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Merge pull request #575 from voucherifyio/pw-20231128-fixes-updates
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Fixes and minor updates
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p-zielinski authored Nov 29, 2023
2 parents 7f4152f + 3984c74 commit 7342870
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9 changes: 9 additions & 0 deletions Changelog.md
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# Changelog

## 20231128 – Fixes and minor updates

- Fixed to consistent title format (capital letters)
- Added excerpts
- Added green callouts in the Integration blueprint section
- Fixed an example email address in First Steps in Voucherify article
- Fixed image in the Integration Overview article
- Added link to the new article – Data Synchronization – in the Data Model article

## 20231123 - Campaigns API

**Added schemas**
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2 changes: 1 addition & 1 deletion docs/guides/campaign_recipes/Qualifications.md
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---
title: Qualification - Checking eligibility
title: Qualification Checking Eligibility
excerpt: null
categorySlug: campaigns-recipes
slug: checking-eligibility
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4 changes: 2 additions & 2 deletions docs/guides/development/Metadata-Mapping.md
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---
title: Metadata Mapping
excerpt: Metadata mapping
excerpt: Custom attributes (metadata) and their use in Voucherify
categorySlug: development
slug: metadata-mapping
type: basic
hidden: false
order: 50
---

## Metadata (custom attributes)
## Custom attributes (metadata)

Custom attributes can be added to your project as metadata. A metadata attribute is a set of key/value pairs that you can use to customize your campaigns, vouchers, customers, SKUs, products, redemptions, publications, loyalty tiers, promotion tiers, and orders.

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4 changes: 2 additions & 2 deletions docs/guides/development/Quickstart.md
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---
title: First steps in Voucherify
title: First Steps in Voucherify
excerpt: Get started with Voucherify API and dashboard by redeeming your first coupon code.
categorySlug: development
slug: quickstart
Expand Down Expand Up @@ -128,7 +128,7 @@ Voucherify should reply with the [redemption](ref:get-redemption) details as in
"customer": {
"id": "cust_ANjd4MFsUPXDoHeoCQXmqgCJ",
"name": "Jack Jack",
"email": "[email protected]",
"email": "[email protected]",
"source_id": "16102023",
"metadata": {
"metadata_key": "metadata_value",
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2 changes: 1 addition & 1 deletion docs/guides/development/Test-Mode-Sandbox.md
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---
title: Test mode (Sandbox)
title: Test Mode (Sandbox)
excerpt: Run integration tests of your promotions before going to production
categorySlug: development
slug: testing
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2 changes: 1 addition & 1 deletion docs/guides/development/implementation-checklist.md
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---
title: Development checklist
title: Development Checklist
excerpt: Get the documentation, sample code, and developer tools — everything you need to build digital promotions faster
categorySlug: development
slug: welcome
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2 changes: 1 addition & 1 deletion docs/guides/development/integration-connectors.md
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---
title: Integration and connectors
title: Integration And Connectors
excerpt:
categorySlug: development
slug: integration-connectors
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2 changes: 1 addition & 1 deletion docs/guides/getting_started/Introduction.md
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---
title: Introduction
excerpt: Welcome to [Voucherify's](https://www.voucherify.io) Developer Hub.
excerpt: Welcome to [Voucherify's](https://www.voucherify.io) developer hub.
categorySlug: getting-started
slug: introduction
type: basic
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2 changes: 1 addition & 1 deletion docs/guides/getting_started/project-setup-guide.md
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---
title: Getting started
title: Getting Started
excerpt: Set up your Voucherify project
categorySlug: getting-started
slug: getting-started
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12 changes: 5 additions & 7 deletions docs/guides/integration_blueprint/Campaign-reporting.md
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---
title: Campaign reporting
excerpt:
title: Campaign Reporting
excerpt: Gain insights into campaigns with reports
categorySlug: integration-blueprint
slug: campaign-reporting
type: basic
hidden: false
order: 12
---

## Campaign reporting

> 📘 **Goals**
>
> * Identify key metrics of promotion effectiveness.
> * Learn Voucherify API and Dashboard reporting capabilities.

