In this section:
To connect both accounts, start with logging in to your BigComerce account. Open Advanced Settings.
In the next step, you need to generate API keys for Voucherify. Go to API Accounts (1) and choose to Create API Account (2).
Name your new API Account and copy API path (it'll be needed later on in the Voucherify Dashboard). The API account for Voucherify needs the following OAuth Scopes in your BigCommerce shop:
- Content (modify),
- Checkout Content (modify),
- Customers (read-only),
- Marketing (modify),
- Orders (read-only),
- Order Transactions (read-only),
- Products (read-only),
- Carts (modify),
- Checkouts (modify),
- Informations & Settings (read-only).
Choose Save and log into your Voucherify account. Open the Integration Directory and expand the BigCommerce button.
Paste API path and the API keys generated in the previous step in the BigCommerce panel.
Confirm with Connect to sync both accounts. The app will confirm if the installation is complete with the 'Connected' button next to the BigCommerce integration. Now, install scripts to sync databases and enable your customers to redeem Voucherify codes.
Data synchronization from BigCommerce to Voucherify
When your BigCommerce store is already connected, data are synced in real-time. It means that every time a new customer, order, product, or SKU appears in your BigCommerce account, it is automatically created in the connected Voucherify Dashboard.
A new customer from the BigCommerce database is visible in Voucherify in no time.
Besides customers and products which are instantly synced and visible in Voucherify, you can also sync the BigCommerce customer groups and product categories. Then, Voucherify enables you to use synced data to create promotion rules and limits.
Synchronization of customer groups
Customer groups from BigCommerce are mapped to Voucherify metadata properties. This is why to start, we need to add respective metadata fields in Voucherify customer profiles. Let's open the Projects Settings and then, Metadata Schema.
First, we need to create a new nested property with fields: id (as Number) and name (as String). Nested metadata means that they will be combined and included in the single metadata object representing the BigCommerce group.
Now, find the Customers tab to add the metadata object with a group attributes to customer profiles.
Then, assign created nested property to the new object: bigcommerce_customer_group
Please note that in order to sync data properly you need to use the same name for this object (bigcommerce_customer_group) in your Metadata Schema.
From now on, if you assign a customer to a customer group in BigCommerce, Voucherify will automatically update their profile (you can see it in the metadata section).
Now, you can use your customer groups to create validation rules (limits and rules of your promotions). Go here, to learn more.
Synchronization of product categories
Product categories are automatically mapped to a predefined metadata field in Voucherify. If you add a new product with categories or update an existing one, the assigned categories will be visible in the product details. In the metadata section, you can see a property called bigcommerce_product_categories which represents product category ID in the BigCommerce dashboard (if you select more categories for the product, then the Voucherify displays all values as a list).
You can verify IDs when you go to the Products tab > Product categories and click on one of the category names.
Now, when the product categories and customer groups are synced, we can use them to create validation rules described below.
Limits for BigCommerce promotions – Validation rules
Available rules and limits
You can create validation rules based on:
- order structure and order volume,
- budget constraints (like redemptions per customer, redemptions per campaign, and so on),
- products categories,
- and customers groups.
If you're not familiar with our validation rules builder, please follow this guide first.
How to create rules based on customer groups?
If you want to limit the usage of codes to particular BigCommerce customer group(s), you need to create validation rules based on metadata in the following section. Here, you can define which group of customers is eligible to redeem codes.
In the image, you can see that we limit the redemptions only to customers who belong to the STAFF group in BigCommerce. And that's it!
How to create rules based on product categories?
You can use your product categories are synced with Voucherify to offer discounts and gift cards for specific groups of products. To model that in practice, create validation rules which include required product categories
Remember that BigCommerce categories in Voucherify are represented by their IDs.
You can also use validation rules to exclude some categories you don't want to discount or build more advanced scenarios and mix required and excluded product categories.
Coupons and Gift Cards
When your data are synced and campaigns are on, your customers can enter Voucherify coupon codes and gift cards when purchasing in your store.
Gift card campaign
Gift vouchers from Voucherify are mapped to Gift Certificates in BigCommerce. So all codes which are created in Gift card campaigns don't work anymore as coupon codes in BigCommerce (they are recognized as BigCommerce Gift Certificates). The gift vouchers can be redeemed multiple times as long as there is a positive balance on the card.
If you need help with setting up a gift card campaign follow this detailed tutorial here.
Let's see how it works using a gift card campaign with a $150 balance to spend once the order value is more than $600. After customers received their gift cards, they can apply the code in the checkout.
Voucherify will automatically validate each code to make sure that the customer's cart meets validation rules. When redemption is succeeded, you can see in the customer profile, that the balance on the card is updated.
You can create a unique codes campaign with percentage, amount, and unit discounts. The last voucher type, unit discount enables you to offer products and shipping for free.
If you're not familiar with the campaign manager, please visit this guide to see a detailed setup of a unique codes campaign.
Offer product for free – unit codes campaign
If you set the unit value equal to 1 and a customer applies the code, Voucherify will automatically add one item to the order without changing the total order amount. Let's see it in action, and create a Voucherify campaign of unique codes which gives free T-shirt to a customer if they buy at least one iPhone 8.
In the Campaign Manager, you need to choose a unit discount type and decide which product you want to offer for free.
In a validation rules section, we need to state that a customer needs to have at least one iPhone 8 in a cart to use the discount code and get a free T-shirt.
The campaign is ready, let's confirm with SAVE.
Now, let's try to redeem the code in the BigCommerce store. If a customer adds iPhone 8 to their cart according to the validation rules and then applies the code in the checkout, the free T-Shirt will be added automatically to the cart.
You can see in the image that the order with a free product is also noted in the Voucherfy Dashboard.