Prepare overview

Set up the foundational data that powers your incentive campaigns

Before you launch campaigns, you need the right data in place. The Prepare section covers the building blocks that make your incentives work: customers, products, orders, metadata, and custom events.

Use this section to set up and manage the data that drives validation rules, segments, and campaign targeting. Clean, structured data means faster experimentation and better results.

What you can prepare

Customers

Import and manage customer profiles. Use attributes and metadata for segmentation and targeting.

Customer segments

Group customers by behavior, attributes, or metadata. Use segments in validation rules and distributions.

Products

Add products and SKUs. Define attributes and metadata for product-specific promotions.

Product collections

Organize products into static or dynamic collections for use in validation rules.

Orders

Track purchase history. Use order data for validation rules and customer segmentation.

Metadata

Define custom attributes for customers, products, orders, and campaigns. Power advanced targeting and personalization.

Custom events

Track customer actions like cart abandonment or review submissions. Trigger automated distributions, loyalty rewards, and behavior-based validation rules.

Why preparation matters

Voucherify validates every redemption against your data. The more complete your customer profiles, product catalog, and order history, the more precise your targeting becomes. Metadata and custom events extend this further, letting you build rules around any attribute or behavior your business needs.

Well-prepared data enables:

• Faster campaign launches: Reuse segments and collections across campaigns.
• Precise targeting: Apply discounts to specific products, customer tiers, or order conditions.
• Scalable experimentation: Test different audiences and offers without rebuilding data structures.
• Behavior-driven automation: React to real-time customer actions with custom events.

What’s next?

Start with customers if you’re setting up audience targeting, or products if you’re building product-specific promotions. Use metadata to extend any resource with custom attributes, and custom events to trigger incentives based on customer behavior.