1. Home
  2. Rules
  3. Use cases
  4. Activation campaigns

Activation campaigns

In addition to incentivizing customers to make purchases, you can engage them outside of the buying cycle by running gamification campaigns with Rules. Whether it’s a visit or a share, honoring simple actions with gamification functionalities will make your customers feel acknowledged and stay with you in the long run.

 

Cases we will cover:

Case 1: Increase welcome bonus from 100 to 1000 points for one month

Encourage visitors and non-loyalty customers to join your loyalty program with a generous welcome bonus. Because this is a temporary campaign, they will feel the urge to take action!

  1. Navigate to the Campaigns tab and click the ‘Create’ button on the top right-hand side of the page and name your campaign in the dialog that appears
  2. Name the workflow at the top of the canvas
  3. Drag and drop an ‘Event’ trigger to the canvas
    The first step of the workflow is defining the ‘Opt-in’ event that will trigger the workflow to begin

    1. Set the ‘Opt-in’ event as the ‘Event type’
    2. Set the ‘Start date’ of your campaign
    3. Set the ‘End date’ of your campaign
    4. Click the ‘Update’ button

      In the first step of the workflow, we have defined the ‘Opt in’ event as the workflow trigger.

  4. Add a ‘Campaign bonus’ action to the canvas and connect it to the action (lower) branch of the ‘Event’ trigger
    1. Set ‘Points’ to 900
      You don’t need to add 1000 points here, as you are already rewarding the opt-in event with 100 points in your loyalty program. Only enter 1000 if you would like to award 1100 points.
    2. Fill the ‘Description’ field
      This message will appear on the Points history page, indicating the reason why the bonus points were added to the customer’s balance.
    3. Click the ‘Update’ button

      In this example we have set up a 900-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’re ready to activate your workflow, set the status to ‘Active’ on the top of the canvas.

Case 2: Incentivize customers to start sharing

In this use case, we will target customers who haven’t shared any of your pages before. To encourage them to start sharing, we will run an activation campaign, in which they will receive double points for their shares for two weeks. To keep track of which customers will be engaged, we will add them to a predefined list at the end of the workflow.
Please note, that this workflow will modify the behavior of the Social share module only in terms of rewarded points. All the other rules (daily share limits, enabled networks) will still apply.

  1. Navigate to the Campaigns tab and click the ‘Create’ button on the top right-hand side of the page and name your campaign in the dialog that appears
  2. Name the workflow at the top of the canvas
  3. Drag and drop an ‘Event’ trigger to the canvas
    The first step of the workflow is defining the ‘Share’ event that will trigger the workflow to begin

    1. Set the ‘Share’ event as the ‘Event type’
    2. Set the ‘Start date’ of your campaign
    3. Set the ‘End date’ of your campaign
    4. Click the ‘Update’ button

      This is how we have defined and dated the event that will award customers with with bonus points for sharing.

  4. Add a ‘Customer attribute’ filter to the canvas and connect it to the action (lower) branch of the ‘Event’ trigger
    Now we are filtering customers who have already performed a social share action successfully. Don’t worry, we will take care of negation in the next step.

    1. Select ‘Relations’ as the customer attribute name
    2. Add the ‘action taken’ operator
    3. Select the ‘share’ action in the Value field
    4. Click the ‘Update’ button

      This is how customers who have already shared at least once are filtered.

  5. Add a ‘Campaign bonus’ action to the canvas and connect it to the failure (red) branch of the ‘Customer attribute’ filter
    By connecting the action to the failure branch, we are targeting customers who are NOT in the segment of customers who have already shared.

    1. Set ‘Points’ to {event.points}
      You don’t need to add a double multiplier here, as the customer has been already rewarded once according to the settings of the Social share module. However, if you want to triple the number of points the customer would get for the checkout, use a double multiplier ({event.points}*2).
    2. Fill in the ‘Description’ field
      This message will appear on the Points history page, indicating the reason why the bonus points were added to the customer’s balance.
    3. Click the ‘Update’ button

      Here’s how we double the points that customers will receive for sharing pages.

  6. Add anAdd to list’ action to the canvas and connect it to the success (green) branch of the ‘Campaign bonus’ action
    Before you start setting up the workflow, make sure you have created a list for the customers who will be a part of this campaign under ‘Customer insights’ menu.

    1. Pick the list you’d like to add customers to in the ‘List’ field
    2. Click the ‘Update’ button

      This is how the list is selected.

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’re ready to activate your workflow, set the status to ‘Active’ on the top of the canvas.

Case 3: Reward a visit event with an instant coupon

Encourage customers to read your latest blog post or product catalog by rewarding them with a one-time 5% coupon, which they can use toward their next purchase.

  1. Navigate to the Campaigns tab and click the ‘Create’ button on 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 ‘Event’ trigger to the canvas
    The first step of the workflow is defining the ‘Visit’ event that will trigger the workflow to begin

    1. Set the ‘Visit’ event as the ‘Event type’
    2. Set the ‘Start date’ of your campaign
    3. Set the ‘End date’ of your campaign
    4. Click the ‘Update’ button

      This is how we have defined and dated the event that will award customers with bonus points for their visit.

  4. Add an ‘Event attribute’ filter to the canvas and connect it to the action (lower) branch of the ‘Event’ trigger
    1. Select ‘URL’ as the event attribute name
    2. Add the ‘equal with’ operator
    3. Add the exact URL of the page you would like your customers to visit in the ‘Value’ field
    4. Click the ‘Update’ button

      In this step we have applied the campaign to a specific URL.

  5. Add an ‘Assign coupon’ action to the canvas and connect it to the success (green) branch of the ‘Event attribute’ filter
    In this step, we will set up all the information required 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 that we will follow, 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 coupon pattern to BONUS5##, a coupon code could be BONUS596
      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 value of the coupon to 5
    3. Set the expiration time (optional)
    4. Click the ‘Update’ button
    5. Set the coupon type to ‘percentage’

      In this example, we have set up a 5% percent coupon generated by Antavo with an expiration time of 1 month.

  6. Add a ‘Webhook message’ action to the canvas and connect it to the success (green) branch of the ‘Assign coupon’ action
    Because 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 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 next step, we will set up a webhook message, but make sure you consult with your developer team and check 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 will be applied, which is 1 second.
    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 your loyalty program, you don’t 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 the 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 wish to include in the event
    3. Click the ‘Update’ button

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’re ready to activate your workflow, set the status to ‘Active’ on the top of the canvas.