Voucherify user guide

Learn how to prepare data, build campaigns, optimize incentives, and orchestrate operations in the Voucherify dashboard

The Voucherify user guide helps marketers and administrators configure promotional campaigns without writing code. Follow these sections in order to launch your first campaign, or jump to any section as needed.

Your journey

Prepare

Set up customers, products, orders, and metadata. Clean data enables precise targeting and faster campaign launches.

Build

Create discount coupons, cart promotions, loyalty programs, gift cards, and referral campaigns.

Optimize

Control eligibility with validation rules, set time limits, and configure rewards.

Orchestrate

Publish codes, maintain campaigns, control stacking rules, and manage areas and stores.

How the sections connect

Each section builds on the previous one:

1. Prepare: Import customers, products, and define metadata. This data powers your validation rules and segments.
2. Build: Choose a campaign type and configure the incentive mechanics.
3. Optimize: Add validation rules to control who can redeem, set time windows, and create rewards.
4. Orchestrate: Publish codes to customers, manage active campaigns, control how incentives stack, and target specific regions or stores.

Start with the Prepare section to set up your foundational data. Well-structured customer and product data makes campaign targeting faster and more accurate.

What’s next?

• New to Voucherify? Start with Prepare to set up your data.
• Ready to launch? Jump to Build to create your first campaign.
• Fine-tuning? Use Optimize to add targeting rules.
• Managing live campaigns? Go to Orchestrate to publish codes and control operations.