Campaign tracking

documentation/docs.json

@@ -71,7 +71,8 @@
               "guides/sdks",
               "guides/security",
               "guides/limits",
-              "guides/fraud-prevention-mechanisms"
+              "guides/fraud-prevention-mechanisms",
+              "guides/campaign-tracking"
             ]
           },
           {

documentation/guides/campaign-tracking.mdx

@@ -0,0 +1,133 @@
+---
+title: "Campaign tracking"
+description: "Track campaign performance, customer activity, and incentive usage across Voucherify campaigns"
+keywords: ['campaign tracking', 'analytics', 'loyalty tracking', 'referral tracking', 'campaign calendar']
+---
+
+Use Voucherify dashboards and analytics to track campaign performance, customer activity, and incentive usage across all campaign types.
+
+## Track campaign performance
+
+### Discount coupons
+
+The campaign dashboard shows:
+
+- **Redemption metrics**: total redemptions, successful vs. failed attempts  
+- **Activity log**: recent campaign events in chronological order  
+- **Analytics**: charts showing validations, redemptions, and rollbacks over time  
+
+Use the **Activity** tab to filter events by category and time.
+
+Additional tabs provide detailed insights:
+
+| Tab | Description |
+|---|---|
+| Vouchers | Manage all vouchers in the campaign. |
+| Rules | View and manage validation rules for the campaign. |
+| Redemptions | Track all redemption events with status and details. |
+| Publications | Track voucher publication history and delivery status. |
+| Distributions | Monitor campaign distributions and message delivery. |
+| Metadata | View custom attributes attached to the campaign. |
+| Activity | Track campaign events in chronological order. |
+| Analytics | Analyze campaign performance with detailed charts. |
+
+### Gift cards
+
+The campaign dashboard shows:
+
+- **Balance metrics**: total issued value, redeemed amount, and remaining balance  
+- **Transaction history**: all balance changes across gift cards  
+- **Analytics**: charts showing balance changes and redemption patterns  
+
+Use the **Transactions** tab to view individual gift card transactions. You can export transaction data for external analysis.
+
+Additional tabs provide detailed insights:
+
+| Tab | Description |
+|---|---|
+| Vouchers | Manage all gift card codes and view their details. |
+| Rules | View and manage validation rules for the campaign. |
+| Redemptions | Track all redemption events with status and details. |
+| Publications | Track gift card publication history and delivery status. |
+| Distributions | Monitor campaign distributions and message delivery. |
+| Metadata | View custom attributes attached to the campaign. |
+| Activity | Track campaign events in chronological order. |
+| Transactions | Track all balance changes, including top-ups and redemptions. |
+| Analytics | Analyze campaign performance with detailed charts. |
+
+### Loyalty programs
+
+The campaign dashboard shows:
+
+- **Points metrics**: total points earned, redeemed, and expired  
+- **Conversion rate**: points redeemed vs. points earned over time  
+- **Active distributions**: messages sent to customers  
+- **Recent activity**: program changes and customer actions  
+
+Additional tabs provide detailed insights:
+
+| Tab | Description |
+|---|---|
+| Loyalty cards | Manage all loyalty cards and view balances and details. |
+| Tiers | View the setup of your program levels. |
+| Earning rules | View and manage earning rules. |
+| Rewards catalog | View available rewards and their point costs. |
+| Participants | View all customers with assigned loyalty cards. |
+| Reward redemptions | Track points-for-rewards exchanges. |
+| Points expiration | View points expiration forecast. |
+| Pending points | Manage points that are not yet redeemable. |
+| Analytics | Analyze campaign performance with detailed charts. |
+| Distributions | Monitor loyalty message delivery. |
+| Activity | Track loyalty events in chronological order. |
+| Transactions | Track all point balance changes. |
+
+### Referral programs
+
+The campaign dashboard shows:
+
+- **Available codes**: number of referral codes ready for distribution  
+- **Program participants**: customers who joined and received codes  
+- **Referees**: total customers invited through the program  
+- **Top referrers**: your most successful advocates  
+- **Rewards assigned**: total referral rewards distributed  
+
+Additional tabs provide detailed insights:
+
+| Tab | Description |
+|---|---|
+| Referral codes | Manage all referral codes and view their details. |
+| Rewards | View the referral program workflow and reward tiers. |
+| Validation rules | View and manage referral validation rules. |
+| Redemption history | Track all redemption events with status and details. |
+| Referrers | View all program participants and their codes. |
+| Referees | View invited customers and their activity. |
+| Reward redemptions | Track referral reward redemptions by status. |
+| Rules | View validation and eligibility rules. |
+
+## Track customer activity
+
+Track individual customer activity across your campaigns.
+
+1. Go to the customer profile by selecting a customer name from any campaign view.  
+2. Open the **Activity** tab.  
+3. Use filters to select a specific campaign or view activities from all campaigns.  
+4. Optionally, filter by time range.  
+
+## View loyalty points expiration
+
+For loyalty programs, view upcoming point expirations in:
+
+- **Customer profile** > **Wallet** > **Loyalty Cards**  
+- **Customer profile** > **Details** > **Upcoming loyalty points expiration**  
+
+## Use the campaign calendar
+
+View all your campaigns and their timeframes in the **Campaign Calendar**.
+
+Go to **Marketer Hub** > **Campaign Calendar** to see:
+
+- active and scheduled campaigns  
+- campaign start and end dates  
+- campaign details when you select a campaign bar  
+
+The Campaign Calendar shows campaigns after you save them or save them as drafts.