**Outcome**:

Connect Voucherify to external BI tools or prepare reports using built-in campaign analytics.
> 👍 **Outcome**:
>
> Connect Voucherify to external BI tools or prepare reports using built-in campaign analytics.
---

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12 changes: 5 additions & 7 deletions docs/guides/integration_blueprint/Data-Model.md
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Expand Up @@ -8,16 +8,14 @@ hidden: false
order: 8
---

## Data model

> 📘 **Goals**
>
> * Learn more about metadata.
> * Choose which attributes and events you would like to share with Voucherify.
**Outcome**:

Data model PoC that is based on your use cases and business model.
> 👍 **Outcome**:
>
> Data model PoC that is based on your use cases and business model.
---

Expand All @@ -41,11 +39,11 @@ For the initial data migration, use asynchronous bulk API import endpoints or up

> 📘 Data synchronization with Voucherify
>
> Voucherify gives you complete control over **how and when to sync data** needed for incentive validation and redemption. You can sync the data before the final stage of the checkout process or send us relevant customer, product, order, and other data right in the validation and redemption requests on the fly.
> Voucherify gives you complete control over **how and when to [synchronize data](doc:data-synchronization)** needed for incentive validation and redemption. You can sync the data before the final stage of the checkout process or send us relevant customer, product, order, and other data right in the validation and redemption requests on the fly.
### Customer story – TIER Mobility

TIER Mobility uses free unlocks and free minutes as incentives. The custom attributes
TIER Mobility uses free unlocks and free minutes as incentives. The custom attributes
(metadata) let TIER attach minutes and unlocks to a given customer for a predefined period of time.

[Discover the full story](https://voucherify.io/ebooks/tier-mobility-case-study "Tier mobility case study")
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10 changes: 4 additions & 6 deletions docs/guides/integration_blueprint/Data-Volume-Estimation.md
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---
title: Data Volume Estimation
excerpt:
excerpt: Estimate data volume used with Voucherify
categorySlug: integration-blueprint
slug: data-volume-estimation
type: basic
hidden: false
order: 15
---

## Data volume estimation

> 📘 **Goals**
>
> * Understand what API endpoints will be used to map your scenarios.
> * Estimate how many customers will be included in promotions and how often their data should be synced with Voucherify.
> * Think of what it takes to migrate promotions from your current system.
**Outcome**:

API usage forecast, including monthly and hourly API calls number and a Voucheify deployment plan.
> 👍 **Outcome**:
>
> API usage forecast, including monthly and hourly API calls number and a Voucheify deployment plan.
---

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10 changes: 4 additions & 6 deletions docs/guides/integration_blueprint/Distributions.md
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---
title: Distributions
excerpt:
excerpt: Distribute incentives through preferred channels
categorySlug: integration-blueprint
slug: distributions
type: basic
hidden: false
order: 11
---

## Distributions

> 📘 **Goals**
>
> * Identify which channels should be used for distribution.
> * Learn how Voucherify publication works.
> * Discover Voucherify integrations for messaging.
**Outcome**:

Connect Voucherify with your preferred communication channels.
> 👍 **Outcome**:
>
> Connect Voucherify with your preferred communication channels.
---

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---
title: Multi-brand management & internationalization
excerpt:
title: Multi-Brand Management And Internationalization
excerpt: Campaign management across many brands and countries
categorySlug: integration-blueprint
slug: brand-management
type: basic
hidden: false
order: 13
---

## Multi-brand management & internationalization

> 📘 **Goals**
>
> * Understand how Voucherify supports multiple brands and locations through projects.
**Outcome**:

Ability to set up separate projects for different locations, currencies, brands, or development phases.
> 👍 **Outcome**:
>
> Ability to set up separate projects for different locations, currencies, brands, or development phases.
---

Voucherify supports **different approaches to campaign management**. You can use multiple projects to map different contexts or a shared project by using categories, labels, promo code prefixes, or custom fields to differentiate campaigns. Learn how projects can be used to isolate business context and its impact on maintenance and reporting:

* Currency & timezone.
* Currency and timezone.
* Users and user roles.
* Email settings & marketing consents.
* Email settings and marketing consents.
* Metadata schema.
* Categories.
* API keys, usage & webhooks.
<!--
> 📘 Voucherify Management API
>
> Voucherify offers a Management API which allows large teams to manage projects via API, for instance, to set up new projects
under a specific configuration fully programmatically. --!>
under a specific configuration fully programmatically. --!>
10 changes: 4 additions & 6 deletions docs/guides/integration_blueprint/Security.md
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---
title: Security
excerpt:
excerpt: Voucherify data security
categorySlug: integration-blueprint
slug: security-1
type: basic
hidden: false
order: 16
---

## Security

> 📘 **Goals**
>
> * Learn how Voucherify guarantees campaign security.
> * Identify PII data to be shared with Voucherify.
> * Analyze your distribution processes in relation to GDPR and Data Privacy laws.
**Outcome**:

Data security assessment of integration.
> 👍 **Outcome**:
>
> Data security assessment of integration.
---

