Simple Geo-located Coupon Campaign

In this tutorial, we are going to create discount codes for Irish customers. Geo-located marketing can be used to promote your brand with local events and contests. By creating engaging local campaigns, your target will have more opportunities to interact with your coupons online or offline.

1
Upload customers to Voucherify.
2
Create a customer segment based on the country.
3
Create a coupon code for $20 off. 
4
Add segment-based validation rules.
5
Launch manual distribution for customers from Ireland.

Geo campaign diagram

Voucherify lets you segment customers on the basis of multiple attributes, both predefined and custom.

1

Upload customer data and create a customer segment

To create a segment, go to the Customers tab and select the proper criteria for your segment. Before segmenting customers, make sure to either upload their data into Voucherify or integrate with your CRM.


Creating a customer segment

First, name your segment, then choose between static and auto-update segment.

With the auto-update segment, new customers will be automatically added to customer segments if they meet the segment's criteria. In contrast, the static segment remains the same and contains the customers selected from a list during its creation.

Then select the criteria of the segment – Country is Ireland.

You can base your geolocation campaigns on other prebuilt attributes (postal code and city) and custom parameters (area) with metadata.

Save the segment and create a campaign.

2

Run a coupon campaign

Go to the Campaigns tab and hit plus (+) to build a new campaign. Create Discount coupons and bulk codes campaign.


Launching bulk codes campaign

Start by providing general details on your campaign:

  • Campaign name.
  • Vouchers count and redemption limits.
  • Code pattern.
  • Auto-update mode (enable/disable).

Program details

We highly advise checking the Auto-Update option to that Voucherify automatically extends your campaign with new vouchers if you run out of the original pool of codes

Next, define the time limits of your campaign.

Then, define the type and value of your discount. You can choose between four incentive types:

  • Amount discount (e.g., 10$ off).
  • Percentage discount (e.g., 5% off). 
  • Unit type (e.g., a free t-shirt). 
  • Free shipping. 

Discount types

3

Add validation rules

Define validation rules that will limit the availability of the codes to selected customers. 


validation rules

Validation rules are an effective method to modify your campaigns.

Hit Save to confirm your validation rules after naming them. The last step is to add metadata to your campaign (optional). 

4

Send codes to customers

Let's proceed with manual code distribution to Irish clients. To create a distribution, go to the Distributions tab and hit plus (+).

In Voucherify, the code distribution is understood as assigning a code to a given customer profile. It can be done via a Distribution mechanism or API.

Choose the distribution trigger – customers entering the segment. 

Customer enters segmen

Next, state what's the purpose of your messages. The goal is to send unique codes from the campaign that you've created in the previous step.

purpose

You can choose the audience of your message manually or use the segment from the campaign. 

audience

We also advise you to segment your audience based on marketing permissions to avoid spam reports and privacy violations. You can create permissions and consents in the Project Settings.

In the next step, title your message, choose your channel, and design the message. 

You can choose between the default template and a configurable flyer with more customization options, such as colors, CTAs, social media buttons, and more.

Here's an example of an email message you can create:

Example of an email message for Irish geo-located campaign

Confirm the distribution.

Note that you can use multiple other code distribution channels, such as SMS, push notifications, live chat, and 3rd party integrations.

You've just launched a customer segment-specific coupon based on a predefined location.