Voucherify use-case: Online Marketplace

Business type: Services, service-exchange marketplaces, Uber-like platforms, SaaS



How to implement discounts for your services?

Online shops like Shopify or Magento do very well if your customers are supposed to just pick products from the list, add them to basket and proceed with checkout and payment. In practise, this is not the case for a lot of online businesses.

This holds true especially for companies which offer services rather than goods. Services usually don't fit so well into an online shop inventory - there are a lot of extra factors and conditions that come into play, e.g. resource availability, service delivery time-frames, and lots of customisation options. Therefore, often times, the checkout process needs custom business logic, additional steps, condition checking, etc.

So rather than using an online shop provider, you stick to a website / mobile app and a CRM under the hood for processing orders from your customers. The website / app could be merely a contact form or a full-blown and interactive wizard. The CRM being a Salesforce instance (or other) or just a basic spreadsheet or a database.

Anyway, you'd like to leverage the marketing power of digital promotion with discount vouchers. To be more specific - you'd like to distribute unique promo codes to potential new customers, so if they decide to use your services they get a particular discount. The promo codes will be sent by email to everyone who had previously signed up to a newsletter.


HOW TO achieve this with voucherify?

Typically in this case you would end up talking with your IT team and come up with a custom solution based on spreadsheets, databases and custom code. In effect, you’d have another piece of software to maintain and bug-fix, and a new item on the daily-ops todo-list. Not mentioning the fact that whenever you need to make changes to the voucher inventory your growth team will likely have to talk with the IT guys.

Voucherify comes to the rescue.


1. Create a Voucherify account at https://app.voucherify.io/#/signup

2. Sales funnel integration.

If you want to keep it really simple, as a total minimum, on your website / mobile app you could just throw in a textbox so that the customers can type in their promo code on the checkout screen.

If you see it a little bit more fancy, you integrate Voucherify right into your sales funnel on your website / mobile app using one of the existing SDKs (JavaScript, Android and iOS). You may as well find the Voucherify checkout widget handy and just use it out-of-the-box. As a result, on the client-side app, your customers see right away if their promo code is valid or not, and what's the final price for their order.


3. Backend integration.

Since you already have your sales funnel equipped with a field for collecting promo codes, now it's time to set up the logic for redeeming vouchers in the backend part of your application.

Essentially, the idea is that when the customer places their order, your backend app redeems the voucher in Voucherify and calculates the discounted price before eventually storing the order in your CRM.

  1. The customer types in their promo code on your checkout page. Your client-side app requests the promo code validation from Voucherify server in order to get the discount value.
  2. Voucherify server responds with a validation result and attaches a customer tracking token.
  3. When the customer submits/confirms their order on the checkout page, the client-app sends the order information along with the promo code details back to your server.
  4. Your server receives the promo code and tracking token from your client and then uses Voucherify server SDK to redeem the voucher or perform other actions detailed in the guides.
  5. Voucherify server returns voucher details and its redemption history.

For your convenience, we provide a handful of backend SDKs to do the job (PHPRubyNode.jsJava). As a fallback plan, your app can always talk directly to our REST API.

Also, a sample Node.js application is available on GitHub.

3. Rolling out voucher campaigns.

With Voucherify software integration in place, your marketing team has the total freedom to manage the voucher campaigns without needlessly bothering the IT guys. With Voucherify dashboard you can easily roll out campaigns with thousands of unique promo codes, create one-off and multiple-use vouchers, instantly disable mis-used coupons, set activation dates, discount types, and more.

4. Giving away promo codes to your potential customers.

Once you have the campaign ready in Voucherify, you can use the export feature to have the promo codes delivered to your targeted audience. If you plan to spread the promo codes via personalised emails to specific recipient segments, please consider the Mailchimp integration that we provide. Otherwise CSV or Excel exports and API are available for use with other systems.


5.  Reporting and monitoring

Since you have your platform ready and your customers have already got their promo codes, you can shift your focus to business reporting and monitoring. You can watch the lifecycle of each voucher and track detailed usage statistics in the admin console or via API. The stats will help you figure out which voucher campaigns are the most effective, so you can better organise your marketing actions for future.