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Birthday rewards

One great way of using an automation workflow is treating customers with a special delight on their birthdays. By recognizing your customers on their special day, you can show that you care and create a positive emotional connection.

Important!
Antavo needs to be informed about your customers’ birth dates in order to be able to reward them on the correct day.

Cases we will cover:

  1. Customers receive a 10% off coupon on their birthdays
  2. Customers in each tier get a different amount of points as a gift on their birthdays
  3. Customers get a 10% coupon on the first day of the month of their birthday
  4. Testing the efficacy of different types of birthday rewards

 

Case 1: Customers receive a 10% off coupon on their birthdays

In our first use case, we will show you how to award a 10% coupon code to your customers on their birthday.

  1. Navigate to the General rules tab and click the ‘Create’ button on the top right-hand side of the page
  2. Name the workflow at the top of the canvas
  3. Drag and drop an ‘On a date’ trigger to the canvas
    1. Set the recurrence of the trigger to ‘Daily’, so that the workflow runs on a daily basis
    2. Choose the time of day when the coupon will be issued
    3. Click the ‘Update’ button

      In this example the workflow will send a coupon at 7 am to every customer who has their birthday on the current day.

  4. Add a ‘Customer attribute’ filter to the canvas and connect it to the ‘On a date’ trigger
    In this filter, we will define which customers the workflow should be applied to

    1. Select ‘Birth date’ as the customer attribute name
    2. Add the ‘in date’ operator
    3. Set the value to ‘this day’
    4. Click the ‘Update’ button

      This is how customers who have their birthdays on the current day are filtered.

  5. Add an ‘Assign coupon’ action to the canvas and connect it to the success (green) branch of the ‘Customer attribute’ filter
    In this step, we will set up all the information needed to define the 10% off coupon codes to be assigned to customers

    1. Choose the coupon source
      Generate: If you want Antavo to generate codes, define the coupon pattern in the ‘Pattern’ field, based on the following rules: “#” denotes a digit (0-9), “@” denotes an alphabetic character (A-Z), “*” denotes an alphanumeric character and all other characters can be added as literals
      For example, if you set the pattern to BIRTHDAY###, a coupon code could be BIRTHDAY596
      Remote: If you’d like to maintain more control over coupon management, you can set a callback URL endpoint in the ‘URL’ field that provides us with coupon codes to issue. If you need us to provide your endpoint with the pattern, you can define it in the ‘Pattern‘ field as previously described.
    2. Set the coupon type to ‘percentage’
    3. Set the value of the coupon to ‘10’
    4. Set the expiration time (optional)
    5. Click the ‘Update’ button

      In this example we have set up a 10% percent coupon generated by Antavo with an expiration time of 4 months.

  6. Add a ‘Webhook message’ action to the canvas and connect it to the success (green) branch of the ‘Assign coupon’ action
    As coupons are not sent to customers automatically by Antavo, customers will only learn that they have received a coupon if you notify them.
    Antavo can provide you the necessary information in the form of a webhook message. This way you can send your customers a notification through your newsletter provider and handle coupon redemption restrictions in your webstore environment. In this step we will set up a webhook message, but make sure you consult with your developer team and refer to this article beforehand.

    1. Add the URL of the webhook endpoint that your developers have set up
    2. Set a timeout value for the webhook request in seconds
      This is optional, but if you leave it blank, the default value of 1 second will be applied.
    3. Set the content type
      The data can be sent in either URL-encoded or in JSON format, whichever is more comfortable for your developer.
    4. In the ‘Fields’ section, add the list of the information you need Antavo to provide
    5. Click the ‘Update’ button

      In this example, we have added all the coupon redemption information to the webhook message, including the customer ID, coupon code, coupon value, coupon type, and expiration date. We used the json content type and the adequate key format. Please, make sure to consult with your developer when setting up webhook messages.

However, in case you have an Emarsys, a Bronto or a Dotmailer integration set up in the loyalty program, you don’t need to process a webhook message. Antavo can trigger an event in your newsletter provider, which will send the coupon codes to your customers. To use the out-of-box solution, add an ‘External event’ action instead of the ‘Webhook message’ action this way:

  1. Add a ‘External event’ action to the canvas and connect it to the success (green) branch of the ‘Assign coupon’ action
    1. Select the event you would like to trigger from the dropdown list that appears in the ‘Event’ field
    2. Fill the ‘Payload’ with the content you want to include in the event
    3. Click the ‘Update’ button

Congrats, your rule is all set! Don’t forget to save your workflow by clicking on the ‘Save’ button before closing the page. When you want to activate your workflow, set the status to ‘Active’ at the top of the canvas.

