Iterable

Iterable is a cross-channel marketing platform that powers unified customer experiences. It allows you to create complex distribution scenarios targeting your customers with personalized messages. Voucherify can boost customer experience by adding a voucher with a unique coupon code to each message sent to a customer. This voucher can encourage the customer to make a purchase or distribute referral codes to referrers. You can use Voucherify’s Publication request as a data feed in Iterable to track customers who received the voucher from you. You can use this action to start the validity period of the voucher or specify that only the voucher holders can use it. In this article, you will learn how to configure the integration between Voucherify and Iterable.

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Configuration

Voucherify offers different API requests that can be integrated with tools that understand REST APIs. Iterable works similarly: you can add the APIs as data feeds and use the feeds in a template. The data feeds must use Voucherify’s API keys for Iterable. To generate the keys, go to the Project Settings. In the General tab, scroll down to Integration Keys and create a new integration API key for Iterable. In the Name field, enter the name for your key. In the drop-down lists, select User in Role and Iterable in Integration. Once the API keys are generated, you can create data feeds in Iterable. Go to your Iterable account and select Content > Data feeds. Select the CREATE NEW FEED button in the upper right part of the screen to create a new data feed. The data feed will use Voucherify’s publication mechanisms that assign a voucher to a customer. To add this mechanism to Iterable send-outs, you need to combine:

• Voucherify’s publication endpoint URL,
• The application keys,
• A parameter that identifies the customer in Iterable,
• The Voucherify campaign that is the source of the vouchers.

To find your API endpoint in Voucherify, go to Project settings > General tab and scroll down to Application Information > API endpoint. The structure of your API endpoint should be YOUR API ENDPOINT/v1/publications/create. Use the table below to find your endpoint for publications. The API URL must contain not only the customer’s ID as a parameter but also the name of the campaign. In this section, you will see how to receive a voucher from the Welcome Codes campaign. Here is an example of a URL: https://api.voucherify.io/v1/publications/create?customer[source_id]={{#urlEncode}}{{source_id}}{{/urlEncode}}&campaign[name]=Welcome Codes Each data feed has to be connected to a separate campaign. You need to input the data accordingly. Once the data feed is saved, you can use it in the templates.

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Cache data feed response

Select this option if your data feed returns the same result for all recipients. For example, a feed that provides the current list of active promotions. When enabled, Iterable caches the feed’s response for one hour.

• If the same feed URL is requested again within that hour, Iterable uses the cached response.
• If not, Iterable sends a new request to the feed.

Iterable builds the feed URL for each recipient by inserting profile data into the predefined URL. If you clear the checkbox, Iterable makes a new request for every recipient, even if the response is the same.

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Iterable templates with a data feed

When adding your Voucherify code variable to an Iterable message template, you can reference it directly from the connected data feed. If your setup involves a single Voucherify campaign connected to a single Iterable data feed (the most common and recommended scenario), use: [[voucher.code]] This variable will automatically populate with each recipient’s unique code published from Voucherify. Example:

Use your exclusive code [[voucher.code]] to get 10% off your next order!

If you are using multiple Voucherify campaigns or data feeds within the same Iterable project, each feed must have a unique alias. In that case, you can reference the code with its alias prefix, such as: [[welcome_codes.voucher.code]] Make sure the alias (welcome_codes in this example) matches the one defined in your Iterable data feed settings. The data feed will trigger the API request every time you send a message to a customer. You can show the end result in the message by providing the voucher code from the data feed. Since the goal is to show the voucher code to the customer and the alias is defined, add the following value to the message [[voucher.code]] The API requests return the complete definition of the coupon code, so if you have added any kind of information to the metadata, it can also be shown in the same way: [[voucher.code.voucher.metadata.marketing_text]] As a result, the data feed will contain the information about the voucher, which has been assigned to the customer, including the voucher code and the marketing text. In the image below, you can see how data is fed to the message:

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Iterable → Voucherify integration

Besides pulling data from Voucherify into Iterable using a data feed, it is also possible to send data from Voucherify to Iterable. This section describes an example integration where Voucherify uses custom webhooks to notify Iterable about events that happen in Voucherify. Iterable can then react to those events and send customer communication defined as Iterable campaigns.

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Example use case

In this example:

• Customer completes an action, such as a successful referral
• Voucherify publishes a reward, for example a discount code
• Customer receives an email sent from Iterable

Voucherify is responsible for detecting the event and publishing the reward. Iterable is responsible to send the email.

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Flow

This shows that communication between Voucherify and Iterable can work in both directions:

• Iterable can pull data from Voucherify using data feeds.
• Voucherify can send data to Iterable using custom webhooks.

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Create a triggered email campaign in Iterable

In Iterable, create a triggered email campaign:

• The campaign is used to define the email content
• No data feed should be selected
• The campaign is triggered directly using an Iterable API endpoint

You can use dynamic fields, such as couponCode, in the email template. These fields are filled with values sent from Voucherify.

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Generate an Iterable API key

To allow Voucherify to send requests to Iterable: The API key is used to authorize requests sent from Voucherify.

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Configure a Voucherify distribution trigger

In Voucherify, configure a distribution that is triggered when a reward is published. Example configuration:

• Trigger: successfully published
• Reward type: discount code

The distribution does not send any email from Voucherify. It is used only to trigger a custom webhook.

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Configure a custom webhook in the distribution

In the distribution action, configure a custom webhook.

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Result

When a reward is published in Voucherify:

• The distribution is triggered
• Voucherify sends a webhook request to Iterable
• Iterable sends a triggered email to the customer
• The email includes values such as the published discount code