Purpose
1.2 Ensure timely, consistent, and personalized distribution, tracking adherence to campaign rules, avoiding manual errors.
1.3 Link voucher issuance to CRM profiles, upsell cross-promotions (hotels, car rentals), and monitor voucher redemptions in real time.
1.4 Automatically revoke, update, or reissue expired or unused codes, aligning with campaign lifecycle and compliance standards.
1.5 Gather delivery and usage analytics for future campaign optimization and customer segmentation.
Trigger Conditions
2.2 Customer birthday or loyalty milestone recorded in CRM.
2.3 Resolution of a customer complaint or refund.
2.4 Specific promo campaign activation period.
2.5 Criteria from flight booking source, e.g., first-time customer, group booking, high-value transaction.
2.6 Redemption threshold reached in ongoing campaigns.
Platform Variants
3.1 Twilio SMS
- Feature/Setting: Programmable SMS, configure message template with dynamic voucher code field.
- API: Send SMS API — endpoint POST /Messages with parameters for recipient, message body, and voucher code integration.
3.2 SendGrid
- Feature/Setting: Marketing Campaigns — dynamic template with merge field for voucher code.
- API: POST /mail/send with substitution tags for voucher code and customer details.
3.3 Mailchimp
- Feature/Setting: Automated Email workflows; use promo code variable in campaign emails.
- API: POST /automations/{automation_id}/actions/emails/{email_id}/queue with personalization options.
3.4 Salesforce
- Feature/Setting: Process Builder/Flow; triggers based on ticket status or campaign enrollment.
- API: REST /services/data/vXX.X/actions/custom/flow/TriggerVoucher with contact, voucher, and event info.
3.5 Zendesk
- Feature/Setting: Trigger automation 'Voucher Issuance on Ticket Closure' with custom field update.
- API: POST /api/v2/tickets/{ticket_id}/comments for voucher code delivery in message.
3.6 HubSpot
- Feature/Setting: Workflow Automation, use custom property for promo codes.
- API: POST /crm/v3/objects/contacts/{contactId}/notes to append voucher code to customer record and trigger external notification.
3.7 ActiveCampaign
- Feature/Setting: Automated campaign with unique code personalization tag.
- API: POST /api/3/contactDeals with promo code injection.
3.8 Shopify
- Feature/Setting: Discount Code API to generate and associate promo code per order.
- API: POST /admin/api/2023-04/discount_codes.json after ticket purchase recognized.
3.9 WooCommerce (WordPress)
- Feature/Setting: Coupon Creation via REST API on order complete.
- API: POST /wp-json/wc/v3/coupons with details.
3.10 Microsoft Dynamics 365
- Feature/Setting: Power Automate Flow, trigger on booking entity.
- API: POST /api/data/v9.1/workflows/{workflowId}/execute with code generation.
3.11 Freshdesk
- Feature/Setting: Scenario automation for closed support tickets.
- API: POST /api/v2/tickets/{ticket_id}/notes for code delivery.
3.12 Slack
- Feature/Setting: Scheduled or trigger-based bot message to customer via Slack Connect, containing voucher code.
- API: POST /api/chat.postMessage with personalization.
3.13 WhatsApp Business API
- Feature/Setting: Automated outbound template messages with voucher code in body.
- API: POST /v1/messages for transactional distribution.
3.14 Google Sheets
- Feature/Setting: Auto-entry of assigned codes using Sheets API, trigger via form or webhook.
- API: POST /v4/spreadsheets/{spreadsheetId}/values for record keeping.
3.15 Airtable
- Feature/Setting: Base automation that updates record with voucher code and triggers external integration.
- API: PATCH /v0/{baseId}/{tableName}/{recordId} with generated code.
3.16 Zapier
- Feature/Setting: Multi-step workflow linking triggers (ticket, CRM, store) to distribution channels.
- API: Use built-in apps “Code by Zapier” and “Webhooks by Zapier” for advanced distribution logic.
3.17 Pipedrive
- Feature/Setting: Automation flow on deal “won,” updating deal note with code, syncing to contact.
- API: POST /v1/deals/{id}/notes.
3.18 Klaviyo
- Feature/Setting: Flow automation; insert dynamic voucher code via [email] template variable.
- API: POST /v1/email-templates/{id}/send.
3.19 Intercom
- Feature/Setting: Custom bot auto-replies; insert voucher code on relevant trigger.
- API: POST /conversations/assign with custom attributes.
3.20 Google Calendar
- Feature/Setting: Event-based trigger, send certificate or promo code reminder email for special travel dates.
- API: POST /calendar/v3/calendars/{calendarId}/events for reminders linked to voucher campaigns.
3.21 Facebook Messenger API
- Feature/Setting: Automated response with Messenger’s Send API; include promo code for customer queries or events.
- API: POST /v11.0/me/messages with dynamic attachment/message body.
3.22 Segment
- Feature/Setting: Trigger workflow on event (“ticket-booked”), pass identity and voucher code to outbound integrations.
- API: POST /v1/track or /v1/identify.
3.23 Monday.com
- Feature/Setting: Automation recipe: “When status changes to done, send email with code.”
- API: POST /v2 with Update or Notification mutation.
3.24 SurveyMonkey
- Feature/Setting: Post-survey “Thank You” message or follow-up email with unique code.
- API: POST /v3/collectors/{id}/responses/bulk.
3.25 DocuSign
- Feature/Setting: Complete workflow triggers “Send Envelope Completed” event; triggers voucher.
- API: POST /restapi/v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients.
Benefits
4.2 Reduces staff workload while increasing campaign frequency and ROI.
4.3 Delivers timely, personalized incentives to increase conversion and loyalty.
4.4 Enables granular tracking, reporting, and optimization of promotional spend.
4.5 Supports omnichannel customer interactions and campaign scalability.