Dashboard overview

The Voucherify dashboard is a feature-rich user interface to manage promo campaigns. It also helps administrators and developers configure your Voucherify account.

The Dashboard home shows information about the activity on your account. This includes promotion performance charts, but also a list of failed redemptions which may require action.

Navigating the dashboard

The dashboard is organized into separate sections. Each section represents a particular area of the API, mapping the core objects you can read about in Key concepts. The goal of each view is to enable marketing teams to operate on these objects without needing to use the API.

Dashboard overview

The Dashboard is a central point to any promotional activity run with Voucherify. In this guide, we'll show you how to navigate through the main views.


Main view

Get an overview of customers' behavior and measure the overall effectiveness of your promotion strategy. Use the collection of real-time metrics and charts to see what works and tailor your marketing strategy for today and tomorrow.

Visit this article to learn more about dashboard reports. 


Vouchers

Browse, create, modify, or delete coupon codes. In this section, you will find exhaustive filters based on coupon features such as code, discount type, status, category, start, and expiry date, and more. 

With these filters in place, you can easily track down any code, get in-depth insights into its history, and optionally modify it.

Vouchers

Visit this article to learn more about voucher maintenance. 


Campaigns

Get an instant bird’s eye view of active campaigns and their performance.

Campaign View

Visit this article to see what types of campaigns you can run with Voucherify. 


Validation Rules

Establish validation rules to model your desired buying and redemption circumstances. You can base your validation rules on a number of features, such as customer segments, order volume, cart content, and more. 

With validation rules in place, you make sure that only designated customers may redeem your incentives, protecting your bottom line. 

Validation Rules

Go here to learn more about validation rules. 


Distribution

Define when and how your promo codes should be delivered to customers. Use multiple distribution channels such as email and SMS to automate the roll-out of engaging and right-on-time promotions.

Distribution view

Visit this article to learn more about distribution. 


Landing Pages

Use Voucherify Landing Pages creator to design, launch, and track your landing pages. Landing pages are an excellent tool for allowing client-side redemptions and sharing unique codes with your audience. 

What is even better is that you can freely customize them so that they reflect your brand guidelines 1:1.

Landing Page

Visit this section to learn more about landing pages. 


Redemptions

Get a complete overview of redemptions and their details. Each redemption record stores in-depth information such as date, status, the reason for failure, and customer data. Additionally, this view allows you to monitor the failed redemptions with a set of convenient filters.

Redemptions

Learn more about redemptions in Voucherify. 


Customers

Voucherify enables you to sync customer profiles with your CRM. This allows you to build promotional campaigns that target only specific, fine-grained segments. 

The segments can consist of customers filtered by dozens of parameters including address, order history, or custom properties ( metadata).

Customer segmentation

Learn more about customer segmentation. 


Orders

In the Orders section, you get an overview of all orders made with your coupons. The tab shows order and customer ID, order value, and a number of bought items, precise date, status, and metadata section. By clicking on the Order ID, you'll be directed to a detailed order view.

Orders

Learn more about orders. 


Products

The Products view allows you to import items and variants from your inventory. 

This feature makes creating product-specific campaigns super easy. Once the items are synced, you can use them in the up and cross-selling promotion tactics.

Products

Go here to learn more about products and Voucherify. 


Rewards

The Rewards section allows you to directly create rewards for your loyalty, giveaway, and referral campaigns. You can create material rewards or use vouchers, gift card credits, or loyalty points as prizes.

Rewards

Go here to learn more about rewards.


Logs

The Logs section in your dashboard presents the complete history of your project. You can check interactions with Voucherify API sorted by request origin, status, and date. Logs and their filters give you instant access to the account users' and customers' activity, crucial to quick troubleshooting and advanced monitoring of your performance.

Read more about Logs.


Locations

The locations tab lets you create predefined Location objects. Each Location object can be a single location defined by specific geo-coordinates (latitude and longitude) or a multi-coordinate area. Locations are needed to created area-specific segments and introduce geofencing to your campaigns. Read more.

Monitoring your promotions

The dashboard also helps you monitor overall campaign performance and specific voucher changes in time. The Campaigns view displays the current number of redemptions per campaign. In the Customer view, you'll find the activity performed by a selected profile. If you're interested in the redemptions performed with a given voucher, type a voucher code into the search.

If you want to run reporting on your Voucherify data, consider filtering and exporting them as a CSV file. Vouchers, Customers, and Redemptions offer this functionality. Read more in Export Data guide.

Monitoring your integration

  • API keys – in Project Settings, you'll find API keys and the information about the current version of API for a project. Additionally, you can control client-side features access, including white-listed domains.
  • Events – every resource you can find in the dashboard contains a timeline of actions performed on it. This gives you an idea of who and how modified the object's state, with the API or dashboard.
  • Logs – Voucherify logs every successful or failed request made using your API keys. Each resource contains detailed information about the original request, including the request (and response) body. You can find them in the Events and LOGS sections.
  • Metadata – The Project Settings section also lets you define the schema for custom fields.
  • Integrations – here, you can turn on and off your third-party connectors.

Read more about Fraud Prevention and Tracking.

Team member access

Your Voucherify space is organized around separate projects. Each project has separate API keys and membership settings. You can invite team members to access your Dashboard and help you manage promo campaigns.

Each team member can have different privileges that restrict the information they can see or actions they can take in a project. There are four predefined roles, being: ADMIN, USER, VIEWER, MERCHANT but you can create your own by selecting appropriate privileges.

Read more about Data Access and Team Roles.


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