A powerful new tool has been added to Indy Admin that allows you to create promotional deals using segments from Customer.io and assign actions — such as generating vouchers or giving perks — to eligible users in bulk. This action-based workflow allows cinemas to deliver perks like free popcorn, discount vouchers, or exclusive offers directly to users, and optionally trigger email campaigns via Customer.io.
🔄 Feature Location
You’ll find the new CustomIO Deals tool in:
Indy Admin → Operations→ Website & Marketing → CustomerIO Segment Promotions
🎯 What the Feature Does
View and manage previously created promotions
Create new deal actions based on Customer.io segments
Generate bulk vouchers
Assign perks to individual users
Push custom events back into Customer.io to trigger automated emails or workflows
Each action is tied to a segment and is executed asynchronously, with full logging and result tracking.
🧰 Creating a Deal – Step-by-Step
Step 1: Start a New Deal
Go to CustomerIO → Deals
Click Create New Action
Enter:
Name – e.g. Employee Perk: Free Popcorn
Description – Optional description of the deal
Action Type – Select what will happen:
Generate vouchers
Assign benefits (e.g. loyalty points, perks)
Select your Customer.io segment – this defines the users who will receive the action
✅ Example:
Segment = “Employee Perk Members”
Action = Assign “Free Popcorn” voucher to each member
Step 2: Configure and Preview the Assignment
Once the segment is selected:
You’ll see a summary of the segment:
Total users (e.g. 49)
Segment conditions
Tags or descriptions pulled from Customer.io
Preview how many users will receive the action
Choose a voucher type (if applicable)
📝 Segment conditions may include dynamic changes, such as “membership status becomes active” or “email verified.” These are defined in Customer.io and imported live.
Step 3: Execute the Deal
Click Create to queue the action. Then:
The system polls the API to generate and assign vouchers
Once ready, click Execute
Assignments happen asynchronously
Progress and result logs update in real time
📝 Voucher generation and assignment happens in batches, ensuring system performance isn’t impacted.
Step 4: View Results
After execution:
Click View Results
See:
Email address
Customer LID
Voucher type
Result status (e.g. success, failed)
✅ Example Output:
sql CopyEdit Action: Assign Voucher User: [email protected] Voucher Type: Free Popcorn Result: ✅ Assigned
📡 Event Sync to Customer.io
Once each voucher is assigned:
A custom event is sent to Customer.io with:
User ID
Voucher details
Event name (e.g.
custom.employee_perk)
You can then:
Trigger automated emails based on that event
Show voucher codes inside email templates
Track engagement via Customer.io dashboards
📝 The event name is configurable during deal creation and must match the trigger used in the Customer.io campaign workflow.
⚠️ Error Handling
If any actions fail (e.g. missing voucher type), the system logs:
A full error message
The affected user
The exact failure reason
Example:
typescript CopyEdit Error: Voucher type not found User: [email protected]
✅ Failed items remain in the results log for review and reprocessing.
✅ Use Cases
Campaign Name | Action | Segment Source | Output |
Employee Perk | Assign Free Popcorn Voucher | “Active Employee Members” | 49 Vouchers Assigned |
Birthday Treat | Assign Discount Code | “Birthdays This Week” | Trigger Email with Code |
Reactivation Push | Give 200 Loyalty Points | “Lapsed Members” | Push Event to Customer.io |
Watch the Tutorial