Re-engagement coupons with automatic reminders
- Create a dedicated customer segment for dormant customers based on the last purchased order criterion.
- Design a coupon campaign.
- Launch automatic distribution with automated coupon reminders.
Create a new segment
Go to the Customers tab and start the creation of a new segment by naming it and choosing proper criteria.
Base the segment on the last purchased order. For the purpose of this tutorial, we've decided that a customer has to make the last purchase 180 days before being classified as inactive, but your business can have a different definition for what inactivity stands for.
After selecting the proper criterion, hit save to confirm the segment.
Generate coupon codes
To create a campaign, go to Campaigns tab → Create a Campaign (plus) → Bulk Codes Campaign.
Let's offer our customers a $30 discount on all products from our store for orders above $150, redeemable once per customer.
Keep in mind that you can change the currency per project in your Project Settings.
Provide some details of your campaign: name, voucher number, code pattern, timeframe, and more.
Checking the Auto-Update box means that Voucherify will automatically add new vouchers to your campaign if you run out of the original pool of vouchers.
Next, establish the optional timeframe of your campaign; if you do not select the end date of your campaign it would run forever and would have to be stopped manually.
We are going to launch a campaign for the whole month of November. In addition, we intend to make vouchers active for 30 days after publishing, so even if a customer is sent a discount at the end of a campaign, he/she still gets a month to redeem it.
Proceed to define the type (percentage, amount, unit) and value of the discount.
Next, define validation rules that are going to limit the discount eligibility to chosen criteria. The rules that we've chosen for this campaign are as follow:
- the coupon is valid only for customers from the Dormant customer segment,
- the coupon is valid only for orders above $149.99,
- the coupon is redeemable only once per customer to prevent fraud attempts.
In the 5th step, add optional metadata for improved tracking and reporting.
Save your campaign and move on to distribution.
Launch automatic distribution
To start a new distribution, go to the Distributions tab → Create Distribution (plus).
Choose Auto Message as want to send messages to customers who entered the Dormant customers segment automatically.
Next, select the purpose of the distribution and choose the campaign that you'd like to distribute.
In the 3rd step, define the trigger for the message send-out. You can choose between 7 different events. For our tutorial, we are going to use the Customer entered segment event as a trigger.
You should also segment your audience according to marketing permissions to avoid false spam reports and privacy violations.
In the 4th step title your message – make it catchy and direct; you can also use emojis to make it stand out more.
In the 5th step, choose your preferred messaging channel. For us, it's email, but notice that you can choose between different options including the most popular communication providers, like MailChimp.
Your email is going to be sent from Voucherify by default, but you can also use your own custom domain.
Proceed to design your message. You can choose between a default template and a configurable flyer that offers more customization possibilities, such as social links, colors, CTAs, and more.
Here is an example of an email that you can create:
You will find reminders at the bottom of the email creator.
You can create a number of reminders and state after how many days should the message be sent, for us it's 7, 14, and 21 as we want to remind our customers about their unredeemed coupons 3 times.
You can design each reminder message separately, but you also can reuse the design of the first reminder and repeat it for the remaining two.
Here's an example of a reminder that you can create:
Repeat this step for the remaining two reminders and confirm the distribution by clicking SET LIVE.
You've just created a re-engagement campaign with automatic reminders.