How can I create promotions based on customers’ behavior (custom events)?
In this section:
- How does it work?
- Use case – abandoned cart offer
- Automatic distribution based on a custom event
- Event filter reference
- Internal filters reference
Custom events are actions taken by your customers. You can use them to track shoppers' behavior and then build highly personalized coupon deals, e.g., send customers a 5% off coupon if they've abandoned the cart. Let's see how we can implement this example with Voucherify.
How does it work?
The workflow consists of three major steps:
- Enable tracking of a particular event on your website or app, see the developer reference.
- Create a segment that aggregates customers who performed the event.
- Create a distribution which sends a message every time a customer appears in the segment.
Abandoned cart offer
Go here to see a whole abandoned cart campaign recreated.
Let's create an action-based distribution that automatically sends a coupon with a 5% discount to customers who abandoned their cart. To begin with, go to the Customers section and build an event-based segment for customers who will abandon their cart.
A Friendly Reminder 💡
The following workflow assumes that your developers have already enabled tracking of the particular event on your website/app.
To complete the segment, add its name, select Auto-update mode, and confirm with SAVE.
From now on, every time a cart is abandoned, the customer who performed the event enters the segment automatically. To provide them with coupon codes, open the Distribution Manager and go through the following stages:
Select automatic distribution type
Set a name (used to differentiate multiple distributions).
Select one of the distribution channels: email, SMS, MailChimp (through merge tags), Intercom, Braze, Active Campaign, or webhooks.
Define your audience by choosing the segment defined by the 'abandoned_cart' event.
Select one of the
Compose your message with a visual editor and confirm distribution with SET LIVE.
Event filter reference
Event name | Your custom event name or one of the built-in events, you can find below. |
Metric |
|
Conditions | more than/exactly/less than |
Value | number of occurrences or days ago (depending on the metric) |
You can create a segment combining multiple event occurrences at the same time. Just add another event filter.
By way of example, let's create a segment for new customers who just have made their first redemption. The segment is built based on two actions:
- a 'customer_created' event,
- a 'redemption_succeeded' event.
Go to the Customer section in the dashboard and select the events which define segment rules. Confirm each event-based rule with a PLUS.
When both filters are set, confirm with SAVE.
Internal events reference
Besides custom events, Voucherify offers over 50 internal events that are tracked out of the box. You can use them to automate your coupon tactics even more. Go through this list to get inspired:
Campaign | Voucher | Redemption |
|
voucher.validation.succeeded voucher.updated voucher.enabled voucher.gift.balance_added voucher.validation_rules.updated voucher.published voucher.validation_rules.deleted voucher.disabled voucher.validation.failed voucher.validation_rules.created voucher.deleted voucher.created |
redemption.succeeded redemption.failed redemption.rollback.failed redemption.rollback.succeeded |
Customer | Order | Product |
customer.rewarded customer.sms.sent customer.email.failed customer.deleted customer.created customer.updated customer.segment.left customer.sms.failed customer.segment.entered customer.email.sent |
order.canceled order.created order.updated order.paid |
product.updated product.created product.deleted |
SKU | Distribution | Export |
sku.updated sku.created sku.deleted |
distribution.sms.failed distribution.sms.sent distribution.email.sent distribution.email.failed |
export.done export.scheduled export.failed export.deleted |