Case 2: Customers in each tier get a different amount of points as a gift on their birthdays

In addition to coupon codes, you can reward your customer with bonus points on their birthdays, which gives them the freedom to choose how they want to use their gift. The Automation Tool gives you the possibility to add a different number of bonus points based on any customer attribute. In this example customers in a higher tier will get more bonus points than those in a lower customer tier. Basic level customers should receive 50 points, while Premium level customers should be awarded 100 points.

  1. Navigate to the General rules tab and click the ‘Create’ button on the top right hand side of the page
  2. Name the workflow at the top of the canvas
  3. Drag and drop an ‘On a date’ trigger to the canvas
    1. Set the recurrence of the trigger to ‘Daily’, so that the workflows run on a daily basis.
    2. Choose the time of day when Antavo should issue the coupon
    3. Click the ‘Update’ button

      In this example the workflow will assign bonus points to every customer who has their birthdays on the current day, at 7 am.

  4. Add two ‘Customer attribute’ filters to the canvas and connect them to the ‘On a date’ trigger
    1. The first filter will define Basic level customers who have their birthdays on the current day:
      1. Select ‘Birth date’ as the first attribute name
      2. Add the ‘in date’ operator
      3. Set the value to ‘this day’
      4. Click on the ‘AND’ button
      5. Select the ‘Level reached’ as the second attribute name
      6. Add the ‘equals with’ operator
      7. Set the value to ‘Basic’
        Use the name of the level that you have set up in the Tiers module.
      8. Click the ‘Update’ button

        This is how ‘Basic’ level customers, who have their birthdays on the current day, are filtered.

    2. The second filter will define Advanced level customers who have their birthdays on the current day
      1. Select ‘Birth date’ as the first attribute name
      2. Add the ‘in date’ operator
      3. Set the value to ‘this day’
      4. Click on the ‘AND’ button
      5. Select the ‘Level reached’ as the second attribute name
      6. Add the ‘equals with’ operator
      7. Set the value to ‘Advanced’
        Use the name of the level that you have set up in the Tiers module.
      8. Click the ‘Update’ button
    3. If you have more than 2 levels in your loyalty program, feel free to add more ‘Customer attribute’ filters to define each level.
  5. Add two ‘Campaigns bonus’ actions to the canvas and connect them to the success (green) branches of the corresponding filters
    1. The first action will define the number of bonus points that Basic level customers will receive:
      1. Set the ‘Points’ to 50
      2. Fill the ‘Description’ field
        This message will appear on the Points history page, indicating the reason why 50 points were added to the customer’s balance.
      3. Click the ‘Update’ button

        In this example we have set up a 50-point bonus.

    2. The second action will define the number of bonus points that Advanced level customers will receive:
      1. Set the ‘Points’ to 100
      2. Fill the ‘Description’ field
        This message will appear on the Points history page, indicating the reason why 100 points were added to the customer’s balance.
      3. Click the ‘Update’ button
    3. If you have defined more customer filters, make sure to connect a ‘Campaign bonus’ action to each of them.

Congrats, your rule is all set! Don’t forget to save your workflow by clicking on the ‘Save’ button before closing the page. When you want to activate your workflow, set the status to ‘Active’ at the top of the canvas.

Case 3: Customers get a 10% coupon on the first day of the month of their birthday

This case will be structured very similarly to the first one. The only difference is the day on which customers receive their coupon code reward.

  1. Navigate to the General rules tab and click the ‘Create’ button on the top right-hand corner of the page
  2. Name the workflow at the top of the canvas
  3. Drag and drop an ‘On a date’ trigger to the canvas
    1. Set the recurrence of the trigger to ‘Monthly’, so that the workflow runs on a monthly basis
    2. Choose the first day of the month when the coupon will be issued
    3. Choose the time of the first day of month when the coupon should be issued
    4. Click the ‘Update’ button

      In this example the workflow will send a coupon on the first day of every month at 7 am to every customer whose birthday is in the current month.

