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PrerequisitesTo maintain campaigns, you need:
  • An active Voucherify project with at least one campaign
  • Dashboard access with campaign management permissions
Use the campaign dashboard to manage your campaigns after launch. This guide applies to all campaign types: discount coupons, cart promotions, gift cards, loyalty programs, and referral programs.

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Access the campaign dashboard

Go to Campaign hub > Campaigns and select a campaign name to open its dashboard. From the dashboard, you can:
  • View real-time performance metrics
  • Manage incentives (discount coupons, loyalty cards, referral codes, gift cards, promotion tiers)
  • Edit campaign settings
  • Set up distributions (for loyalty and referral campaigns)
  • Export campaign codes
Managing individual codes refers to enabling, disabling, deleting, and exporting them. While loyalty cards are not always labeled as “codes” in the UI, they are managed in a similar way from the dashboard.

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Edit an active campaign

You can modify certain campaign settings after launch without affecting issued codes. Go to Campaign hub > Campaigns and select the campaign. Click the edit button in the upper right corner to open the campaign builder.

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What you can change

You can change the following campaign settings. They may affect codes differently.

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What you can’t change

You can’t change the following settings once the campaign has been created:
  • Campaign name.
  • Code generation settings; However, when you add vouchers to a campaign, you can define new code settings.
  • Discount type in Discount campaigns.
  • Conversion event, reward eligibility (referrer, referee), referee reward in Referral campaigns.
  • Initial amount of gift cards in Gift card campaigns.

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Enable or disable a campaign

Depending on your needs, campaigns can be disabled, moved to bin, or removed permanently.

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Disable a campaign

A disabled campaign prevents all redemptions and reward triggering. Vouchers, gift cards, referral rewards, and loyalty rewards from a disabled campaign cannot be redeemed. However, you still can assign (publish) codes from a disabled campaign to customers. Disabling a campaign does not remove already issued vouchers, gift card balances, loyalty points, or referral relationships.
1

Open the campaign

Go to Campaign hub > Campaigns and select the campaign name.
2

Disable the campaign

Select Disable to stop redemptions.
The campaign is now disabled.

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Re-enable a campaign

Enable your campaign again as follows.
1

Open the disabled campaign

Go to Campaign hub > Campaigns and select the disabled campaign.
2

Enable the campaign

Select Enable to allow redemptions again.
The campaign is now enabled again and restored to full functionality. All previously issued codes become redeemable again, subject to their individual validity settings.

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What happens when you disable a campaign

Disabled campaigns stop working. Voucherify does not return disabled campaigns, their codes, or promotion tiers during qualification (eligibility checks).

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Clone a campaign

Clone an existing campaign to create a new one with similar settings. Cloning copies the whole configuration except for campaign name. Go to Campaign hub > Campaigns and select the campaign you want to clone.
1

Clone

Select Clone from the action menu.
2

Customize

Modify the cloned campaign settings as needed.
3

Save

Once you’ve modified all settings, Save the campaign.
The cloned campaign is added to the campaign list.
Referral programs cannot be cloned.

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Transfer campaign between projects

Prerequisites: Required permissions
  • Transfer permission in the source project
  • Create Campaign permission in the destination project
You can transfer campaigns and tiers between projects within the same cluster to reuse existing configurations. Transfer creates a copy of the selected campaign or tier configuration in the target project. During the process, you can reuse existing resources or map them to resources available in the destination project. To transfer a campaign, open the campaign details view, click the three-dot menu, and click Transfer.

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Delete a campaign

Go to Campaign hub > Campaigns and select the campaign name.
1

Delete

Select the delete icon, or select the three-dot menu (⋮) > Delete from the campaign list.
2

Select deletion method

Select a deletion method:
  • Move to bin: Prevents reusing the same campaign name and codes in this project. You can permanently delete items from the bin later.
  • Delete permanently: Allows you to reuse the campaign name and codes in future campaigns.
Permanent deletion cannot be undone. Select this option only if you want to reuse the same campaign name or codes.
For more information about managing deleted items, see Bin.

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Export campaign data

Export campaign data as CSV for external analysis or reporting.
Exporting large amounts of data can take some time.

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Export vouchers or codes to CSV

1

Open the campaign dashboard

Go to the campaign dashboard of a code campaign.
2

Access the menu

Click the three-dot menu (⋮) in the upper-right corner.
3

Export

Select Export and select your export fields. You can also select metadata.Confirm with Export.
Your export is scheduled. You’ll receive a notification when it’s finished.

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Export transactions

Go to the campaign dashboard of a gift card or loyalty program.
1

Open transactions

Open the Transactions tab.
2

Export

Select Export and select your export fields.Confirm with Export.
Your export is scheduled. You’ll receive a notification when it’s finished.

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Export points expiration

Go to the campaign dashboard of a loyalty program.
1

Open points expiration

Open the Points Expiration tab.
2

Export

Select Export and select your export fields.Confirm with Export.
Your export is scheduled. You’ll receive a notification when it’s finished.

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Organize with categories

Use categories to group and filter vouchers quickly:
  • Create categories when creating a campaign or in the voucher detail view.
  • Manage all categories in Campaigns > Stacking rules.
  • Categories have a hierarchy number. Lower numbers indicate higher importance.
  • Use categories to manage how different incentives are stacked with Stacking rules
For more information, see Manage categories. Explore the following features for deeper understanding of campaign maintenance.
Track performance metrics and integrate with BI tools.For more details, see Campaign reporting.
Set validation rules and budget caps to protect your margins.Read Create validation rules to learn how to set the rules.Read Validation rules for a detailed description of all validation rules and other settings.
Review deleted campaigns to permanently delete them.For more details, see Bin management.
Save and reuse campaign configurations.For more details, see Campaign templates.
Use these endpoints to manage campaigns programmatically:For full API reference, see Campaigns API.
Set up webhooks to receive notifications when campaign events occur:For webhook setup instructions and more campaign-related events, see Project settings webhooks.
Last modified on May 13, 2026