Stacking Rules
Stacking rules are a collection of conditions that change the behavior of the Validation and Redemption of Voucherify’s promotion tiers and vouchers. These conditions allow you to define how different campaigns affect each other when the customer is redeeming multiple redeemables. In this section of the application, you can define, for example:
- Partial redemptions:
- The customers might want to engage with a few promotions at the same time. If not all discounts can be applied, you can decide whether the whole redemption should fail without giving the customer any discount or whether the failed promotions and vouchers should be skipped, allowing the customer to redeem the successfully validated discounts.
- Defining exclusive discounts:
- Some discounts might be so good that you would not want them combined with other discounts. You can define categories of discounts that cannot be stacked with other promotions.
- Limiting the number of redeemable vouchers and promotion tiers:
- You can add a limit on the number of discounts the customer can benefit from without the need to ask your development team to adjust to the maximum value.
- Specifying the order of applied discounts:
- You can control the order in which the promotions will be applied.
- Discount calculations per category:
- When calculating multiple discounts, the discount value can be based on the initial amount or the subsequent discounted amount.
- Do not use redeemable when there is nothing applied:
- If the redemption results in no effect (i.e., no credits or points are used or there is no applied discount amount), the redeemable will not be used. You can choose between redeem anyway or skip.
- Do not stack discounts for already discounted products:
- Specifies that if a discount has already been applied to a product, no additional discount will be applied. The following values are stack or once.
You can find the Stacking rules tab in the Redemptions section of the dashboard. Additional reference information about the stacking rules can be found in the Redemptions article.
Note – Only the persons with an admin role can edit stacking rule settings.
Contents
- Discounts' application rules
- Limit settings for stackable discounts API
- Campaigns stacking eligibility
- Discounts calculations by category
Discounts' application rules
Customers can be eligible for discounts depending on multiple factors. Using the Qualifications mechanism, Voucherify will calculate the redeemables available to a customer. However, applying one discount can affect the eligibility of other discounts.
For example, a store offers two promotions: “10% discount for everything today” and “20% off on purchases above $100”. A customer with items worth $105 will get a 10% discount, changing the value of the cart to $94.5 – below $100. As a result, the second promotion will not be valid anymore. If the discounts were applied in the opposite order, the customer would be eligible for a greater discount.
The Discounts’ application rules allow you to control the order of the applied discounts. The rules define if, in the case of a promotion affected by the eligibility of another promotion, Voucherify should calculate the discount based on the eligible vouchers and promotion tiers, ignoring the ones that failed the validation. This is feature is called partial redemption.
You can add categories with hierarchies to the discounts and make the 20% discount for purchases above $100 apply first and then the 10% discount with the promotions’ calculation order defined by category hierarchy.
Category Hierarchy
The lower the number of the hierarchy, the more important the category. For example, a discount with hierarchy 1 is applied before discounts with hierarchy 2.
The application rules enable the following options.
Application rule
The Application rule has the following settings:
- All – all provided promotions must pass validation.
- Partial – the promotions that fail validation are ignored. The promotions that pass validation are applied.
Sorting rule
The Sorting rule has the following settings:
- Promotions applied in an order given in request – the redeemables are applied in the sequence provided in the request. This governs the application of the redeemables that are not assigned to an Exclusive or Joint category.
- Promotions' calculation order defined by category priority – the redeemables are applied according to the priority of the category that was assigned to the campaign when it was created.
No effect rule
The No effect rule has the following settings:
- Redeem Anyway – The redeemable will be redeemed regardless of any restrictions or conditions in place. Even if the effects result in a discount that equals 0, no loyalty points will be used on a loyalty card, or no credits spent with a gift card, the respective redeemables will be treated as redeemed.
- Skip – The redeemable will be processed only when an applicable effect is calculated. Items without applicable effects will be skipped.
Products application rule
The Products application rule has the following settings:
- Always Stack – This is the default option that allows multiple discounts to be applied to a product.
- Apply only once – This option prevents applying multiple discounts to the same product. For example, if one voucher applies to a collection, while another voucher applies to a product from that collection, the discount from only one voucher will be applied to that product. The vouchers will be applied according to the campaign category hierarchy (if present) or the order of the vouchers sent in the request in accordance with the Sorting rule.
