Promotion based on membership level [metadata]

In some cases, you may want to differentiate between your customers according to custom criteria that are unique to your business and not supported by default in Voucherify. That's why we've opened our platform for customization and you may add unique attributes to different Voucherify objects using metadata 🤓

What are we going to do? 🤔

  • Add new metadata attributes to customers [membership_level] with three possible values: beginner, standard, and premium.
  • Create three new customer segments based on three membership levels. 
  • Launch a multi-tier promotion based on cart structure (min. order value $200) and membership levels: $5 off for beginners, $10 off for standard users and $20 off for premium customers.

Premium Member Discount

Add membership level metadata to customers 🧑🏽🧑🏻 

To add metadata to customers, go to Project Settings (1)→ Metadata Schema (2) → Customer (3).

Adding metadata

Select pencil tool on the right to edit metadata schema ✏️

First, name your property (or attribute); in our case, it's membership_level. Select text as its type. 

💡 If you don't check the optional box, all customers will need to have this property filled out. It means that each new customer will have a mandatory attribute with their membership level. 

Next, hit Add Restriction to create three different versions of this attribute: beginner, standard, and premium

Adding different membership levels as metadata

Hit Add property definition to confirm new customer metadata and click save ✅

Now, we can use it as a criterion to create proper customer segments to target specific parts of our audience with custom promotions 🔖

In order for your customers to possess this attribute in Voucherify, you need to add it manually to customers or import a CSV file with proper fields. Go here to learn more 💡

Create new customer segments based on membership level metadata 🤓

Go to the Customers tab and begin the segment creation by naming it. 

💡 You can choose between static and auto-update segment. The static segment never updates when new customers meet the segment criteria; whereas the auto-update segment is going to include more and more customers who are eligible to enter the segment.

Creating new customer segment

Next, define segment criteria - membership_level metadata has to be a beginner. Click Add to confirm the criteria selection. 

In the 3rd step, you can see how many customers already meet the segment criteria.

Hit Save at the bottom of the page to confirm the segment creation ✅

Repeat this step for the remaining two membership levels ⬇️

Standard Members

Premium Membership level

Now, let's go to the last stage of this tutorial - creating a multi-tiered promotion based on customer segments and minimum order volume 🤩

Launch a promotion 🛒

Go to the Campaigns tab → Create a campaign (plus) → Promotion. 

Begin with naming your campaign and establishing the timeframe of your campaign. If you skip this step, your campaign is going to run non-stop and would have to be terminated manually ✋

Go here to find some inspiration for naming your campaign.

Promotion Creators - name and timeframe

In the 2nd step, you can create multiple tiers and rules that govern your promotion. 

First, name the tier and design the banner (message) that customers are going to see if they are eligible for a discount. 

Here, you also state the type and value of a discount 💰

Promotion tiers

Next, define promotion rules to create desired discount circumstances. If you do not establish any promotion rules, all customers are going to receive a discount 😮

We intend to create three different promotion tiers with three different sets of names, banners, and promotion rules.

Here are the rules for the Beginner Members ⬇️

  • The customer segment is Beginner Member.
  • The total order amount is more than $199.99.

Beginner Member validation rules

To create a second-tier, click add a new tier ➕

Adding New Tier

Here are the details of the second tier ⬇️

Second tier details

Second tier promotion rules

The details of the third tier ⬇️

Third tier details

Third tier promotion rules

In the third step, you can add optional metadata to the campaign to improve tracking 🔎

In the last step, you will see the summary view of the promotion that you've just created. At this stage, you can easily come back to previous steps and modify them as later on modification possibilities will be greatly reduced. 

Campaign summary

Well done 🥳 You've just created a promotion based on complex membership levels and order volume. 

Visit our blog to learn more about discount marketing ✍️

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