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Promo Code Offer Assignment via Voucherify

Promo Code Offer Assignment via Voucherify

Owned by Lopes da Costa, Valentina
Last updated: Dec 16, 2024
6 min read

Overview

Promo code offers are unique coupons that are linked to a specific promotional code. This promotional code is created in the partner tool known as “Voucherify”. Once guests input their unique promotional codes in the guest app, they unlock a special offer that can be redeemed. Using promotional codes to unlock offer benefits provide customers with an incentive to buy, which benefits both the guest and the business.

How does it work?

Steps

Examples

Steps

Examples

  • Guest downloads the guest app or opens the website on their device’s browser

  • Guest creates an account

  • Guest either:

    • Adds promo code in offer’s list OR

    • Adds promo code in the checkout page

  • Guest unlocks an offer

Note: An offer can be a discounted bundle / meal, cheaper item, order-level % discount, order-level $ off, product-level % discount, or product-level $ off.

  • Guest redeems the offer

    • Guest can redeem the offer online or in the restaurant at a Kiosk or Cashier at the front counter (assuming both online and in-restaurant ordering is available)

Here the guest adds a promo code first using the offer’s list, then at checkout page. The guest places an online order with the offer.

If you would like to enable this functionality please reach out to you Customer Success Manager representative to setup a contract with Voucherify. Then, follow the below steps to configure the promo code offer and the promotional codes.

How is it configured?

Promo code offers need to be configured first in Sanity. Then promotional codes need to be created and setup in Voucherify.

Sanity Setup

1. Create a personalized (or config) Offer

Follow this guide to create the offer: Offers - Configuration Guide

Note: You will link this Config Offer to a promotional code campaign in Voucherify.

2. Save the Loyalty Engine ID of the config offer to input into Voucherify after

 

3. Add the config (personalized) offer to Live Config Offers

  • To access Live Config Offers navigate to Order-Level Content > Loyalty > Live Offers Configuration > Live Offers > Live Config Offers in Sanity.

The offer will only show in the guest app if it is assigned to the guest and added in this section in Sanity.

Screenshot 2024-05-24 at 14.07.28.png

Note: If the same offer is assigned multiple times with different promotional codes (or the same one), the guest will see the same offer added multiple times to their offer list. This means that the guest will see multiple instances of the same offer in their offer list - as many as offer assignments done for that offer. Each offer will maintain their own configuration settings

Voucherify Setup For Promo Code Offers or Cart Promo Codes

1. Login to Voucherify

Log onto Voucherify DUS3 environment: Voucherify: a developer friendly, API-first promotion platform

2. Create a Campaign

  • In the left sidebar click Campaigns and click on Create Campaign on the top right to create a new campaign.

  • Select Discount Coupons under Campaign Types.

Note: the offer’s discount and benefit is still determined by Sanity so most settings applied in Voucherify will not affect the offer in our guest app.

3. Configure the Campaign Size

  • Determine if you want bulk codes or a standalone code. Add a name and description for the campaign. This will only be visible for voucherify guests. Confirm redemption limits and the number of codes to generate. Click Next Step when done.

See Voucherify documentation for more detail Voucherify Complete User Guide

4. Configure the Time Duration of Campaign

Setting the time duration is required.

  • Note that the time limit you set in Voucherify will control when promo codes are valid and redeemable.

  • You can set a time duration for the campaign, as well as a time duration for individual promo codes

    • For loyalty platform coupons, the offer expiry time will determine when the offer associated with the promo code is redeemable after a code has been applied.

    • When a personalized offer is created, it will use the start and end date of the campaign, unless specific coupon start and end dates are specified.

Example: If you set campaign start to [Jan 1 2022] and campaign end to [Dec 1, 2022], but coupon start date to [Feb 1, 2022] and coupon end date to [March 1, 2022], the personalized offer created will only be valid between [Feb 1, 2022 ]and [March 1, 2022].

When creating promo codes to be integrated with the loyalty platform, a start date and end date for the campaign/coupon must be specified. Otherwise, an error will appear during coupon validation.

Click Next Step when done.

See Voucherify documentation for more detail Voucherify Complete User Guide

5. Configure the Discount Value

Set the discount to ‘Amount Type’ to 1 USD. Do not add any validation rules. Click Next Step when done.

Note: The true offer benefits, discount and rules will be determined by the Sanity offer.

6. Configure the Metadata

Metadata Setup:

  • Click the pencil to add / edit the configId. Paste in the Loyalty Engine ID that you saved from Sanity in the Value field, beside configId. Click Next Step when done.

This is required for the promo code to work

7. Publish the Campaign

  • Confirm all of your settings are correct. Click Save when done.

  • You will be taken to the campaign page. Click on the voucher tab to view all codes. If live, the codes should be active.

Note: Any campaign can be activated or de-activated from the Voucherify dashboard once code generation is complete. Manual de-activation will cause all codes to respond with an error to guests and and is not preferable to expiry.

8. Add more promotional codes to a campaign

  • To add more codes to an existing campaign, click the + in the top right corner and select ‘Add vouchers to this campaign’. Any additional codes added will correspond to the same sanity offer Id on the whole campaign.

9. Create promotional codes via Import

  • To create codes via import, click on the 3 dot drop down in the top right and select ‘Import CSV file’. Your can also export all your existing codes using ‘Export to CSV’ here.

  • Upload a file CSV file with your codes and settings

    1. Sample file below

 

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