Your First Promo Campaign

In this tutorial, we're going to explore the Voucherify Campaign Manager. It enables you to run all built-in promotion types like:

  • unique discount codes (percentage, amount, unit and free shipping discount),
  • public codes (standalone codes with percentage, amount, unit, and free shipping discount),
  • gift cards,
  • loyalty programs,
  • referral campaigns,
  • and cart-level promotions.

Let's go through each stage of the Manager and create your first coupon campaign. As an example, we're going to use a unique codes campaign. The outcome, in this case, is a pool of unique codes where each code carries the same discount. 

If you'd like to create a different promotion type right away, please follow our step-by-step tutorials:

Your first campaign with Campaign Manager

Campaign Manager overview:

Let's go through the Manager step-by-step to familiarize ourselves with all possibilities that you have while creating discount codes.

To run the Campaign Manager, click on the Plus.

Selecting a campaign

You can see the main view of Campaign Manager in which you can decide what promotion type you'd like to run. In this example, we're going to choose  Discount Coupons.

The 1st section of the Manager looks similar for all promotion types and it gathers all basic information:

1a. Bulk codes

1b. Standalone code

2. Program name

3. Auto-update mode

4. 'Customer can join only once' option

5. Category

6. Description

7. Code redemption limit

8. Unlimited (code redemption limit)

9. Code count

10. Advanced code settings

Choose between bulk codes and standalone code campaign.

Then, provide other details:

Program details

Auto-update functionality means that your campaign will be auto-extended every time you try to distribute new codes and the initial batch of codes has already run out. 

Establish the time limitations of your campaign. Define the basic time parameters such as:

  • start and end date,
  • particular validity timeframe (e.g. every day for 4 hours),
  • coupon valid only on selected days of the week,
  • validity counter that adds urgency to your incentive.

Coupon timefrae

Define voucher value and redemption limits (optional).

In this stage, you need to decide about the type and value of your discount. You can choose between the amount, percentage, or unit-based discount. 

Discount value

Next, establish optional redemption limits (validation rules) that are going to limit the target group that can access your incentive. For instance, you can decide to release a discount only for New Customers. 

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

The last section allows you to add any additional custom entries as metadata. They can be used to track certain events and to build validation rules, see the example here.

After seeing the summary, save the campaign. 

Campaign summary

Voucherify will start 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. 

Vouchers generated

This is it! You've just learned how to configure and launch a bulk coupon campaign in just a few clicks. 

 Learn how you can distribute these promo codes to your customers.

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