Unique Coupons Campaign
The Campaign Manager enables you to create dozens of unique coupon codes. In this kind of campaign, each coupon is defined by a one-off code, so you can assign (publish) each of them to a particular customer and track all the codes.
This article assumes you have already familiarized yourself with the Coupons Ultimate Guide.
- Run the Campaign Manager.
- Add campaign details.
- Define campaign timeframe.
- Add discount details.
- Add metadata (optional).
To start, go to the Campaigns section and run the manager with the Plus.
Select the Discount coupons campaign.
In the creator, go through the following steps:
Step 1: Campaign settings
Provide general details of your coupon campaign:
- Select bulk codes to create a unique code campaign.
- Name your campaign.
- Provide an optional description and category of the campaign.
- Set the code redemption limit – redemption limit per single unique code:
- X number of times
- Define the Code count (the number of codes you'd like to generate).
If you don't know how many codes you need, activate the auto-update mode. As a result, Voucherify will generate codes automatically when the initial part of the codes runs out.
- Advanced code settings enable you to define the code pattern (optional).
- Decide if a customer can join only once – when the same customer requests another discount code, Voucherify will not generate a new code for this end-user. Therefore, one customer can only receive one discount code assigned (published) from a particular promotional campaign.
Step 2: Campaign timeframe
Define the optional time limits of your campaign:
- Start and expiration dates.
- Validity timeframe (recurring time periods when codes are active).
- Validity only on particular days of the week.
- The timer on validity after publication (code is active X time after its delivery to the customer).
Keep in mind that if you don't set the end date, codes will be valid indefinitely. You can modify the expiration date after the campaign is on. Read more about time-related limits.
Step 3: Discount type and value
Choose the discount type, value, and effect.
Instead of using a static value for a given discount, you can also create formulas with mathematical and logical operators and assign a dynamic discount value. Discounts will be calculated during redemption based on the provided formula and metadata values. Learn more.
By using discount effects, decide how the discount will be applied to the order:
- Whole cart – discount is applied to the total order amount.
- Items – discount is applied to the subtotal of each item or to subtotals of items specified by validation rules (included products).
- For amount discounts, you can choose to split the discount proportionally to its share in the total discounted products amount or quantity.
Next, build validation rules that model the desired redemption conditions. Create new validation rules or choose from the existing set of rules.
If you chose apply discount to items effect, you need to define the criteria for discounted items. You can also exclude particular products from the campaign.
Below discounted and excluded products, you can see validation rules that model required redemption conditions. You can add product- or order-specific limits or decide that only customers from the selected customer segment can redeem the promo code.
If you can't find the needed rules, switch to the Advanced Rules Builder with the list of all available validation rules.
The details of building validation rules are described in this guide.
Step 4: Metadata (optional)
You can attach optional custom attributes to your vouchers and campaign by using metadata.
Step 5: Campaign summary
Check if the campaign is set up properly and make adjustments if need be. When the campaign is ready, choose Save. Voucherify will start to generate promo codes instantly. You'll be directed to the campaign dashboard automatically.
Frequently asked questions:
1. How to create case-sensitive vouchers?
Vouchers are case-sensitive by default. You can find this option in the Project Settings. You need to establish that before creating new projects and campaigns. It cannot be modified later on.
2. Where to find different code formats?
Voucherify supports three types of code formats: text, QR, and barcode. To see all code formats, create a campaign and go to the Vouchers tab. Select a voucher that you're looking for and click on it to switch to its detailed view.
3. How to add vouchers to an existing campaign?
Yes, you can. To do so, follow these steps:
2. After selecting the campaign, go to the Vouchers tab. Hit the plus icon and choose between adding vouchers to an existing campaign or creating brand new vouchers for the project. Here you can decide how many vouchers you'd like to add or create just one with custom code. You can also provide an additional description.
4. How to delete a campaign?
You can delete any campaign. To do so, open a detailed campaign view and choose the bin icon.
The app will ask you to confirm and mark the following checkboxes:
- Delete permanently – the campaign will be deleted permanently. It means that you will be able to create the next campaign with the same name.
- Move to bin – the campaign will be moved to a bin. It means that you won't be able to create a new campaign with the same name.
5. How to show customers which coupons they are eligible for?
6. How to duplicate a campaign?
If you want to release the same campaign or a campaign with a very similar workflow, you can just use the 'Clone Campaign' feature.
7. Can I modify the campaigns once they are generated?
Yes, it is possible to modify some parameters of your campaign once it goes live. To modify your campaign, use either Dashboard or Vouchers API. You will be able to modify the following parameters:
- Start date and expiration dates
- Active/inactive settings
- Campaign description.
8. Are any characters blocked in the code pattern and metadata?
You can use all letters of the English alphabet, Arabic numerals, and special characters in your codes. However, we recommend keeping your codes legible by excluding commonly confused characters (e.g., 0 and O) and sticking to popular characters (e.g., avoiding ¶, §,<,}, etc.)
When it comes to metadata, you can use the following characters:
9. What is a rollback?
The undoing of redemption can be achieved via API or Dashboard.
Go here to learn more about rollbacks.