The Complete Discounts Guide

This guide shows how discounts work in Voucherify. Besides discount types, you'll learn how the app applies discounts to customers' orders and what discount campaigns you can launch in the dashboard. 

Contents:

  1. Glossary
  2. How does It work?
  3. Discount Types
  4. Discount Effects
  5. Validation Rules
  6. Creating Discounts

Glossary

Here are some key definitions to grasp when working with discounts:

Discount Type

There are four discount types: percentage, amount, free shipping, and unit. The unit discount refers to item(s) you want to give for free when a customer redeems the discount.

Discount Effect

There are different effects to choose from depending on what discount type you create. In general, effects define how the discount is applied to the order (for example, per order or order items).

Validation Rules

Validation rules are optional limits attached to your discounts and checked every time a customer tries to make a redemption. 

Campaign Manager

The Campaign Manager enables you to create and attach discounts to particular incentives and campaign types. You can create discount coupons, auto-applied promotions, rewards, or referral codes with attached discounts for invited friends. 

Discount Coupon

Digital coupon represented by a unique code. Each coupon code in a single project is unique. Moreover, you can create standalone coupon codes for multi-use or bulk coupon campaigns where each digital coupon has a unique trackable code.

In-Cart Promotion

In-cart promotion applies discounts without codes. When a customer qualifies for a promotion, the discount can be automatically applied to the order. 

Referral Code

Referral codes are a part of a referral program setup. Each referral code is unique and needs to be published to a referrer (advocate). You can assign a discount to referral codes, and it will be applied to a referred customer's order when redeeming the code. 

Rewards

Rewards are a part of your referral and loyalty campaigns. You can offer material and digital rewards like coupon codes with a predefined discount. 


How does it work?

Discounts are created when setting up a new campaign in the Campaign Manager. You can use discounts in your in-cart promotions, coupons, referral campaigns, and rewards. Discount settings cover the discount type and value (1), the effect (2), and validation rules (optional) (3). 


Discount Types

Campaign Manager supports percentage, amount, unit, and free shipping discounts. 

Amount Discount

You can offer your customers a discount in any currency, for example, $20 off or £10 off. Before creating amount discounts, please visit Project Settings to set the proper currency for your discounts.

The currency of your incentives is set per project.


Percentage Discount

You can offer a percentage discount like 10% off or 50% off and secure your budget by defining an Amount Limit. 

Amount Limit and Discount Effects

If the discount is applied to the total order amount, the amount limit is the maximum discount given per single order. If the discount is applied to specific items only, the amount limit defines the maximum amount of the discount given per single discounted item. The detailed information on the ways the discount can be applied is described in Effects


Unit discount

Prerequisite

Please note that this type of discount is based on the items added to the Products section in your Dashboard. If you haven't synced your inventory yet, please follow this guide first. 

Unit discount lets you offer items from your inventory for free. Firstly, you need to decide how many free items you want to offer with the discount (1) and then choose the free product (2). Lastly, you need to choose the discount effect (3). You can choose between the following options.


Free Shipping

You can also offer a free shipping discount to your customers.

Free shipping discount

Shipping is added as a built-in item in the Products section in your dashboard. 


Discount Effects

After defining the discount type and its value, you need to decide how the discount is applied to the cart. Here are the discount effects you can choose from.

Apply discount to the whole cart

Available for the amount and percentage discounts.

Discount is applied to the total order amount. Using validation rules, you can set the required cart structure and volume, but the discount will always be applied to the sum of all products in the order (total order amount). 


Apply discount to items

Available for the amount and percentage discounts.

Using this effect , the discount is applied only to particular items defined by validation rules.

Validation rules with qualified items

You can create validation rules in the Campaign Manager or use the dedicated Validation Rules section in your dashboard. Validation rules define qualified items in two ways: 

  • Discounted products rule.
  • Product metadata satisfy and applicable to rules.

Metadata enables you to discount specific items without adding them or their SKUs to Voucherify. When it comes to discounted products rule, you need to add items or SKUs you'd like to discount to the app first and then define the rule. You can also combine both rules in a single campaign and define discounted items using metadata and discounted products rules. 

Discounted products

Prerequisite

Please note that this validation rule requires adding the items to the Products section in your dashboard. If you haven't synced your inventory yet, please follow this guide first. 

Type the name of the product or SKU you'd like to discount and choose Add. After saving the campaign, Voucherify will store the list of discounted products. During the redemption, the discount is applied only to items added to the discounted products list. 


