Reward Builder
You can reward customers in loyalty and referral campaigns. The Reward catalog 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.
In this article, you'll learn how to set up your rewards catalog for loyalty and referral campaigns.
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. Go here for detailed instructions.
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, you need to 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. Go here for detailed instructions.
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 doesn't 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, you need to create a loyalty program first. Go here for the detailed instructions. 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. Go here to learn more.
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.
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.
Here's how to create validation rules when adding a rewards catalog in the Campaign Manager. Note that you can prepare validation rules beforehand by using the Validation Rules manager in the Campaign Hub section -> Validation Rules.
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 on Create new.
Step 3: Create validation rules
Before you create the rules, go through Validation Rules Reference and familiarize yourself with the Rules Builder.
Click Create 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 to finish the process.
You can add many pay-with-points rewards to a single loyalty campaign. Each of them can have different validation rules assigned.
Adding a Reward
Go to the Rewards section in your dashboard and click the plus to add a new reward.
- Name your reward
Choose the type (digital, material, or pay-with-points).
Digital Reward
Choose the type of your digital reward (coupons, gift card credits, or loyalty points).
Click Next set details.
Define the reward value and choose a campaign that will be a source of codes. If you haven't prepared a campaign beforehand, you can do it on the spot using the Create new campaign button.
You can optionally add attributes to the reward in the form of metadata key/value pairs. When reward settings are complete, confirm with Save.
Material Reward
Choose Material reward and click on Next set details
Select a product or SKU from the list. Note that you need to add a product/SKU to your dashboard to use it as a reward. You can optionally describe the reward and add an image. In the Quantity field, define how many items you'd like to share when rewarding your customers.
You can optionally add attributes to the reward in the form of metadata key/value pairs. When reward settings are complete, confirm with Save.
Pay-with-Points Reward
Choose Pay with points reward type and click on Next set details. Define the exchange ratio by mapping the number of loyalty points to a predefined cash amount. You can add amounts up to three decimal places.
You can optionally add attributes to the reward in the form of metadata key/value pairs. When points are mapped, confirm the reward with Save.
Use rewards in campaigns
You can now use rewards in your loyalty and referral campaigns. Click on the magnifying glass to search for rewards.
Then, find and Select reward that has already been created.
Create Reward in Campaign Manager
If you haven't prepared rewards beforehand, you can always create a new prize in the Campaign Manager while setting up a new campaign by using the plus icon.
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 view 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.
Metadata
Once you define the reward settings, you can optionally add 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.