Voucherify Glossary

This article provides a full glossary of terms used in Voucherify in alphabetical order.

If you're looking for a particular term, feel free to use the shortcut section below to get straight to the definition.

Glossary Shortcut:


API

Stands for Application Programming Interface and acts as a messenger that takes your request and tells the system what you want to do and then returns the response back to you. In the Voucherify context, it is a communication protocol between the Voucherify server and the client’s server. Our API has predictable, resource-oriented URLs, and uses HTTP response codes to indicate API errors. 

Go here to learn more about API

Visit our documentation to learn how to get started with Voucherify API.


Application (API) key

An individual identifier that authorizes you to use the API. Each Project has separate API keys and you should make sure to keep them private. You will find your API Keys in the Project Settings. 

Visit our docs to learn more

API keys


Auto-update mode

Campaigns run in an auto-update mode are going to automatically generate new Vouchers in case you run out of the original pool of codes while the campaign is still running.

Auto-update campaign mode


Campaign

Groups unique Vouchers with the same features and redemption limits. This means there aren’t two identical vouchers within a single Campaign. You should use a Campaign if you want to send personal, one-off promo codes to your customers.

Voucherify Campaign Manager enables you to run the following campaigns:

Campaign Manager


Conversion Event

Defines when the customer is approved as a referrer and referee receives a reward (in the case of a double-sided referral program). It can be based on Custom Event or a referee redeeming a referral code. 

Go here to learn more about the referral program basics. 

Conversion event


CSV Import/Export

A text file that uses a comma to separate values. CSV file can be used for customer and voucher import/export. Your CSV file needs to follow certain guidelines to be successfully uploaded into Voucherify.

CSV import/export

Follow this post to learn more about customer data types. 


Custom Event

Actions that are taken by customers not supported by default. They have to be added manually to Voucherify and later on tracked on your website/app. Used for tracking customer behavior to launch highly-targeted Campaigns and can act as a Conversion Event in referral programs

Go here to learn more about custom events. 

Custom event


Customer

Voucherify allows you to store customer details, order history, and activities. These profiles can be used for three purposes:

Customers can be imported via CSV in the Dashboard or synced with your CRM via the API.

Go here to learn more about uploading and editing customers in Voucherify. 


Customer Cockpit

An individual space of each customer that presents details of loyalty programs, assigned referral codes, and owned incentives (discounts, gift cards). Thanks to white-labeling, you can customize customer cockpits in accordance with your brand guidelines.

Customer Cockpit


Customer Segment

A group of customers with shared characteristics that allows you to define target-specific Campaigns and therefore achieve better marketing personalization. There are two types of segments in Voucherify:

  • Static – always contains the same number of customers.
  • Auto-update – customers dynamically join or leave if they match a given filter (e.g., if you update a customer's property and it matches the filter, the customer will automatically join the segment).

Go here to learn how to segment your audience.


Dashboard

The central point of your promotional activities that allows you to interact smoothly with Voucherify objects, set up Project and Team details and launch Campaigns.

Dashboard


Distribution

Defines when and how unique coupon codes are delivered to customers or when and how you want to notify your customers about discount/promotion/redeemed rewards. There are two primary modes for sending out messages available:

  • Manual – select an individual customer/customer segment and send a code to each member with the click of a button. 
  • Automated – define which conditions a customer has to meet so that the code send out is automatically triggered.

Distribution types

There are many built-in channels you can use to distribute codes:

Go here to learn more about the Distribution Manager.


Double Opt-In

Feature available for landing pages that if enabled will send a verification email to a customer who signed up via a landing age. This feature ensures improved GDPR-compliance of your activities within the platform. 

Double Opt-In


Earning Rule

Defines an action (event) that assigns a particular amount of loyalty points to a customer. There are three types of events that you can use as earning rules:

Earning rule

Go here to learn more about launching loyalty campaigns with Voucherify. 


Integration

It stands for connecting different services and systems to your Voucherify account to add Voucherify promotions to your marketing and sales ecosystems (CRM, communications, e-commerce, notifications). 

Go here to see a list of built-in integrations.

We offer a possibility to add custom integrations with our API.

List of integrations


Logs

A list of recorded events connected to your Project. You can track these events by clicking on Voucherify objects to see their detailed view.

Logs


Metadata

Custom data added to Voucherify objects to create attributes not available by default. Metadata can be used in creating Customer Segments and customizing Products. It also allows you to create unique redemption limits and improve tracking/reporting.

Go here to learn how to use metadata in Voucherify. 

