Gift Cards Campaign

Gift cards can serve as digital wallets that store customers' credits. In this article, you will learn how to create and manage gift card campaigns in Voucherify.

Contents

1. Glossary.
2. Create a gift card campaign.
3. Send gift cards to customers.
4. Manage gifts balance.
5. Gift card tracking.

Glossary

Here are the key definitions you need to grasp to understand how gift cards work.

Gift card code

Voucherify generates only digital gift cards represented by unique codes. Each gift card in the Voucherify project is unique.

Case-sensitive codes 

This option is set per project, and it's enabled by default. It means that Voucherify differentiates between capital and lower-case letters in your codes.

Code formats & patterns

Voucherify creates a standard text code, barcode, and QR code for each code. When creating a gift card code (standalone or bulk codes campaign), you can use advanced code settings to define the code pattern (length, postfix, prefix, and so on).

Gift card balance

Each gift card code has a predefined monetary balance loaded onto the card. Balance defines free credits assigned to a gift card code.  

Discount effect 

The discount effect defines how the gift card is applied to the customer's cart. You can choose between applying a gift card to the whole cart or to specific items.

Create a gift card campaign

You can release gift cards in two variations:

• Public gift card – standalone code shared between customers. Not recommended for gift cards. 
• Unique gift card – a single code that can be assigned to individual customers.  

To create a campaign, open the Campaign Manager and click the Create campaign button.

Select gift vouchers as the campaign type. 

In the Campaign Manager, go through the following steps:

Step 1: Program size 

First, decide whether you want to create a standalone gift card or a campaign of unique gift card codes. 

Standalone gift card

If you select a  standalone code, you need to define a gift card code or create a random one with the arrow. Next, set the redemption limit. 

Bulk gift cards

If you select  bulk codes, you need to provide a campaign name, code count, and redemption limit per unique gift card. The Manager will create a batch of unique gift card codes grouped in a campaign.

Define the remaining settings:

• You can add an optional description and category of the campaign.
• Code redemption limit defines the redemption limit per single unique code/standalone code.
• If you create a bulk code campaign, the code count defines the initial batch of codes that you'd like to generate.

• Advanced code settings – you can define your code pattern.
• Decide if a customer can join only once – when the same customer requests another gift card code, Voucherify will not generate a new code for this end-user. Therefore, one customer can only receive one gift card assigned (published) from a particular campaign.

Step 2: Campaign timeframe

Define the optional time limits of your campaign:

• Start and expiry dates.
• Code validity timeframe (recurring time periods when codes are active).
• The timer on voucher validity after publication (code is active X time after its delivery to the end-customer).
• Codes are valid only on particular days of the week.

Step 3: Gift credits value 

Provide the gift card value (prepaid balance loaded on each gift card):

Next, you can establish validation rules that model your desired redemption conditions. Create new validation rules or choose from the existing set of rules.

When creating new rules, you can define if the gift card is applied to the whole order or if it's applied to specific items only. 

If you choose  apply discount to items effect, you need to define the criteria for discounted items. You can also exclude particular products from the campaign.

Below discounted and excluded products, you can see validation rules that model required redemption conditions. You can add product- or order-specific limits or decide that only customers from the selected customer segment can redeem the gift card. 

Step 4: Metadata

Attach (optional) custom attributes to your gift cards and campaign by using metadata. Read more about metadata.

Send gift cards to customers

The Distribution Manager allows you to send personalized messages with gift cards via many diversified channels. You can schedule workflows that trigger messages in response to predefined customer activities, such as birthdays, new orders, gift card redemptions, and more.

The Manager enables you to design message templates and send emails without any additional provider. Next to emails, you can connect external applications to the Manager or use webhooks as a distribution channel. Read more about distributions in this guide. 

Manage gift card balance

Each time a gift card is redeemed, Voucherify automatically updates its balance. You can monitor the current balance in the gift card details and load new credits anytime using the dashboard or API.

Gift card use

Please note that the gift card value does not have to be used in one order. Let us show it in the example. A customer has a $100 gift card and wants to use it to pay for a $50 order. It can be done in more than one way: 

• The customer can decide to use $50 from the card, so the final amount to pay would be $0. In this case, the remaining card balance would be $50, which can be used later.
• The customer can decide to use $25 from the gift card and pay the remaining amount with cash. In this case, the remaining $75 can be used in the next order/orders.

Depending on your integration with Voucherify, if you allow partial redemption, you can specify the amount of credits used in the  Redemption API call to choose how much money will be taken out of the card’s balance. 

Note that if you use the Redemption API call without specifying the amount of credits used from the gift card, Voucherify will use the entire balance to pay for the order as it is the default option. If the order value does not exceed the card’s balance, the remaining balance will be available for use in future orders. 

It is also possible to set a redemption limit on the card so that it can only be used a specific number of times. 

Under the' Budget constraints' section, a redemption limit can be set as one of the validation rules for the given campaign. It can be an overall use limit or a time-framed limit, such as once a day, month, year, etc.

• Add gift card balance in the dashboard:

Go to the detailed view of a gift card and add the proper amount to the current balance by clicking on the '$' icon.

• Add gift card balance with API:

Using the Add Gift Voucher Balance API, you can quickly add the proper amount to the gift card. The amount should be based on the total order amount. All you need to do is to include the amount and gift card code in the API call. 

Tracking and reports

Voucherify tracks your gift cards on many levels and presents stored data in the dashboard. Here's the list of all internal reports and functionalities that provide detailed information about your gift cards performance:

• In the main project view, you can see a chart presenting overall gift voucher spending.
• In the Campaigns view, you can see a list of your campaigns. When it comes to a gift card campaign, you can see the already redeemed amount and the amount left on the cards. 
• When you click on the campaign name, you will see a redemption summary, recent campaign changes, and budget management. From this view, you can also export campaign data to a CSV file and analyze results in external tools. 
• In the individual gift card view, you can see and export the list of transactions on a particular card.