Product metadata

Prerequisite

This guide assumes you have already familiarized yourself with our Product Metadata Guide.

You can use metadata to define discounted products. As a result, only items with the required metadata will be discounted. To set the rule with product metadata, switch to the advanced rules builder. 

Click Create and name the rule. Expand Order structure category, and check Product metadata satisfy. Define what product metadata is required to apply the discount to the item and confirm with Add

Check the Discount applicable to related products so only items with added metadata property will be discounted. 


Redemption example

During the redemption, the discount is applied to items defined in the validation rules. Each of the included items is discounted equally. Here's an example of a redemption of a $10 discount code (each discounted item is $10 off):

Redemption of $10 discount code


Apply discount proportionally to amount

Available for amount discounts only.

This effect splits and applies the discount to the chosen items proportionally to their share in the total discounted items amount. For example, if a coupon code gives $10 off, no matter how many discounted items a customer has in the cart, the total discount applied to a single order is $10.

Select items that qualify for a discount by using the validation rules - see instructions


Redemption example

During the redemption, the discount is applied only to items defined in the validation rules. The discount is divided and applied proportionally to all qualified items in the order. Here's an example of a redemption of a $10 discount code (three items are discounted, and the total discount amount is $10):

How to count the discount per item?

This effect splits the discount proportionally among the discounted products. For example:

  • The order contains products A, B, and C.
  • Product A and C are discounted.
  • The discount applied to product A:  
  • And the discount on product C:


Apply discount proportionally to quantity

Available for amount discounts only.

This effect splits and applies the discount to the chosen items proportionally to their share in total discounted items quantity. For example, if a coupon code gives $10 off, no matter how many discounted items a customer has in the cart, the total discount applied to a single order is $10.

Select items that qualify for a discount by using the validation rules - see instructions


Redemption example

During the redemption, the discount is applied only to items defined in the validation rules. The discount is divided and applied proportionally to all qualified items in the order. Here's an example of a redemption of a $10 discount code (6 items are discounted, and the total discount amount is $10):

How to count the discount per item?

This effect splits the discount proportionally among the discounted products. For example:

  • The order contains products A, B, and C.
  • Product A and C are discounted.
  • The discount applied to product A:  
  • And the discount on product C:


Add new order items

Available for unit discounts only.

Choosing this effect results in adding items to the cart in the number defined by unit value. For example, if the code adds one free t-shirt, then even if a customer has the t-shirt already in the cart, a free t-shirt will always be added to the order.


Add missing items

Available for unit discounts only.

This effect adds items to the cart only if a customer has fewer free items than offered by the code (items in cart < unit value). 

For example, let's assume that the code gives one free t-shirt:

  • If a customer doesn't have the t-shirt already in the cart, then a free t-shirt will be added to the order and discounted. 
  • If a customer already has this item in their cart, then the number of t-shirts already matches the units count. After applying the code, a discount will be applied to the item already in the cart, and no extra items will be added. 

When you offer coupons on more items, for example, four free item units:

  • With the effect Always add new order items, these four items will always be added (and discounted) to the cart even if a customer already has these items in the cart. 
  • With the Add missing items effect, items will be added in the number that results in four items in the customer's cart. If a customer has two discounted items in the cart, Voucherify will add two more; if a customer has no free items in the cart, Voucherify will add four items to the cart and discount them.

Validation rules

If you choose to create more validation rules, all need to be met to apply the discount. Using order-related rules, you can set the required order volume or specify what items are required in the cart and what number. As a result, products will be discounted only if all rules attached to the discount are met. 

To create validation rules, you can use the basic builder:

Or change the builder to the advanced mode and add required limits:

Validation rules with discounted products and other limits can be set up when creating a new campaign in the Campaign Manager or by using the Validation Rules section in the dashboard. 


Creating Discounts

Go to the Campaigns section and open the Campaign Manager with the plus. 

You need to choose what campaign you'd like to create. To launch a campaign with discounts, you can choose between the following types:

  • Coupon codes – discount is attached to unique codes or a single standalone code. Read more.
  • Cart-level promotion – discount is applied automatically when a customer's cart meets promotion rules. Read more.
  • Referral program – discount is attached to unique referral codes and is applied to order when the invited user successfully redeems referral code. Read more.

You can also create discount coupons that act as rewards in your loyalty and referral campaigns. Go here to learn more about creating rewards. 

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