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Qualification API for Smart Discount Recommendations
Karolina Kmita
Karolina Kmita
August 2, 2023
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Qualification API for Smart Discount Recommendations

Searching for the best deals can be a challenging task for customers, given the vast number of online marketplaces, coupon websites, and available discounts. It often feels like looking for a needle in a haystack.

With over 90% of US customers considering discounts and promotions crucial in their purchase decisions, competition is fierce. Brands aiming to reach customers with the right promotions at the right time need to step up their game. This is where the Voucherify Qualification API and its new set of qualification scenarios come into play.

Impact of discounts and promotional offers on customer behavior

In this article, I will delve into how Voucherify's Qualification API improves discount recommendations. We'll explore how brands can utilize it to provide highly targeted and personalized offers to customers.

How do discount recommendations work?

Discount recommendations rely on analyzing the order and customer context to provide relevant suggestions for available discounts or promotions. Recognizing the growing need for personalization and improved promotion experiences, we have developed a new mechanism to offer intelligent discounts.

This mechanism enables you to dynamically display relevant campaigns to achieve next-level promotion experiences, such as:

  • Digital wallets – with lightning-fast qualification and GET APIs, you can build customer cockpits, where your audience can access information like loyalty points balance, current promotions and discounts, exclusive vouchers, and referral programs.
  • Product bundling – by analyzing cart content, Voucherify can quickly display relevant bundling campaigns and BOGO offers to increase AOV.
  • Upselling – by informing customers about potential savings right around the corner, you get an opportunity to encourage bigger purchases.
  • Strikethrough pricing – the qualification functionality allows you to display product- and SKU-based discounts at the catalog or product page details levels.
Visual of discount recommendations

What is the Voucherify Qualification API and how does it work?

The new Voucherify qualification is a specially designed API endpoint that returns available offers (generic promo codes, unique coupon campaigns, and cart promotion tiers) based on the product and customer contexts. This is an update to legacy recommendation methods – with better performance and new scenarios to choose from.

Highlights

Qualification is an important step before validating and redeeming offers as it allows customers to directly interact with promotions relevant to their unique profiles and cart content. By using a single request, you can retrieve an unlimited number of campaigns with relevant details and IDs.

The new Qualification API comes with a fantastic set of benefits, including:

1. No limit on returned redeemables

The absence of limitations on returned redeemables through the new Qualification API allows you to obtain more information with a lesser amount of effort. This way, you can display all the available discounts to your customers with just one API call, optizming the number of API calls you need which directly impacts your subscription plan.

The Voucherify Qualifications API request will return to you all redeemables in batches of up to 50 redeemables. To get the next batch of redeemables, you need to use the starting_after cursor. See docs to learn more.

2. Improved user experience

With the new qualification API, you can provide faster qualification results to customers, leveraging Voucherify to create super responsive digital wallets where customers can find available promotions and coupons. This enables quicker access to rewards and benefits.

Qualification API

Given the shopping context, Voucherify offers your brand a possibility to provide your customers with smart discounts at the cart level. What’s more, the new qualification API improves the overall customer experience by streamlining the up- and cross-selling campaigns.

Watch the webinar with Emporix to see a live demo of the Qualification API integrated into the B2B buying experience:

3. New qualification scenarios

The new qualification API allows businesses to introduce unique qualification scenarios and filter campaigns based on various contexts – from customer segment membership to products they currently have in the cart.

How Qualification API enhances discount recommendations?

Unlocking the full potential of personalized discounts and product recommendations, the upgraded version of Voucherify Qualification API offers a list of new scenarios and use cases.

All it takes is sharing the shopping context with Voucherify to check whether any offers are available and can be suggested.

Here is a sample API request you can use:

{{CODE}}

{

 "customer": {

   "id": "{{customer_id}}"

 },

 "order": {

   "amount": {{order_amount}}

 },

 "scenario": "{{qualification_scenario}}"

}

{{ENDCODE}}

1. All redeemables available

In this qualification scenario, the API request retrieves all available offers for a specific customer. It provides a comprehensive view of all the vouchers, campaigns, and cart promotion tiers that the customer is eligible for by checking the offers against customer and order limits.

What is checked?

This scenario checks both the customer and order eligibility.

What is returned?

This endpoint return all possible redeemables – standalone promo codes, unique codes campaigns & cart promotion levels.

2. Customer wallet

In this qualification scenario, the API retrieves vouchers that are specifically assigned to the customer profile. Similarly to the ALL scenario, this scenario checks offers against customer and order context and additionally retrieved only assigned incentives.

Highlights

In Voucherify, you can assign individual promo codes to unique customers via Publication API.

This scenario is suitable for building custom dashboards to display all owned and available incentives to customers.

What is checked?

This scenario checks both the customer and order eligibility.

What is returned?

This endpoint returns assigned promo codes to the individual user.

