CRM and Sales tools
Voucherify by Maxmel Tech
23 min
voucherify is an incentive marketing platform that enables businesses to create, manage, and personalize promotions, loyalty programs, and rewards across multiple channels integrating with make com allows users to automate and optimize incentive campaigns within their broader workflows this is ai generated content based on official voucherify documentation the content may still contain errors—please verify important information if you have questions, contact https //docs voucherify io directly how to get support on voucherify voucherify is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=voucherify\&app slug=voucherify community\&app unique id=voucherify swj3x4 requirements to use the voucherify app in make, you must have an active voucherify account and valid api keys or oauth tokens, https //www voucherify io/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/voucherify community/ click the install button follow the on screen instructions to complete the setup connect voucherify and {{product name}} to get started, you must first create a connection between voucherify and {{product name}} , allowing the two services to communicate you can connect using the following method api keys,oauth2 0 api keys instructions you need to retrieve your application id and application secret key or client side application id and client side token, depending on your use case login to your voucherify account navigate to project settings in the general tab, scroll down to the application keys section locate your application id and application secret key for server applications for client applications, locate the client side application id and client side token if you need to generate new keys, use the available option to create or regenerate keys write down and securely store your application id, application secret key, client side application id, and client side token as needed oauth2 0 instructions you need to generate your token using a voucherify api key login to your voucherify platform using your credentials navigate to the project settings in the general tab, scroll down to the application keys section locate or generate your application id and application secret key use the application id and application secret key to generate an oauth token some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=voucherify\&app slug=voucherify community\&app unique id=voucherify swj3x4 create the connection in {{product name}} https //www make com/en/register , add the voucherify module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your voucherify or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page voucherify modules after connecting to the voucherify app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a customer creates a new customer record in your system, allowing you to store and manage information for an individual customer create a product adds a brand new product to your store, allowing you to specify details such as name, description, price, and other relevant information create a product variant creates a new product variant (sku) with specific attributes, allowing you to add different versions of a product—such as size or color—to your catalog delete a customer permanently removes a customer record from your account, including all associated details delete a product removes a specific product from your account or inventory delete a product variant removes a specific product variant from your store, allowing you to delete an individual version of a product get a customer fetches comprehensive information about a specific customer, including their profile and account details get a product fetches detailed information about a specific product, including its attributes and relevant data get a product variant fetches detailed information about a specific product variant, including its attributes and options get an order fetches detailed information about a specific order list orders fetches and displays a detailed list of all orders from your account, allowing you to review order information easily list product skus fetches a detailed list of all variants (skus) associated with a specific product, allowing you to see the different options or configurations available for that product list products fetches a list of products and arranges them in a specific order based on your chosen sorting criteria list rewards fetches and displays a list of available rewards from your account, allowing you to view all rewards currently offered make an api call allows you to make a custom, authorized api request to the service, giving you flexibility to access features or endpoints not covered by the standard modules search customers finds and retrieves customer records that match your search criteria search redemptions finds and retrieves information about voucher redemptions that match your specified search criteria search vouchers finds and retrieves vouchers that match your specified search criteria update a customer updates the details of an existing customer, allowing you to modify information such as their name, contact details, or other relevant customer data update a product updates the details of a specific product, allowing you to modify information such as its name, description, price, or other attributes watch customers this module activates whenever a new customer is added or when details of an existing customer are updated, helping you stay up to date with changes in your customer database watch orders triggers whenever a new order is placed or when details of an existing order are changed, allowing you to automatically respond to new sales or updates in your order management process watch products triggers whenever a new product is added or an existing product's details are modified watch redemptions triggers whenever a voucher is successfully redeemed, allowing you to take action each time a customer uses their voucher watch rewards triggers whenever a new reward record is added, allowing you to take action as soon as a reward is created in your system templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} voucherify resources you can have access to more resources related to this app on the following links https //www voucherify io/ https //docs voucherify io https //docs voucherify io/reference https //www make com/en/integrations/voucherify community