Setup | How to set up your Voucherify account

Once you have the 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 perform the setup.

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. to use promotional codes).

Prerequisites to setting up campaigns

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

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Before creating campaigns, please make sure you have properly set up your Voucherify account by configuring your project and adding your products:

    1. Set up your account and project
      Please make sure the following are set up for the POS integration to work smoothly:
      • "Project members" includes all users that should have access to the Voucherify account for your project.
      • "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, their 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 created every product participating in the earning rule 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.

Setting up a loyalty and gift card campaign

  1. Set up your loyalty and gift card campaigns
    Before setting up your campaigns, please note that If you’d like your customers to earn loyalty points from their online purchases too, you will 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]
    • 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 containing this product. That will trigger the product creation in Voucherify. You can check that the product is created in Voucherify under the "Products" page.
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  3. Make a note of the product ID in Brightpearl. It can be found beneath the SKU when viewing the product list.
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  4. Go to your Voucherify account then go into Products > Create product.
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  5. In the product details, fill in:
    • The product name
    • The source ID (to match the Brightpearl product ID).
  6. Now both products are in the product list with their different source IDs.
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  7. When including the product in your earning rules, make sure to include both versions of the product. 
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Note that you do 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.

Using metadata to create promotions

Alternatively, you can use metadata belonging to 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 could get loyalty points if the order is paid and includes a product from a certain category. More detailed information can be found under the Product metadata page in Voucherify's support documentation.

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

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

How to import your existing loyalty or gift cards into Voucherify 

If you don't need to import the gift or loyalty cards' value or balance, you can import any existing codes to Voucherify via either the Dashboard or the API.

In this scenario, the cards are imported without a value so it's only useful when you import unsold cards that you are planning to load with value at the time of purchase. 

    1. Create a spreadsheet, adding a column containing the printed gift or loyalty cards' reference IDs. The column name can be anything you prefer. 
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    2. Save your file as a CSV document.
    3. Go to your Voucherify account > Campaigns and select the gift or loyalty card campaign that you would like to add these cards to. 
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    4. Go to the upper right-hand side of the screen and click More options > Import CSV file.
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    5. In the modal that opens up, click Upload.
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    6. Select the CSV file containing your loyalty or gift card reference codes.
    7. Once the upload is finished, you can preview the uploaded data.
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    8. Move to the Map Fields tab. For each column in your file, please choose the type and property. In this example, you need to map the "Reference" column to the Code. Click the + sign to add the mapping.
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    9. Click Import.
    10. You will then get the message that your import has been scheduled. Click "Got it".
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    11. You can then go back to the gift or card loyalty campaign. View the Vouchers tab to check that your codes have been imported successfully.
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    12. Please note that any 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 have not been purchased yet which you are planning to sell via Brightpearl POS, you don't need to do anything further.

Further reading

Integrating Voucherify with web store channels

Currently, Voucherify supports integrations with BigCommerce and Magento.

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, any existing products or customers are not automatically synced. You need to work around this 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 in a loyalty card earning rule has to be created in Voucherify twice: once with a source ID that matches the Brightpearl product ID, and once with a source ID matching the BigCommerce product ID. 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 with Voucherify. You need to manually create the products in Voucherify in order to allow customers to earn points via Magento orders.
  • Only the sales that contain a redemption of a promo or coupon code from Voucherify are downloaded to Magento. Please create a dummy promotional code (with no value) and make sure your customers add it to the basket every sale. It can be named something like "EarnLoyaltyPoints".
  • 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 in a loyalty card earning rule has to be created in Voucherify twice: once with a source ID that matches the Brightpearl product ID, and once with a source ID matching the Magento product ID. The earning rule should include both versions of the product.
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