The main method of attributing rewards in Splio is with the Loyalty Rules. Whenever a program member matches the stated conditions, a reward will be attributed to them.
However, there is a synergy between the Loyalty and Scenario modules which allows you to automate processes in the form of campaigns. You can use them to attribute rewards as well as Loyalty points.
When to use a scenario for rewards attribution
Scenarios can be used to attribute rewards whenever you do not want to create a rule for any reason, e.g., when you want to do it just one time. Conversely, if you set up a Loyalty Rule, it will be applied to all events while it is active.
You will also want to use scenarios for precise targeting that is not available with rules. Here you can enjoy the full power of Target: create filters based on custom fields (see below), filters including other filters, complex behavioral conditions, and more.
Please note that the reward attribution feature is only available for manual and automatic campaigns, and not trigger campaigns.
How to attribute rewards
This section shows how to configure a simple scenario that attributes (assigns) rewards to Loyalty cards.
In this scenario we have a "Sales Boost" program and a filter to target program members who live in the city of Santa Monica. This will be a one-off action, so we have created a manual campaign and selected this filter. Then we scheduled the scenario to run on October 30th, at 7:00 am.
💡 City is a custom field, not available to Loyalty Rules.
Select the "Loyalty" action and configure it. You need to choose the "Grant reward" tab on the left.
All rewards are attributed to members of a single loyalty program. You need to select the program and the reward from available lists. You also need to state the reason for attribution before clicking "Validate".
💡 It is a good practice to use a reason that will be easy to interpret in the future for anyone checking the rewards history.
Adding more sequences
The campaign scenario doesn't have to end there: 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 to inform your contacts that they been given a reward.
In the Schedule tab, select a fixed date (only available for manual campaigns) or relative date. Then enter either the date and time or a delay in days/months.
💡 Remember that the new sequence must be scheduled at a delay of at least a day. Splio will not allow you to save the sequence without a delay.
You are also required to set up the reaction. In this case "All previous recipients" is the only option (it will send messages to all program members who received the reward).
You can add an Email action now to send a message to your program members.
Notes on additional sequences
In automatic campaigns, you cannot choose a fixed date: you must provide a relative one (i.e., the delay between sendings).
To keep this example concise, we skipped the option to include a filter with which you can narrow down the recipients of the follow-up action. You can use any conditions available in the Target module, e.g., the number of rewards already claimed by recipients.
More importantly, when creating a sequence which follows a sending action (Email or SMS) in a manual campaign, you can choose such reactions as "Successful delivery", "Email opened", or "Email clicked". You can even create two or more follow-up sequences, each with a different reaction.