Unroll example: Apply Only Once rule and No effect rule
A customer has an Adventure Mug and an Adventure Poster in their cart. The customer wants to apply two vouchers, each can be redeemed once:
- VoucherAdventure applies a discount to all Adventure products
- VoucherMug applies a discount to the Adventure Mug
In this example, VoucherAdventure has a lower hierarchy value, so it is applied first. Since VoucherMug tries to apply another discount to the Adventure Mug that has been already discounted with VoucherAdventure, the VoucherMug discount is not applied, because of the Apply Only Once rule.
The discounts will be applied differently depending on the settings of the No effect rule.
- Redeem anyway with Apply only once
- The VoucherAdventure discount will be applied, while the VoucherMug discount will not be applied, but VoucherMug will be redeemed anyway. This means that VoucherMug cannot be redeemed again.
- Skip with Apply only once
- VoucherAdventure discount will be applied, while the VoucherMug discount will not be applied. However, VoucherMug will be skipped as its discount is not applicable. This means it is not redeemed, so VoucherMug can be used to receive another discount.
Limit settings for stackable discounts API
These limits let you decide how many discounts you want to allow your customers to redeem at the same time. The application order of the promotions is determined by the Sorting rule.
The Maximum count of redeemables in API request defines how many promotion tiers and vouchers can be sent to Voucherify for validation. The maximum value is 30. This setting is obligatory.
The Maximum count of valid promotions to apply in a request defines how many discounts can be applied at the same time. This means that even if 30 redeemables are sent to Voucherify, only the number set in this field will be applied. The maximum value is 30. This setting is obligatory.
The Maximum count of valid promotions per category to apply in a request defines how many promotions with the same category can be applied at the same time. This means that even if there are several applicable promotions with the same campaign category, only the defined number will be redeemed. The maximum value is the value of the Maximum count of valid promotions to apply in a request. This setting is optional.
The Maximum count of valid exclusive promotions to apply in a request defines how many exclusive discounts can be applied at once. The maximum value is 5. This setting is obligatory. See Campaigns Stacking Eligibility below for more information.
The Maximum count of valid exclusive promotions per category to apply in a request defines how many exclusive promotions with the same category can be applied at the same time. This means that even if there are several applicable exclusive promotions with the same campaign category, only the defined number will be redeemed. The maximum value is the value of the Maximum count of valid exclusive promotions to apply in a request. This setting is optional.
Campaigns stacking eligibility
You can set up discounts that should be applied separately (exclusively) without combining them with other discounts. You can also add discounts that will be jointly applied with all other campaigns.
Campaigns with a category set to Never stackable (Exclusive) are campaigns that are not stacked with other campaigns (campaigns that are neither Exclusive, nor Joint). If a redeemable from an exclusive campaign is redeemed with redeemables from other campaigns, only the exclusive one will be applied. However, the redeemables from an exclusive campaign can be redeemed with redeemables from other exclusive campaigns or joint campaigns. If the customer wants to use two or more exclusive discounts, Voucherify will apply them according to the sorting rules and within the Maximum count of valid exclusive promotions to apply in a request limit. This setting is useful if you have one campaign with a large discount that you do not want to combine with other redeemables.
Campaigns with a category set to Always Stackable (Joint) are always applied regardless of the exclusivity of other campaigns – whether they are Exclusive or not-exclusive. This setting is useful if you have low-cost promotions, or free samples, gift vouchers, or pay with points option that you want to apply with other promotions. This way, even if an exclusive promotion applies, the customer can still use points or a gift voucher to pay for the order.
If there are no Exclusive or Joint categories in an order or the order has redeemables without any category assigned to them, the redemption follows the Application Rule and Sorting Rule settings.
However, if the Sorting Rule is set to Promotions applied in an order given in request, the Joint discounts are applied according to their hierarchy, after all regular discounts (not Joint, not Exclusive) are applied according to the request order.
Click on the Edit settings button to add categories to Never Stackable (Exclusive) and Always Stackable (Joint). You can apply filters to improve your search results.
Discount calculations by category
When calculating multiple discounts, the discount value can be based on the initial amount, or the subsequent, discounted amount.
You can define a global rule for calculating the discounts, or specify the calculations per category.
Here is an example explaining the difference in the calculations between the settings:
Promotion | Discounted amount setting | Initial amount setting |
Initial order | Order amount $100 | Order amount $100 |
20% discount | First discounted order amount: $80 | First discounted order amount: $80 |
10% discount | Second discounted order amount: $72 The discount was calculated based on the first discounted order amount |
Second discounted order amount: $70 The discount was calculated based on the initial order amount |
Click on the Edit settings button to set the default discount calculation mode or to add categories to Calculate based on Initial Amount or Calculate based on Discounted Amount. You can apply filters to improve your search results.