Hyper-personalized promotions with Twilio Segment

Why use Voucherify and Twilio Segment for loyalty programs?

Creating a loyalty program is a great way to keep customers coming back. With Voucherify and Segment working together, you can create tailored loyalty programs that reward customers based on their real-time behavior. By connecting Voucherify’s loyalty features with Segment’s real-time customer data, you can easily build, track, and adjust loyalty programs at scale.

• Personalized loyalty rewards – With Segment processing real-time data, you can trigger loyalty rewards automatically. For example, give extra points to customers who have been especially active on your site or bought frequently in the last month.‍
• Real-time automation –Segment captures real-time customer events, triggering Voucherify to automatically apply loyalty points or offer rewards without manual intervention.‍
• Cross-channel engagement – Voucherify can distribute loyalty rewards via multiple channels (email, SMS, push notifications) using Segment's data integration with communication platforms like Twilio or Braze.‍
• Dynamic segmentation – Segment enables real-time member segmentation, allowing Voucherify to target and reward specific customer groups and loyalty program tiers (e.g., high spenders or loyal customers).‍
• Custom reward actions – You decide how customers earn points. It could be through purchases, social media shares, or referrals. Segment’s customer data helps track these actions, so you can reward customers accordingly.
• ‍Omnichannel loyalty experiences – Offer a consistent loyalty experience across web, mobile, and physical stores. Segment ensures that your customer data is up-to-date, no matter where customers interact with your brand.

Learn more: How Jollyes runs the PetCLUB loyalty program for over 1.4 million members with Voucherify and Segment

How to connect Voucherify and Segment for loyalty programs?

To connect Voucherify and Segment for loyalty program management, follow these steps:

1. Set up Voucherify and Segment accounts to obtain API credentials (API Keys).
2. Connect Voucherify as a Source or Destination for data by finding it in the Segment Catalog. Authenticate the connection using API keys and define incoming and outgoing data schema.
3. Define customer actions (e.g., purchases, account creation, repeat visits) to track in Segment and forward to Voucherify. Configure event triggers in Segment's interface to automate loyalty point accrual.
4. Set up loyalty program rules in Voucherify, such as point accumulation, tier levels, and rewards. Customize based on user segments or events tracked by Segment.
5. Use Segment to send customer event data to Voucherify via API calls. Voucherify will then manage loyalty points, tier upgrades, and reward issuance automatically.
6. Deliver loyalty rewards through preferred channels (email, SMS, push notifications) by integrating Segment’s customer profiles with communication tools.

Make the most of Voucherify and Segment for loyalty programs

• Automate member sign-ups: Capture and forward member data via Segment’s Identify or Track calls to instantly recognize new loyalty program members. Trigger automated loyalty flows in Voucherify, such as issuing loyalty points or a welcome reward, ensuring immediate engagement without manual intervention.
• Deepen member data: Use Segment’s computed traits and Voucherify’s metadata to enrich customer profiles with detailed loyalty data. This could include tracking loyalty points, reward tiers, or specific rewards claimed, creating a more complete view of each customer’s engagement with the loyalty program.
• Programmatically trigger loyalty incentives: Use Segment’s insert functions to automatically call Voucherify APIs whenever event criteria are met (e.g., making a purchase, reaching a certain spend level). This automates processes like adding loyalty points, upgrading tiers, or issuing rewards, reducing the need for additional development work and manual handling.
• Enrich loyalty program analytics: Treat Voucherify as a data source to share additional information on redemption rates, reward claims, and overall customer engagement. This data can be fed into Segment and integrated with external BI tools to provide better visualizations and insights into how customers interact with the loyalty program.

Learn more: Introducing Open Source Loyalty Accelerator for Omnichannel Retail

Why use Voucherify and Twilio Segment for referrals?

Referral programs are an easy way to get your customers to bring in new ones at a much reduced cost. With Voucherify’s referral management and Segment’s customer data handling, you can run personalized, data-driven refer-a-friend programs that are both effective and easy to manage.

• Automate sign-ups: Capture referral sign-ups via Segment and trigger personalized codes or rewards in Voucherify for both referrer and referred upon sign-up or purchase.
• Enrich advocate profiles: Use Segment’s traits and Voucherify’s data to track referrals, conversions, and rewards, enriching customer profiles.
• Automate referral rewards: Automatically trigger referral rewards via Segment when events like a friend’s first purchase occur, reducing manual effort.
• Track referrals: Capture referral events across all channels (email, web, mobile) and forward them to Voucherify for unified tracking.
• Analyze performance: Use Voucherify data in Segment for referral success rates, redemptions, and campaign ROI, optimizing future campaigns.‍
• Dynamic referral flows: Trigger personalized referral codes at key moments (e.g., spending milestones) or offer time-limited referral bonuses based on actions (e.g., large purchases).
• Referral fraud prevention: With real-time customer data, you can set up rules to avoid referral abuse, like flagging multiple self-referrals.

How to connect Voucherify and Segment for referrals?

To connect Voucherify and Segment for referral program management, follow these steps:

1. Create Voucherify and Segment accounts to obtain your API credentials (API Keys).
2. Add Voucherify as a Source or Destination in Segment by locating it in the Segment Catalog. Authenticate the connection with your API keys and define the incoming and outgoing data schema.
3. Identify the referral-related customer actions (e.g., referral sign-ups, successful referrals) you want to track in Segment and forward to Voucherify. Configure event triggers in Segment's interface to automate referral processes.
4. Define referral program rules in Voucherify, such as rewards for referrers and referees, and customize these rules based on user segments or events tracked by Segment.
5. Use Segment to send referral event data to Voucherify via API calls. Voucherify will then manage reward issuance and referral tracking automatically.
6. Distribute referral rewards through preferred channels (email, SMS, push notifications) by integrating Segment’s customer profiles with your communication tools.

Make the most of Voucherify and Segment for referral programs

• Utilize Segment’s data enrichment: Enrich customer profiles in Segment with referral-related data from Voucherify. Track metrics like referrals made, successful conversions, and rewards earned to understand user behavior better.
• Monitor customer journeys: Analyze the entire customer journey to identify which touchpoints drive the most referrals and optimize your refer-a-friend program accordingly.
• Tiered rewards for referrals: Implement tiered rewards in Voucherify that increase with the number of referrals made. Use Segment to identify top referrers and reward them accordingly, encouraging ongoing participation.
• Combine loyalty and referrals: Integrate referral programs with loyalty programs, allowing customers to earn points for successful referrals that can be redeemed for discounts or special offers.
• Dynamic referral codes: Create unique, personalized referral codes using Segment’s customer data. Offer customized rewards based on user behavior or milestones (e.g., higher rewards for frequent referrers).