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Purchase-related campaigns

To help you increase average order value, frequency of purchases and total spend, we have designed Rules to equip you with the ability to fine-tune purchase incentivization in your webstore. You can easily set up periodic campaigns to give your customers a chance to earn bonus points with qualified purchases. Our filters help you target certain customer segments, so you can personalize your campaigns.

 

Cases we will cover:

  1. Encourage customers to purchase from a specific product category
    1. Double points for purchasing a product
    2. Refer-a-friend bonus campaign
  2. Give new registrants double points for purchases made
  3. Give a bonus level-up for making a purchase with a minimum basket value

 

Case 1: Encourage customers to purchase from a specific product category

Imagine, that you’re introducing a new product category and you would like to draw your customers’ attention to it. Furthermore, you may want to attract new customers who are interested in these products.
To achieve these goals, we will set up a month-long campaign built up of two different workflows:

  1. Double points for purchasing from a product category
    Give customers double points when they purchase an item from the newly introduced ‘beauty’ category.
  2. Refer-a-friend bonus campaign
    Give customers 100 bonus points when they refer someone who later buys an item in the ‘beauty ‘category.

First workflow: Double points for purchasing a product from the ‘beauty’ category

  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 to define the ‘Checkout item’ event that will trigger the workflow to begin

    1. Set the ‘Checkout item’ 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 be rewarded with bonus points.

  4. Add an ‘Event attribute’ filter to the canvas and connect it to the action (lower) branch of the ‘Event’ trigger
    1. Select ‘product category’ as the event attribute name
    2. Add the ‘equals with’ operator
    3. Add ‘beauty’ as the value
      Be sure to define the category in exactly the same way as it’s sent in the checkout item event.
    4. Click the ‘Update’ button

      In this step we have applied the campaign to items that are in the ‘beauty’ product category.

  5. Add a ‘Campaign bonus’ action to the canvas and connect it to the success (green) branch of the ‘Event attribute’ filter
    1. Set the ‘Points’ to ‘{event.points}’
      You don’t need to add a double multiplier here, because the customer has been already rewarded once according to the settings in the Incentivized purchase module.
      However, if you want to triple the points the customer will get for the checkout, use a double multiplier ({event.points}*2).
    2. Fill the ‘Description’ field
      This message will appear on the Points history page, indicating the reason why 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 purchasing ‘beauty’ category items.

Don’t forget to save the workflow before leaving the page.

Second workflow: Refer-a-friend bonus campaign

  1. Navigate to the Campaigns tab and click the + button next to the campaign that we have just set up at the start of the setup process
  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 ‘Checkout item’ event that will trigger the workflow to begin

    1. Set the ‘Checkout item’ 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 be rewarded with bonus points

  4. Add an ‘Event attribute’ filter to the canvas and connect it to the action (lower) branch of the ‘Event’ trigger
    1. Select ‘product category’ as the event attribute name
    2. Add the ‘equals with’ operator
    3. Add ‘beauty’ as the value
      Be sure to define the category in exactly the same way as it’s sent in the checkout item event.
    4. Click the ‘Update’ button

      In this step we have applied the campaign to items in the ‘beauty’ product category.

  1. Add a ‘Referral bonus’ action to the canvas and connect it to the success (green) branch of the ‘Event attribute’ filter
    1. Set the ‘Points’ to ‘100’
    2. Fill the ‘Description’ field
      This message will appear on the Points history page, explaining the reason why bonus points were added to the customer’s balance.
    3. Click the ‘Update’ button

      Here’s how we add 100 bonus points to customer accounts after they refer someone who subsequently buys an item from the ‘beauty’ category.

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: Give new registrants double points for purchases made

With this workflow, you can incentivize newly registered customers to place their first order within a short period of time. Offer double points on purchases made within 2 weeks from the day they register.

  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 ‘Event’ trigger to the canvas
    The first step of the workflow is to define the ‘Checkout’ event that will trigger the workflow to begin

    1. Set the ‘Checkout’ event as the ‘Event type’
    2. Click the ‘Update’ button

      As the first step of the workflow we have defined the ‘Checkout’ event to trigger the workflow.

       

  4. Add a ‘Customer attribute’ filter to the canvas and connect it to the action (lower) branch of the ‘Event’ trigger
    In this filter, we are defining which customers should get alternate number of points than what is defined in the Incentivized purchase module

    1. Select ‘Opt-in at’ as the customer attribute name
    2. Add the ‘is greater than or equal to’ operator
    3. Add ‘{event.date – 2 weeks}’ as the value
    4. Click the ‘Update’ button

      This is how customers who have registered in the past 2 weeks are filtered.

  5. Add a ‘Campaign bonus’ action to the canvas and connect it to the success (green) branch of the ‘Customer attribute’ filter
    1. Set the ‘Points’ to {event.points}
      You don’t need to add a double multiplier here, as the customer has already been rewarded once, according to the settings of the Incentivized purchase module.
      However, if you want to triple the points the customer would get for their checkout, use a double multiplier ({event.points}*2).
    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.

      Here’s how we double the points that customers will receive for completing a checkout event.

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

Case 3: Give a bonus level-up for making a purchase with a minimum basket value

Encourage your customers act in time and place their order now by letting them enter the top-tier with just a single purchase. To prevent masses of people from entering your highest level instantly, make sure you define a relatively high minimum basket value. In this example, we will use 500 EUR

  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 to define the ‘Checkout’ event that will trigger the workflow to begin

    1. Set the ‘Checkout’ 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 trigger the instant level-up action

  4. Add an ‘Event attribute’ filter to the canvas and connect it to the action (lower) branch of the ‘Event’ trigger
    1. Select ‘Total’ as the event attribute name
    2. Add the ‘is greater than or equal to’ operator
    3. Add ‘500’ as the value
    4. Click the ‘Update’ button

      In this step we have applied the campaign to purchases with a minimum basket value of 500 EUR.

  1. Add a ‘Set level’ action to the canvas and connect it to the success (green) branch of the ‘Event attribute’ filter
    1. Set ‘Premium’ level, as this is the level you will let customers instantly join
    2. Click on the ‘Update’ button

      In this step we have set ‘Premium’ level where customers will be levelled-up to.

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’ at the top of the canvas.