Reward Builder
You can reward customers in loyalty and referral campaigns. The Reward builder supports discount coupons, gift card credits, loyalty points, material rewards, and the option to pay with loyalty points. Voucherify allows you to upload rewards via API or create rewards in the dashboard.
Contents:
Digital rewards
A digital reward can be a unique discount coupon, gift card credits, or loyalty points. To create digital rewards, you need to create campaigns that will be the source of codes.
Discount coupons
Discount coupons can reward your customers with a percent, amount, unit, or free shipping discount.
First, create a discount coupon campaign (bulk codes) with a predefined discount type and value.
Then, map the campaign as a source of reward codes. As a result, each time you reward the customer, a new discount coupon from the campaign will be published (assigned) to the customer.
Gift card credits
As a reward, you can offer gift card credits.
First, create a gift card campaign that will be a source of gift card codes. If you want the extra reward credits to be the sole balance on the cards, you can create a campaign with an initial balance equal to 0.
When you trigger the reward, the app publishes (assigns) a gift card from the campaign to a customer and adds a predefined amount of credits.
- Amount – balance that is added to the card.
- Select campaign – campaign that is the source of gift card codes.
Loyalty points
This option rewards your customers by adding new points to their loyalty cards. If a customer does not have a loyalty card yet, triggering a reward will automatically publish a new loyalty card to the customer and add points.
To use this reward, create a loyalty program first. New points will be added to cards from the selected loyalty campaign.
Material rewards
You must upload your products to the dashboard to use material rewards.
While adding a reward, you can define its stock quantity. The stock quantity defines how many items can be given to all customers in the campaign. You can also add a description displayed to customers and an image that you can use to improve customer experience. The stock is
Triggering a material reward assigns it to a customer and changes the reward status to PENDING. When you physically share the reward with a customer, you need to confirm that manually in the dashboard, which changes the reward status to COMPLETE. To see and update the reward status, go to the detailed campaign view and open the Reward redemptions tab. Click on the check mark to complete the confirmation.
Pay with points
In loyalty programs, your customers can use loyalty points to pay for orders. To enable the pay-with-points option, add it as a reward to your loyalty campaign. Define the exchange ratio by mapping the number of points to the cash amount.
Validation rules
Validation rules can limit the redemption of each pay-with-points reward. Validation rules create limits based on customer, order, and metadata attributes.
You can add or create a validation rule when in the Reward catalog in the Campaign Manager. You can prepare a validation rule earlier in the Validation Rule manager in the Campaign Hub section of the dashboard.
Step 1: Create a pay-with-points reward
Create a new reward or select one from the list.
Step 2: Open the rule builder
Click the plus button .
Step 3: Create a validation rule
Before you create the rules, go through Validation Rules Reference and familiarize yourself with the Rules Builder.
Click Add rules to open the builder. You can choose from the following options:
- Audience
- Products
- Prices and Quantities
- Metadata
- Budget constraints
- Redemptions
Step 4: Add the rules and the reward to your catalog
When the rules are ready, click Add reward.
You can add many pay-with-points rewards to a single loyalty campaign. Each of them can have different validation rules assigned.
Creating a new reward
Go to the Rewards section in the Campaign hub and select Create reward to open a pop-window with the reward builder.
Digital reward: discount coupons, gift card credits, loyalty card points
There are three types of digital rewards that need a campaign as a source:
- Discount coupon campaign
- Gift card campaign
- Loyalty campaign
When the reward builder is opened, configure the reward as follows:
- Name the reward.
- Select a campaign which gives the digital reward. An unlocked padlock means that the campaign generates new discount coupons, gift cards, or loyalty cards when the initial batch runs out and new customers join the campaign.
- Configure reward-specific details:
- For gift cards, set the gift amount that will be added to a gift card as a reward.
- For loyalty cards, set the number of points that will be added to a loyalty card as a reward.
- Optionally, go to Metadata to add custom attributes to the reward.
- Confirm with Save.
Material reward
- Name the reward.
- Select a product or SKU from the list. You can also click the plus button to add a new product.
- You can optionally add reward description or an image.
- You can optionally add reward description or an image.
- In the Quantity field, define the stock of available rewards to all customers.
- Optionally, go to Metadata to add custom attributes to the reward.
-
Confirm with Save.
Pay-with-points reward
When the reward builder is opened, configure the reward as follows:
- Name the reward.
- Define the exchange ratio: how many loyalty points equal to a defined cash amount. You can add amounts up to three decimal places.
- Optionally, go to Metadata to add custom attributes to the reward.
- Confirm with Save.
Use rewards in campaigns
You can now use rewards in your loyalty and referral campaigns. Click on the Add reward to search for rewards.
Then, find and Select reward that has already been created.
Create reward in campaign builder
If you have not prepared rewards earlier, you can create a new reward in the Campaign builder while setting up a new campaign in the Add reward pop-up window by clicking the plus button. The configuration process is the same as in Creating a New Reward.
Filtering rewards
In the Rewards Manager, you can filter rewards to narrow down the list based on built-in attributes. You can also browse rewards by details such as creation date, name, and type.
Go to the Rewards section and choose Add filter to set up search criteria.
Choose a criteria, set up filtering conditions, and confirm with Save.
If you want to add multiple filters, click Add condition and confirm with Save.
You can paste multiple values when using the "in" condition by clicking Bulk input.
- Choose a separator: colon
:
, semicolon;
, comma,
, or newline - Paste up to 200 values
- Works with string and number properties
- For dictionary-based metadata, only valid values are accepted
You can edit any filter chip by clicking on it. All parts of the chip can be modified:
- Property
- Condition
- Expected value
If the edited chip matches another chip’s property and condition, the existing chip will be overwritten.
Changes are saved automatically, and results refresh instantly. Chip editing is available in all filters.
Metadata
Once you define the reward settings, you can optionally add custom attributes to the reward in the third step in the form of metadata key/value pairs.
Activity
The activity tab allows you to filter and view events for the reward. The events are listed in chronological order, with the most recent at the top of the list. You can filter the events by category and time of occurrence.