How do I create my first campaign?

In this section:

1
Your first campaign of unique codes
2
Your first redemption with the dashboard


New campaign

In the first campaign, our aim is to generate a bulk of unique coupons. Such campaigns are a perfect way for efficient customer tracking and measuring promotion effectiveness. The outcome, in this case, is a pool of unique codes where each code carries the same discount (the one you define in the 2nd stage). 

Reminder

Voucherify Campaign Manager supports also fixed, public codes (called standalone), referral programs, cart-level promotions, and gift cards (made by using bulk codes campaign). All these promotions can be done in just a couple of minutes in your dashboard.


To run the Campaign manager, click on the Plus.


The manager will guide you through a five-step process:

  1. Choose manager
  2. Choose discount
  3. Add details
  4. Set limits
  5. Add metadata
1
Choose the 'Bulk codes' campaign
2
Choose DISCOUNT VOUCHER type and give it a 10% discount
3
Campaign details

Define the basic parameters such as:

  • campaign’s name - identifies the promotion across the system e.g. will be used for reporting and monitoring, cannot be changed once set
  • vouchers count - the number of unique codes Voucherify will generate when the campaign is saved. If you don’t know the exact number, just use a ballpark figure and tick “Auto update” - this will automatically extend the campaign with new unique codes after you run out of the initial pool
  • pattern (optional) - get creative by mixing random and static parts of the coupon code

Auto-update checkbox - if you mark this checkbox, your campaign will be auto-extended every time when you'll try to distribute new code and the initial batch of codes has already run out. For example, if my 1000 vouchers will be already assigned to customers (published, distributed) and I'd like to send it to 1001 customer, thanks to auto-update mode I can do it without any campaign updates. Voucherify will automatically add a new code when I click to send the code from this campaign.

4
Limits for vouchers (optional) In this stage, we'll add the expiry date and limit the number of redemptions. The picture below presents a scenario where each coupon code can be redeemed once and the redemption has to occur before 31.12.2017

In this tutorial, we describe only a small subset of the possible limits. To learn more about advanced validation rules go  here

5
Campaign metadata (optional).

The last section allows you to pass any additional custom entries as metadata. They can be used to build validation rules, see the example.

Click SAVE and that’s it! Voucherify starts generating the bulk of unique coupons. You’ll be notified when it’s finished in the top right corner. For small campaigns (under 1000 codes), it usually takes a few seconds. Let's try redeeming now!


First redemption


Normally, redemptions come from your customers once your application notifies Voucherify through API. But you can also simulate them using the dashboard. Go to the detailed voucher view and redeem coupon manually, as in the picture below:

If you choose REDEEM, Voucherify redirects you to the redemption form. It allows you to provide various redemption details, but because they're optional, at this moment just submit the form with REDEEM

If you choose REDEEM, Voucherify redirects you to the redemption view.

Let’s see what happens after the redemption takes place. You can see it logged on 3 levels:

  1. Voucher level
  2. Campaign level
  3. Global level

1. Voucher level - a new redemption record appears in the REDEMPTION HISTORY section of the particular coupon code. It stores the result, date and other details of the action

2. Campaign level

 - The total number redemptions of the campaign gets increased by 1.

Once a coupon is redeemed, the  Voucherify  reflects it in the detailed view of the campaign, shows you the remaining number of redeemed/unredeemed vouchers too


By going to the Redemptions history in the detailed campaign’s view, you get a  list with every redemption of the campaign.

3. Global level - The global history of all redemptions shows the redemption on top of the list.

The list of all redemptions in the system gets updated with every action.

Failed redemption

The redemption attempt can fail for many reasons:

  • coupon is expired
  • validation rules are not met
  • coupon is disabled or deleted
  • coupon redemption limit has been reached 

The record of every failed redemption is stored along successful ones in these 3 places.   

The redemption is the key action in every coupon campaign and that's why Voucherify treats redemption monitoring with priority. With detailed redemption tracking, you can get insights into which coupon tactics work best, filter out irrelevant campaigns fast and ultimately drive more revenue.


Summary

This is it! You've just learned how to configure and launch a bulk coupon campaign in a few clicks. You've also seen how coupon lifecycle works and where to track redemptions.

The campaign is ready? Learn how can you distribute these promo codes to your customers