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Tier-based campaigns

If you have tiers set up in your loyalty program, you want to make sure that you are giving better and higher value rewards to higher tier customers. Setting tier-based campaigns great way to show appreciation to your most precious customers, plus you can incentivize lower tier customers to climb up the ladder and come back to your webstore more often.

Cases we will cover:

  1. Higher tier customers get double points for their purchases
  2. Customers get an instant coupon reward when they advance to a higher tier

 

Case 1: Higher tier customers get double points for their purchases

As this rule will modify the behavior of the Incentivized purchase module, please make sure you have this module up and running in your loyalty program. In case you need help, you can find our guide here.

  1. Open Rules management and click the ‘Create new automation’ button in the sidebar.
  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’ event that will trigger the workflow to begin

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

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

  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’ll define which customers should get an alternate number of points, rather than what is defined in the Incentivized purchase module

    1. Select ‘Level reached’ as the customer attribute name
    2. Add the ‘equals with’ operator
    3. Pick the level you’d like to target in the ‘Value’ field
    4. Click the ‘Update’ button

      This is how customers in a specific tier 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 been already rewarded once, according to the settings of the Incentivized purchase module.
      However, if you want to triple the points that the customer would get for checkout, use a double multiplier ({event.points}*2).
    2. Fill the ‘Description’ field
      This message will appear in the Points history page, indicating the reason why the bonus points were added to the customers’ balance.
    3. Click the ‘Update’ button

      Here’s how we double the points that customer 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 want to activate your workflow, set the status to ‘Active’ on the top of the canvas.

Case 2: Customers get an instant coupon reward when they advance to a higher tier

In this example you will learn how to set up a 10 EUR surprise-and-delight coupon reward in your loyalty program.

  1. Open Rules management and click the ‘Create new automation’ button in the sidebar
  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 ‘Level up’ event that will trigger the workflow to begin

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

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

  4. Add an ‘Assign coupon’ action to the canvas and connect it to the action (lower) branch of the ‘Event’ trigger
    In this step, we will set up all the information required to define the $10 coupon codes, which will be assigned to customers

    1. Choose the coupon source
      Generate: If you want Antavo to generate the 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 pattern to LEVELUPBONUS###, a coupon code could be LEVELUPBONUS596
      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 previously described.
    2. Set the coupon type to ‘amount’
    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 EUR coupon generated by Antavo with an expiration time of 1 month.

       

  5. 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 check out this article beforehand.

    1. Add the URL of the webhook endpoint, which 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, a 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 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.

In the case that you have an Emarsys, a Bronto or a Dotmailer integration set up in 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 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. If you want to activate your workflow, set the status to ‘Active’ on the top of the canvas.