CRM Playbook

Voucherify dynamic segments and webhooks work like a CDP/CRM platform. In Voucherify, you can collect and store customer data, use it for running promotions and reporting purposes.

Syncing your customer base with Voucherify can lead to multiple benefits:

  • Set up customer segments based on custom attributes.
  • Trigger rewards and discounts in response to actions your users perform.
  • Define which customers are eligible for a particular discount based on their attributes.
  • Send emails/SMS/push notifications with personalized promotions.
  • Track redemption history to better understand customer behavior.
  • Access 360 customer profiles with all customer-level information on their shopping activity, available promotions, redeemed, or expired promotions.
  • Run 1:1 personalized promotions.

Quick access to customer data

With Voucherify Dashboard, you can get to know your audience at a glance. You can also visit individual customer profiles to see all events connected with the selected customer. This gives you access to both holistic and granular customer data analysis. 

Storing customer data

By default, you can store the following customer data in Voucherify:

  • Name
  • Phone
  • Email
  • Created date
  • Postal code
  • City
  • Country
  • Description
  • Purchase history
  • Referred customers
  • Redemptions
  • Marketing interactions
  • In-store activity
  • System attributes (source ID, source metadata, source)

Complete customer profile

Customizing customer data

Besides built-in customer attributes, you can extend Voucherify objects with custom attributes, called  metadata. Custom attributes are not built-in by default, but you need them to customize promo campaigns. You can quickly add them to customer profiles and use them as built-in fields for customer segment filters, validation rules, and reporting purposes.

Customer with metadata attributes

Read more on how to use metadata to customize your campaigns.

Exporting customer data

If you need to, you can quickly export all customer data from the Voucherify dashboard to analyze in your database or external analytics and CRM tools. Here are the attributes that you can export:

Name Customer ID Email address
Source ID Created at Description
City Address Postal code
Country Total redemptions Total failed redemptions
Total successful redemptions Total redemptions rollback failed/successful Total order amount
Total order count Average order Last order amount
Total successful redemptions Total redemptions rollback failed/successful Total order amount
Last order date Loyalty points Referred customers
Updated Total redemptions rollback failed/successful Total order amount
Total order count Average order

Exporting customer data

In-depth insights into customer behavior

Voucherify lets you store and act on collected customer data. The most common customer data operation is creating customer groups that can be later on used to build promotion limits or trigger automatic incentive delivery. Read on to learn more details. 

Building customer segments

Voucherify lets you create customer groups that meet predefined conditions. In Voucherify, we call these customer groups segments.

Customer segments are the key feature of Voucherify because they allow you to define target-specific campaigns and achieve better marketing personalization.

There are two types of segments in Voucherify:

  • Static – always contains the same number of customers.
  • Auto-update – customers dynamically join or leave if they match a given filter (e.g., if you update a customer's property and match the filter, the customer will automatically join the segment).

You can create customer segments based on the data you sync with Voucherify. Thanks to the custom metadata feature, you can segment customers based on literally any data you wish.

Read more on how to create customer segments. Read more on how to create segmentation based on custom metadata.

You can use the following criteria to segment customers:

is is not has any value
starts with ends with contains
is unknown is less then is more than
is exactly before after

Here are some examples of custom metadata you could use for your customer segmentation:

  • Customers working for the health sector.
  • Customer company size.
  • Customer number of children.

Creating promotion rules based on segments

Validation rules define your desired incentive redemption circumstances. With our flexible rules builder, you can build any promotion limit based on segment, order type, size, value, and more. For instance, you can decide that only customers from Berlin and with at least three orders can use the discount.

With customer attributes and segmentation possibilities, you can build validation rules as follows:

  • New customers only – a predefined segment for customers who just signed up.
  • Creation date – target customers who signed up 30 days ago.
  • Geo-location – offer deals to different countries, cities, and even zip codes.
  • Only employees – use email filters (@example.com) to give promos only to your colleagues.
  • The last purchased order more than 30 days ago.
  • The total amount of customer orders less than $500.
  • The email ends with .UK and the source is MailChimp.
  • The country is Poland, and the total amount of customer orders is more than $100.
  • Gender is not female.
  • The customer's order contains MacBookAir.

Please look at this guide to see other examples or visit our cookbook to see some ready-made examples of campaigns.

Custom events

If you want to segment customers around the recency and frequency of a given behavior, you can use custom events. These are objects best suited for tracking high-value customer interactions with your application. Logging a custom event can trigger any number of distributions.

With the event metadata, Voucherify allows you to set properties on custom events. These properties can qualify trigger conditions further, increase personalization in messaging, and generate more sophisticated analytics through the raw data export.

Here are some examples of custom events you can set:

  • The customer wrote a review of your product on your website.
  • The customer liked a picture on your social media platform.
  • The customer rated your product on your website.
  • The customer watched a youtube video on your channel.
Check how to create a custom event with Voucherify API. Read more on how to create campaigns based on custom events. 

Control over the customer lifecycle

Adding customers

These are the ways you can add customer profiles to Voucherify:

  • API
  • Webhooks
  • The import with a CSV file
  • You can integrate your CRM platform with Voucherify.

If you want to keep your customers database in sync with Voucherify, you should create a customer every time a new user signs up in your shop. Therefore API and webhooks are a better long-term solution to keeping your customer database up-to-date.

Managing customers

Voucherify enables you to update and edit your customers' database constantly. You can do it manually through the dashboard or use dedicated API endpoints.

Customer API endpoints:

  • Create Customer
  • Get Customer
  • Update Customer
  • Delete Customer
  • List Customers
  • Delete Customer Permanently
  • Update Customer’s Metadata in bulk
  • Update Customers in bulk
  • Update Customers’ consents
  • Update Customers’ consents (client)
  • List Customers Activities
Learn more about Voucherify API and its customer-related functionalities here.

Automated communication workflows

Voucherify lets you deliver relevant messages to your customers based on who they are and how they interact with your business. You can trigger multiple messaging automation flows. Here are all possible messaging triggers related to customer activity:

  • Customer entered segment
  • Customer left segment
  • Order updated
  • Reward redemption
  • Order paid
  • Order created
  • Order canceled
  • Gift credits and loyalty points added
  • Voucher redemption
  • Manual message 
  • Successfully published
  • Voucher redemption rollback

Voucherify offers multi-channel delivery and cross-channel promotional experiences for your end-customers. The variety of communication options lets you easily adjust the messaging channels to your audience's preferences. Here are the available distribution channels:

Visit this article to learn more about automatic distribution in Voucherify.

Voucherify CRM integrations

If you have an existing CEP, CDP, or CRM platform, you can also choose to store all your customer data there and use it to create campaigns in Voucherify. Voucherify provides out-of-the-box integrations with:

You can also integrate Voucherify with any other CEP, CDP, or CRM provider yourself, thanks to our flexible API.

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