How can I create promotions based on customers’ behavior (custom events)?

In this section:

  1. Custom events - how it works?
  2. Use case - abandoned cart offer
  3. Automatic distribution based on a custom event
  4. Event filter reference
  5. Internal filters reference

Custom events are actions taken by your customers. You can use them to track shoppers behaviour 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 it works 🤔 

The workflow consists of 3 major steps:

  • Enable tracking of a particular event on your website or app, see the developer reference.
  • Create a segment which 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 which automatically sends a coupon with 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. 

💡 The following workflow assumes that your developers have already enabled tracking of the particular event on your website/app.

Cart Abandoned custom event

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:

1

Select automatic distribution type 📧

Automatic Distribution

2

Set a name (used to differentiate multiple distributions).

3

Select one of distribution channels: email, SMS, MailChimp (through merge tags), Intercom, Braze, Active Campaign or webhooks.

4

Define your audience by choosing the segment defined by the 'abandoned_cart' event.

Choosing distribution audience

5

Select one of the pre-generated campaigns which will feed the distribution with codes, e.g.: 5% discount coupons

6

Compose your message with visual editor and confirm distribution with SET LIVE.

Email thumbnail for abandoned cart

When the distribution is on, all customers who abandon their cart will receive a message with the discount automatically 🤖

Event filter reference 🔍

Event name your custom event name or one of the built-in events, you can find below.
Metric 
  • has occurred - how many times the event has been recorded thus far
  • last occurred - how many days ago your event was recorded
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:

  • 'customer created' event and 
  • 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.

Remember to choose AUTO UPDATE mode to ensure each new customer will enter the segment automatically each time both events occur. That's it!


Internal events reference

Besides custom events, Voucherify offers over 50 internal events which 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

campaign.validation_rules.created
campaign.created
campaign.disabled
campaign.export_mailchimp_scheduled
campaign.export_mailchimp_done
campaign.validation_rules.deleted
campaign.validation_rules.updated
campaign.updated
campaign.deleted
campaign.export_mailchimp_failed
campaign.enabled

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