1
Campaign details
Start by defining the core identity of your campaign:- Enter unique Campaign name.
- Optionally, select a Category to group this campaign.
- Optionally, provide a Description for internal reference.
- Select Bulk codes to generate codes for individual customers:
- Set Initial codes count to generate a given number of codes when the campaign is created.
- Toggle Auto-increase voucher count if you want the system to generate more codes automatically during publication.
- Select Generic code to create a single code for public use.
- Set Redemption limit to define how many times an incentive can be redeemed by all customers.
- Code generation settings can only be defined for Bulk codes. For gift cards, itβs best to use Bulk codes for security, as they represent stored monetary value.
- Redemption limit is set to Unlimited by default.
2
Time frame
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)
- Keep valid for a specific amount of time after publishing to ensure that gift cards expire in a defined time after they were assigned to a customer.
3
Gift credits value
Configure the monetary value and how the gift card will be applied to the customerβs purchase:- Initial amount: Define the initial monetary value loaded onto each card.
- Apply credits to: Determine how the gift card will be applied.
- Whole cart: The credits can lower the price of the whole order.
- Items: Select products or collections that can be covered with the gift credits. You can also select Excluded products that wonβt be covered by the credits.
- Application rules: Defines how the discount is spread across applicable order lines.
- Capped by: Limits the number of items to which the discount can be applied.
For detailed descriptions of Application rules and Capped by, refer to the Complete Discounts Guide.
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.
4
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 isnβt defined and wonβt 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.
5
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.
6
Summary
Review your configuration if everythingβs 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.Related features
Experiment with other features to improve your campaign results.Campaign templates
Campaign templates
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.Read Campaign templates to learn more.
Campaign tracking
Campaign tracking
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.
Distribution
Distribution
Once youβve 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:
- Distribution guidebook explains how distributions work in Voucherify
- Create distribution will help you with setting up a distribution message
Fraud prevention
Fraud prevention
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:
Physical gift cards
Physical gift cards
Voucherify only offers digital gift cards that act as gift card codes. If you need to create a physical gift card, refer to the Create printable vouchers and gift cards guide.

