Seven simple steps to get started

The 7 steps to succeed with Voucherify:

• Sign up for the free trial
• Add your customers
• Provide inventory with your products
• Run your first coupon campaign
• Integrate with your favorite apps
• Share codes with customer
• Track your performance

Before continuing you can also watch our step-by-step guide on how to launch your first campaign with Voucherify:

Firstly, choose which subscription plan you want to test during the trial. If you choose to continue your subscription, you can change the pricing plan you want to sign up for.

Developers

Sign up for a free trial. After email confirmation, you can obtain your API keys on the Dashboard. Then, go to the Developer Hub to learn how to start your integration.

Marketers

Sign up for a free trial. After email confirmation, log in to the Dashboard, and follow the on-boarding guide.

Voucherify enables you to add your customers in the following ways:

• through API,
• through the Dashboard and CSV upload,
• manually through the Dashboard.

The second method requires putting customers' information into separate columns of the CSV file:

When you have your CSV file ready, you can use the import tool in the Customers section. It will seamlessly lead you through the process:

Divide your users into target groups

When your customers are already in Voucherify, you can divide them into segments. Segments are built using filters in the Customers section. You can use behavioral and geographical attributes to group your audience and then, run well-targeted coupon campaigns.



A Friendly Reminder 💡

Voucherify allows you to create two types of customer segments: static and dynamic. Follow this article for more information.

Or watch our video tutorial:

Step 3: Add products

Inventory with your products allows you for product-oriented promotions and coupon deals. Similarly to the customers' import, products can be added via the Dashboard or Voucherify API.

To add a new product through the Dashboard, go to the Products and choose the "Plus". Then, the Manager will show you the next steps:





You may also watch our video tutorials on working with Products in Voucherify:

Step 4: Run your first campaign

In this part, we're going describe to a crucial point in Voucherify – creating coupon codes. Voucherify Dashboard provides the Campaign Manager for generating:

• fixed-code campaigns, 
• campaigns of unique codes,
• cart-level promotions, 
• gift cards, 
• referral programs,
• loyalty campaigns,
• giveaway campaigns.

A Friendly Reminder 💡

Campaigns group unique Vouchers with the same features. This means there aren’t two equal voucher codes within a single Campaign.

Straight from the Main view, you can go to the Manager by choosing the Plus and the type of campaign you'd like to launch.



You can find detailed instructions of each campaign setup in our docs:

1. Bulk of unique codes
2. Fixed code campaign
3. Cart-level promotions
4. Referral program
5. Gift cards campaign
6. Loyalty campaign
7. Giveaway program

If you are looking for something to start with, you can also follow our ideas for coupon campaigns.

When you already generate your first campaign, you can view its details in the Campaigns section.



You can manage all campaign types through Voucherify API, go here to learn more about creating coupon codes programmatically.

Step 5: Integrate with your favorite platforms

Voucherify provides seamless coupon workflow thanks to the plenty of available integrations:

• Enable discounts on your checkout page: WooCommerce, Magento, BigCommerce, Shopify (coming soon).
• Share codes via your favorite channels: MailChimp, Twilio, SendGrid, Braze, Mandrill, CM Telecom, Mailgun, Autopilot, Intercom, ActiveCampaign.
• Sync your CRM and support tracking with Voucherify data: Salesforce, Segment.
• Custom apps: with the Voucherify API, you can build coupons at every stage of your sales funnel. Show your developers the API docs or contact our team to request a custom integration.

Step 6: Share codes with customers

Before you manage this step, your developers should connect Voucherify to the checkout page so that you can handle redemptions.

When the codes are ready, and your toolkit is in place, it's time to push your coupons forward. Go to the Distributions and click Start.



The app directs you to the Distribution Manager which allows you to deliver coupon codes to your customers with a couple of clicks, straight from the Dashboard. You can customize the coupon distribution on two levels:

• Channel – you can choose one of the integrations listed in step 5 or leverage our API to connect a custom channel (requires technical effort).
• Trigger – you can distribute coupons manually or define when Voucherify should automatically trigger a send-out.

Read more about the Distribution Manager

Find detailed tutorials for each distribution channel

Watch our video tutorial on the Distribution Manager:

Step 7: Track your performance

Once your codes got to the customers, they can redeem them in connected Redemption Points (stores that are integrated with Voucherify). Here are some useful links at this stage:

Learn more about users structure and data access


Go here to see how to collaborate with affiliates.

The most important event performed by your customers is 'redemption'. The redemption means a user utilized their code and sent a request to the Voucherify API. Each time someone tries to redeem your code Voucherify validates it to cut down misuses and fraud. 

You can get an overview of all redemptions (successful and failed) in the Redemption section:



A Friendly Reminder 💡

To make the redemptions more transparent, Voucherify will give you the reason for the failed redemption so that you can quickly react to any issues and prevent any ill-feelings between your brand and customers.

If you'd like to learn more about redemptions and tracking, go here.