Event Triggered Offer

To access Event Triggered Offer

Step 1: Click the Offer icon located in the bottom left corner of home screen.

Step 2: Offer is displayed.

To create new an Event Triggered Offer

Step 1: In the upper right corner of the Offer Management screen, click the Create New button, and select Event Triggered Offer.

Step 2: The new Event Triggered Offer creation screen appears, comprising six stages:

  1. Information

  2. Segment

  3. KPI

  4. Rules

  5. Simulation

  6. Summary

Step 3: Enter Information in (1) -> Section General Information following these steps:

  • Enter the Name.

  • If applicable, provide a Description.

  • For the Start date - End date, select the effective date of the offer (e.g., 01/01/2023 - 31/12/2023).

  • Enter Tags to categorize offers with similar themes or relevance, making it easier for customers to search and track content on the Customer Portal.

  • Upload the Offer's Avatar for display on the Customer Portal.

  • Upload the Offer's Background for display on the Customer Portal.

If additional information is required for customer visibility, enable the button More Information -> Select a value Offer Custom Attribute > Enter the desired Value.

Step 4: Enter Information in (1) -> Section Display Setting following these steps:

  • Enable/Disable Show the offer on end-user front-end – means that offer information is displayed on the Customer Portal.

    • If set to ON, users need to specify when the offer information should be displayed as follows:

      • On Start Date: Display the offer information on the offer's start date, and when the offer's status is β€œApproved” or β€œLaunched”.

      • Before Launch Date: Display the information before the offer's start date and after the offer has been approved - Offer's status = β€œApproved”.

      • On Launch Date: Display the information on the day the offer changes to the "Launched" status.

    • If set to OFF, users do not need to take any additional action.

  • Enable/Disable Allow end-user to auto-join the offer.

    • If set to ON, users do not need to perform any additional actions.

    • If set to OFF, users need to enter the CTA button name.

    • Note: CTA = Call-to-action.

Step 5: Enter Information in (1) -> Section Sponsorship, choose the Sponsor and specify the Sponsor rate. Ensure that the total sponsor rate equals 100%. For "Unlimited", users can leave it blank to indicate an unlimited budget threshold for the offer.

Step 6: Enter Information in (1) -> Section Policy, set up policies to limit the entire offer and individual member policies:

  • Set Budget Limit per offer.

  • Set Transaction Limit per offer based on a specific frequency (Lifetime, Daily, Weekly, Monthly, Yearly).

    • For example, you can set a maximum of 1,000 point-giving transactions for all customers every day.

  • Set Transaction Limits per member based on a specified frequency.

    • For example, a member can earn points up to 10 times per day and a maximum of 60 times per week.

Step 7: Configure Activity -> Phase -> Touchpoint -> Activity Name.

Step 8: Configure Stores.

  • All Store: Apply the program to all stores.

  • Specific Store: Apply the program to selected stores.

Step 9: Click Next to proceed to Stage 2 for further setup.

Step 10: In stage 3, select a customer Segment, you can choose the customer segment to which you want to apply the offer, essentially defining your target audience. You have two options:

  • All Members: Selecting "All Members" means the offer will be applicable to all customers, without any specific segmentation. This option is ideal if you want to make the offer available to your entire customer base.

  • Available Segments: you can apply the offer to specific customer segments that you've defined. This allows for a more targeted approach, ensuring that the offer is only visible and accessible to the selected groups of customers. It's a great choice when you want to tailor offers to different customer types or demographics.

Step 11: During stage 4, craft Dynamic Rules for Event Triggered Offer.

Here, you get to your offers by defining the rules by dynamic rule engine. Let's dive into the exhilarating steps:

  • Enter the Rule Name.

  • Set Rule's Status, choose whether your rule is "Active" or "Inactive".

  • For Condition Block, you can conjure up conditions that members need to meet, drawing from various sources:

    • Member: Members' details information.

    • Activity: Information about member transactions and purchasing orders from the core system.

    • Merchant: The merchants responsible for transactions and orders.

    • Store: Details about the locations where transactions and purchasing orders take place.

    • Product: Conditions related to product lines, categories, and more, ensuring specific items are part of the transaction or purchasing order.

  • For Action Block, after the system checks and confirms that a member fulfills your conditions, it's time to bestow rewards. You have a range of attractive actions, such as:

    • Reward Loyalty Currency

    • Reward Product

    • Reward Gift

    • Reward Product

    • Update Member Attribute

You can also customize rewards with formulas of your own making.

Besides, to configure the offer rule, you can weave together conditions using the "AND" and "OR" logical operators. This lets you design tailored offers that cater to specific scenarios, making your rewards even more captivating and personalized.

With dynamic rules, your Event Triggered Offer becomes an enchanting experience, where you transform conditions into rewards!

Step 12: In stage 5, set KPIs for Event Triggered Offer. In this step, define the metrics that measure your offer's success. You can choose from:

  • Common KPIs: Standard indicators like customer engagement and conversion rates, etc.

  • Custom KPIs: tailored to your unique goals.

Step 13: In stage 6, testing with Simulation for Event Triggered Offer. In this step, you have the opportunity to simulate the performance by importing data from .csv or .xlsx files.

You can mimic real-world scenarios, helping you gauge how your offer will fare in practice. This testing process provides valuable insights and ensures that your offer is finely tuned for success.

Step 14: In stage 7, review the Event Triggered Offer. On the Summary page, you'll find an overview of all the settings you've configured for your Offer.

Step 15: Click Save to complete the creation process.

To edit Event Triggered Offer

Step 1: Navigate to the Offer Management page and locate the offer you want to edit. You can use the search bar or filtering options to find it.

Step 2: In the Action column of the desired offer, click the [Edit] icon.

Step 3: The page for editing detailed information is displayed.

Step 4: Make the necessary modifications to the offer's details.

Step 5: Press Save to complete the editing process. Your changes will be saved, ensuring your offer is up-to-date and ready for action.

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