1 in the figure below), if you put Redeem Point with Map, as there is no map of the redemption point set in the itinerary, the map will not be displayed in the voucher (as shown in number 2).
Voucher Settings:
Voucher’s content will be displayed as:
If you generate a Google map or upload an image as the Redeem Point, the image will be shown in the customer’s voucher if you choose Redeem Point with Map.
Voucher’s content will be displayed as：
Adjusting the Size of the QR Code and Logo
First, click on the Component icon on the right, go to QR Code and click on the options that you want to use. Then, insert this component in the position that you want.
Click the QR Code component, and then click the picture icon in the upper toolbar to Insert/Edit Image setting, adjust the desired size in the Width field, and then click Save.
Reminders: Only setting the Width is alright. Leave the Height field blank to avoid image distortion.
If you use components such as Store Logo, Distributor Logo or Channel Logo, you can also use the above method to adjust the size of the logo image.
Set background image or color
Click the first icon on the right to open the background screen. You can choose to Enter URL or Upload Image. If you choose to upload the image, select the background image to be uploaded, and click the upload image. Uploading is successful only if there is a thumbnail image.
Note: The recommended size of the background image is a JPG form with the size of 2100px * 2970px. It is recommended to compress the image before uploading, which can reduce the size of the output PDF file. (Recommended tools: TinyJPG, iLoveIMG, Squoosh)
Note: Avoid using overly complicated images. It is recommended to use images with solid colors and repeated geometric shapes, and tick the Repeating Background Image, so that when the voucher is more than two pages long, the background image will still be the same.
You can also fill in the HEX Color Code in the background color field to set the background color of the voucher. If a background image is also set, it is recommended to fill in a color similar to the background image for better overall visual effect.
Note: You can go to Sell Online > Theme Design and directly use the same color code as the website, or use the color selection tool to choose a color (if you don’t press Save, it will not affect the website settings).
Use Tables to Optimize Typography/Typesetting
If you want to make the voucher layout more tidy and prevent changes from the final version, you can use tables.
Evaluate and analyze how you want to present your voucher. You can split them into several rows and columns, set up the table, and use merged cells to easily place data and components and create the layout of the voucher.
For example, if this is the layout that you want to use/present:
As shown in the picture above, the entire layout can be divided into a big picture in the upper part, information below the picture, the area for QR code, and the picture above is 4 columns and 9 rows.
Back to the Editing page, click on the Table in the upper toolbar, and draw a 4x9 table.
Clicking the table will bring up the Table Toolbar. Click the Table Properties (the first icon from the left) to set:
Width: It is recommended to enter them in unit of percentage (%), and not set it to 100%, so that there is a gap between the table content and the border. You can also directly drag the border of the table to set the Width.
Height: The minimum height is automatically set, and it will be adjusted accordingly based on the table content.
Border Width: Usually is set to 0, so that the frame of the table will not appear on the Voucher, making the layout cleaner.
Alignment: Recommended to be set to Center.
Back to the editing page, you can directly drag the border to adjust the width of the column, or you can select multiple cells and click Table > Cell > Merge cells in the upper toolbar.
Note: If you want to adjust the column width more precisely, you can click Table > Cell > Cell properties on the toolbar to set your table.
During the editing process, you can click Save & Preview to check whether the result is as expected, and then make more adjustments.
Adjust the Format of the Text Component
If you want to adjust the text format of the data element, such as font size and color, you can set it for each data element.
Click on the component to be adjusted, the selected component will have a blue frame.
Click Format in the upper toolbar. There are many options such as Bold, Italic, Fonts, Font sizes, Text color, Background color, and other options.
In addition to the toolbar, you can also click the upper icon to adjust the text color, add hyperlinks, and other edits.
Voucher Templates Setting Example
There are many functions of the Custom Voucher Templates. The following will introduce the use of important functions by demonstrating the editing process of the voucher template.
Sample Voucher Templates:
Enter Label.
Click Insert, click Table (to help your data not easily out of structure), and then select the number of rows and columns you need. If you need more columns, you can click the toolbar below the table after adding the table.
Note: Drag the border of the table to adjust the column height or width. The toolbar below can add new rows or columns or delete the table.
Right-click on the table, select Table Properties, and set the border width (if the width is 0, the line will not appear!).
Select the two cells in the first row, right-click, and select Cell > Merge cells.
Note: You can put your logo on the first row.
Click Component.
Click Logo and click Align Center.
Enter the Information Name you want to put in the Voucher in the left column.
Click Component.
Put the corresponding Component in the right column.
Select the cells in rows 5 to 7, right-click, and select Cell > Merge cells.
On the 5th row, write Show QR Code to Enter the Venue.
On the 6th row, Click Component > QR Code.
Click Align Center for the 5th and 6th row.
On the 7th row, Click Insert and Image.
Enter Source of the image or Upload them.
Change the width to 100% and leave the height blank.
Click Save.
Follow the steps above to fill the remaining rows and columns, and write the information you want to provide to consumers.
After you have finished, Click Save & Preview.
Note: After finishing previewing, if there are no problems, then you are finished!
After you have finished, click ←Voucher Template Editor to return to the main page of the voucher template.
Click Edit to enter the editing page again (the editing method is still the same as above).
Click Back to Admin to return to rezio Admin.
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