Manage categories

Learn how to create and manage categories

This page describes changes to how you manage Stacking rules and Categories in Voucherify.

The behavior of stacking rules doesn’t change. You don’t need to update your configuration. Stacking incentives work the same as before.

There is a Stacking rules section in the Campaign hub. In this section, you can:

• view and manage campaign categories

• assign campaigns to categories

• set Stacking settings

  

Also, some stacking rule settings have new names.

Stacking rules: name change list

Current setting name	New setting name
Discounts’ application rules	Application and sorting
Application rule - Partial - inapplicable (not met criteria) discounts are omitted - All provided promotions must be in a valid state	Redemption stack validation policy - Partial - All
Sorting rule - Promotions applied in an order given in request - Promotions’ calculation order defined by category hierarchy	Incentive application order - Requested order - Hierarchy priority
Sorting rule for grouped redeemables - Apply Joint categories last - Apply Sorting rule to combined Joint and Exclusive categories	Always stackable/Never stackable category application order - Apply Always stackable categories last - Apply Sorting rule to combined Always stackable and Never stackable categories
Products application rule - Always stack - allow multiple discounts to a product - Apply only once - prevent multiple discounts to the same product	Product stack policy - Multiple application - Single application
Rollback Order Mode - With order - The discounts will be reverted and order will be canceled - Without order - The discounts and status will be kept	Redemption rollback policy - Revert - Keep
No Effect Rule - Redeem anyway - even where there is no effect applied - Skip - redeem only when there is an effect applied	No effect - Force redemption - Prevent redemption
Limit Settings for Stackable Discounts API	Global limits
Maximum count of redeemables in API request	Maximum number of incentives in a request
Maximum count of valid promotions to apply in a request	Maximum number of valid incentives to apply in a request
Maximum count of valid promotions per category to apply in a request	Maximum number of valid incentives per category to apply in a request
Maximum count of valid exclusive promotions to apply in a request	Maximum number of valid Never stackable incentives to apply in a request
Maximum count of valid exclusive promotions per category to apply in a request	Maximum number of valid Never stackable incentives per category to apply in a request
Campaigns Stacking Eligibility - Never Stackable (Exclusive) - Always Stackable (Joint)	Stacking eligibility (in the Category editor) - Common - Never stackable - Always stackable
Discount Calculations by Category - Based on Initial Amount - Based on Discounted Amount	Discount calculation mode - Based on discounted amount - Based on initial amount

Required permissions

Users with the User role can view Stacking rules and Categories, edit category name and hierarchy, as well as assign campaigns to categories.

However, only Admins and custom roles with Access Project settings and Modify base Project Details can modify stacking settings in Categories and Stacking settings.

Categories help you organize campaigns in the Stacking rules view. This way, you can mix and match your incentives, like discount coupons, cart promotions, and others, and set up rules to limit conflicting behavior.

You can create categories, assign campaigns to them, and configure how campaigns behave when incentive stacking applies in validation and redemption.

Stacking rules and categories

Some of the settings in categories are affected by stacking settings.

Read Stacking rules to learn more about particular settings.

Create a category

You can create a category from the Stacking rules view by clicking Create category.

1. Enter category name

   In Name category, enter a name for the category.

2. Set hierarchy

   In Hierarchy, enter a number.

   The hierarchy number helps define category priority when campaigns are applied together. A lower number means higher priority. For example, a category with hierarchy 1 is treated as more important than a category with hierarchy 2.

   The hierarchy number is displayed next to the category name in the Stacking rules view.

   Categories are applied according to hierarchy only if Hierarchy priority is selected in Incentive application order in Stacking settings.

3. Configure stacking eligibility

   Stacking eligibility defines how campaigns assigned to this category behave when they are validated together in the same redemption.

   This setting controls how campaigns from this category interact with campaigns from other categories.

   Choose one option:

   • Common: Campaigns follow the application order. They:

     • Stack with other Common campaigns.
     • Stack with Always stackable campaigns.
     • Do not stack with Never stackable campaigns.

   • Never stackable: Campaigns in this category block Common campaigns in the same redemption stack. They:

     • Do not stack with Common campaigns.
     • Stack with Always stackable campaigns.
     • Stack with other Never stackable campaigns.

     This option is typically used for exclusive campaigns.

   Never stackable campaigns can be applied together only if the global limits in stacking settings allow it.

   • Always stackable: Campaigns in this category always join the redemption stack if they are valid. They:
     • Stack with Common campaigns.
     • Stack with Never stackable campaigns.
     • Stack with other Always stackable campaigns.
4. Configure no effect behavior

   In No effect, choose how the system handles a campaign that has no calculated effect:

   • Default: Uses the global No effect setting.
   • Prevent redemption: The campaign is redeemed only if an effect was calculated.
   • Force redemption: The campaign is redeemed even if it has no effect.
5. Configure discount calculations

   In Discount calculations, choose how discounts are calculated:

   • Default: Uses the global discount calculation setting.

   • Initial: Calculates the discount from the original order value.

   • Discounted: Calculates the discount from the current order value after previous discounts are applied.

6. Set stacking limit

   In Stacking limit, enter the maximum number of campaigns from this category that can be applied in one redemption.

   The maximum value is controlled by the global setting Maximum number of valid incentives to apply in a request defined in Stacking settings.

   The stacking limit can be set to the same number as the global setting or to any lower number. It cannot exceed the global setting.

   The global maximum value is 30.

7. Summary

   Check if the data is correct and Save to add the new category.

The new category is added to the Stacking rules view.

When creating a campaign, you can also create a category in the first step of campaign configuration. This is helpful when you need to quickly add a new category for a specific campaign.

However, you can provide there only its name and hierarchy.

Assign campaigns to a category

Campaigns are shown in columns, including No category and category columns.

To assign a campaign:

1. Locate the campaign in the list.
2. Drag it into another category column.
3. Drop it to confirm the assignment.

The campaign is now assigned to the selected category.

Edit or delete a category

Each category has a three-dot menu next to its name.

Use this menu to manage the category:

• Edit: Update the category settings.

• Delete: Remove the category.

Compatibility guide

Open Compatibility guide in the Stacking rules view to check how categories interact.

The guide lists category pairs and shows if and how they stack together.

Use this view when you want to confirm how categories combine before assigning campaigns.