How to set up your Loyalty Scheme

Control > Promote > Conversion Events

In order to allocate Store Credit Points to the user, you will need to create Conversion Events that will trigger an event with ‘x’ amount on the frequency scale.

Key points:

• Make sure you have selected the Public Event tickbox as this will determine whether to be shown on the Badges channel
• Add Badge Title and Description
• Upload icons for achieved and not achieved
• Badge Call To Action is the text which will go next to the Store Credit Points on the display side. This will then be overwritten once the badge is achieved, to say ACHIEVED.
• Badge Link is where you can enter a link where you would like users to be taken when they click on the badge. This is useful if you want to promote actions for users to do in order to unlock (achieve) this badge.
• The Minimum Store Credits to Trigger Event is there as a safeguard. By adding a value, it will check this value against the user total Store Credit Points. If the same or more, then this Conversion Event will trigger for them.
• On the Store Credit Points field, enter the points to be allocated to the user once this Conversion Event is triggered.

The feature icon will appear on the top right corner of the Achieved badges on the Badge Channel. The Design Style needs to be set on the Prime Content DE or Skin.

Control > Structure > Channels

You can only create one Badge Channel per Zone as you can only have one Customer Ladder Profile per Zone.

While creating the Channel, add the intro text on the Details field, where you can use the WYSIWYG feature.

Here you can also select the Skin for the feel and look.

You can modify the layout using the Design Element properties including the Prime Content DE settings.

Rewards are Product items. You need to have a Section where they will reside or be multi-displayed to.

Once the Section is ready, create your rewards by using the Product item.

Please note: Based on the Number of Store Credits Required, the Rewards DE will display Spend x Points or You need x Points (the x being the Number of Store Credits Required).

If you enter a Call To Action text, then this will overwrite Spend x points or You need x points

Key points:

• Call To Action - This is where you can enter a free form text if you would like to promote an action which users can earn x points.
• Link (optional) - Select in case you want users to claim their rewards by submitting a form. However, you can also use this link field to promote other actions as mentioned above. This could be a link to a specific landing page.
• Number Of Store Credits Required - Here’s where you enter a safeguard value for users to be able to click on the rewards link. If you would like to promote an action for users to earn points, instead of claiming, leave this blank.

Control > Promote > Conversion Events

Create a conversion event for deducting Store Credit Points once the user has claimed the rewards, i.e. submitting the form.

Key Points:

• Select the trigger event which enables the user to claim the rewards, i.e. Form entry
• It is recommended to have a Minimum Store Credits To Trigger Event so users have at least the right amount to be deducted from their total Store Credit Points
• For deducting, use a negative value in the Store Credit Points field. E.g. -10

Please note: Conversion event will check Minimum Store Credit to Trigger and Store Credit Points against user’s total Store Credit Points this is to prevent users from going into a negative total Store Credit Points.

So, if a user matches the Minimum Store Credit to Trigger, but the deduction of Store Credit Points will make the user’s total Store Credit Points go to a negative value, then it won’t run.

See table below:

Create Skin and Design Objects to place the Rewards DE.

Select the Sections where your Rewards (Product Items) are.

You can use the Section Details to display an introduction on the display side and refine the layout using the Rewards DE settings and Design Element properties.

Also, don’t forget to tick Use Product link checkbox if you wish to use the Product Link, in this case, the dynamic form, instead of taking the user to the Product detail page.

On the display side, you can also change labels by using the Text Items panel on the Application Bar.