Voucherify Dashboard
The Dashboard is a central point for any promotional activity run with Voucherify. In this guide, we will show you how to navigate through the main views.
Main view
Get an overview of customers' behavior and measure the overall effectiveness of your promotion strategy. Use the collection of real-time metrics and charts to see what works and tailor your marketing strategy for today and tomorrow.
Project settings
Your Voucherify space is organized around separate projects. Each project has separate API keys and membership settings. In the Project Settings tab, you can configure your Voucherify project. You can set details about your brand, create an event or metadata schema, check your API usage, and more.
Integrations
In the Integrations tab, you can configure integration of Voucherify with third-party services.
Team settings
In the Team settings, you can configure your subscription, view invoices, manage your team, projects, and roles, delete people data, as well as set security and legal & compliance details. Click your name in the upper right corner to open a drop-down list and select Team settings.
You can invite team members to access your dashboard and help you manage promo campaigns. Each team member can have different privileges that restrict the information they can see or actions they can take in a project. There are four predefined user roles: ADMIN, USER, VIEWER, MERCHANT. However, you can create your own by selecting appropriate privileges.
Campaigns
Get an instant bird’s eye view of active campaigns and their performance. You can run many types of campaigns with Voucherify.
Go to a campaign to view its performance in the Analytics’ tab.
Use date-time ranges to display metrics for a given timeframe. You can choose between the following options:
- Last 30 days
- Last 90 days
- Previous month
- Last 3 months
- Last 12 months
- This year
- Custom
Custom option enables you to define your own timeframe. The shortest time period you can select here is one day.
If you wish to get more information regarding this topic head to our reporting analytics article.
Vouchers
Browse, create, modify, or delete coupon codes. In this subsection of campaigns, you will find exhaustive filters based on coupon features such as code, discount type, status, category, start, expiration date, and more.
With these filters in place, you can easily track down any code, get in-depth insights into its history, and optionally modify it.
Visit this article to learn more about voucher maintenance.
Promotion tiers
This section allows you to track performance of each promotion tier separately across all your campaigns. To narrow down the results, you can use filters such as name or category.
Promotion stacks
This section allows you to have a look at all the promotion stacks you have created. You can filter the stacks by name and category.
Categories
In this section, you can define the categories for your promotions – their name and hierarchy. A category is a custom campaign attribute (optional) that you can use to filter vouchers. It is designed to help you filter codes by a custom tag. You can also filter the categories by name and add a new category by clicking the Create category button. The hierarchy defines in which order the promotions are going to be applied.
You can configure hierarchy in the Stacking rules tab in the Redemptions section of the dashboard.
Important!
The lower the number of the hierarchy, the more important the category. For example, hierarchy 1 will precede hierarchy 2.
You can also use the API to manage categories. Read more in the Category API developer documentation.
Validation Rules
Establish validation rules to model your desired buying and redemption circumstances. You can base your validation rules on a number of features, such as customer segments, order volume, cart content, and more.
With validation rules in place, you make sure that only designated customers may redeem your incentives, protecting your bottom line.
Distributions
With Distributions, you can define when and how your promo codes should be delivered to customers. Use multiple distribution channels such as email and SMS to automate the roll-out of engaging and right-on-time promotions.
Landing Pages
Use Voucherify Landing Pages creator to design, launch, and track your landing pages. Landing pages are an excellent tool for allowing client-side redemptions and sharing unique codes with your audience.
What is even better is that you can freely customize them so that they reflect your brand guidelines 1:1.
Redemptions
Get a complete overview of redemptions and their details. Each redemption record stores in-depth information such as date, status, the reason for failure, and customer data. Additionally, this view allows you to monitor the failed redemptions with a set of convenient filters.
Validations
Get a complete overview of voucher validations and their session keys in the Validations tab.
Sessions
Use the Sessions tab to unlock validation sessions. Choose the triple dots under Actions and then click Release next to the session you would like to release.
Stacking rules
The Stacking rules are a collection of conditions that change the behavior of the Validation and Redemption of Voucherify’s promotion tiers and vouchers. These conditions allow you to define how different campaigns affect each other when the customer is redeeming multiple incentives.
Additional reference information about the stacking rules can be found in the Redemptions and Stacking rules articles.
Customers
In the Customer's section you can view details about your customers.
Voucherify enables you to sync customer profiles with your CRM. This allows you to build promotional campaigns that target only specific, fine-grained segments.
Customer segments can consist of customers filtered by dozens of parameters including address, order history, or custom properties (metadata).
Orders
In the Orders section, you get an overview of all the orders made with your coupons. The tab shows order and customer ID, order value, and a number of purchased items, precise date, status, and metadata section. By clicking on the Order ID, you will be directed to a detailed order view.
Products
The Products view allows you to import items and variants from your inventory.
This feature makes creating product-specific campaigns super easy. Once the items are synced, you can use them in the up and cross-selling promotion tactics. You can also view product collections in the Collections tab.
To add a new product, select a plus icon in the upper right corner.
Rewards
The Rewards section allows you to directly create rewards for your loyalty, giveaway, and referral campaigns. You can create material rewards or use vouchers, gift card credits, or loyalty points as prizes.
Audit Log
The Audit log section in your dashboard presents the complete history of your project. You can check interactions with Voucherify API sorted by request origin, status, and date. Logs and their filters give you instant access to the account users' and customers' activity, crucial to quick troubleshooting and advanced monitoring of your performance.
In this section, you can also see the statuses and details of background tasks and download exported files.
Locations
The Locations section lets you create predefined Location objects. Each Location object can be a single location defined by specific geo-coordinates (latitude and longitude) or a multi-coordinate area. Locations are needed to create area-specific segments and introduce geofencing to your campaigns.
