How does the Distribution Manager work?

In this section:

1

Introduction to the Distribution Manager

2

Distribution triggers

3

Segment- order- and voucher-based triggers

4

Send messages based on reward redemption 

5

Send messages based on successful code publication

6

Built-in message editor

Introduction to the Distribution Manager

Prerequisite

To prevent false spam reports, you can briefly remind your recipients of how they got on your email list. Go to Brand Details (Project settings) to compose a short message before you start creating a distribution. We’ll automatically place this information in your Voucherify templates (footer).

With the Distribution Manager, you can create a cross-channel experience by sending  personalized messages with promo codes, or information about promotions. With a couple of clicks, you can set multi-channel distribution that responds automatically to actions taken by your customers. Everything is managed straight from the dashboard. 

Creating a distribution in Distribution Manager is a 4-step process:

  1. Choose a trigger to send messages automatically or manual mode to send a message right away.
  2. Add distribution conditions.
  3. Use marketing consents to group your audience (optional).
  4. Choose a channel and design message.
Note that not all channels entail a message send-out. It's up to you if the Voucherify messages will be sent directly to the end-customers or to the 3rd party applications of your choice. For example, after choosing MailChimp or Braze (custom attributes) as your channel, promo messages won't be sent to the end-customers directly. Distribution transfers codes to customer profiles in your account and then you can forward them to your end-users.

Voucherify supports multi-channel delivery. While setting up distribution, you can choose between the following integrations and built-in channels:

  • Intercom
  • Mailchimp
  • Mandrill
  • CM Telecom
  • SendGrid
  • Textlocal
  • Twilio
  • Shopify
  • To use any of these integrations, you first need to visit the Integrations tab (click on your profile name to see a drop list) and connect your Voucherify account with the application of your choice. Go here to read more.

    In the following sections, we'll go through the distribution, step-by-step, to familiarize you with a Distribution Manager. To start, go to the Distribution section and run the Distribution Manager with the plus (+).

    Introduction to the Distribution Manager

    Distribution triggers

    In the first step, the Manager will ask you about the distribution trigger (an action that results in sending an automatic message from Voucherify). You can choose from:

    1. Triggers based on customer segments that automatically respond to changes in a chosen segment:

    • Customer entered segment – the message will be sent to every new customer in the segment.
    • Customer left segment – the message will be sent to a customer once he/she leaves the segment.

    2. Triggers based on cart-related activity. Once your order data are synchronized with Voucherify, distribution can respond to changes in customers' orders:

    • Order created – the message is sent once a customer created an order. 
    • Order update – the message is sent once a customer updated their order. 
    • Order has been paid – the message is sent once a customer paid their order. 
    • Order canceled – if a customer cancels their order, he/she receives a message.

    3. Triggers based on voucher-related activity:

    • Gift credits added – the message is sent once a gift card credits are added to the customer's card. 
    • Loyalty points added – the message is sent once loyalty points are added to the customer's profile.
    • Voucher redeemed – the message is sent to customers who successfully redeemed vouchers. 
    • Voucher redemption rollback – the message is sent to the customer whose redemption was successfully rolled back. 

    Other triggers available:

    • Reward redemption – the message is sent when a customer redeems a loyalty or referral reward.
    • Successful code publish – the message is sent once the code from a campaign is assigned to a customer (manually or via API).
    • Manual message - there is no automatic trigger, the message is sent once you confirm the distribution in the dashboard (one-time action).

    Setting up segment- order- and voucher-based distribution

    Let's go through the detailed setup of distribution based on segment-, order- and voucher-related triggers. 

    Segment-based distribution

    In the case of segment-based triggers, you can send messages automatically to every new customer in a particular segment or to every customer who left the chosen segment.

    Customer segments

    Customer segments enable you to create precise groups of customers that you want to target with your promotions. A customer segment is built using filters. The filters include fixed attributes (like email, address, postal code, etc.), and also dynamic actions, and behavior of your audience tracked in-real time (custom events, order history, etc.). For example, you can create a segment of customers with postal code 48-002 who already spent $1000 in your store. Moreover, you can use custom attributes (metadata) to build segment criteria.

    Please, visit this tutorial to learn more about customer segments in Voucherify.


    Order-based distribution

    Once your order data are synchronized with Voucherify, distribution can also respond to changes in order status:

    • order created
    • order update
    • order has been paid
    • order canceled

    Voucher-based distribution

    You can use the following interactions with your codes to trigger messages to your users:

    • gift credits added
    • loyalty points added
    • successful redemption
    • successful redemption rollback

    Voucher distribution


    Setting up distribution

    Firstly, choose a message trigger by clicking the Create button. 

    I. Distribution conditions

    In the next step, you need to set up distribution conditions, it's a three-step process:

    1. Provide the name – unique identifier of the distribution.

    2. Select the distribution purpose, which can be:

    • Sending information about a cart-level promotion:

    Choose the first option as in the image (1), and select the promotion tier which you want to notify your customers about (2). 

