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Key concepts

Learn the key concepts to help you implement loyalty and promotional campaigns and integrate Voucherify with your stack

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Voucherify operates on fundamental building blocks that you can use to create your loyalty and promotional campaigns and integrate them with your system.

Project

A project is an environment for managing your activities in Voucherify. A project can be used to run them concerning a brand, region, or currency or for development or staging purposes.

Each project has a set of unique API keys. Also, the data, e.g. customers, products, campaigns, or all IDs generated by Voucherify, are separate for each project.

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Voucherify Management API

Voucherify Management API, available as an Enterprise feature, enables you to manage projects via the API. For instance, you can set up new projects under a specific configuration fully programmatically. You can conveniently list projects, retrieve specific project details, update, or delete projects and different project settings as needed.

Campaigns and vouchers

Campaign

A campaign is a basic entity that is used to carry out promotional activities.

There are five basic campaign types, which create:

For voucher-based campaigns, each campaign has a set of unique voucher codes, which have the same purpose.

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Voucher

A voucher is an entity that is used as an incentive for end customers. Each voucher has a unique code and ID.

Vouchers can be grouped under one campaign to serve the same purpose, e.g. a campaign that assigns vouchers to customers who have a birthday.

A voucher is used in the following types of campaigns:

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Promotions and promotion tiers

A promotion is a campaign that groups specific discounts and it does not require a voucher to be applied to a customer's order. When a customer or their order qualifies for a promotion, the discount is automatically applied to the order or it can be shown to the customer as a part of the qualification process.

A promotion tier is a specific discount with conditions. The discount is automatically applied to the customers and orders that meet the conditions.

Promotion tiers can be applied together as a promotion stack or arranged in a hierarchy of an application in one promotion campaign.

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Customer

A customer is an entity in Voucherify that represents an end customer of a store, a B2B customer, or any partner who sees products or services. A customer can be assigned vouchers or be eligible for promotions.

A customer object can have many parameters, e.g.:

  • name,
  • email,
  • birthdate,
  • metadata.

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Customer segments

A segment is a customer group that shares the same parameters.

There are two types of segments in Voucherify:

  • static: it contains a manually prepared list of customers based on customer ID,
  • dynamic: customers are dynamically added to or removed from the segment if they match a given filter, for example, the customer's birthday is today, they haven't placed any orders in the past 30 days, or they joined a newsletter.

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Incentivization rules and processes

In Voucherify, you can set rules that govern how incentives, such as vouchers or discounts, are applied. Also, the incentives can be managed under several processes related to their application.

Validation rules

Validation rules are conditions that are applied to campaigns, generic (standalone) vouchers, promotion tiers, or distributions. For example, the customer or their order must meet the conditions for the incentive to be applied.

A validation rule can be created in advance. It is an independent object which can be attached to or detached from the above-mentioned objects to be reused in the future.

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Managing validation rules

It is recommended to create validation rules in the Voucherify dashboard. The rule builder in the dashboard helps configuring the desired conditions in a convenient way. The API should not be used as a preferable way to create and manage validation rules.

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Qualification

Qualification is the process that validates which incentives (e.g. products, vouchers, or promotions) can be used in the customer's order.

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Validation

Validation is the process that checks if a combination of vouchers or promotion tiers together with the applied validation rules are valid to the customer. On the basis of validation, the final price is calculated. Validation checks up to 30 vouchers or promotion tiers.

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Redemption

Redemption is the process of applying and consuming vouchers or promotion tiers to the customer's order. Redemption checks if a voucher or promotion tier together with the applied validation rules is valid to the customer. Redemption checks up to 30 vouchers or promotion tiers.

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Rollback

Rollback is the process in which redemption is reverted. Rollback withdraws the incentive from the customer's order and updates its status.

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Communication

Distribution

Distribution is a process of sending vouchers and other promotional messages to customers. Distribution can be used as a publication method.

There are two types of distributions:

  • automatic: it is triggered by an event,
  • manual: the message is sent to all customers or a specified group.

Distribution channels include, among others:

  • emails,
  • text messages,
  • live chat,
  • push notifications.

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Publication

Publication is the process of assigning a voucher to an end customer.

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Webhooks

A webhook is an HTTP callback that is triggered by an event rather than a request. Webhooks can be used to notify external systems about any events or relevant actions performed with Voucherify.

The events can be custom. Custom events are objects that can be used to track end-customer interactions with a system.

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Metadata (custom attributes)

Metadata (custom attributes) are customizable data that can be added to default Voucherify objects. A custom attribute consists of a key and value pair.

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Updated 5 days ago