Overview
This article focuses on the use of Loyalty filters: the results you can achieve by using filtering conditions related to Loyalty data.
Select the scope of a filter from the "new filter" screen.
Contacts filters: Loyalty behavior
To add loyalty-based conditions to a contacts filter, open the "Loyalty" section in the criteria panel:
|
Conditions |
Segments and campaign opportunities |
|
Opt-in of a loyalty program |
Send a welcome message, explain tiers, rules of the program, show rewards and other details |
|
Member of a loyalty program |
Messages to all members of a Loyalty program: updates to rules and terms, new rewards, exclusive events, etc. |
|
Belongs to a tier |
Marketing campaigns addressed to members of a specific tier, presentation of rewards available to that tier |
|
Card expiration date |
Communicate to members whose cards are about to expire |
|
Member birthday |
A special reward (or points) as a birthday present |
|
Current amount of Q points |
Incentives to advance to the next tier, scoring based on Q points |
|
Current amount of NQ points |
Reward offers based on the amount f points, scoring based on NQ points |
|
Total NQ points spent |
Member segmentation by spending (spending scoring) |
|
Q points expiration date |
Warn members of possible tier downgrade |
|
NQ points expiration date |
Send an expiration reminder with an option to reactivate points (depends on program) |
|
Number of rewards available |
A reminder message with available rewards |
|
Number of rewards earned,Number of rewards claimed |
Segmentation by the number of rewards from a particular category |
|
Claimed reward |
Reward confirmation |
|
Number of rules achievement |
Access to quantitative data for how many times rules were met; used for special messages, big rewards, e.g., a 10th anniversary in the program |
|
Presence in Loyalty filter |
Allows you to use conditions normally available in the "loyalty" scope |
Example: Contacts with a program membership
Case: You need to exclude contacts who are already subscribed to any Loyalty programs.
Solution: Add a condition group with the "Opt-in to a loyalty program" condition. Use the "EXC" operator to exclude the contacts targeted by the conditions below "EXC" from those targeted by the conditions above it:
/!\ When creating starting population filters for scenarios, it is recommended to create separate inclusion and exclusion filters.
Loyalty filters
These conditions are available for filters in the "loyalty" scope, targeting individual "membership cards" within programs.
|
Conditions |
Segments and campaign opportunities |
|
Member birthday |
Birthday messages, rewards as birthday presents |
|
Program name |
All members message (by the name of the program) |
|
Program ID |
All members message (by the ID of the program) |
|
Program subscription date |
A welcome message (e.g., sent daily to all new members) |
|
Tier name |
Tier based messages |
|
Tier entry date |
A "welcome to tier" message with rewards and advantages exclusive to the tier |
Example: Promo week's Opt-ins
Case: Sending a special welcome message to new members who subscribed on the program anniversary week.
Solution: Use the "Program subscription date" condition for the promotional week, and "Program name" to identify the program.
/!\ Because this filter targets membership cards, it is more precise than a similar "contacts" filter which would target contacts.
Rewards filters
Rewards filters are useful to list rewards in messages using loops.
|
Condition |
Possible and suggested segments |
|
External ID |
Target a specific reward by its ID in the client's database |
|
Name |
Target a specific reward by its name |
|
Type |
Distinguish between coupons and products |
|
Reward cost (Points) |
Find the most expensive (or cheapest) rewards |
|
Stock |
Identify rewards that need to be sold off and stock shortages |
|
Number of individuals having earned the reward,Number of individuals having claimed the reward,Number of times the reward was earned,Number of times the reward was claimed,Total number of non-qualifying points debited by a reward |
Use these conditions to find the most popular and unpopular rewards |
Example: Cheap coupons
Case: You want to send a message to low tier members to offer them coupons which cost no more than 10 NQ points.
Solution: Use the "Reward cost (Points)" and "Type" conditions.
