Coupon campaign based on payment method [metadata]
This tutorial will show you how to create a coupon campaign with eligibility rules based on payment method.
What are we going to do?
- Create redemption metadata based on payment_method.
- Create a new validation rule based on the payment_method redemption metadata.
- Launch a coupon campaign with payment_method validation rule.
In order to start, visit your Project Setting section to create metadata.
If the concept of metadata in Voucherify is new to you, please refer to this article to learn more.
We are going to add metadata (i.e. custom data) to the redemption object. We will call it payment_method.
Click Add new definition and fill in the details of the metadata you want to create:
1) Property name – e.g., payment_method.
2) Type – e.g., string.
3) The string has to be equal to any of these values – e.g., Visa, Mastercard, PayPal, or wire transfer.
Confirm the metadata creation with Save.
In the next step, we are going to create a validation rule (eligibility rule) that is going to limit our incentives only to customers who are paying by Visa.
Please refer to this article to learn more about validation rules.
In order to start, go to the Validation Rules tab from your Dashboard and hit plus to create a new rule.
Start with naming your validation rule so that it will be easier to find it and re-use it in the future.
Go to Advanced and select Redemption metadata satisfy as your validation rule. Next, fill in the details by providing property name, condition and value.
Confirm with Add and Save. Now, we need to use it in one of your campaigns.
To create a new campaign, go to the Campaigns tab and hit plus. Then, select Discount Coupons as your campaign type.
You will be able to select eligibility criteria in the third step of the Campaign Manager.
Please refer to this article to learn more about the Campaign Manager.
In the third step, you will be able to either use already created validation rules or create new ones on the spot.
As we have already created a payment_method validation rule in the previous step, all we have to do now is to select it from the dropdown menu and go to the next step.
You are going to see the validation rule in the summary of your campaign.