  4. Add a ‘Customer attribute’ filter to the canvas and connect it to the ‘On a date’ trigger
    In this filter, we will define which customers the workflow should be applied to

    1. Select ‘Birth date’ as the customer attribute name
    2. Add the ‘in date’ operator
    3. Set the value to ‘this month’
    4. Click the ‘Update’ button

      This is how customers who have their birthdays in the current month are filtered.

  5. Add an ‘Assign coupon’ action to the canvas and connect it to the success (green) branch of the ‘Customer attribute’ filter
    In this step we will setup all the information needed to define the 10% off coupon codes to be assigned to customers

    1. Choose the coupon source
      Generate: If you want Antavo to generate codes, define the coupon pattern in the ‘Pattern’ field, based on the following rules: “#” denotes a digit (0-9), “@” denotes an alphabetic character (A-Z), “*” denotes an alphanumeric character and all other characters can be added as literals
      For example, if you set the pattern to BIRTHDAY###, a coupon code could be BIRTHDAY596
      Remote: If you’d like to maintain more control over coupon management, you can set a callback URL endpoint in the ‘URL’ field, which provides us with coupon codes to issue. If you need us to provide your endpoint with the pattern, you can define it in the ‘Pattern’ field as described before.
    2. Set the coupon type to ‘percentage’
    3. Set the value of the coupon to ‘10
    4. Set the expiration time (optional)
    5. Click the ‘Update’ button

      In this example we have set up a 10% percent coupon generated by Antavo with an expiration time of 4 months.

  6. Add a ‘Webhook message’ action to the canvas and assign it to the success (green) branch of the ‘Assign coupon’ action
    As coupons are not sent to customers automatically by Antavo, customers will only learn that they have received a coupon if you notify them.
    Antavo can provide you the necessary information in the form of a webhook message. This way you can send your customers a notification through your newsletter provider and handle coupon redemption restrictions in your webstore environment. In this step we will set up a webhook message, but make sure to consult with your developer team and refer to this article beforehand.

    1. Add the URL of the webhook endpoint that your developers have set up
    2. Set a timeout value for the webhook request in seconds
      This is optional, but if you leave it blank, the default value of 1 second will be applied.
    3. Set the content type
      The data can be sent in either URL-encoded or JSON format, whichever is more comfortable for your developer.
    4. In the ‘Fields’ section, add the list of the information that you need Antavo to provide.
    5. Click the ‘Update’ button

      In this example, we have added all the coupon redemption information to the webhook message, including the customer ID, coupon code, coupon value, coupon type, and expiration date. We used the json content type and the adequate key format. Please, make sure to consult with your developer when setting up webhook messages.

However, if you have an Emarsys, a Bronto or a Dotmailer integration set up in the loyalty program, you do not need to process a webhook message. Antavo can trigger an event in your newsletter provider, that sends the coupon codes to your customers. To use this out-of-box solution, add an ‘External event’ action instead of the ‘Webhook message’ action:

  1. Add a ‘External event’ action to the canvas and connect it to the success (green) branch of the ‘Assign coupon’ action
    1. Select the event you would like to trigger from the dropdown list that appears in the ‘Event’ field
    2. Fill the ‘Payload’ with the content you want to include in the event
    3. Click the ‘Update’ button

Congrats, your rule is all set! Don’t forget to save your workflow by clicking on the ‘Save’ button before closing the page. When you’re ready to activate your workflow, set the status to ‘Active’ on the top of the canvas.

Case 4: Testing the efficacy of different types of birthday rewards

In this case, we are testing 3 types of rewards by splitting the ‘Advanced’ tier segment into 4 equal groups. The first 25% group will receive a 10 EUR coupon, the second 25% group will receive a 10% off coupon, and the third 25% will receive 100 bonus points. The final group of 25% will be the control group, who will not receive any reward, so you can clearly identify external factors when analyzing the effectiveness of different incentives at the end of your campaign.

To further sophisticate the workflow, we have added two customer filters as well: we will target English-speaking customers and those who are signed up for email communication.

  1. Navigate to the Campaigns tab and click the ‘Create’ button at the top right-hand side of the page and name the campaign in the dialog that appears
  2. Name the workflow at the top of the canvas
  3. Drag and drop an ‘On a date’ trigger to the canvas
    1. Choose the ‘repeat’ option in order to set the workflow to begin every day
    2. Define the testing period by setting a ‘Start date’ and an ‘End date’
    3. Set the trigger recurrence to ‘Daily’ so the workflow will run on a daily basis
    4. Choose the time of day when the customer should receive the rewards
    5. Click the ‘Update’ button

      In this example the workflow will send a reward at 7 am  to every customer who has a birthday on the current day, during the month of November.

