How to create SMS distributions

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

Use the Voucherify dashboard to share your codes with SMS.

Before you start:
  1. Go to the integrations and define your SMS providers
  2. Open the Distributions view
  3. Run the manager with the Plus


Manual mode

1
Let’s type in the 1st step MANUAL MESSAGE and go to the 2nd stage
2
Select a distribution purpose. You can choose from:
  • a message that informs eligible customers about a cart-level promotion 
  • a message with unique codes from a campaign
  • a message without codes sent in your customized template

3

To add your audience, you can:

  • choose one of the customers from the list,
  • Send to all customers who belong to a segment

4

In the 4th step, add a subject line.

5
In the 3rd stage, you need to
1. choose SMS channel and define SMS provider,     2. write your message by using the text editor. You can personalize a message with the text editor and merge tags such as:
  • customer's name 
  • coupon code in text format
  • coupon code in QR format

3. Add reminders (optionally) - you can read more  here.

When your message is ready, choose SEND and the creator delivers codes to your customers instantly.


Automatic mode

The point is to deliver a code automatically when the customer enters a chosen segment or perform a particular event, e.g., abandon a cart. 

The creation process is very close to the manual; difference appears in the 1st step, where you have to choose the distribution type

In sections 2-6, you can follow steps from the manual mode and add details of the distribution workflow. The crucial part comes down to stage 4 where you need to define a message trigger: 

  • You can build a segment rules which customer needs to match to get a message or 
  • choose an event which a customer needs to perform to get the message.

To recap, here are all 5 stages of the manager you need to follow:

2. Select a message purpose

3. Choose your audience 

4. Add a message subject

5. Select a channel and customize a message template

When you get to the end, confirm with SET LIVE, what means that the distribution is on and each new customer who enters the segment / performs an event gets the message automatically.