Alyssa Jones Wallet
Customer Wallet scenario example – Qualification API

3. Audience-based redeemables

This scenario returns all offers available for the customer. This scenario validates the rules based on the customer profile only, such as customer attributes and segment membership. This can be used to show the customer what promotions are available to them. For instance, you can run a location-specific campaigns targeted at precise geofences.

What is checked?

This scenario checks only the customer context, skipping order information.

What is returned?

This endpoint return all possible redeemables – standalone promo codes, unique codes campaigns & cart promotion levels.

Only Audience Rules for Qualification API

4. Product-based redeemables

In this qualification scenario, the API request retrieves all offers applicable to specific products or if the product is used in the validation rule. This scenarios will check the order context and return any applicable promotions

This way, you can provide targeted promotions and incentives for certain products in the customer's cart, increasing AOVs.

What is checked?

This scenario checks only the order context (products), skipping customer information.

What is returned?

This endpoint return all possible redeemables – standalone promo codes, unique codes campaigns & cart promotion levels.

Product defined in the discount example
Product defined in the validation rule
Product Discount example

5. Product-discount redeemables

This scenarios is a sub-type of the previous type. This version focuses solely on returning all promotions available for the products when a discount is defined to be applied to the specific item. As such, is it a perfect choice for displaying discounted product prices right in the cart and checkout views.

What is checked?

This scenario checks only the order context (products), skipping customer information.

What is returned?

This endpoint return all possible redeemables – standalone promo codes, unique codes campaigns & cart promotion levels.

Example of a product-defined discount
Example of a product discount

6. Redeemables based on promotion stacks

In this qualification scenario, the API request returns the promotion stacks that are applicable to the given customer and order context. Promotion stacking in Voucherify is a set of promotion tiers that are redeemed as a single redeemable.

By returning the applicable promotion stacks, you can enhance the customer's experience by offering a bundled or layered set of benefits, resulting in increased customer satisfaction and potentially higher average order value.

Example of a promotion stack

What is checked?

This scenario checks both the customer and order eligibility.

What is returned?

This endpoint returns all available promotion tiers (levels).

7. Customer and item-specific redeemables

In this case, the scenario identifies promotions that are accessible to a particular customer and products in the cart when:

  • Discount is applicable to the specific item – in this case, if a discount is applicable to a specific product, the API will retrieve promotions that provide discounts for that product.
  • Item is required in validation rules – this scenario covers situations where a certain product is required to meet the validation rules of a promotion.

So both scenarios check the customer and order context but in the first case the product discount must be applied to a specific item in the cart, and in the second case the specific order item needs to be required by the validation rule.

Customer and product discount

How to use Qualification API?

Imagine a situation where your customer has $50 worth of products in their shopping cart. Let’s say you want to use the customer wallet scenario to examine the contents of their cart and then align them with the promotions accessible in their profile.

Depending on your location, you can use one of the following endpoints:

  • Europe (default) https://api.voucherify.io/v1/qualifications
  • United States – https://us1.api.voucherify.io/v1/qualifications
  • Asia (Singapore) – https://as1.api.voucherify.io/v1/qualifications

Now, all you have to do is to send the API request to the selected endpoint, passing the order and customer context. Here is an example of a JSON code:

{{CODE}}

{

"scenario": "CUSTOMER_WALLET",

  "mode":"BASIC",

  "customer": {

      "id": "cust_gy3TsQl1E7Frkx",

      "name": "John Smith"

  },

  "order": {

      "amount": 5000
}

{{ENDCODE}}

Voucherify will then return all the redeemables available to the customer that you can display on your front-end at the shopping cart level or anywhere else in the user journey.

In the case of our test customer, the response looks as follows, which means that our customer has a couple of promotions assigned to their profile to choose from. This means, you can easily showcase them on your front-end, displaying them, for instance, next to the shopping cart, ensuring a positive user experience.

{{CODE}}

{

   "redeemables": {

       "object": "list",

       "data_ref": "data",

       "data": [

           {

               "id": "mXoKzQSX",

               "object": "voucher",

               "created_at": "2023-08-21T08:21:46.623Z",

               "result": {

                   "discount": {

                       "type": "AMOUNT",

                       "effect": "APPLY_TO_ORDER",

                       "amount_off": 500,

                       "is_dynamic": true

                   }

               },

               "order": {

                   "status": "PAID",

                   "amount": 68000,

                   "discount_amount": 500,

                   "total_discount_amount": 500,

                   "total_amount": 67500,

                   "applied_discount_amount": 500,

                   "total_applied_discount_amount": 500,

                   "metadata": {},

                   "customer_id": null,

                   "referrer_id": null,

                   "object": "order"

               },

               "applicable_to": {

                   "data": [],

                   "total": 0,

                   "data_ref": "data",

                   "object": "list"

               },

               "inapplicable_to": {

                   "data": [],

                   "total": 0,

                   "data_ref": "data",

                   "object": "list"

