This article will explain how to create an offer that awards bonus points after customers make a purchase - either any purchase, or to award for purchasing specific items.
Contents
Video Tutorial
Creating the Loyalty Offer
- In the Incentivio Dashboard, navigate to Communications > Loyalty Offers.
- Select + Create Loyalty Offer.
Basics
- Enter the Internal Title and select the appropriate Campaign.
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If you would like to target distribution and redemption based on customer location data, toggle on Store Targeting.
Note: This will prevent new guests from benefitting from this offer, as they have not yet been assigned a location
Points
Bonus Point offers will always use the Award Points setting
- Select how many points the customer will receive
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If this offer does not require the purchase of a specific item to receive the points, move on to the Target Audience Section
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If this offer requires customers to purchase a specific item to receive bonus points, toggle on Has qualifying products.
- Select the Products and wether or not the user needs all the selected products in their order, or just one, to receive the points
- Select if points will be awarded for each product.
- Please see Qualifying Products Guidance for details on our product targeting options including Selection Mode and Award for Each Qualifying Unit
Target Audience
- Enable the Activity Based toggle and select the Transaction Complete Activity.
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If you enabled Qualifying Products on the previous page, this will be automatically selected for you, as it is the only Targeting Rule which supports Qualifying Products
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If you enabled Qualifying Products on the previous page, this will be automatically selected for you, as it is the only Targeting Rule which supports Qualifying Products
- Select your desired Targeting Rule(s) for who will receive this offer.
- In general, these offers are set to target Everyone so all customers have the opportunity to earn points for making a purchase.
- If you are offering bonus points on a single day, you should also use the Day of the Week targeting rule. For example, if you were offering points on purchases placed on Sunday September 1st, you would use Day of the Week = Sunday and the distribution days of the 1st and 2nd.
Tip: Use the And/Or Logical Operators to combine rules or set multiple ways guests can receive this offer!
For assistance in understanding Targeting Rules, which control which guests receive an offer, refer to this guide: Targeting Rules
Redemption
When setting up Award Point offers, the Redemption section does not apply. The offer will be automatically redeemed based upon the rules set within Target Audience.
Availability
- Select how often customers can receive this offer.
- One time only - Customers will only ever receive this loyalty offer once. It cannot be manually re-sent to them, and once it has been used or deleted, they will not receive another copy.
- One active offer at a time - Customers can only have one copy of this loyalty offer in their inbox at any given time. Once it has been used or deleted, they will receive another copy if the loyalty loyalty offer is still active and they still qualify, based on the rules set in the Target Audience section.
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Multiple offers at once - Customers can receive multiple copies of this loyalty offer. This should only be used with Activity-based loyalty offers to prevent overcrowding inboxes with duplicate communications.
- Select when this offer will be sent:
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Start Date
- Immediately - This loyalty offer will be sent out at the next available time slot or once customers complete the necessary activity.
- Custom Date - This loyalty offer will begin sending out on the date selected at the first available time slot or once customers complete the necessary activity.
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End Date
- Never - This loyalty offer will not stop sending new copies until it has been deleted from the Dashboard or until the end date has been changed to Custom Date and a specific end date has been entered.
- Custom Date - This loyalty offer will stop sending customers new copies after the selected date, which is the last day for customers to receive new copies.
- Important Note: The End Date should be one-day after the last day of the promotion. It will prevent bonus points from distributing for the final day if it is set to end on the last day of the promotion. (Ex: If the promotion ends 7/31/24, the End Date should be set to 8/1/24. It will not award points for purchases made on 8/1/24.)
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Start Date
The Look
Please note: Because this is a loyalty reward activity-based offer, customers will not receive this in their regular inbox, so it is unnecessary to enter extensive short and long descriptions. The only thing guests will see is the title, as this will be listed on their Loyalty History screen if they qualify and receive the points.
Qualifying Products Guidance
Award for Each Qualifying Unit
Points for each qualifying unit are awarded based on "applicable units," which are determined by the combination of qualifying products, their quantities, and the selection mode.
- Setting Selection Mode to One means that customers must have at least one of the qualifying items, in the specified quantity, in their cart in order to qualify for the offer.
- Setting Selection Mode to All means that customers must have all of the qualifying items, in the specified quantity, in their cart in order to qualify for the offer.
Selection Mode: ONE
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Example:
- 1 Cold Coffee
- 3 Hot Coffees
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How Points Are Awarded:
- Points are awarded separately for each product based on the specified quantities.
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If Award For Each Qualifying Unit = Yes: If the reward is 50 points per unit, the customer would receive 50 points for each cold coffee and 50 points for every three hot coffees.
- Example Calculation: If an order includes 6 cold coffees and 6 hot coffees, you would earn 400 points: 50 points for each of the 6 cold coffees (totaling 300 points), and 100 total points for 2 "sets" of 3 hot coffees.
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If Award for Each Qualifying Unit = No: If the reward is 50 points, the customer would receive 50 points for purchasing 1 cold coffee or 50 points for 3 hot coffees. The points would not stack.
- Example Calculation: If an order includes 6 cold coffees and 6 hot coffees, you would earn 50 points: 50 points for purchasing 1 cold coffee, but since it is not stackable, they would not receive points for purchasing additional quantities.
Selection Mode: ALL
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Example:
- 1 Cold Coffee
- 3 Hot Coffees
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How Points Are Awarded:
- Points are awarded only when the specified combination of products is met.
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If Award For Each Qualifying Unit = Yes: If the reward is 50 points per unit, the customer would receive 50 points for each 1 cold coffee plus 3 hot coffees. They must purchase the full "set" of 1 cold coffee + 3 hot coffees to receive any points.
- Example Calculation: If an order includes 6 cold coffees and 6 hot coffees, you would receive only 50 points. This is because the order contains two complete sets of 1 cold coffee plus 3 hot coffees. Despite having extra cold coffees, each 1 needs 3 hot coffees to complete another set and earn additional points.
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If Award for Each Qualifying Unit = No: If the reward is 50 points, the customer would receive 50 points for purchasing one "set" of 1 cold coffee + 3 hot coffees. The points would not stack.
- Example Calculation: If an order includes 6 cold coffees and 6 hot coffees, the customer would receive only 50 points. This is because the offer would not stack for purchasing additional "full sets."