Marketing & Customer RelationshipPurpose
1.2. Automate customer acquisition, retention, and upsell with targeted discounts and loyalty rewards.
1.3. Enable automated campaign-based or individualized voucher generation (birthdays, anniversaries, first visit, feedback, recovery).
1.4. Maintain automated records for compliance, reporting, and fraud prevention.
1.5. Streamline omnichannel marketing by automating code delivery across SMS, email, push, print, or app.
Trigger Conditions
2.2. Automated purchase threshold met (total spend, product purchase, visit frequency).
2.3. Automated calendar events (birthdays, holidays, special promotions).
2.4. Automated customer status change (VIP, lapsed, loyalty tier).
2.5. Automated social media engagement (sharing/referral).
Platform Variants
3.1. Twilio SMS
- Feature: Programmable Messaging API
- Setting: Automate sending code via SMS on trigger (POST /Messages with code data).
3.2. SendGrid
- Feature: Marketing Campaigns API
- Setting: Automate personalized email blaster (v3/mail/send with custom code merge).
3.3. Mailchimp
- Feature: Automated Email Journeys
- Setting: Automate journey step inserting code in email content (Journeys API + Merge Tags).
3.4. ActiveCampaign
- Feature: Automations
- Setting: Automate trigger for coupon email/SMS on list signup using automation builder.
3.5. Shopify
- Feature: Discounts API
- Setting: Automate voucher creation via POST /admin/api/discount_codes.json.
3.6. WooCommerce
- Feature: REST API
- Setting: Automate POST to /wp-json/wc/v3/coupons for new coupons.
3.7. HubSpot
- Feature: Workflows
- Setting: Automate marketing email with custom property for code.
3.8. Klaviyo
- Feature: Flow Triggers
- Setting: Automate triggered coupon send via Email/SMS Flow API.
3.9. Salesforce
- Feature: Journey Builder
- Setting: Automate voucher code step in omni-channel campaign.
3.10. Zendesk
- Feature: Triggers
- Setting: Automate outbound message with code on ticket solve.
3.11. Square
- Feature: Coupons API
- Setting: Automate creation and distribution of new promo codes (POST /v2/catalog/object).
3.12. Toast POS
- Feature: Digital Voucher Integration
- Setting: Automate push to guest profile with unique voucher.
3.13. Zapier
- Feature: Webhooks/Zaps
- Setting: Automate code generation + multi-platform delivery.
3.14. Google Sheets
- Feature: Apps Script
- Setting: Automate code generation and logging to sheets, with scheduled batch delivery.
3.15. AirTable
- Feature: Automations
- Setting: Automate code assignment from database and automated email send.
3.16. Facebook Messenger
- Feature: Message API
- Setting: Automate direct code send on Messenger event.
3.17. Viber
- Feature: Business Messages API
- Setting: Automate coupon delivery on subscriber action.
3.18. Slack
- Feature: Incoming Webhooks
- Setting: Automate staff alert of new voucher via channel webhook.
3.19. Intercom
- Feature: Custom Bots
- Setting: Automate bot replies with voucher on specific customer intent.
3.20. Braze
- Feature: Canvas Flows
- Setting: Automate voucher drop on push/email via Canvas workflow.
Benefits
4.2. Automating code generation enhances targeting and timeliness of campaigns.
4.3. Automated omnichannel delivery increases customer reach and engagement.
4.4. Automator consistently tracks redemptions and prevents code duplication/fraud.
4.5. Flexibility for any pho chain to automate new marketing experiments instantly.
4.6. Achieves greater scalability and ensures every customer action is automatable.
4.7. Streamlined reporting on automated voucher engagement and ROI.
4.8. Automating personalization increases perceived value and retention.
4.9. Automatedly creates cohesive experiences across dine-in, delivery, and takeaway segments.
4.10. Enables ongoing automation upgrades and easy future workflow orchestration.