Coupons Ultimate Guide
In this tutorial, we will show you the types of coupons you can create using Voucherify. We'll cover all coupon features that you can set up while creating a new campaign.
Additional Enterprise Feature: Areas and Stores
Campaigns can be assigned to areas and stores to target specific markets or shops within one project.
Contents
- Glossary
- Types of coupon campaigns
- Coupon code
- Discount categories
- Discount types
- Timeframe & validation rules
- Dynamic discount value formula builder
- Maintenance & Tracking
Glossary
We've listed coupon-related definitions to help you feel comfortable when creating coupon campaigns in the Voucherify dashboard.
Standalone coupon
A standalone code is a single coupon code with a predefined discount type and value, typically for multi-use.
Unique bulk coupons
Unique coupons are coupon codes with the same discount grouped in a campaign. Each unique code can be assigned (published) to a specific customer who becomes the coupon owner as a result.
Coupon code
Voucherify generates only digital coupons represented by unique codes. Each coupon in the Voucherify project is unique; you can't create two identical codes in a single project.
Case-sensitive coupons
This option is set per project, and it's enabled by default. It means that Voucherify differentiates between capital and lower-case letters in your codes.
Code formats
The app creates a standard text code, barcode (format Code128), and QR code for each code.
Code pattern
When creating a coupon code (standalone coupon or bulk codes campaign), you can use code settings to define the code pattern (length, postfix, prefix, and so on).
Validation rules
Validation rules are limits and rules attached to codes, checked during the redemption.
Discount category
Voucherify supports order discount, products discount, free products, and free shipping discount categories.
Discount value
The value of a discount defines a discount that is applied to a customer's order during a single code redemption.
Discount type
The discount type defines how the discount is applied to the customer's cart. Depending on the discount category, different effects are available.
Types of coupon campaigns
Before you start creating coupons, decide whether you need a standalone code or bulk codes campaign.
| Standalone code | Bulk codes campaign |
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Standalone codes are usually multi-use coupons used for flash sales and similar promotions. When it comes to bulk unique codes campaigns, they provide advanced tracking possibilities and personalization. You can publish each unique code from a campaign to a particular customer and track it individually. Moreover, validation rules can control your budget using both campaign and code limits.
Coupon code
Digital codes represent standalone and unique coupons. In the Advanced code settings section of the Campaign Manager, you can define your code pattern when creating coupons. The default code settings can be configured in the Project Settings.
Discount categories
When creating standalone or bulk coupons, you need to define a discount category:
- Order Discount
- Products Discount
- Free Products
- Free Shipping
Discount types
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 and set the proper currency for your discounts.
Percent discount
You can offer a percent discount like 10% off or 50% off and also secure your budget by defining an Amount limit (the total amount of the discount given per order or per discounted item).
New price
When using this discount type, the order amount or product price will be set to the value of the New price. The discount value is calculated during the redemption as it's a difference between the total amount of the customer's order or product price and the New price.
Using validation rules, you can create predefined buying scenarios that qualify the customer for a New price discount.
Free products
Free products enable you to offer items from your inventory for free. First, you need to decide on the discount effect.
Then, you need to decide which product you want to add for free and in what quantity.
Please note that this type of discount is based on the products added to the Products section in your dashboard. If you haven't synced your inventory yet, please follow the Products and Product Collections guide first.
Free shipping
You can also offer your customers free shipping. The discount is based on the Free products: Add missing order items to match the total discount units count discount type, and it cannot be edited.
Dynamic discount values
For percent, amount, new price, and free products, you can set a fixed discount value or use a formula builder to create a dynamic discount expression. Formulas with mathematical and logical operators assign a dynamic discount value. Discount value will be calculated during redemption based on the provided formula and metadata values. Read more in the Dynamic discount value formula builder section.
Discount effects
When the discount category is set, choose the respective discount type. The discount type defines how the discount is applied to a customer's order.
Read more about the effects in our Complete Discounts Guide
Timeframe & validation rules
Time limits and validation rules define when the coupon code is valid.
Validation rules define discounted items, required cart structure, and other buying circumstances that qualify customers for a code redemption. You can create validation rules beforehand in the dedicated dashboard section or when creating coupons in the Campaign Manager.
Dynamic discount value formula builder
You can also create formulas with mathematical and logical operators and assign a dynamic discount value for each discount type. Based on the provided formula and metadata values, values will be calculated during redemption.
You need to use a formula builder to create a dynamic discount expression. To do so, click the plus icon next to the discount value field.
The formula builder requires a fallback value in case the dynamic discount value cannot be calculated from the formula's given parameters.
You can either use the Formula builder utility with step-by-step dialogs that you fill out to build the formula from element building blocks or the Expression output with operators and operands.
Read more in our dynamic discount value builder guide.
Maintenance & Tracking
The Voucher section is the central hub for managing all voucher-related activities. You can view, edit, and delete vouchers. The section also allows you to perform actions on vouchers and export, enable, or disable them in bulk under the Manage filtered vouchers drop-down menu. Additionally, you can filter vouchers by various attributes.
Clicking on a single voucher will present you more details such as:
The Activity tab shows all the actions related to the voucher.