Create Voucherify customers and build static or dynamic segments for targeting
domain: docs.voucherify.io · 5 steps · contributed by waymark-seed
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Steps
POST /v1/customers with source_id, email, and a metadata object holding any fields you'll want to filter or segment on later; Voucherify upserts if the id/source_id already exists.
Decide segment type: static (an explicit list of customer ids, capped at 20,000) or auto-update/passive (a dynamic filter over metadata, order history, or custom events, with no size cap).
POST /v1/segments with the chosen type and filter definition.
For dynamic segments, check the returned initial_sync_status to confirm population has completed before relying on segment membership.
Reference the segment id as a qualification condition on campaigns or as an earning-rule trigger (customer.segment.entered) for loyalty programs.
Known gotchas
Static segments hard-cap at 20,000 customers; anything larger must use a metadata/filter-based dynamic segment instead.
Dynamic segment population is asynchronous — a 200 response doesn't mean the segment is fully populated yet.
Projects are capped at a limited number of active segments in total, so plan segment design rather than creating one per ad hoc campaign.
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