Project settings

Documentation Index

Fetch the complete documentation index at: https://docs.voucherify.io/llms.txt

Use this file to discover all available pages before exploring further.

Project settings let you control how a Voucherify project works. A projects is a separate workspace within Voucherify that contains campaigns, customers, and related data. In Project settings, you can manage basic project details, security, branding, and data schemas, and review usage limits and advanced options. Go to the Home section in the left side panel and click Project settings.

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General

The General tab contains the main configuration for your project.

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Application information

This section shows basic information about the project:

• Application name: The name of your Voucherify project.
• Time zone: The default time zone used for dates and expiration rules.
• Currency: The currency shown in the dashboard. After changing the project currency, log out and log in again to apply the change.
• Locale: Select one of the available locale options. The selected locale automatically sets the date format and the first day of the week (for example, Monday, Saturday, or Sunday).
• Advanced code settings: The default character set used to generate voucher codes.
• Default international dialing prefix: Used when a customer is added without a phone prefix.
• Description: A short description of the project’s purpose.
• Region: The geographic region where the project operates. It can’t be edited.
• API version: The API version used by the project. This is the only Voucherify API version currently supported.
• Case-sensitive voucher codes: Defines whether uppercase and lowercase letters create different codes (for example, whether newcode1 and NEWCODE1 are treated as the same code).
  Case sensitivity can be set only during project creation and cannot be changed later.
• API endpoint: The base URL for API requests assigned when selecting the project region. It can’t be edited.

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Project members

The Project members section lists all users assigned to the project, along with their roles and access status. Account owners can manage members and roles in Team settings.

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Email settings

Email settings allow you to send emails from your custom domain using the Voucherify Distribution manager. By entering your domain in Email sending domain, you ensure that recipients recognize your brand and that messages are less likely to be marked as spam. To send emails on your behalf, Voucherify uses DKIM (DomainKeys Identified Mail) to sign outgoing messages. Verify your domain ownership by adding specific records to your DNS provider.

• DKIM signatures: The signatures you must add to your domain’s DNS records.
• Verification status: A Success indicator appears once the DNS records are correctly propagated and verified.
• Shared domain: If you use multiple sender addresses (e.g., info@yourdomain.com and sales@yourdomain.com), you only need to configure the DNS entry once for that domain.

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Webhooks

Webhooks let you send real-time data from Voucherify to your systems. You can add webhook URLs, check their status, and manage which webhooks you want to receive.

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API keys

This section shows API keys used to connect with Voucherify and this project’s data.

• Application keys: Used for server-side API calls. Edit the key to add an IP address to the IP whitelist.
• Integration keys: Used for specific integrations with limited access.
• Client-side keys: Used in browser-based flows.

If an API key is marked as Blocked, this means that it reached the limit of allowed API calls. Keys can be blocked only by Voucherify; if you want to get more information about the reason for blocked API keys, contact Voucherify support.

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Client-side settings

Client-side settings control which actions are allowed from the browser or widgets. Set your website URL to allow client requests from this domain. You can enable options such as:

• Client-side voucher redemption: Useful for redemption of referral codes.
• Client-side voucher publication: Useful for assigning codes through widgets, for example subscriber forms.
• Client-side voucher listing: Useful for listing vouchers that a customer has.
• Client-side customer creation: Useful for sign-up or subscriber forms.
• Client-side voucher expiration updates: Useful for creating a sense of urgency to use the voucher.
• Client-side loyalty and referral events: Useful for tracking referral events.

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Brand details

The Brand details tab stores information required for marketing emails and legal compliance, like GDPR. Here you can provide:

• Brand name
• Physical mailing address
• Contact details
• Links to Privacy Policy and Terms of Use
• Website URL
• Logo

This information is added automatically to the footer of Voucherify email templates.

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Event schema

In the Event schema tab, you can define custom events and their attributes. These events can be sent to Voucherify through the API and used as triggers in referral programs or loyalty earning rules.

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Metadata schema

In the Metadata schema tab, you can define custom attributes for different objects, such as campaigns, customers, orders, or products. Metadata helps you store extra information and use it later in validation rules, segments, and reports.

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API usage

In the API usage tab, you can see how your project uses API calls and messages compared to the limits in your plan. You can use this view to monitor usage, spot spikes, and avoid reaching limits.

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Charts

The charts provide a visual overview of usage over time:

• API calls per hour: Shows how many standard API calls are made each hour.
• API calls per subscription cycle: Shows total API usage within the current billing period.
• Bulk API calls per hour: Shows usage of bulk endpoints over time.
• Integration webhook calls per day: Shows how many webhook calls are triggered by integrations.
• Messages per day: Shows how many messages are sent each day.
• Messages per month: Shows total message usage within the current month.

Each chart also shows how much of the allowed limit is used.

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Notifications

Set notifications to receive alerts when usage reaches a selected percentage of the limit. Notifications can be sent as in-app alerts or emails.

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Error messages

The Error messages tab allows you to manage custom error messages or translations for validations and redemptions. You can save only one translation group for the default locale.

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Areas and stores

In the Areas and stores (enterprise feature) tab, you can organize campaigns by region or point of sale. You can:

• Create areas that represent regions or markets
• Assign stores to areas
• Control access for users working in specific locations

This helps teams work independently without affecting campaigns in other regions.

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Related features

Project settings are related to the following topics and features.