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10 changes: 4 additions & 6 deletions docs/guides/integration_blueprint/Team-management.md
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---
title: Team Management
excerpt:
excerpt: Managing your team in Voucherify
categorySlug: integration-blueprint
slug: team-management
type: basic
hidden: false
order: 13
---

## Team management

> 📘 **Goals**
>
> * Identify how you want to structure teams working with Voucherify.
> * Think of roles and permissions necessary to manage campaigns.
> * Learn more about user management and approval workflows.
**Outcome**:

Invite team members with specific roles and set up approval workflows to keep your campaigns safe.
> 👍 **Outcome**:
>
> Invite team members with specific roles and set up approval workflows to keep your campaigns safe.
---

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8 changes: 4 additions & 4 deletions docs/guides/integration_blueprint/campaign-limits.md
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---
title: Campaign limits
title: Campaign Limits
excerpt:
categorySlug: integration-blueprint
slug: campaign-limits
Expand All @@ -14,9 +14,9 @@ order: 10
> - Learn the built-in validation rules of Voucherify.
> - Discover how to extend your campaigns with custom limits built on top of business-specific restrictions.
**Outcome**:

Ability to build advanced promotion limits to personalize your campaigns and prevent fraud.
> 👍 **Outcome**:
>
> Ability to build advanced promotion limits to personalize your campaigns and prevent fraud.
---

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6 changes: 3 additions & 3 deletions docs/guides/integration_blueprint/integration-overview.md
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---
title: Integration overview
excerpt:
title: Integration Overview
excerpt: What does the integration entail?
categorySlug: integration-blueprint
slug: integration-overview
type: basic
Expand All @@ -14,7 +14,7 @@ Voucherify offers **a business-agnostic API to model any promotion case**. You c

A pivotal factor for evaluating the total cost of integration is to understand how Voucherify can be connected to your e-commerce and marketing infrastructure that runs your business. There are three angles to consider.

![Voucherify as an ecommerce engine](https://files.readme.io/fce4ab0-guides_integration_blueprint_how_voucherify_helps-01.png "Voucherify as an ecommerce engine")
![How Voucherify works with your system and our rules engine](https://files.readme.io/494bc1a-guides_getting_started_welcome_to_voucherify_voucherify_workflow_scheme_01.png "How Voucherify works with your system and our rules engine")

## Ecommerce engine

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---
title: Modeling Voucherify integration
excerpt:
title: Modeling Voucherify Integration
excerpt: Elements in Voucherify integrations
categorySlug: integration-blueprint
slug: modeling-voucherify-integration
type: basic
Expand All @@ -14,7 +14,6 @@ As a developer-first tool, Voucherify exposes several integration paths:

- **REST API** – a rich set of **granular REST APIs** that help you deliver personalized incentives to any channel, device, and commerce solution while keeping your data in secure, highly available environments in a multi-tenant or dedicated cluster near you.


[Check our interactive API Reference](https://docs.voucherify.io/reference/introduction-1 "Voucherify interactive API reference")

- **Webhooks** – allow Voucherify to send instant updates to your app or URL endpoints when specific events occur. Rather than constantly checking endpoints for new data, you can **set up webhooks to receive notifications** about critical campaign-related events.
Expand All @@ -27,8 +26,6 @@ As a developer-first tool, Voucherify exposes several integration paths:

- **CEP integrations** – Voucherify provides ready connectors with Customer Engagement Platforms, such as [Bloomreach Engagement](https://support.voucherify.io/article/613-bloomreach-engagement-integration "Bloomreach Engagement Integration with Voucherify"), [Braze](https://www.voucherify.io/integrations/braze "Omnichannel incentives to grow customer engagement"), [Klaviyo](https://www.voucherify.io/integrations/klaviyo "Maximize customer engagement"), or [MoEngage](https://www.voucherify.io/integrations/moengage "Engage customers with cross-channel promotions").

<!-- Bloomreach Engagement link to be changed to marketingese once they do their duty -->

- **Accelerators** – to accelerate time to value, Voucherify offers pre-built accelerators with** the most popular commerce and marketing tools**, such as [commercetools](https://www.voucherify.io/integrations/commercetools "Next-gen promotions for modern commerce"), [BigCommerce](https://www.voucherify.io/integrations/bigcommerce "Supercharge your online store with personalized promotions"), or [Braze](https://www.voucherify.io/integrations/braze "Omnichannel incentives to grow customer engagement").

[Discover our Technology Partners](https://www.voucherify.io/integrations "Supercharge promotions with powerful Voucherify integrations")
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