Voucherify Complete User Guide

Welcome to Voucherify complete user guide! 

List of contents:

  1. Introduction

  2. Setting up account and project details

  3. Preparing Voucherify for promotional campaigns

    1. Adding/syncing customers

    2. Adding a catalogue with your products/services

    3. Integrating with your favourite tools

    4. Customizing Voucherify objects (vouchers, customers, etc.) with additional attributes called metadata

  4. Setting up promotions

    1. Rules Builder

    2. Campaign Manager and types of promotions in Voucherify

  5. Sharing codes with your customers - publication and distribution

  6. Codes delivered - it's time to use them

  7. Tracking and maintenance

  8. Help and support


Introduction to Voucherify

Voucherify is the all-in-one platform that helps companies launch customized coupon, referral, discount, and loyalty campaigns like e-commerce giants do, but for a fraction of the cost.

Voucherify account gives you access to API and dashboard. It means that both marketing teams and developers (via API) can create and manage Voucherify promotions. In this guide, we're going to focus on the dashboard and only mention a few crucial functions of API. For more information on API, go to the developer centre.


Integration

If you connect (integrate) Voucherify account with your website/store/app, your clients will be able to use promotions created in Voucherify. After the integration, Voucherify validates each promotion used by your customers. Our promotion engine supports highly-customized promotion rules and eliminates coupon fraud.

To integrate your system with Voucherify, you need to:

  1. Create Voucherify account, it's free; Every new account starts with a free 30-day trial with access to all core features. You won't be automatically charged after trial expires. 
  2. Log in and take your API keys
  3. If your store is built on Magento, BigCommerce or WooCommerce - you can get our plugin and integrate both accounts with API keys and a few clicks. Otherwise, you need to build custom integration between Voucherify account and your store, website or app. Custom integration requires software development, however, Voucherify was built with developer-friendliness in mind to make integration smooth and easy. Developers can find all needed details here

Integration is critical to enable your customers to use coupons, referral codes, and loyalty points, but it's not required for using the Voucherify dashboard and create campaigns up-front. It means that before you or your developers integrate with Voucherify, you can use the dashboard to create some promo campaigns, import your customers, add products or send test messages with created codes. 

In this guide, we're going to show you how to make the most of Voucherify step by step and run tailored promo campaigns on scale.  

Although we won't cover technical details of the integration process here, for the needs of this guide we assume that your team has already integrated your system and Voucherify account. 


Setting up account and project details

After logging in, it's time to set up your account and project details. To enter settings, click on your user name in the top right corner.

Properties such as currency, time zone, team structure, email domain, webhooks, metadata and event schema are set per project. It means that if you need to support more than 1 currency or different promotions for different stores/websites, you need more than one Voucherify project (each project has individual, unique API keys). A number of projects that you can create within your account is limited by a chosen plan according to our pricing

Team structure defines who belongs to a particular project and what kind of data each team member has access to. There is always one Admin (owner of the account) who can assign roles to team members and restrict their rights. You can read more about team structure and data access here.

This guide will assist you while setting up account and project details.


Preparing Voucherify for promotional campaigns - personalization

The aim of this section is to familiarize you with the Voucherify dashboard and teach you how to launch highly-targeted promotions. All the features we're going to cover are optional but recommended as they enable you to build truly personalized promotional experience. The customization comes down to:

1

Adding/syncing customers

2

Adding a catalogue with your products/services

3

Integrating with your favourite tools

4

Customizing Voucherify objects (vouchers, customers, etc.) with additional attributes called metadata


1. Customers

The point of adding customers to Voucherify is segmentation and targeting. Your audience can be divided into segments based on customers' behaviour, interactions with the brand, order history or geographical attributes. These segments can be used later to create promotion rules. But before we explore segments, you need to put customers into Voucherify. Here's how to do it:

  • import CSV file - you can do it straight from the dashboard. Read the detailed guide here.
  • sync Voucherify with your CRM - this is recommended as syncing provides your segments with real-time data. If you use Salesforce as a CRM platform, you can connect both apps using built-in integration described here. If you use different CRM provider, your developers can plug it into Voucherify as a part of the integration process (see the bullet point below). 
  • syncing with API create.customer method invoked every time you get a new customer - Voucherify API provides a great majority of features available in the dashboard. You can read more about how to manage customers programmatically here.


1.1 Customer segments

The point of importing customer data is to create segments. Segments group your audience based on various filters available in the dashboard. But before you set segment filters, you need to choose the type of segment:
  • static segment that never updates its customer list after it's been created. While creating a static segment, you need to manually mark customers whom you want to include and adding new customers in future won't be possible.
  • on the other side, an auto-update segment is built with dynamic filters and collects customers who meet its criteria in real-time. It means that a dynamic segment with a rule "customers who made at least 5 orders" will get a new customer every time someone makes 5th order.

