Twilio

Twilio integration enables you to send personalized SMS with coupons straight from the Voucherify dashboard. You can schedule segment- or event-based SMS send outs to engage your customers in the right place and time.

Integration setup
Coupon distribution with Twilio

Before you start

This guide assumes you have already familiarized yourself with the Distribution basics.

Integration

The integration doesn’t require any line of code and comes down to 3 simple steps:

Open Integrations tab in Voucherify dashboard and choose Twilio.
Provide the required credentials from your Twilio account (Account SID, Auth Token and Sender phone number).
Confirm with CONNECT.

Voucherify Integration Directory

From now on, you can set default prefix (Project Settings) for each country and launch multiple international campaigns

International dialing prefix

Coupon distribution with Twilio

When your Twilio account is already integrated, let’s see how to distribute SMS with coupons from the Voucherify dashboard. Setting up the distribution starts from running the Distribution Manager. Go to the Distributions in your dashboard and click the plus.

Now, decide whether you want to set up manual or automatic distribution:

Manual Distribution

Manual distribution delivers messages once you confirm its settings with Save and send. Please note that each manual distribution is sent with a 10-minute delay, so you can introduce edits or stop the message delivery within this time.

In Distribution conditions, set the name, define the purpose and choose your audience. Manual distribution delivers messages to a single customer (2) or all customers from the chosen segment (1).

By clicking Add new segment, you can create a new customer segment on the spot and use it as your audience.

Note that if you choose a newly-created customer segment, 10 minutes countdown starts when the segment is fully synced. Syncing ends once all customers were validated against segment criteria. Syncing status is displayed next to the segment name so you can monitor if the segment is already synced or if syncing is in progress.

Automatic Distribution

Automatic distribution can trigger a message in response to one of the following actions:

1. Changes in a chosen customer segment:

Customer entered segment
Customer left segment

2. Voucher-related activity:

Gift credits added
Loyalty points added
Voucher redeemed
Voucher redemption rollback
Reward redemption

3. Cart-related activity (once your order data are synchronized with Voucherify, distribution can respond to changes in customers' orders):

Order created
Order update
Order has been paid
Order canceled

4. Successful code publication – the message is sent once the code from a campaign is assigned to a customer.

After choosing the trigger, the Manager directs you to the Distribution Conditions. You can name distribution, choose the message purpose and audience.

Whether you choose manual or automatic mode, you can set up Marketing Consents when Distribution conditions are ready.

Consents

Using Consents, you can set which marketing permissions are required to send messages (1) or disable consents' verification (2).

Channels choice & messages

The next step is about channel(s) configuration. First, enable SMS channel settings as in the screen below. Note that you can enable many channels within a single distribution. Choose Twilio as your provider.

Next, you can edit message template and add variables.

When it's ready, confirm the distribution.

After you confirm the distribution, manual messages will be sent with a 10-minute delay, whereas automatic distribution will be triggered every time a customer performs the required action.