Key concepts

Voucherify operates on fundamental building blocks that you can use to create your loyalty and promotional campaigns and integrate them with your system. Some Voucherify objects connect to each other to support different business scenarios.

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Project

A project is an environment for managing your activities in Voucherify. Use a project to manage activities for a specific brand, region, or currency, or for development and staging. For example, each Voucherify account has a Sandbox project for testing purposes. A project contains all the resources described in this article. Each project has a set of unique API keys. Also, the data, for example customers, products, campaigns, or all IDs generated by Voucherify, are separate for each project.

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Campaigns, vouchers, and promotions

A project consists of campaigns that are based on vouchers and promotion campaigns, which don’t need them.

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Campaign

You use campaigns to carry out promotional activities. There are five basic campaign types, which create:

• discount coupons,
• loyalty cards (legacy loyalty),
• gift vouchers,
• referral codes,
• promotions (without vouchers),

For voucher-based campaigns, each campaign has a set of unique voucher codes, which work in the same way. Loyalty programs (Loyalty hub) are not campaign types. A loyalty program combines point wallets, earning rules, rewards, tiers, and benefits into one member experience and uses the /v2/loyalties API. Manage programs in the Loyalty hub. See Loyalty program overview and Loyalty key concepts. Campaigns work together with other Voucherify entities, see examples in the table below.

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Voucher

A voucher is an incentive you offer to end customers. Each voucher has a unique code and ID. Vouchers can be grouped under one campaign to serve the same purpose. For example, you can create a campaign that assigns vouchers to customers who have a birthday. You use vouchers in the following campaign types:

• discount coupons,
• gift vouchers,
• referral codes,
• loyalty cards (legacy loyalty).

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Promotions and promotion tiers

A promotion is a campaign that groups specific discounts. It does not require a voucher code. When a customer or their order qualifies, Voucherify automatically applies the discount to the order, or shows it to the customer as part of the qualification process. A promotion tier is a specific discount with conditions. Voucherify automatically applies the discount to customers and orders that meet those conditions. You can apply promotion tiers together as a promotion stack or arrange them in a hierarchy within a single promotion campaign.

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Template

A template saves a campaign configuration and links to all resources from the original campaign: validation rules, metadata, rewards, distribution setup, and more. Use it to create a new campaign with the same configuration or edit its details as needed.

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Order

An order represents a transaction placed by a customer in your system. It contains details about the items and details about any incentives as well as discounts applied to the order. Orders work together with other Voucherify entities, see examples in the table below.

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Products and product collections

Voucherify can store your product catalog. You can also group products into collections.

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Product

A product represents an item or service sold to end-customers. A product can also have its variants – Stock Keeping Units (SKUs). Products work together with other Voucherify entities, see examples in the table below.

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Product collection

A product collection groups products according to criteria defined with filters, for example price or metadata values. Product collections work together with other Voucherify entities, see examples in the table below.

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Reward

A reward is a benefit that customers receive for referral activity or by spending loyalty points. Voucherify has two reward models:

• Campaign-linked rewards – used with referral campaigns and legacy loyalty. Create them with Create rewards.
• Loyalty program rewards – used only in the Loyalty hub. Members redeem them by spending points from a point wallet. Create them with Create loyalty rewards.

Rewards work together with other Voucherify entities, see examples in the table below.

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Customer and customer segments

Voucherify can store details about your customers. You can also group customers into segments according to defined criteria.

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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, for example:

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

Customer entities work together with other Voucherify entities, see examples in the table below.

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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, it can be the customer’s birthday is today, they haven’t placed any orders in the past 30 days, or they joined a newsletter.

Customer segments work together with other Voucherify entities, see examples in the table below.

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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. You manage these incentives through several processes related to their application.

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Validation rules

Validation rules are conditions you apply to campaigns, generic vouchers, promotion tiers, or distributions. For example, the customer or their order must meet these conditions before Voucherify applies the incentive. You can create a validation rule in advance. It is an independent object that you can attach to or detach from the above-mentioned objects and reuse in the future. Validation rules work together with other Voucherify entities, see examples in the table below.

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Qualification

Qualification is the process that validates which incentives (for example products, vouchers, or promotions) can be used in the customer’s order.

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Validation

Validation checks if a combination of vouchers or promotion tiers, together with the applied validation rules, is valid for the customer. Based on the result, Voucherify calculates the final price. Validation checks up to 30 vouchers or promotion tiers.

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Redemption

Redemption applies and consumes vouchers or promotion tiers on the customer’s order. It checks if a voucher or promotion tier, together with the applied validation rules, is valid for the customer. Redemption checks up to 30 vouchers or promotion tiers. Redemptions work together with other Voucherify entities, see examples in the table below.

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Rollback

A rollback reverts a redemption. It withdraws the incentive from the customer’s order and updates its status.

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Communication

You can use Voucherify as part of your communication strategy. Use Distributions for campaign and legacy loyalty messaging, Workflows for Loyalty hub event callouts, and webhooks to notify external systems about events.

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Distribution

Distribution sends vouchers and other promotional messages to customers. You can use distribution as a publication method. Loyalty triggers in distributions apply to legacy loyalty only. For loyalty programs in the Loyalty hub, use Workflows. There are two types of distributions:

• automatic: an event triggers the distribution,
• manual: you send the message to all customers or a specified group.

Distribution channels include, among others:

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

Distributions work together with other Voucherify entities, see examples in the table below.

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Workflows

Workflows connect Loyalty hub (Loyalty v2) events to external applications. A trigger starts a run when a loyalty transaction or loyalty activity matches. An optional logical operator can filter the run. A webhook callout on the taken path sends the event to your endpoint. Use Workflows when a CRM, customer engagement platform, or custom application must react to loyalty program events. Distributions and project-settings webhooks do not cover Loyalty hub member activity and transactions.

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Publication

Publication assigns a voucher to an end customer.

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Webhooks

A webhook is an HTTP callback triggered by an event rather than by a direct request. You can use webhooks to notify external systems about events or actions performed in Voucherify. Webhook sources include:

• Project settings webhooks – project-level events, including legacy loyalty card and tier events.
• Distribution webhooks – distribution triggers, including legacy loyalty events.
• Workflows webhooks – Loyalty hub transaction and activity events sent by a webhook callout.

The events can be custom. You can use custom events to track end-customer interactions with a system.

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Metadata (custom attributes)

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

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Custom events

Custom events are actions taken by your customers. You can use them to track customer behavior and build personalized campaigns. For example, you can send a 5% off coupon to customers who abandon their cart.