Customers

In this article, you'll learn how to collect and store customer data and use it for running well-targeted promotions and reporting purposes. 

In this section:

1

Data Import and Synchronization

2

Updating and Deleting Customer Records

3

Customer Profile Overview

4

Data Export

5

Dividing Customers into Segments

6

Targeting and Personalization

If you are not interested in uploading your customer data to Voucherify, you can pass customer information as metadata or operate on source id property, a unique customer identifier in Voucherify. To help you identify and update customer profiles, you can pass your CRM unique id in the source id field. It can be email, phone number, or other characteristics of your choice.

Data Import and Synchronization

Voucherify API and built-in integrations enable you to sync your CRM and use customer attributes in promotional campaigns. You can also upload your customers' data manually using a CSV file.

Customers API

If you want to keep your customers database in sync with Voucherify, you should create a customer in Voucherify every time a new user is added to your database. This comes down to invoking the Create Customer API method in Voucherify. 

Please follow this guide in our Developer Hub to learn more about creating customers via API.

Import CSV

When your account is verified, you can upload up to 5 000 customer records in bulk. This mode creates and updates customer profiles in Voucherify. You can upload standard customer attributes like address or email, and custom attributes called metadata. Source id is a required attribute to identify and validate your customers. You can map the source id to the external id used in your CRM. Besides source id, Voucherify assigns internal app id (Customer ID) to each customer. 

Click to download a CSV Import Template here.

To begin, go to the Customers view and choose the Import tool.

Import customers 1

In the Import tool, you need to follow these steps:

  1. Upload the CSV file with your customers' data. 

  2. Import customers 2
  3. Map your attributes. The mapping tells Voucherify what kind of customers' properties are assigned to particular columns in your CSV. 

Firstly, go to the MAP FIELDS tab and choose a property from the CSV columns. Select a predefined type and a matching property from the list of Voucherify attributes. Confirm each mapping with a plus (+).

Mapping CSV attributes

If you can't find your property on the list, change the predefined type to the custom one and add a new property as metadata to Voucherify. 

You can add multiple metadata columns in your CSV file. Name the column with the name of your custom attribute. After uploading the file, you can map custom attributes to metadata properties in Voucherify. We highly recommend adding all metadata properties to Metadata Schema in your Dashboard before uploading the CSV file. 

For example, the payment method is not a predefined attribute, so if you want to map it, you need to add a custom attribute (metadata):

Adding new mapping

Payment method

The metadata name in Voucherify cannot contain white-space characters.

3. When the mapping is ready, confirm with Import. You will be notified once the file is uploaded successfully.

Choose Reload to see new customers. 

Reload tool


Update and Delete Customers

You can update your customers' data in bulk by importing a CSV file or calling our API. To introduce changes in a single customer record, you can use the API or make changes directly in the dashboard. 

Update with API

Update with CSV file

CSV import works for both uploading new customers and updating already existing profiles. To update customer profiles, the customer ID is required in your CSV. Next to the ID, create columns with attributes you want to update/add to customer profiles. 

Customer update

Update in the Dashboard

Click on the customer's name to open his/her profile and make updates. With the Edit tool, you can introduce changes in the built-in attributes and metadata section. 

Manual update

Delete Customers

You can delete customers in the dashboard or by using a dedicated API endpoint.

Customer Profile Overview

Voucherify gives you quick access to customer details and activity. With a 360 customer profile and real-time tracking, you get in-depth insights into customer behavior. To open a customer's individual profile, click on his/her name in the Customers section.

The DETAILS tab shows personal information and a summary of the customer's activity. If you'd like to view the complete history of customer tracking, visit the ACTIVITY tab. In this section, Voucherify gathers information about all actions taken by the customer and related profile updates. Activity filters enable you to search for customer actions performed within a particular timeframe and/or campaign.

Using filters, you can easily track the loyalty and referral activity of your customers. Activity tab displays events with new rewards, referrals, or loyalty points assignment.

The activity tab shows also updates such as entering a new segment, redemption, new order, and so on. 

In the remaining tabs, customer profiles show the following data:

  • Redemption history shows all customer's redemptions with their details.
  • Vouchers tab presents a list of codes published (assigned) to the customer and divided into the following types: discount vouchers, gift cards, loyalty cards, referral vouchers.
  • Marketing permissions tab shows the consents approved by the customer. 
  • Logs tab gathers more detailed and technical information about actions performed by the customer.
  • Metadata section gathers custom attributes added to the customer profile using the metadata schema

Data Export

If you need to, you can quickly export all customer data from the Voucherify dashboard to analyze in your database or external analytics and CRM tools. Here are the attributes that you can export:

Name Customer ID Email address
Source ID Created at Description
City Address Postal code
Country Total redemptions Total failed redemptions
Total successful redemptions Total redemptions rollback failed/successful Total order amount
Total order count Average order Last order amount
Total successful redemptions Total redemptions rollback failed/successful Total order amount
Last order date Loyalty points Referred customers
Updated Total redemptions rollback failed/successful Total order amount
Total order count Average order

Go to the Customers section in your dashboard and click the export tool.

Export tool

Define what attributes you'd like to export and confirm to start downloading the data.

Confirm export

Dividing customers into segments

Data from customer profile enables you to divide your audience into segments. You can use customer segments to target specific customer groups and trigger personalized communication workflows straight from the dashboard. To create a segment, go to the Customer section and use the segment builder. The detailed information on how to set up a new segment is here.

Segments can group customers based on standard attributes like email or postal code. They can also operate on custom attributes (metadata), custom events, and order history. 

Segment filters

Dynamic segments used in validation rules and distributions provide you with advanced targeting and personalization possibilities. 

Targeting and Personalization

Validation rules enable you to limit redemptions to specific segments. You can set up automatic delivery of your incentives based on segment changes (customer entered/left the segment) with distributions.

Customer-related validation rules

While building validation rules, you can limit redemption to a specific segment or/and exclude some segments from redeeming the codes. 

Customer segment val rules

Moreover, rules builder enables you to create limits based on metadata added previously to customer profiles. As a result, you can limit redemptions to customers with the required custom attribute value assigned.

Audience based val rule

You can use as many metadata attributes as you need to model validation rules in a single campaign. 

Go here to learn more about customer-related validation rules. 

Segment-based distributions

While using dynamic (auto-update) segments, your customers' behavior is reflected in segment changes. Once a customer meets segment criteria, they join the segment, but when their activity changes and violates the segment rules, Voucherify makes sure that a customer left the segment. 

Each segment change can trigger distribution and deliver a message with code to the end-user or 3rd party apps of your choice. By using Voucherify distributions, you can set up an automatic workflow that sends a message with a unique code every time a customer entered or left a segment.

Segment distribution

Go here to learn how to set up segment-based distribution.

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