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.

Contents

1. How does it work?
2. Using products in Voucherify Campaigns
• Apply discounts to specific products
• Exclude products from the promotion
• Define the required cart structure and volume
• Creating Reward Effects

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 is added to your account or not. You can read more about the Order object in this API reference.

Using products in Voucherify Campaigns

In Voucherify, you can use products in campaigns in the following ways:

• You can use discount effects and apply discounts to specific items only, including the cheapest or most expensive items.
• You can create order-related validation rules to model the required cart structure that qualifies customers for redemption or earning new loyalty points.
• You can create coupons and auto-applied promotions with unit discounts. Redeeming a unit discount gives a customer a free product in a predefined number.

Apply Discounts to Specific Products and Collections

You can create coupons and in-cart promotions that are applied to specific products or product collections only. When creating a new discount or promotion campaign in the Campaign Manager, you can configure the discount to apply 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. Items-specific discounts can be applied to the cheapest or most expensive cart items.

You can choose the gift card effects in addition to discounts. 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.

Exclude Products from Discount

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

Define the Required Cart Structure and Volume

With the order-related validation rules, you can 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 or the earning rule is not fulfilled. 

Creating Order Structure Validation Rules

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

Rules are built by picking products from the list or using the filters 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 Validation Rule Builder and go to the Products tab. Define what items can and/or cannot be in the customer's cart. You can also define subtotals, the number, and the price of required items.

Every Order Item

• You can define criteria that EVERY item in the customer's cart needs to match (based on metadata and standard product attributes). You can filter the necessary products or create a collection. You can also add subrules:
  • Subtotal of matched items – the total amount of all items that meet the selected products or collections.
  • Quantity of matched items – the total count of all items that meet the selected products or collections.
  • Unit price of the matching order line – the price of the unit of the matching product must meet the defined condition.
  • Items quantity in the matching order line – the number of units of the matching product must meet the defined condition.
  • Metadata of matched items – the custom attributes of the matching products must meet the defined condition.

Any Order Item

• 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). You can filter the necessary products or create a collection. On top of set filters, you can also define:
  • Subtotal of matched items – the total amount of all items that meet the selected products or collections.
  • Quantity of matched items – the total count of all items that meet the selected products or collections.
  • Unit price of the matching order line – the price of the unit of the matching product must meet the defined condition.
  • Items quantity in the matching order line – the number of units of the matching product must meet the defined condition.
  • Metadata of matched items – the custom attributes of the matching products must meet the defined condition.

None of the Order Items

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

Cheapest of the Order Items/ Most Expensive of the Order Items

You can set rules for the cheapest/most expensive item in the cart or for the cheapest/most expensive item in the cart that belongs to a specific product collection. 

• By choosing the All Products collection, the validation will select the cheapest or most expensive item in the cart.
• By choosing a specific collection created with product filters, such as the "Desserts category," the validation chooses the cheapest/most expensive item in the cart that belongs to the chosen collection.

Then you can define the following limits for the cheapest/most expensive item:

• Subtotal of matched items – the total amount of all qualified cheapest/most expensive items.
• Quantity of matched items – the total count of all qualified cheapest/most expensive items.
• Items quantity in any matching order line  – this rule defines the required quantity of each qualified cheapest/most expensive item.
• Unit price of any matching order line – this rule defines the required price of each qualified cheapest/most expensive item.
• Metadata of matched items – this rule builds limits using order line item metadata. Rules need to be met by each qualified cheapest/most expensive item.

Creating Prices & Quantities Validation Rules

The Prices & Quantities validation rules define the following limits and rules:

Read more about validation rules.

Creating Reward Effects

You can create a discount to offer free item rewards or replace one item with another by applying coupons or in-cart promotions.To create such a discount, the product (unit) needs to be added to your account beforehand. You can choose how many free products customers will get when they successfully redeem the discount.