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 that you can assign (publish) each of them to a particular customer and track all the codes.
Contents
- Run the Campaign Manager
- Add campaign details
- Define the campaign timeframe
- Add discount details
- Add metadata (optional)
- Summary
- Coupons & Promotions UX Kit
- FAQ
Go to the Home section -> Dashboard -> Create Campaign or the Campaign Hub section -> Campaigns -> Create Campaign.
Select the Discount coupons campaign.
In the creator, go through the following steps:
Step 1: Campaign settings – Program size
Provide general details of your coupon campaign:
- Select Bulk codes to create a unique code campaign.
- Name your campaign.
- Customers will be allowed to join the campaign only once – if the same customer requests another discount code, Voucherify will not generate a new code for this end-user. As a result, a customer can only receive one discount code assigned (published) from a particular promotional campaign.
- Provide an optional description and category of the campaign.
- Set the code redemption limit – redemption limit per single unique code:
- Once
- X number of times
- Unlimited
- Define the Code count (the number of codes you want to generate).
Auto-increase voucher count mode
If you do not know how many codes you need, activate the auto-increase voucher count mode. As a result, Voucherify will generate codes automatically when the initial part of the codes runs out.
- Advanced code settings – you can define your code pattern.
Step 2: Timeframe
Define the optional time limits of your campaign:
- Start and expiration dates.
- Validity timeframe (recurring 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).
Remember 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
In this step, you define how the discount works in your campaign.
Configure your discount
Select + Add discount to choose the discount type.
You can choose one of the following:
- Order Discount - the discount applies to the whole order.
- Product Discount - the discount applies to specific items or groups of items.
- Rewards - customers get a reward after meeting certain conditions.
- Free Shipping - removes the shipping cost.
- Bundles - creates a combined offer for multiple products.
Read more in The Complete Discounts Guide.
Dynamic discounts
Instead of using a static value for a given discount, you can 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.
Each discount type opens its own configuration panel.
For amount discounts, you can choose to discount each item equally, split the discount proportionally to the order amount, split the discount proportionally to the quantity, or set the same discount value for each unit of matched products.
After you choose the discount type, go to the Conditions step.
Here, you decide when and to whom the discount applies.
You can use existing validation rules or create new validation rules.
Validation rules control what must happen for the discount to work, for example:
- Minimum order value
- Specific products included or excluded
- Customer segment
- Redemption limits
If you apply a Product Discount, define which items are discounted and which are excluded.
Voucherify applies the discount only to items that meet these 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 using metadata.
Step 5: Summary
Check if the campaign is set up correctly and make adjustments if needed. When the campaign is ready, choose Save. Voucherify will start to generate promo codes instantly. You'll be directed to the campaign dashboard automatically.
Campaign Calendar
Once you save your campaign or save it as a draft, you can see when it will be active in the Campaign Calendar in the Marketer Hub sidebar section. The Campaign Calendar shows an overview of all campaigns and their timeframes and additional information when you click on a given campaign bar.
Coupons & Promotions UX Kit
If you are a designer in charge of building the frontend for promotion campaigns or a developer who wants to see what is possible with Voucherify underneath, Voucherify open source Coupon & Promotions UI Kit is for you.
To download and customize the kit, follow the steps below:
- Go to Ecommerce Coupons & Promotions UI Kit in the Voucherify Figma Community.
- Click Duplicate to open the kit in your Figma account.
- Go between pages and export single components or whole screens to use in your project. All elements can be customized.
Frequently asked questions:
1. How to create case-sensitive vouchers?
Vouchers are case-sensitive by default. You can find this information in the Project settings. This setting is chosen when creating a new project, and it cannot be modified later on.
However, you can define your default character set, including all upper-case or all lower-case in the Project settings or when defining the code pattern.
2. Where to find different code formats?
Voucherify supports three code formats: text, QR, and barcode. To see all code formats, create a campaign and go to the Vouchers tab. Select a voucher you are looking for and click on it to switch to its detailed view.
3. How to add vouchers to an existing campaign?
2. After selecting the campaign, hit the plus icon in the upper-right corner and choose between adding vouchers to an existing campaign or creating brand-new vouchers for the project. You can decide how many vouchers you want to add or create just one with a 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. This 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?
You can use the' Clone Campaign' feature to release the same campaign or a similar workflow.
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:
- Category
- Start date and expiration dates
- Active/inactive settings
- Campaign description.
- Metadata.
8. Are any characters blocked in the code pattern and metadata?
You can use all English alphabet letters, 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:
- A-Z
- a-z
- 0-9
- -
- _
9. What is a rollback?
The redemption can be undone via API or Dashboard.
Go here to learn more about rollbacks.