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This is a step-by-step guide on configuring a cart-level promotion campaign in Voucherify, covering all steps shown in the campaign builder. Go to Campaign hub > Campaigns to Create campaign and select Promotion.
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Promotion details

Define the basic settings and timeframe for your promotion.Start by defining the core identity of your campaign:
  1. Enter unique Campaign name.
  2. Optionally, select a Category to group this campaign.
You can add the following optional time limitations:
  • Starts on and Expires dates
  • Duration and interval time frame (for example, every 2 days for 3 hours)
  • Valid days of the week (for example, only Wednesdays)
  • Valid hours per day (for example, happy hours between 16:00 and 22:00 every Friday and Saturday)
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Discount tiers

Each Discount tier defines a specific discount amount and the rules that must be met to activate it. You can create one or multiple tiers.Create tier to configure the promotion tier.
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Details

Define Details:
  1. Tier name.
  2. Banner message: Optional; message shown to customers.
  3. Category: Optional; used for stacking rules.
  4. Tier timeframe: Optional; if not set, it inherits the campaign timeframe.
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Discount

Configure the discount details and effects for the following types in a separate discount builder.Select one of the following types:
  • Order discount: Discounts applied to a customer’s cart.
  • Product discount: Discounts applied to specific products or product collections.
  • Rewards: Free products added to the cart.
  • Free shipping: Order shipment is free of charge.
  • Bundles: “Buy X, Get Y” and similar scenarios.
Read Discount types and effects guide for a detailed description of discount types, effects, and other settings.Read Dynamic formula builder to learn how to create formulas that apply different discounts depending on defined conditions.
In the discount builder, you can also set up additional conditions like validation rules to limit the discount behavior (for example, only orders above $100).
Read Create validation rules to learn how to set the rules.Read Validation rules for a detailed description of all validation rules and other settings.
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Metadata

Add custom attributes to your campaign for tracking or integrations.You can either:
  • Use an existing metadata schema.
  • Add unknown property: metadata that isn’t defined and won’t be added to the schema.
  • Add to schema: define new metadata schema. Once saved, reload the schema to use the new metadata.
Read Metadata to learn more about custom attributes.
Create Tier from TemplateYou can generate a new discount tier based on a defined Campaign template. Templates allow you to reuse configuration settings for a tier that is commonly used across different campaigns, saving setup time.You can use templates from a discount campaign or a promotion tier to create a new discount tier.To learn more about pre-configured discount structures, see the Campaign Templates guide.
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Discounts application rules

This section determines how the different tiers you defined in the previous step interact with each other. Voucherify supports two main application modes: Tiers only and Tiers and stacks.
This is the default setting. Only individual promotion tiers can be used.You can use one or many tiers in your promotion activities.
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Promotions hierarchy

If a customer’s cart qualifies for multiple discount tiers, you can set the order in which the tier discounts are applied.Use the arrows to place the highest priority tier at the top of the list and set the rest in the correct order. The tier at the top will be applied first.
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Metadata (optional)

Add custom attributes to your campaign for tracking or integrations.You can either:
  • Use an existing metadata schema.
  • Add unknown property: metadata that isn’t defined and won’t be added to the schema.
  • Add to schema: define new metadata schema. Once saved, reload the schema to use the new metadata.
Read Metadata to learn more about custom attributes.
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Access settings

Check areas, stores, and all stores to limit the access to the campaign by restricted users and API keys.
Enterprise featureThis step is available for Enterprise clients who have the Areas and stores feature enabled.Contact your technical account manager or Voucherify support.Read Areas and stores to learn more about access settings.
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Summary

Review your configuration if everything’s correct. If you see something that needs editing, go back to a given step.If the setup is correct, click Save to launch your campaign.
Campaign calendarOnce you save your campaign or save it as a draft, you can see when it will be active in Campaign Calendar in the Marketer Hub sidebar section. Campaign Calendar shows an overview of all campaigns and their time frames and additional information when you click on a given bar.
Experiment with other features to improve your campaign results.
You can turn your discount campaign into a campaign template.In the campaign detail view, click the Create template button in the top right bar.You can reuse the template to quickly recreate the campaign in the same project or create it in another project.
Moving to production environmentsCampaign templates are especially useful when you want to migrate a campaign you’ve tested in a Sandbox environment to your production project.
Read Campaign templates to learn more.
Once your campaign is live, you can track its progress in the dashboard. This way you can quickly react when it underperforms and tweak its settings or experiment with your setup.
Dev toolsDevs can use the following tools for campaign tracking:
Once you’ve created the campaign, you can set up a distribution to notify your customers about new promotions, discounts, and other offers, or assign vouchers to them.These articles can help you with further fine-tuning:
Even best campaigns can be a target of fraud or exploited by customers who spot weak spots in the promotion setup.You can stop that from happing by using fraud prevention and tracking tools built in Voucherify.Learn more about stopping incentive fraud in: