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 of the objects in Voucherify are connected together, which builds different business scenarios.

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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 you can use a project for development or staging purposes. 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

A campaign is a basic entity that is used to carry out promotional activities. There are five basic campaign types, which create:

• discount coupons,
• loyalty cards.
• 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. Campaigns work together with other Voucherify entities, see examples in the table below.

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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. For example, you can create a campaign that assigns vouchers to customers who have a birthday. A voucher is used in the following types of campaigns:

• discount coupons,
• gift vouchers,
• referral codes,
• loyalty cards.

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Promotions and promotion tiers

A promotion is a campaign that groups specific discounts and it doesn’t 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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Template

A template saves a campaign configuration, so it links with all resources used in the original campaign, such as the validation rule, metadata, rewards, distribution setup, and other details. You can use the template to create a new campaign with the same configuration without setting it up again manually or edit its details, if necessary.

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Order

An order represents an order 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. The products can be also grouped together in 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 can get by exchanging (redeeming) loyalty points or as part of a referral program. 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. Also, the incentives can be managed under several processes related to their application.

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

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Rollback

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

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Communication

Voucherify can be used as part of your strategy for communication with your customer base. Voucherify also supports webhooks to receive notifications about events that occurred regarding, for example, customers, redemptions, or loyalty programs.

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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.

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

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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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Custom events

Custom events are actions taken by your customers. You can use them to track clients’ behavior and then build highly personalized campaigns, for example, send customers a 5% off coupon if they’ve abandoned the cart.