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Before you launch campaigns, you need the right data in place. The Prepare section covers the building blocks that make your incentives work: customers, products, orders, metadata, and custom events. Use this section to set up and manage the data that drives validation rules, segments, and campaign targeting. Clean, structured data means faster experimentation and better results.

What you can prepare

Why preparation matters

Voucherify validates every redemption against your data. The more complete your customer profiles, product catalog, and order history, the more precise your targeting becomes. Metadata and custom events extend this further, letting you build rules around any attribute or behavior your business needs. Well-prepared data enables:
  • Faster campaign launches: Reuse segments and collections across campaigns.
  • Precise targeting: Apply discounts to specific products, customer tiers, or order conditions.
  • Scalable experimentation: Test different audiences and offers without rebuilding data structures.
  • Behavior-driven automation: React to real-time customer actions with custom events.

What’s next?

Start with customers if you’re setting up audience targeting, or products if you’re building product-specific promotions. Use metadata to extend any resource with custom attributes, and custom events to trigger incentives based on customer behavior.
Last modified on February 11, 2026