In this article, you'll learn how to collect and store customer data and use it for running targeted promotions and reporting purposes.
- Data import and synchronization
- Update and delete customers
- Customer profile overview
- Customer metadata
- Data export
- Group customers into segments
- Target and personalize campaigns
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.
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.
When your account is verified, you can upload customer CSV files that are up to 10 MB per file. 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, after the import, Voucherify assigns internal app id (Customer ID) to each customer.
Before you start
There are few things you need to know before starting the import:
- You need to create a comma separated value (CSV) file or download our CSV import template.
- Note that dates and date-time attributes need to be provided in compliance with the ISO 8601 norms. For example, 2022-03-11T09:00:00.000Z or 2022-03-11
- Columns that can't be mapped to standard fields, will be mapped to custom attributes and added to customer profiles as metadata. To provide the proper data type, you need to add all custom attributes to the metadata schema before importing the file.
- Headers with metadata names can't contain white-space characters.
- If you import metadata defined in the schema as arrays, you need to separate each value using a comma, for example
- array of strings: "subscribed,premium"
- array of numbers: "123,234"
- array of dates: "2000-01-01,2000-01-02"
To begin, go to the Customers view and choose the Import tool.
In the Import tool, you need to follow these steps:
- Upload the CSV file with your customers' data.
- 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 (+).
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.
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):
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.
Update and Delete Customers
Update with API
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.
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.
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. Some of the information you can find here is:
- Personal details - customer's contact information and Source id.
- Orders summary - high level metrics related to the customer orders.
- Events - a log of events gathers more detailed and technical information about actions performed by the customer.
- Upcoming loyalty points expiration - list of upcoming point expiration dates.
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. You can get more insights by clicking on the event or log for the particular activity.
In the remaining tabs, customer profiles show the following data:
- Orders tab shows details about the customer's orders and the order status.
- Redemption history shows all customer's redemptions with their details.
- Wallet 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.
- Metadata section gathers custom attributes added to the customer profile using the metadata schema.
You can extend customer object with custom attributes added as metadata. Metadata stores customer attributes in key/value pairs and many data formats (text, numbers, flag, and more). You can read about metadata basics in this guide.
The purpose of customer's metadata is to create segments and validation rules which aren't available out-of-the-box. You can group customers that share particular metadata attributes and limit redemptions to customers with predefined metadata.
Using customer metadata starts from adding custom attributes to metadata schema. Schema provides data integrity across the project and simplifies maintenance of added definitions.
Here's how to add metadata to the schema:
Please note that only the account Administrator (account Owner) can modify the metadata schema.
- Go to the Project settings > Metadata schema
- Expand standard schemas and click on Customer schema
- Click Add new definition and define metadata attribute (name, type)
- Save the metadata definition.
For more detailed instructions, visit this guide.
When you add all needed attributes you can use them for grouping customers and creating validation rules.
Customer segments with metadata
To group customers using metadata, go to the Customers menu and choose Find and apply filters.
Click on custom attributes and choose the metadata that will build a segment filter.
Using the metadata, define the segment filter. Note that you can build filters using many metadata attributes at the same time.
Confirm with Apply to close the editor and list customers who match the filters. Next, Save auto-update segment to save applied filters and ensure that customers who match segment criteria up-to-date will enter the segment list.
Validation rules with customer's metadata
You can limit redemptions of promo codes and loyalty earning rules to customers with specific metadata configurations. As a result, when Voucherify validates a redemption request or earning, it checks if the metadata attached to a customer match the rules. Validation can succeed only if metadata passed with customer's data match the criteria.
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|
|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.
Define what attributes you'd like to export and confirm to start downloading the data.
Divide 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 Customers section and use the filters. 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.
Dynamic segments used in validation rules and distributions provide you with advanced targeting and personalization possibilities.
Target and Personalize Campaigns
Validation rules enable you to limit redemptions to specific customer segments or customer's attributes. You can also set up automatic delivery of your incentives based on segment changes (customer entered/left the segment).
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.
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.
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.
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.
Go here to learn how to set up segment-based distribution.
Voucherify supports campaigns restricted to specific areas. You can pass the customer's geo-location using metadata. As a result, Voucherify checks if the customer's location sent with redemption/validation request meets campaign rules. Read more about geofencing with Voucherify.