    • Sending a unique promo code from a selected campaign (each receiver gets a unique code from the chosen campaign assigned automatically to their profile)

    Choose the 2nd option as in the image (1), and select the campaign from which you want to send the codes (2).

    • Sending a plain message with no codes – you can notify customers about the promotion rules or increase urgency by announcing upcoming promotions. 

    3. Lastly, if you chose segment-based distribution, you need to define your audience (who will receive the message). Otherwise, the audience is defined by a message trigger. For example, order-based triggers define the audience by order status change

    • Segment-based distribution

     Changes in this segment will trigger a message from Voucherify (dependently on what you chose in the first step of the distribution setup: customer entered a segment or customer left the segment).


    You can choose from existing customer segments or create a new segment on the spot. 

    When you send unique codes from a campaign that is limited to a particular segment by validation rules, you'll see that segment in the Manager. Mark the checkbox if you want to send messages in response to changes in the segment from a campaign.

    In the case of segment-based distribution, segments operate as your message audience. In the case of order-based distribution, the audience is automatically dictated by order status change.

    Consents

    In this section, you can segment your audience based on the marketing permissions you receive from your signup form. If you want to skip this step, choose Disable Consents verification and go to the next step.

    Channel choice and messages

    The third section enables you to choose a channel and design your message. The following channels are built-in Voucherify distributions:

    1. SMS – before you send text messages, you need to choose providers in the Integrations tab. Then, you can customize the message template and use SMS to deliver messages from Voucherfiy to your end-customers.
    2. Email – you can design and send emails using Voucherify built-in editor or an external provider. The Distribution Manager provides an email editor to design the message template. As a result, email messages are delivered to the end-customers.Choose a configurable flyer to design an email message. Jump to this section to learn more about the customization possibilities offered by the editor. 
    3. ActiveCampaign
    4. Braze
    5. Webhook
    6. Intercom
    7. MailChimp

    Similarly to the SMS channels, to use ActiveCampaign, Braze, Intercom, or MailChimp in your distributions, you need to connect both accounts in the Integration directory first. 

    To use webhooks, you need to configure them first in the Project settings.

    Send messages based on reward redemption

    Besides segment- and order-based triggers, you can also use Voucherify distribution to notify customers about successful reward redemption. Rewards are a crucial element of running giveaways, referral, and loyalty campaigns, you can learn more about them here

    With this type of distribution, your customers will receive an automatic notification if they successfully redeem the reward. 

    To use this type of distribution, create a new Reward redemption distribution. 

    New distribution type – reward redemption

    Distribution conditions

    In this step, add the following details:

    1. Provide the name – unique identifier of the distribution.

    Reward name

    2. Select the campaign. The campaign should be the one that the redeemed reward comes from. 

    3. Lastly, you need to define your audience (who will receive the message). Changes in this segment will trigger a message from Voucherify (customer entered a segment or customer left the segment). 

    The remaining steps (consents, channels, and message editor) remain the same as for segment- and order-based distribution. 

    If you decide to use the built-in Voucherify email editor for designing your messages, you can include variables to personalize your template and inform customers about the details of redeemed reward (name and value). 

    Email Designer

    Send messages based on successful code publication

    Voucherify allows you to assign unique codes to single customer profiles. Thanks to this mechanism, you increase the security of your offers and reduce fraud. In Voucherify, the process of assigning codes to customer profiles is called publication

    The publication can be done via API, Voucherify landing pages, web widget, mobile app or manually via the Dashboard. Go here to learn more about How you can publish codes to your customers.

    code publication

    You can base your messages on successful code publication. This way after a successful publication, a message with a code will be sent to the customer. 

    Choose the proper trigger type and click Create to set up the distribution. 

    Successful publication

    Distribution conditions

    In this step, add the following details:

    1. Provide the name – unique identifier of the distribution.

    2. Select the campaign. The campaign should be the one that the published code comes from.

    Campaign trigger

    The remaining steps (consents, channels, and message editor) remain the same as for other types of distribution already described in this tutorial. 

    Built-in message editor

    Voucherify is equipped with a flexible email messages editor with multiple customization options. You can choose between a simple template with limited customization options or a configurable flyer that give you a much wider scope for personalization. 

    Here are some customization options available for all pricing plans:

    • A simple text editor (font effects, font size, links, text layout). 
    • Variables (e.g., customer name, coupon code, and more).
    • Images (image size, alt text, link, gif files, alignment).
    • Buttons (CTA size, color, alignment, corners, and link).
    • Dividers (width, color).
    • Social media buttons (LinkedIn, Facebook, Instagram, Twitter, YouTube). 
    • Background (header with your logo, colors, content space, borders, and alignment).
    • Footer (text, colors).

    Email Designer

    Enterprise clients get even more options for customization, such as custom HTML email templates.

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