               }

           },

           {

               "id": "camp_iXfsMBdhoEznvO8b4J0h84m7",

               "object": "campaign",

               "created_at": "2023-08-21T08:21:37.679Z",

               "result": {

                   "discount": {

                       "type": "AMOUNT",

                       "effect": "APPLY_TO_ORDER",

                       "amount_off": 500,

                       "is_dynamic": true

                   }

               },

               "order": {

                   "status": "PAID",

                   "amount": 68000,

                   "discount_amount": 500,

                   "total_discount_amount": 500,

                   "total_amount": 67500,

                   "applied_discount_amount": 500,

                   "total_applied_discount_amount": 500,

                   "metadata": {},

                   "customer_id": null,

                   "referrer_id": null,

                   "object": "order"

               },

               "applicable_to": {

                   "data": [],

                   "total": 0,

                   "data_ref": "data",

                   "object": "list"

               },

               "inapplicable_to": {

                   "data": [],

                   "total": 0,

                   "data_ref": "data",

                   "object": "list"

               }

           },

           {

               "id": "camp_5C5s1Xo2aOhL8PCsS3WvfOhg",

               "object": "campaign",

               "created_at": "2023-07-18T11:42:03.558Z",

               "result": {

                   "discount": {

                       "type": "AMOUNT",

                       "effect": "APPLY_TO_ORDER",

                       "amount_off": 1000,

                       "is_dynamic": false

                   }

               },

               "order": {

                   "status": "PAID",

                   "amount": 68000,

                   "discount_amount": 1000,

                   "total_discount_amount": 1000,

                   "total_amount": 67000,

                   "applied_discount_amount": 1000,

                   "total_applied_discount_amount": 1000,

                   "metadata": {},

                   "customer_id": null,

                   "referrer_id": null,

                   "object": "order"

               },

               "applicable_to": {

                   "data": [],

                   "total": 0,

                   "data_ref": "data",

                   "object": "list"

               },

               "inapplicable_to": {

                   "data": [],

                   "total": 0,

                   "data_ref": "data",

                   "object": "list"

               }

           },

           {

               "id": "camp_rwwxPelaDNKpHC0xUoR2nh0r",

               "object": "campaign",

               "created_at": "2023-05-30T12:05:03.523Z",

               "result": {

                   "discount": {

                       "type": "AMOUNT",

                       "effect": "APPLY_TO_ORDER",

                       "amount_off": 1000

                   }

               },

               "order": {

                   "status": "PAID",

                   "amount": 68000,

                   "metadata": {},

                   "customer_id": null,

                   "referrer_id": null,

                   "object": "order"

               },

               "applicable_to": {

                   "data": [],

                   "total": 0,

                   "data_ref": "data",

                   "object": "list"

               },

               "inapplicable_to": {

                   "data": [],

                   "total": 0,

                   "data_ref": "data",

                   "object": "list"

               }

           },

           {

               "id": "camp_IQe4aUZWRELE4JiW5AYNYw1C",

               "object": "campaign",

               "created_at": "2023-05-30T12:04:49.319Z",

               "result": {

                   "discount": {

                       "type": "AMOUNT",

                       "effect": "APPLY_TO_ORDER",

                       "amount_off": 2000,

                       "is_dynamic": false

                   }

               },

               "order": {

                   "status": "PAID",

                   "amount": 68000,

                   "discount_amount": 2000,

                   "total_discount_amount": 2000,

                   "total_amount": 66000,

                   "applied_discount_amount": 2000,

                   "total_applied_discount_amount": 2000,

                   "metadata": {},

                   "customer_id": null,

                   "referrer_id": null,

                   "object": "order"

               },

               "applicable_to": {

                   "data": [],

                   "total": 0,

                   "data_ref": "data",

                   "object": "list"

               },

               "inapplicable_to": {

                   "data": [],

                   "total": 0,

                   "data_ref": "data",

                   "object": "list"

               }

           }

       ],

       "total": 5,

       "has_more": true

   },

   "order": {

       "status": "PAID",

       "amount": 68000,

       "metadata": {},

       "customer_id": null,

       "referrer_id": null,

       "object": "order"

   }

}

{{ENDCODE}}

Voucherify CMS integrations with Bloomreach and Contentful for better discount recommendations

Integrating an API-first tool such as Voucherify with headless CMS systems like Contentful and Bloomreach enables the storage of diverse assets associated with your promotional campaigns within the CMS.

Our CMS connectors enable automatic access to promotion-related information, including terms and conditions, banners, promotional copy, rules, and limitations. These campaigns carry IDs of the corresponding assets in their metadata helping you to display them on your front-end with just a few mouse-clicks.

Why the connection between Qualification API and CMS connectors?

When you call the Qualification API and a campaign or promotion ID pops up, you can download specific assets, e.g., a banner, T&Cs for a given discount and much more, thanks to the CMS integration. This means you can wrap up a great customer experience in just two API calls – by calling relevant campaigns and downloading dynamic assets assigned to a specific offer.

{{CTA}}

Build better customer experience with qualification API

Learn more

{{ENDCTA}}

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