Vouchers are simple text codes that customers can use in your online store to redeem discounts or other special offers. You can communicate these codes to your customers through your campaigns.
The simplest way to insert a voucher into a campaign would be to use the same code for every customer. However, it is often desirable to send a unique code to every customer. The Vouchers feature allows you to load a pool of vouchers into Bloomreach Engagement, insert them into any campaign, and track their usage.
This guide will explain how to do so, and help you understand the extent of the possibilities offered by this feature.
Please note that this feature is only for showing personalized vouchers to your customers through campaigns and for tracking their use. It does not substitute your voucher system which applies the appropriate reductions when a voucher is used.
Importing Voucher Codes
Importing vouchers is very easy, and similar to importing other kinds of data. A number of data sources can be used - for more information, see Imports . The only thing you need is a pre-generated list of voucher codes, in a single column, with a header. The codes need to be unique. If you try to import a code that is in the pool already, it will be ignored. Once you have the codes:
a. Navigate to
Data & Assets ->
b. Click on the
+ New Import button in the top-right corner of your screen.
c. Click on the
d. Select a pre-existing voucher pool to which you wish to add new vouchers codes, or create a new one by typing its name.
It's good practice to group vouchers and name your voucher pools in a manner that's meaningful and easy to identify, such as 10% Discount, 100 EUR off, or by campaign name.
Naming your vouchers
Your selected voucher name should be without spaces to avoid an error.
e. Select the data source you wish to use.
f. Click on
Preview to double-check the Delimiter and Encoding settings of your import. The preview windows will show you the header and the first five rows.
g. Click on the
h. Assign the
code ID to the column by dragging the blue box. For vouchers, you can only import one column containing the codes. Bloomreach Engagement doesn't support additional features such as voucher expiration, etc.
i. If you are importing from a URL, database or a Bloomreach Engagement analysis, you can schedule a repeated import in the next step.
j. Click on the
Run Import button in the bottom-right corner of your screen.
k. Return to
Data & Assets ->
Imports to view the import and make sure all rows (vouchers) were imported correctly.
You can see all your imported voucher pools in
Data & Assets >
Same voucher pools
You cannot import the same voucher code into multiple voucher pools
Before using vouchers for the first time, make sure that the use of a voucher for making a purchase - including the voucher code itself - is being tracked.
Project Settings >
Vouchers and indicate where the voucher code is tracked once used. This will allow Bloomreach Engagement to know when a specific voucher was redeemed. If you, for example, track voucher codes as an attribute of event purchase named "voucher_code", the mapping should look like this:
Tracking for redeemed vouchers requires the mapped attribute to be a string.
Vouchers can be accessed via Jinja. The Personalization wizard (see the Personalization in Jinja guide for further details) can help you generate the correct syntax to:
|Assign available code||This will select an available voucher code from the pool, change its status from available to assigned and display the voucher code in the campaign. The codes are assigned at the time of campaign execution e.g. weblayer being displayed to a customer or email campaign with the code is sent (including test campaigns). There is no limitation to the number of vouchers a customer can be assigned.|
|Count available codes||This will return the count of currently available codes within a voucher pool.|
|Count total codes||This will return the overall count of all codes within a voucher pool.|
The latter two are useful for reporting purposes, such as sending automation notices through email or webhook when the number of available codes becomes too small.
Assigning available voucher codes
Every time you use the code
vouchers['voucher_xy'].assign_available(), it will assign a voucher code from the pool, and by default, it will reuse it within the same email, SMS, or MMS to the same customer if you decide to use it multiple times within the same email/SMS/MMS.
In case you need to display different vouchers within your campaign to the same customer, you have to set the parameter cached to false in the format
vouchers['voucher_xy'].assign_available(cached = false), and then a new voucher will be calculated for every occurrence within the individual campaign.
Note: Setting the cached parameter to false does not work within the preview email functionality. In preview, you will always see the same voucher, however, the customer will receive an email with a different voucher if you change the default with the cached parameter set to false.
To check if and when a voucher was assigned or redeemed, go to
Data & Assets >
Vouchers and select the Voucher pool.
What happens if you run out of assignable vouchers
|Email campaigns||The rest of the campaigns will fail to be sent, generating campaign events with status = enqueue_failed|
|Web layers||If there are no codes to assign, web layers will not be displayed at all, and will not generate any events.|
Updated 4 months ago