Product-specific campaigns

Products can be items or services that you offer to your customers. You can build product-specific validation rules and campaign scenarios that restrict redemptions whether you decide to sync your inventory with the application or not.

Before you start

If you haven't used products in Voucherify yet, please read the Products Guide first.

Contents

  1. How does it work?
  2. Use products in your campaigns
    1. Apply discounts to specific products
    2. Exclude products from promotion
    3. Define required cart structure and volume
    4. Create unit discounts (free products)

How does it work?

If you pass orders with validation or redemption requests, they will be validated against product-specific campaign rules and limits. The order object needs to provide the list of order line items and their attributes. Voucherify validates each item from the customer's cart, whether it's added to your account or not. You can read more about the Order object in this API reference

Using products in Voucherify comes down to the following:
  1. You can use discount effects and apply discounts to specific items only. 
  2. You can create order-related validation rules to model the required cart structure that qualifies customers for redemption or earning new loyalty points.
  3. You can create coupons and auto-applied promotions with unit discounts. Redeeming unit discount gives a customer a free product in a predefined number.

Apply discounts to specific products

You can create coupons and in-cart promotions that are applied to specific products only. When creating a new promo campaign in the Campaign Manager, validation rules let you choose whether the discount will be applied to the whole order or specific items. Moreover, if you use amount discounts, you can split a single discount into discounted items proportionally to their share in the total amount or total items count. 

Besides discounts, you can choose the gift card effects. When creating a new campaign, validation rules let you choose whether the gift card balance should be applied to the whole order or specific items.

Read more about discount effects.


Exclude products from promotion

Similarly to defining discounted items, you can define to which products the discount or gift card cannot be applied to. You can exclude particular products or entire product collections. As a result, discounts or gift balance will be applied to the whole order or selected discounted items except items defined in excluded products. 


Define required cart structure and volume

Order-related validation rules let you model the required cart structure and volume. You can assign validation rules to coupons, gift cards, in-cart promotions, referral codes, digital rewards, and earning rules in loyalty campaigns. When at least one validation rule is violated, the redemption fails/earning rule is not fulfilled. 

Create order structure validation rules

Order structure validation rules define what criteria items in a customer's cart need to match to redeem the code/earn loyalty points.

Rules are built by picking products from the list or using Filters Editor and product collections. Filter(s) for products are saved under the dynamic collection. Each dynamic collection can combine many product filters built with metadata and standard product attributes. If you use the collection in validation rules, items from incoming orders will be validated against collection filters. 

Open the advanced Rules Builder and expand Order structure validation rules. Define what items can and/or cannot be in the customer's cart. On top of that, you can define subtotals, the number, and the price of required items.

Every order items matches

Using the Filters Editor, you can define criteria that EVERY item in the customer's cart needs to match (based on metadata and standard product attributes). On top of set filters, you can also define:

  • Subtotal of matched items – the total amount of all items that meet criteria set with product filters.
  • Quantity of matched items – the total count of all items that meet criteria set with product filters.
  • (Every) Order items quantity – this rule defines the quantity of every order line item that meet criteria set with product filters.
  • (Every) Order item price – this rule defines the price of every order line item that meet criteria set with product filters.

Any order item matches

Using the Filters Editor, you can define criteria that ANY (at least one) item in the customer's cart needs to match (based on metadata and standard product attributes). On top of set filters, you can also define:

  • Subtotal of matched items – the total amount of all items that meet criteria set with product filters.
  • Quantity of matched items – the total count of all items that meet criteria set with product filters.
  • (Any) Order items quantity – this rule defines the quantity of at least one order line item that meet criteria set with product filters.
  • (Any) Order item price – this rule defines the price of any order line item that meet criteria set with product filters.

None of the order item matches

This rule defines criteria for products that exclude customer's cart from redemption or earning loyalty points. For example, gift cards from campaign X can't be redeemed if any of the items in the cart has metadata  collection is premium.

Note that only if all validation rules are met, redemption is successful/loyalty points are assigned. Read more about creating validation rules and other campaign limits.


Create order volume validation rules

Order volume validation rules define the following limits and rules:

Total amount You can define a value of a customer's cart that enables them to use the code.
Items quantity You can select the required quantity of products that need to be in a customer's cart.
Price of each item You can set the price for each product from a customer's cart.
Price of any item This rule defines the price required for at least one product from a customer's cart.

Read more about creating validation rules.


Create unit discount

You can create a unit discount and offer free items with your coupons or in-cart promotions. Unit refers to the chosen product which needs to be added to your account beforehand. You can choose how many free products customers will get when they successfully redeem the discount. 

Read how to set up a unit discount.

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