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New Experience

Deal

To access Deal

Step 1: Click the New Experience icon located in the bottom left corner of home screen, click Deal
Step 2: Deal is displayed.

To create a new Deal

Step 1: In the upper right corner of the Deal Management screen, click the Create New button
Step 2: The new Deal creation screen appears, comprising six stages:
  1. 1.
    Information
  2. 2.
    Applicable
  3. 3.
    Segment
  4. 4.
    KPI
  5. 5.
    Rules
  6. 6.
    Simulation
  7. 7.
    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 deal (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 Deal's Avatar for display on the Customer Portal.
  • Upload the Deal's Background for display on the Customer Portal.
If additional information is required for customer visibility, enable the button More Information -> Select a value Custom Attribute > Enter the desired Value.
Step 4: At the Configuration section, look for the Discount Type option and choose one of the following: Percent, Fixed, or Same Price.
  • Percent: Discounts selling price based on a percentage of their original price (by Loyalty Currencies).
  • Fixed: Applies a fixed discount value to all products in the deal.
  • Same price: Sets a flat price for all products, regardless of their original prices.
Step 5: After selecting a discount type, enter the Deal Value. The process varies based on the chosen discount type.
Step 6: Enter Information in (1) -> Section Display Setting following these steps:
  • Enable/Disable Show the offer on end-user front-end – means that deal information is displayed on the Customer Portal
    • If set to ON, users need to specify when the deal information should be displayed as follows:
      • On Start Date: Display the deal information on the offer's start date, and when the deal's status is “Approved” or “Launched”.
      • Before Launch Date: Display the information before the deal's start date and after the offer has been approved – deal's status = “Approved”.
      • On Launch Date: Display the information on the day the deal 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 7: 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 deal.
Step 8: 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 redemption transactions for all customers every day.
  • Set Transaction Limits per member based on a specified frequency.
    • For example, a member can redeem rewards by Loyalty Currencies up to 10 times per day and a maximum of 60 times per week.
Step 9: Configure Activity -> Phase -> Touchpoint -> Activity Name
Step 10: Configure Stores
  • All Store: Apply the program to all stores.
  • Specific Store: Apply the program to selected stores.
Step 11: Click Next to proceed to Stage 2 for further setup.
Step 12: In section Applicable, add rewards to the offer
In this step, you can select and add rewards that members can redeem using their Loyalty Currencies. Rewards are categorized into three tabs, each providing essential information:
  • Name: This displays the name of the reward, helping customers identify it easily.
  • Merchant: This provides information about the merchant that initiated the reward.
  • Type: You can determine the type of reward, whether it's a physical gift or an eGift.
  • Reserved Quantity: This is the total number of rewards allocated for the offer, indicating how many are available.
  • Remaining Quantity: It represents the quantity of rewards still available for redemption, calculated by subtracting the number of rewards already redeemed from the reserved quantity.
  • Accepted Loyalty Currencies: You'll find a list of Loyalty Currencies accepted for redeeming the reward, providing customers with flexibility in how they can use their Loyalty Currencies to redeem their chosen reward.
    • To add rewards to Deal in Applicable
      • Step a: Click the Reserve button in the Applicable stage.
      • Step b: A screen displaying a list of rewards will appear.
      • Step c: Search for the reward you want to add to the Deal using the following information:
        • Name: The name of the reward.
        • Redemption Price: The Loyalty Currency cost required to exchange for a gift.
        • Available Quantity: The number of rewards currently in stock and ready to be added to a deal.
      • Step d: Drag and drop the relevant reward data to the right-hand section, indicating your selection.
      • Step e: Enter the Reserved Quantity to specify the quantity of rewards you intend to add to the deal being created.
      • Step f: Click Add to confirm the addition of the gifts to the deal, finalizing the process.
Step 13: During stage 3, select a customer Segment, you can choose the customer segment to which you want to apply the deal, essentially defining your target audience. You have two options:
  • All Members: Selecting "All Members" means the deal will be applicable to all customers, without any specific segmentation. This option is ideal if you want to make the deal available to your entire customer base.
  • Available Segments: you can apply the deal to specific customer segments that you've defined. This allows for a more targeted approach, ensuring that the deal is only visible and accessible to the selected groups of customers. It's a great choice when you want to tailor deals to different customer types or demographics.
Step 14: During stage 4, craft Dynamic Rules for Deal.
Here, you get to your deals 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 reward 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 Deal becomes an enchanting experience, where you transform conditions into rewards!
Step 15: During stage 5, set KPIs for Deal. In this step, define the metrics that measure your deal’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 14: During stage 6, testing with Simulation for Deal. 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 deal will fare in practice. This testing process provides valuable insights and ensures that your offer is finely tuned for success.
Step 16: In stage 7, review the Deal. On the Summary page, you'll find an overview of all the settings you've configured for your deal.
Step 17: Click Save to complete the creation process.

To edit Deal

Step 1: Navigate to the Deal 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 deal’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.