How to manage your projects?
In this guide we'll go through all the Voucherify settings set per project:
General settings 🔧
To enter project settings, click on your user's name and expand the menu.
Time zone ⌚
In the first section, you can name your project and choose the time zone. Proper time zone settings are crucial before you add any time limits on your promo codes.
Below the time zone, you need to choose the currency for your project. Start typing desired value and the list will automatically expand the options.
After the currency change, you should log out and log in to your account again.
Remaining fields are for a default international dialing prefix and a project description.
Team members 👥
In the next section, you can see all the team members assigned to the current project. Next to their emails, Voucherify displays what data they can access.
If you'd like to manage the team structure, you need to visit your team settings described precisely in this guide.
Email settings 📧
Voucherify enables you to send emails straight from the dashboard without external providers needed. In the project settings, you can add your custom domain and replace a default sender address (email@example.com) with your email address. Go here to see a step-by-step guide.
Instead of polling data from the endpoints, you can use webhooks to get notified about:
- redemption details (redemption is done, redemption failed, etc.),
- triggering a referral reward,
- redemption rollback.
Voucherify makes it possible to define multiple redemption webhooks. To add one, you should press the plus and start by providing a target URL. Then, you can configure when the URL should be called. You'll find more details in this guide.
Metadata - Schema Validation 💽
With Schema Validation you can add custom attributes to all Voucherify objects within the current project. For example, you can define additional fields for a redemption request and use them to build the validation rules. Learn more here.
Client-side settings ⚠️
In the last section, you can tell Voucherify which actions your customers can invoke and define the source URL. For example, if you want to publish codes by using a widget on your landing page, you need to enable client-side publication and add an URL of your website to project settings.
If you place * instead of the URL address, Voucherify will enable requests from any origin.
You can seamlessly switch between projects on your dashboard. To change the current project, click on the icon next to the project name and choose a project from the list.