[deprecated] Validation Rules

In this section:

1. Description of available validation rules
2. How to build a rule?
3. Build rules in Validation Rules Dashboard section
4. Build rules in the Campaign Manager
5. Validation rules with Metadata-Schema Validation
6. Validation rules with time and date
7. Validation rules with product metadata

The aim of creating validation rules is to model the desired incentive redemption circumstances. Rules are built with attributes and operators divided into 6 categories:

• Audience
• Order structure
• Order volume
• Budget constraints
• Advanced
• Discounted Products

Audience

By using customer segments, you can choose a target or exclude a particular customer segment from clients allowed for redemption. While adding validation rules based on segments, you can choose to include/exclude one of the existing segments or create a new segment from scratch.

You can also use custom attributes defined previously in Metadata Schema and create unique validation rules based on their values. 

For example, imagine you have a gym and your customers have different memberships. Despite the fact that Voucherify doesn't offer such customer attributes by default, you can use metadata to put in into customer profiles. By adding property membership to Metadata Schema you can target a specific group of members. 

Go here to see how to use metadata in customer segmentation in practice.

There aren't any limits on the type or number of custom attributes. You can add as many customer attributes as you'd like. 

Order structure

With the following rules, you can create product-specific promotions based on a cart structure and quantity/price of items in the cart.

Order volume

Introduce cart’s price-related constraints to up-sell and boost sales.

Budget constraints

Control promotion budget by setting up safety limits that automatically deactivate your promotion.

Advanced

Control redemption with rules based on custom fields and access policy. 

Discounted Products

By using the Discounted Products, you can:

• Assign discounts to specific order line items when other validation criteria are met.
• Exclude specific products from the discounts applied by other validation criteria.

There are two ways you can create validation rules in Voucherify Dashboard:

1. You can go to the Validation Rules section in the Dashboard, create and save a set of rules, and use them later on while creating a campaign.
2. You can create validation rules from scratch while creating a campaign in the Campaign Manager.

Adding validation rules via the Dashboard

Go to the 'Validation Rules' section in the Dashboard and choose the Plus to create new rules. Add a name for your new rule/set of rules 

For example, you can choose a customer segment who can/cannot redeem the codes. To build a rule, you need to add an operator is/is not in the first input and choose the desired customer segment from the list of segments in the 2nd input.

All active rules that you have confirmed are visible in the grey background below the category.

You can save each rule or rules set and use them later while creating campaigns in the Campaign Manager.

Adding validation rules in the Campaign Manager

Firstly you need to run the Campaign Manager and choose a campaign type you'd like to create. Go through the first two stages of a campaign creation process.

In the 3rd step, you can add validation rules and define what criteria customers and their orders have to match to make a valid redemption.

Validation rules with Metadata-Schema Validation

Voucherify Metadata-Schema Validation enables you to create the following metadata attributes:

• text
• flag
• number
• date
• image URL
• date-time

These custom properties can relate to all Voucherify object types:

• campaigns,
• vouchers,
• products,
• SKUs,
• redemptions,
• customers,
• publications,
• orders.

You can use them to add specific campaign limits or customer segment rules. Different types of attributes allow you to create rules based on specific numbers, dates, and time frames. Let's explore some examples.

Redemption metadata with date and time

Metadata attributes assigned to redemption objects can be used to create validation rules during the 3rd stage of the Campaign Manager.

Firstly, you need to add metadata properties to the project's Metadata Schema.

In the picture, you can see one metadata attribute assigned to redemption objects: 

• booking_time type 'date-time' 

We recreated a similar campaign here.

Validation rules with products/SKUs metadata 

Each custom attribute that you add to product objects using API or Metadata Schema, can be used to create validation rules.

To use Metadata-Schema Validation created for products or SKUs, you need to choose the validation rule from Order structure > Product metadata satisfy. Similarly to the previous case, assigned properties will be listed automatically after choosing the rule. 

You can use assigned properties to build product-specific rules

When you choose a required value for a property, confirm with Add. The campaign redemptions will be restricted by added limits and redemption request needs to be equipped with product metadata attributes with assigned values. Otherwise, the system will reject the redemption request.