How to create a custom segmentation of your audience using metadata

Voucherify enables you to pass any custom property (text, number, date, flag, image) to your customers' profiles and build segments based on attached attributes. In this tutorial, we are going to show you how to use Voucherify metadata engine to create a flexible customer segmentation tightly fitted to your business needs.

Note: This guide assumes that you have already familiarized yourself with Customer segments basics described in this short tutorial.

Firstly, what's metadata? 🤔

Metadata is an overall name of all properties which you assign to your Voucherify objects (customers, vouchers, campaigns, products, SKUs, redemptions, orders, and publications) and which aren't built-in attributes available in the platform.

How can I use metadata to create customer segments?

There are two ways of using metadata while creating customer segments:

1

Your properties are strings 🧵

A string is a sequence of alphanumeric text or other symbols, and their values cannot be treated as numbers or dates.

While creating or importing customers into Voucherify, you can add to customer profiles as many metadata properties as you'd like. Then, you can use these properties to build a segment. For example, you can assign a metadata property called "source_channel" and add respective values to your customers:

  • source_channel: 'landing page'
  • source_channel: 'twitter'
  • source_channel: 'email list'

In this case, the system will always find properties' and their values as strings (not numbers, not dates and not flags). 

Customer metadata

You can add metadata properties while creating customers through API or the dashboard and by importing a CSV file. Then, you can leverage added properties and their values to build a customer segment.

Customer segment with metadata

When you already create a segment based on a metadata property you can use it to build validation rules.

Validation rule with customer metadata


2

Your metadata are different types (text, numbers, objects, flags) 

If you'd like to extend metadata types to flags (true, false), numbers, images, dates, you can use a Schema Validator. The Schema enables you to automatically assign custom properties of all types (strings, flags, numbers, and dates) to each customer and then, build flexible metadata-based segments.

The Schema Validator defines default metadata properties for all objects amongst a single project. If you are not familiar with the Schema Validator yet, please follow this guide first. 

By using the Schema, each new and existing customer is automatically supplied with added metadata properties. 

Date metadata

Number and data metadata

Different types of metadata enable you to build segments based on time periods, particular dates, and comparisons of property values assigned to customers. 
Follow our short video tutorial to see the workflow step by step ⬇️
  1. Define Schema Validator
  2. Add customers (1:17)
  3. Create a metadata-based segment (2:12)
  4. Use the custom segment while creating campaign's validation rules (3:21)

💡 Customer segments with custom events 

With Voucherify, you can also build dynamic customer segments and tailored validation rules based on specific events performed by your audience (like a cart abandonment, order paid, redemption succeeded, and many more). You can see the detailed tutorial here.