Metadata Example


Marketing permissions that can be added manually via Dashboard to ensure GDPR-compliance of your Campaigns. Created consents can be used in customer segmentation, distribution, and landing pages.

opt-in consent


Order

Used for promotions based on customers’ purchase history. Orders tab stores the cart structure (Products and SKUs), the total amount of a transaction and its status: 

  • created
  • paid
  • canceled 
  • fulfilled

You can track orders made with your coupons in the Dashboard and with the API.


Predefined Gift Card

Each customer in Voucherify has a unique Predefined Gift Card assigned to their account. It is a built-in Voucherify feature and it cannot be deleted. 

Predefined gift card


Product

Use Products to import items and variants from your product catalog. Similarly to Customers, Products can be used to introduce redemption limits (e.g., a voucher is valid only if the cart has product X) and also can act as rewards in loyalty schemas and giveaway contests.

Adding products

Products can be synced with your inventory using API or you can create them manually with the Dashboard.

Go here to learn more about using Products in Voucherify. 


Product Attribute

It acts as a differentiator between product variations [SKUs] of the same item. Size, color, and category can be examples of Product Attributes. You can modify Product Attributes when adding new or editing already existing Products.

Product Attribute


Project

A collection of Campaigns with shared Project Settings (e.g. timezone, currency, API endpoint). You can define which users have access to separate projects.

Projects cannot be deleted manually.


Promotion Tier

Promotion tiers let you run auto-applied discounts that don’t require Vouchers as in the case of discount coupons, gift cards, referral codes, etc. It needs, however, two fields need to be provided:

  • condition – when the promotion is valid,
  • action – what discount should be applied if the promotion conditions are met

promotion tier

Go here to learn more about running promotions with Voucherify. 


Publication

A process of assigning Voucher to the particular customer. The publication can take place in four ways:

Each Voucher can be published to one customer only.


Redemption

An action triggered when the customer applies their code. The Redemption may be successful or failed. Failure is always followed by a particular reason. In Voucherify, Redemption is reflected on many levels:

  • Voucher – shows how many times a particular code has been redeemed.
  • Campaign – indicates how many time codes from a single campaign have been used.
  • Global – lists all Redemptions which occurred within your account (or a Project).

There are two things you can redeem – a Voucher and Promotion Tier.


Reward

It can be a discount code or gift card from a previously created campaign or a tangible Product. You can use Rewards in loyalty and giveaway campaigns.

Reward


Reward Assignment

It tells your customers how many points they need to get a particular reward. It can be created via API or manually in the Dashboard while creating a loyalty campaign.


Role

You can share Voucherify Projects with co-workers and affiliates. To ensure the security of your Campaigns, you can create certain roles with limitations on accessing campaigns. Voucherify comes with four built-in roles: Admin (the account owner), User (limited access to modify Project Settings, API, Metadata, and other), Viewer (no modification possibilities), Merchant (access to Redemption options). Thanks to the approval workflow, you can freely customize these roles and create and edit campaigns that need to be confirmed by the Admin.

Roles

Go here to learn more about the approval workflow in Voucherify. 


Rollback

Undoing of a Redemption that can only be achieved via API

Go here to learn more about rollbacks. 


SKU

A particular Product variant that can be used to introduce more specific redemption limits. In order to create SKU, you need to create a Product Attribute that will act as a differentiator between different SKUs, e.g. ‘size’ attribute that allows you to create a small and medium variation of the same t-shirt.

Go here to learn how to create SKUs in Voucherify. 


Source id

It is used for internal applications and some external integrations to allow API to efficiently route the data. The source id is generated once and is always associated with the source.


UI widget

An element of website/app frontend that allows for client-side code redemption. To install the widget, you have to include a JavaScript snippet on your site. 

Go here to learn more about widgets.

UI widget example


Users

You can invite team members to collaborate on Campaigns. After account confirmation, new users can be granted access to Projects. Each user's activity is tracked and can be seen in the Audit Logs.


Validation Rule

Used to define promotion eligibility conditions and redemption conditions. They can be based on Customer Segments, Products, Orders, budget, and Metadata. For instance, you can limit the discount to customers who made at least three orders in your store for the amount of at least $200.

Validation Rules

Go here to learn more about validation rules.


Voucher

A single code which represents a discount. Each Voucher has a discount type (percentage, amount, custom unit) and value, start and expiry date, code pattern, redemption count limit, status (active/inactive), and respective QR code. The Voucher can exist as a standalone instance (e.g. “BlackFriday123”) or as part of a Campaign (bulk codes campaign/gift cards). Vouchers can also be a part of your referral campaigns [as referral codes], loyalty schemas [as loyalty cards id], and giveaway campaigns [for draw purposes].

Vouchers


Webhook

Custom callbacks that notify you about:

Webhooks can be used for real-time data synchronization and as a means of Distribution.

Go here to learn more about webhooks. 

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