Scenario Discovery

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Goals

• Identify a campaign for your pilot project.
• Learn key capabilities for each campaign type.
• Uncover roadblocks and 3rd-party integrations.

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Outcome

Creation of an initial POC for Voucherify integration.

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Choose between available campaign types

• Coupon campaigns (generic and bulk promo codes) – See tutorial
• Referral programs (affiliate programs) – See tutorial
• Loyalty programs (earn & burn points, tiers, cashback, paid membership, and more) – See tutorial
• Cart-level discounts (strike-through promotions and bundling) – See tutorial
• Gift cards – See tutorial
• Giveaways – See tutorial

Each campaign type follows a different flow, but all of them can be parametrized with customer attributes, order structure, or any custom data (metadata).

Voucherify supports your team across the entire promotion lifecycle:

• Selecting campaign type and defining eligibility conditions (if condition).
• Defining discount/reward value and effect (then effect).
• Distributing incentives and rewards via a built-in engine or third parties.
• Validating and redeeming offers.
• Managing campaigns and monitoring performance across channels in real-time.

After selecting the promotion type for the pilot campaign, you should come up with an exact promotion scenario (use case) you want to model:

How to write a use case?

A use case should specify the scenario you want to launch using Voucherify. You should specify the following:

• Promotion type – would it be a discount coupon, automatic promotion, gift card, referral program, loyalty program, or a combination of some?
• Promotion effect – what should the promotion do? What is the end goal of the campaign?
• Target audience – which customers should it target? Should it exclude some groups? You should define all customer-level rules.
• Promotion distribution – how do you plan to distribute the incentives? When should customers get the promotional message or qualify for the promotion?
• Time constraints – should the promotion have time limits? Should it be certain days, hours, or a recurring event?
• Qualifying orders and products – you should specify all order- and product-level limits, for example, the minimum order value or decide if the campaign should exclude specific items.
• Other limitations – you should specify any other restrictions or limits you can think of.
• Customer journey – you should analyze where the promotion will be displayed and what the entire workflow should look like across touchpoints.
• Budget limits – should the campaign end automatically if a specific redemption threshold is reached? Do you need any other budget limits?

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Sample campaigns based on industry

Here are some of the popular use cases we have helped clients launch:

Ecommerce:

• Generic (standalone) promo codes with robust redemption limits.
• One- and two-sided referrals.
• Before- and after-churn promo codes.
• Behavior-based campaigns (e.g., a promo code for orders above $500).
• Upselling and cross-selling scenarios.
• Volume-based cart promotions with levels.

Travel:

• Book in advance scenarios (e.g., use the promo till the end of month for a 2024 cruise).
• After-trip promotions (e.g., send a promo 2 days after the trip).
• Gift card refunds.

Services:

• Booking a service during dead hours (e.g., a taxi service between 10 AM and 2 PM).
• Sustainability promotions.

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Promotion experience

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Goals:

• Learn more about campaign recommendations and qualification API.
• Discover touchpoints for embedding Voucherify APIs to enhance CX.
• Identify where and how the codes (e.g., promo code, referral code, gift card, loyalty card) will be validated and redeemed.

Outcome:

Ability to embed Voucherify APIs for building custom promotion experiences across touchpoints.

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After you define your pilot campaign, the next step is to choose where and how to embed Voucherify API in your customer journey flow. Consider what touchpoints must be connected to Voucherify APIs to execute your scenario.

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Validation and redemption

Validation is the initial eligibility check. It also returns the discount, allowing customers to see the effect of the incentive. Redemption refers to the actual usage of the offer. Your integration can include both requests or use redemption only, as it also validates the customer’s eligibility.

Here are some of the most popular ways to enhance CX with Voucherify APIs:

• Various validation and redemption methods – choose between API, ecommerce plugins, offline mobile app scanning, widgets, landing pages, and manual redemption methods.
• Customer wallets – pull relevant customer data, such as assigned promo codes or loyalty scores, to build fully custom user dashboards.

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How to get customer wallets?

Voucherify API comes with a selection of GET APIs to pull information about the customer status and assigned incentives. Use these endpoints to create customer-facing UIs such as progress trackers or wallets.

• Discount stacking – let customers redeem multiple incentives and define combinability rules. The Stacking API is universal, meaning that you can validate and redeem all types of incentives with the same interface – use the same endpoint for redeeming promo codes, applying loyalty points, counting successful referrals, or updating the gift card balance. Learn more about Stackable discounts API.

• Dynamic discounts – run dynamic promotions with variable effects based on context. For example, a promo code grants a 20% discount to all users but a bonus 10% off to loyalty program members. Learn more about dynamic discounts.

• Qualification – use the qualification mechanisms to pull relevant campaigns and display them to eligible customers as recommendations. Learn more about.

  

• Strikethrough pricing – use the qualification API to display product- and SKU-level discounts.

Voucherify is responsible for the backend logic and maintenance of digital promotions. Following the headless approach, we believe in separating the back and front end. This way, you make the integration faster, have total control over the final look of your offers, and minimize the risk that a back-end error will cause disruption to your front-end applications.

To make prototyping easier, you can use client-side APIs.

For inspiration on the front-end promotion experience, refer to Voucherify UX kits:

• Coupons & Promotions UI Kit
• Referral Programs UI Kit
• Loyalty Programs UI Kit