  4. Add a ‘Customer attribute’ filter to the canvas and connect it to the ‘On a date’ trigger
    In this example, we will restrict our A/B test to customers who meet 3 requirements:

    1. Birthday criteria
      1. Select ‘Birth date’ as the first attribute name
      2. Add the ‘in date’ operator
      3. Set the value to ‘this day’
    2. Level criteria
      1. Click on the ‘AND’ button
      2. Select the ‘Level reached’ as the attribute name
      3. Add the ‘equals with’ operator
      4. Set the value to ‘Advanced’
    3. Segment criteria
      Before you add the filter, make sure you have the segment created under the ‘Customer insights’ menu or synced from your email service provider.

      1. Click on the ‘AND’ button
      2. Select the ‘Relations’  as the attribute name
      3. Add the ‘in segment’ operator
      4. Set the value to ‘signed up to email’

        This is how ‘Advanced’ level customers are filtered whose birthdays fall on the current day and are who are email subscribers.

  1. Add 3 ‘A/B test’ actions to the canvas and connect them to the success (green) branch of the ‘Customer attribute’ filter
    In this step we will split the selected customers into four test groups and attach the customer list to which they will be added automatically.
    Make sure you create four lists for the four test groups under the ‘Customer insights’ menu before you begin setting up the A/B test.

    1. 25% will be added to the 10% coupon list
    2. 25% will be added to the 10 EUR coupon list
    3. 25% will be added to the 100 bonus points list
    4. 25% will be added to the control group list

  1. Add an ‘Assign coupon’ action to the canvas and connect it to the A endpoint of the ‘A/B test’ action
    1. Choose the coupon source
      Generate: If you want Antavo to generate codes, define the coupon pattern in the ‘Pattern’ field, based on the following rules: “#” denotes a digit (0-9), “@” denotes an alphabetic character (A-Z), “*” denotes an alphanumeric character all other characters can be added as literals
      For example, if you set the pattern to BDAY###, a coupon code could be BDAY111.
      Remote: If you’d like to maintain more control over coupon management, you can set a callback URL endpoint in the ‘URL’ field that provides us with coupon codes to issue. If you need us to provide your endpoint with the pattern, you can define it in the ‘Pattern field as previously described.
    2. Set the coupon type to ‘amount’
    3. Set the value of the coupon to ‘10’
    4. Set the expiration time (optional)
    5. Click the ‘Update’ button

      In this example we have set up a 10 EUR coupon generated by Antavo with an expiration time of 1 month.

  2. Add an ‘Assign coupon’ action to the canvas and connect it to the B endpoint of the ‘A/B test’ action
    1. Choose the coupon source
      Generate: If you want Antavo to generate codes, define the coupon pattern in the ‘Pattern’ field, based on the following rules: “#” denotes a digit (0-9), “@” denotes an alphabetic character (A-Z), “*” denotes an alphanumeric character all other characters can be added as literals
      For example, if you set the pattern to BDAY10###, a coupon code could be BDAY10111
      Remote: If you’d like to maintain more control over coupon management, you can set a callback URL endpoint in the ‘URL’ field that provides us with coupon codes to issue.  If you need us to provide your endpoint with the pattern, you can define it in the ‘Pattern field as previously described.
    2. Set the coupon type to ‘percentage’
    3. Set the value of the coupon to ‘10’
    4. Set the expiration time
    5. Click the ‘Update’ button

      In this example we have set up a 10% off coupon generated by Antavo with an expiration time of 1 month.

  3. Add a ‘Campaign bonus’ action to the canvas and connect it to the C endpoint of the A/B test action
    1. Set the ‘Points’ to 100
    2. Fill the ‘Description’ field
      This message will appear in the Points history page, indicating the reason why 100 points were added to the customer’s balance.
    3. Click the ‘Update’ button

      In this example we have set up a 100-point bonus.

Congrats, your campaign is all set! Don’t forget to save your workflow by clicking on the ‘Save’ button before closing the page. When you are ready to activate your workflow, set the status to ‘Active’ on the top of the canvas.