- Upload your customers’ data into Voucherify via a CSV file.
- Map customer attributes.
- Create a customer segment for all customers who joined you in October.
- Launch a discount campaign for 20% off.
- Launch automatic email distribution to the specific customer segment.
In order to upload your customer data into Voucherify, you will need a CSV file or API Integration with your CRM platform. If you only want to test the platform, you can also upload several of your customers manually (not recommended for high-volume imports).
Your CSV file should look like this:
First, go to the Customers tab and upload your customers’ data via a CSV file.
After uploading the file, map the fields in your CSV to predefined or custom fields in Voucherify so that the name in your CSV file corresponds with the customer’s name in Voucherify.
Build a segment
Now, that your customers are in Voucherify, you can create a new customer segment. Voucherify lets you define “New Customers” in a number of ways – based on the profile creation date, total count of customer orders, or customer metadata.
If you are not interested in uploading your customer data to Voucherify, you can pass customer information as metadata or operate on source ID property which is an obligatory attribute. Source ID is a parameter that you use in your system to identify customers. It can be email, phone number, or other attributes of your choice.
In this guide, the segmentation is based on the created_date property. The segment is for customers who joined the company in October. Set proper time conditions – all customers who joined your brand between September 30th and November 1st are going to be automatically assigned to this customer segment.
Name your segment and choose the auto-update segment as your type. If it's already November, you can also create a static segment with a fixed number of customers as no one new will be able to join the October segment. Define conditions and hit Save.
Create a campaign
It’s time to create discount codes that you can send to the customers who joined you in October.
Go to the Campaigns tab, hit plus to create a Discount coupons campaign.
You can also create campaigns via API. It is recommended if you need to create multiple campaigns at once.
First, provide the name of your campaign, define how many vouchers you'd like to generate, and optionally define the code pattern.
Make sure to check the Auto-Update box to make sure that if you run out of the original pool of codes, new vouchers will be automatically generated.
Proceed to define time limits. Go here to learn more.
Then, create a percentage discount for 20% off. Here, you can also set the maximum amount of a discount to secure your promo budget. We set up that the discounted amount cannot exceed 500$.
In the next step, set validation rules on the coupon redemption:
- redeemable only for customers who joined the company in October,
- redeemable once per customer (to prevent coupon fraud).
Send codes to customers
Now, you're ready to deliver welcome 20% off vouchers to customers.
Go to the Distributions tab and start a new distribution with a plus. Choose a manual or automatic distribution. Manual distribution is a one-time action, whereas the automatic distribution runs indefinitely as long as specific events trigger the message delivery.
Choose automatic distribution so that new customers from October receive the codes. However, if October finished, you could go with a manual message as no new customers will be added to this segment.
To make use of automatic distribution you need to either update your customer base regularly or sync Voucherify with your CRM so that Voucherify will be automatically notified about new customers and other events. The integration is smooth and easy.
Later, select the Distribution purpose (Sending unique codes from our "Welcome Coupon" Campaign); next, choose your audience. The messages will be triggered by a customer entering the "October" customer segment.
You also need to choose marketing permissions required for sending emails. Go here to learn more about Voucherify in terms of private data security and GDPR-compliance.
Next, title your message and finally choose the messaging channel you'd like to use. Voucherify supports omnichannel coupon delivery which means that you can use many channels at once to reach your customers.
Go here to learn more about:
As you are only starting out with the platform, choose email.
Then design your message.
- Use the Preview Option to make sure that the email is going to look the way you want it to.
- Use variables to include codes, customer name, and other unique customer attributes in your message to make it feel more personal.
- Try adding an image or play with colors to make sure that your email stands out.
- Optionally create email reminders to notify your customers about unredeemed vouchers.
When you're ready, confirm the distribution. Now, the customers who join the "October" customer segment will be automatically sent a 20% off welcome coupon!