1.2 How to create segments

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Go here to see all available filters to set segment criteria. If you still won't find what you need, this guide shows how to add your filters and create custom segmentation of your audience.

2. Add a catalog with your products/services

This step is also optional but needed if you want to run product-specific promotions (e.g. 5% off for iPhone X 64GB grey). You can add your products and their features in the dashboard or via the API. In case you'd like to modify single items, you can do it in the Products section in the dashboard. 

2.1 Working with products

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Video Thumbnail

Video Thumbnail

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Follow this guide to learn more about adding products to the dashboard. Then, you can customize them with SKUs or custom attributes attached automatically to every new product set in metadata schema, read this tutorial to learn more.

3. Integrate with your favourite tools

Besides that API enables you to build custom connections in no time, Voucherify provides also plenty of built-in integrations which connect your existing toolkit with promo campaigns even faster. As a result, you can plug Voucherify and its promo codes into every stage of your customer journey with a few clicks. 

PROMOTION DISTRIBUTION

You can connect Voucherify to email*, SMS and live chat providers to send personalized messages with codes straight from Voucherify dashboard.
Go here to explore details.

*You can also send promotional emails, without any external provider. Voucherify has its own email designer which can be synced with your email domain (it's optional).

E-COMMERCE PLATFORMS

CRM PLATFORMS




NOTIFICATIONS


4. Customize Voucherify objects with additional attributes called metadata

Metadata enables you to add custom data to Voucherify, which you can later use for building validation rules and reporting/tracking. Every Voucherify object type like:

  • voucher
  • campaign
  • customer
  • product
  • SKU
  • redemption

can have custom attributes that are not built in Voucherify by default (see Setting up promotions section) and which you need to personalize promo campaigns. For example, you can add custom attributes to your customers (like "group: VIP", "source: adwords", etc.), and segment them accordingly.

Moreover, metadata added to redemption object enables you to create limits for redemptions which are not possible with built-in validation rules. For example, taxi companies very often offer promo codes for rides booked at particular hours, redemption metadata enables them to create redemption rules based on the time when the ride happens (redemption) and time when it was booked (custom metadata attribute). You can watch this use case workflow in our short video below.

There are plenty of use cases for metadata and each of them is unique. They give you extreme flexibility and freedom in creating rules and limits for promotions and segmentation of your customers. You can see some videos with metadata use cases here.

Familiarize with Metadata Schema and learn how to add custom attributes to Voucherify objects.

Setting up promotions

Before we get to Campaign Manager and create the first promotion, you need to learn Voucherify Rules Builder. It creates validation rules - limits and purchase conditions that need to be met to redeem code/use promotion.

Rules builder

Click on the Plus in a Validation Rules section to open Rules Builder

You can create rules based on:

  • customer segments,
  • order structure,
  • order volume,
  • promotion budget,
  • and other advanced attributes.

Plus, metadata attributes that you've learnt about in the previous section also can be used to create rules. If you add metadata to products or redemptions, you can build unique rules which are not supported in Voucherify by default. 

Go here to see all available validation rules and learn how to use them step by step.


Campaign Manager and types of promotions in Voucherify

With Campaign Manager you can create coupons, gift cards, auto-applied discounts, loyalty and referral programs. Each batch of codes/gift cards, loyalty program, or referral codes you'll create is a separate campaign.

Rules Builder is built in Campaign Manager. Moreover, during the campaign/promotion creation, you can add many specific time limits, define code pattern or limit coupon activity with start and expiration date. Together, Rules Builder and Campaign Manager create fully customized and well-targeted promotions.

Before you fire off your first campaign or promotion, familiarize yourself with the Campaign Manager by following this short guide.


Promotion types

Here's a detailed list of promotion campaigns available in the Campaign Manager:

  • Bulk codes campaign creates unique, one-off codes. They can be discount vouchers or gift cards but each of them is unique and can be assigned to one customer only.

Launch a campaign of unique discount vouchers >>>

Launch a campaign of unique gift cards >>>

  • Referral campaign creates complete referral programs including referral codes, rewards for referrers, and notifications about rewards.

Configure your referral program step by step >>>

  • Standalone code option creates a public code (e.g., "BlackFriday") with multiple redemptions allowed, sometimes restricted to only one use per customer.

Create a fixed-code >>>

  • Promotion is a discount without a code. It's auto-applied by the Voucherify engine when a customer satisfy promotion conditions. E.g., if the current cart's total amount exceeds $200, apply 5% off. Or, if a customer comes from a Facebook ad, give $15 off for any Apple product.

