With Splio, you can use campaign scenarios to credit points to members of Loyalty programs. This synergy between Scenario and Loyalty is meant to create automatic rules to credit or debit points. It is particularly useful when you do not have access to the right conditions in the rules interface of the Loyalty module.
This feature allows you to use any conditions found in the Target module because it is the filter of the scenario that triggers the crediting or debiting of points.
Adding points with a scenario
This section presents, with the example of a birthday campaign, how to configure a scenario that credits (adds) points to Loyalty cards.
In this scenario we have a filter to target program members who are going to celebrate their birthday in 3 days. We have created an automatic campaign and selected this filter. Then we schedule the scenario to run every day at 7:30 am.
Select "Loyalty" as the action type and configure it. You need to select the Loyalty program and make sure it is the right one (here my program is called sales boost).
You can credit different amounts of NQ and Q points. The reason becomes part of the Loyalty card's points history and can be accessed from each contact's data.
Adding more sequences
The campaign scenario doesn't end here: use the "Add sequence" button below the Loyalty action to schedule the next sequence. You can use it to send an email or SMS message campaign to inform your contacts that they have received their birthday gift.
One thing to remember is that the new sequence must be scheduled with a delay of at least one day. Splio will not allow you to save a sequence without this.
You are also required to set up the reaction. In this case "All previous recipients" are the only choice available.
You can add an Email action now to send a message to your program members.
Notes on additional sequences
In manual campaigns, you have a choice between a fixed date (e.g., July 4) and a relative date (e.g., 3 days after the previous action). You will also be able to apply a filter to the sequence, calculated before sending messages.
More importantly, when creating a sequence which follows a sending action (Email or SMS) in a manual campaign, you can choose reactions such as "Successful delivery", "Email opened", or "Email clicked". You can even create two or more follow-up sequences, each with a different reaction.