SETUP | How to set up your Voucherify account

Once you have your credentials to your Voucherify account, you are ready to set up your gift and loyalty card programs. Please follow the steps and links found below to fully set up your account for loyalty programs and gift cards.

No additional set up other than what is described below is required for supporting your POS loyalty and gift card programs, however you can configure your Voucherify account to your business’ preferences (e.g. use promotional codes).

Step-by-step setup

  1. Log into your Voucherify account. You can already provide your preferences on the campaigns you’d like to run, or skip this step.

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  2. Before creating campaigns, please make sure you have properly set up your Voucherify account:
    1. Set up your account and project.
      Please make sure the following are setup for the POS integration to work smoothly:
      1. "Project members" includes all users that should have access to the Voucherify account for your project.
      2. "Client-side settings" > "Your website URL" should be set to * to allow all requests from your Magento store. 
    2. Set up your products.
      Please note:
      • Your products can be created in Voucherify via the Dashboard, via API or automatically as part of a sales channel order (BigCommerce, Magento) download.
      • In order to set up earning rules for both the products on POS and the products on your sales channels, you need to have every product participating in the earning rule created twice, once with the source id being the same for the Brightpearl product id and once with the source id being the same as the sales channel product id.

      How to add products in Voucherify

      • Add a new product via the Dashboard: In this case, the items are added manually one by one, so it seems to be the right solution only when you have a minimal product list. More detailed information can be found at How to add products to Voucherify?
      • Add a new Product via the API: There are two endpoints responsible for adding products and their variants - Product and SKU. Reach of them enables the customer to create/ get/ update/ list or delete Product/ SKU. More detailed information can be found under  Inventory.
  3. Set up your loyalty and gift card campaigns.
    Before setting up your campaigns, please note:
      1. If you’d like your customers to earn loyalty points from their online purchases too, you need to ensure that your earning rules in the loyalty campaigns include both versions of the products, the POS/Brightpearl version where the [source id]=[Brightpearl product id] and the sales channel version (BigCommerce, Magento) where the [source id]=[BigCommerce/Magento product id].

        How to create a loyalty campaign in Voucherify

        1. Make sure you have created the product in your online sales channel (BigCommerce, Magento) and that it also exists in Brightpearl.
        2. Submit a sale from the online sales channel in which this product is included. That will trigger the product creation in Voucherify. You can check that the product is created in Voucherify at Products.
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        3. Make a note the product id in Brightpearl. 
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        4. Go to your Voucherify account > Products > Create product.
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        5. In the product details fill in as a minimum:
          • The product name
          • Source id = same as the Brightpearl source id.
        6. Now both products are in the product list with their different source ids.
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        7. When using the product at your earning rules, make sure to include both versions of the product. 
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      2. You will not need to set up rewards as part of loyalty campaigns used in POS as the loyalty cards redemption via POS can be made without setting up a campaign.

    Alternatively, you can use metadata in products and SKUs in order to create and execute product-specific promotion rules whether you decide to sync your inventory with Voucherify or not. You can upload your products and use metadata to extend their characteristics with custom attributes or skip adding products and use metadata to define further conditions added to the earning rules based on the order has been paid event.
    For example, a customer gets loyalty points if the order is paid and includes a product from a newbie category. More detailed information can be found under this link, Product Metadata.

  4. If you would like to offer printed loyalty and/or gift cards (apart from non-physical loyalty and gift cards), you need to have them imported into Voucherify. 

    Please note: To offer printed gift cards, you need to choose a card type/layout that includes both the product barcode (for scanning at the till) and the voucher/reference/code barcode, which is the one that needs to be registered in Voucherify as per the following process.

    How to upload your existing loyalty or gift cards to Voucherify 

    If you don't need to import the gift/loyalty cards' value/balance, you can import any existing codes to Voucherify either via the Dashboard or the API. In this scenario, the cards are imported without a value so it's useful only when you import unsold cards that you are planning to "load" with value at the time of purchase. 
    1. Create a spreadsheet file and add a column of the printed gift/loyalty cards reference ids. The column names can be anything you prefer. 
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    2. Export/save/download the file in csv format.
    3. Go to your Voucherify account > Campaigns and select the gift/loyalty card campaign that you would like to add these cards to. 
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    4. Go to the upper right of the screen and select the more options > Import CSV file.
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    5. In the modal that opens up, select Upload.
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    6. Pick the csv file containing your loyalty or gift card reference codes.
    7. Once the upload is finished, you can see the uploaded data preview.
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    8. Move to the Map Fields tab. For each column in your file, please select the type and property. In this example, we need to map the Reference column to the Code and then select the + sign to add the mapping.
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    9. Select Import.
    10. You will then get the message that your import has been scheduled. Select Got it.
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    11. You can then go back to the gift/card loyalty campaign and go the Vouchers tab to check that your codes have been imported successfully.
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    12. Please note that all gift cards imported into Voucherify, which have already been purchased, need to be published in order to be immediately usable by the consumers. This can be achieved by using the Create Publication API and publishing the vouchers/cards to the anonymous customer anonymous.customer@for.gift.cards .
    13. If you are importing gift cards into Voucherify which are not purchased yet and you are planning to sell via Brightpearl POS, you don't need to do anything further.

  5. Set up your integration with BigCommerce.

  6. Set up your integration with Magento.

  7. Set up your dashboard reports.

Visit the Voucherify Loyalty and Gift cards FAQ.

Voucherify integration with webstore channels

Currently, Voucherify supports BigCommerce and Magento webstores integration.

Channel Features
BigCommerce
  • Gift cards
  • Promotions/vouchers
  • Earning loyalty points from all online sales
Magento
  • Gift cards
  • Promotions/vouchers
  • Earning loyalty points from all online sales by using a dummy voucher code


BigCommerce

  • In order for a customer to earn loyalty points via your BigCommerce store they first need to have enrolled into a loyalty program in a physical store (via POS).
  • Products are automatically synced to Voucherify when created in BigCommerce.
  • Once the initial set up of the BigCommerce connection to Voucherify is done, the already existing products or customers are not automatically synced. You need to work around by applying changes to the products in BigCommerce order to trigger the sync to Voucherify.
  • Since the products from Brightpearl/POS and the products from BigCommerce do not share the same product id in Voucherify, every product that you would like to include to a loyalty card earning rule has to be created in Voucherify once with the source id=Brightpearl product id and once with the source id=BigCommerce product id, then the earning rule should include both versions of the product.
  • The orders downloaded to Voucherify from BigCommerce include the full order amount before any discount in BigCommerce has been applied.

Magento

  • In order for a customer to earn loyalty points via your Magento store they first need to have enrolled into a loyalty program in a physical store (via POS).
  • Magento does not sync products automatically to Voucherify.
  • Only the sales that contain a redemption of a promo/coupon code from V are downloaded to Magento. Please create a dummy promotional code (no value) and make sure your customers add it to the basket in every sale. It can be called e.g. earnLoyaltyPoints.
  • In order for all your customers’ orders to be downloaded from Magento to Voucherify, you can set up a promotional code that does not include any discounts (dummy) and ask your customers to use that in the check out in order to earn points in their loyalty programs.
  • You need to manually create the products in Voucherify in order to allow customers to earn points via Magento orders.
  • Since the products from Brightpearl/POS and the products from Magento do not share the same product id in Voucherify, every product that you would like to include to a loyalty card earning rule has to be created in Voucherify once with the source id=Brightpearl product id and once with the source id=Magento product id, then the earning rule should include both versions of the product.
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