Launch a cart-level promotion >>>

  • Loyalty campaigns

Create a loyalty program >>> 


Sharing codes with your customers - publication and distribution

What is a publication?

A Publication event means assigning a code to a particular customer. Typically, a publication is made by distributing code to your customer using Voucherify distribution. From the moment the code was delivered to a customer (published), it's visible in his/her profile in Voucherify.

A Publication is not required to make a redemption by a customer. However, it's useful to track which customers were assigned with a promo code and when. 

What is a distribution?

Distribution defines the process of delivering a code/promotion to a customer. It comes down to choosing a delivery channel, designing a message template, and defining a trigger to send a notification.

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Voucherify distributions

In Distributions section, you can open a manager that sends messages to your customers straight from the dashboard. 

Each message can be equipped with a unique code from your campaigns (text code, QR or barcode). Distribution manager enables you to design message template and

  • send it via emails without any external provider
  • send it using integrated provider/providers:

Moreover, each Voucherify distribution can deliver the message via many channels at the same time. You can create multi-channel workflows of two types:

  • manual - choosing this type means that a message is sent to chosen customer/customers right after you confirm the distribution, it's a one-time action;
  • automatic mode - activates the following scenario: every time a customer joins a chosen segment, the manager triggers a message send out. In the automatic mode, messages are sent every time new customer meets specific criteria defined in the Distribution Manager by using customer segments. This is a dynamic workflow that responds to a predefined activity of your customers. 
To start with Voucherify distributions and send (publish) codes to customers, go through this short tutorial.

Distributions manager is not the only way to publish codes from Voucherify to your customers. You can also use the following methods:

Go here to learn more about listed publication methods.


Codes delivered - it's time to use them

Redemption is a single usage of any code. A number of invoked redemptions you can handle per month is defined by your pricing plan. 

To enable your customers to redeem codes, your website/app/store needs to be connected with your Voucherify account. This integrations guaranties that the app will recognize promo codes used by your customers so they can be validated and redeemed.

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Example of referral code redemption with the web widget

Here are the possible ways of redeeming codes after syncing with Voucherify:

  1. Redemptions with API integration (highly recommended)
  2. Redemptions with an embedded widget
  3. Redemptions with Magento and WooCommerce plugins
  4. Redemption with BigCommerce plugin
  5. Offline redemptions with a free Voucherify mobile app (scanning QR code)


Redemption metadata 

As mentioned, you can assign custom attributes to redemption object. It means that you can create redemption rules and limits based on properties unique for your use case which may not be supported in Voucherify by default.

The example workflow can be as follows:

Let's assume there is a campaign with 25% discount codes that your customers got on their mailbox. The point of a campaign is to allow a customer for code redemption only in three particular days of the month as you want to gain more traffic in store due to the release of a new product/collection. 

It comes down to adding event_dates as obligatory metadata attribute to redemption request with three dates that allow customers to use codes. Only these redemptions which include dates defined in metadata event_dates will be allowed. If a customer will try to redeem their code another day, it fails. 


Tracking and maintenance

    Tracking performance of your campaigns and promotions is crucial to meet the expectations of your customers and secure your budget. Voucherify tracks successful and failed redemptions and allows you to analyze them from different point of views: global, per campaign, per customer, per time period and so on.
  • Dashboard reports - after logging in you can see the main view with your promotion performance overview. The dashboard shows recent redemptions, total gift balance, and many more. 

  • Customer individual profiles - each customer in Voucherify has their individual profile. You can find there a detailed history of customer activity and all promo codes assigned or redeemed by the customer. 
  • Redemption overview - every redemption both failed or successful is noted in the system. You can see who and when tried to redeem the code, and in case of failed redemption, you can also see a reason of failure.
  • Audit logs - Voucherify logs every successful or failed request made using your API keys. Each resource contains detailed information about the original request, including request (and response) body. You can find them in the Events and LOGS sections in the detailed redemption/customer view.
  • Campaign stats - the Campaigns section in the dashboard shows you an overview of a current campaigns' performance. Moreover, each campaign has its own detailed view with real-time metrics and stats presenting its current performance.
  • Export of your data - if you need to make your reports using external tools, you can plug them into Voucherify or export data from the dashboard. The export tool enables you to download vouchers, redemptions, campaigns and customers with their detailed data.

Read more about tracking and reporting in Voucherify


Help and support

Our team is always ready to support you. If you have any questions or need more information about Voucherify capabilities, please reach out to us. 

  • Contact sales to book  a free demo and discuss your requirements

Start free 30-day trial (no credit card required)

You have our support all along the way