1. Overview  

1. Open Ended
   
2. Trigger Points
   
3. Auto Trigger
   
4. Raffle
   

2. Auto Trigger Campaign  

Auto Trigger is a type of campaign that activates automatically based on specific criteria, such as a birthday, anniversary, or specific actions taken by customers. The campaign might be set to trigger on a predetermined date. For example, it could be activated on a customer's birthday, anniversary, or when the customer registers for the loyalty program. The campaign could also be triggered by certain customer behaviors or interactions with the program.  

When creating a Coupon or Token reward type campaign, you can only select one option. Both campaign types cannot be used at the same time.

 

1. Birthday Coupon: The "Birthday Coupon" is a special type of reward offered to customers on their birthdays. It typically comes in the form of a coupon that can be redeemed for discounts, special offers, or other promotional benefits during their birthday month or on their actual birthday. Below is an example for Birthday Coupon:
1. Name: Celebrate Your Birthday with a Special 10% Off Coupon!
2. Description: Happy Birthday! As a special gift, enjoy 10% off on your next purchase during your birthday month. Redeem your digital coupon in-store at checkout, through our app, or online. This offer is our way of celebrating you—don’t miss out! Exclusions apply; cannot be used for cigarettes, lottery, or chewing tobacco products.
   

1. Birthday Token: The "Birthday Tokens" reward type involves awarding a specific number of tokens to customers on their birthdays. These tokens can be used in the loyalty program for various benefits, such as discounts, rewards, or future purchases. Below is an example for Birthday Tokens:
1. Name: Celebrate Your Birthday with 100 Bonus Loyalty Tokens!
2. Description: Happy Birthday! As our gift to you, enjoy 100 bonus loyalty tokens credited to your account. Use them to redeem exciting rewards, discounts, or special offers. Check your token balance in the app, online, or at the store register. Enjoy your special day with Loyal-n-Save!
   

1. We Miss You - Coupon: The "We Miss You Coupon" is a special type of reward aimed at re-engaging customers who have not interacted for a specified period. It usually comes in the form of a coupon offering discounts or other benefits to entice customers to return and make a purchase. Below is an example for We Miss You - Coupon:
1. Name: We Miss You! Enjoy 15% Off on Your Next Purchase
2. Description: It’s been a while since we last saw you! Here’s a 15% off digital coupon to welcome you back. Redeem in-store, through our app, or online. Hurry—this exclusive offer is only available for a limited time! Exclusions apply; cannot be used for cigarettes, lottery, or chewing tobacco products.
   

1. We Miss You - Tokens: The "We Miss You Tokens" reward type involves awarding a certain number of tokens to customers who have been inactive for a specified period. These tokens can be used within the loyalty program for various benefits, such as discounts, rewards, or future purchases, with the goal of encouraging customers to return and engage with the brand. Below is an example for We Miss You - Tokens:
   
1. Name: We Miss You! Here’s 2,000 Bonus Loyalty Tokens
2. Description: We noticed you haven’t visited us in a while! As a special welcome back, enjoy 2,000 bonus loyalty tokens. Use them to redeem exciting rewards and discounts. Check your token balance in the app, online, or at the store register. We can’t wait to see you again!
   

1. Signup Coupon: The "Signup Coupon" is a reward given to new customers when they register for the loyalty program. This coupon typically offers a discount or special offer that encourages the new member to make their first purchase. The Signup Coupon serves as a welcoming gesture to new customers, providing an immediate benefit for joining Loyal-n-Save. Below is an example for Signup Coupon:
1. Name: Signup for Loyal-n-Save to earn a Digital Coupon for 5% Off a Single Item on your Next Purchase
2. Description: To access your digital coupon after in-store signup, download our app, log in online, or redeem at the store register. This coupon cannot be redeemed for cigarettes, lottery, or chewing tobacco products.
   

1. Signup Tokens: The "Signup Tokens" reward type involves awarding a certain number of loyalty tokens to new customers when they join Loyal-n-Save. These tokens can be used within the program to redeem various rewards, discounts, or special offers. Below is an example for Signup Tokens:
1. Name: Signup for Loyal-n-Save to Earn 50 Loyalty Tokens Instantly
2. Description: Join our loyalty program today and receive 50 loyalty tokens as a welcome gift! These tokens can be redeemed for exciting rewards, discounts, and special offers. To check your token balance, download our app, log in online, or ask at the store register. Start earning and saving today!
   

1. Visit Tokens: The "Visit Tokens" reward type involves awarding a certain number of loyalty tokens to customers each time they visit a store. These tokens can be used within the loyalty program to redeem various rewards, discounts, or special offers, encouraging frequent interactions and visits. Below is an example for Visit Tokens:
1. Name: Earn 10 Bonus Tokens Every Time You Visit!
2. Description: Get rewarded for stopping by! Earn 10 bonus loyalty tokens each time you visit our store and make a purchase. Redeem your tokens for special discounts, rewards, and exclusive offers. Keep coming back to earn more!
   

1. Anniversary Coupon: The "Anniversary Coupon" is a special coupon awarded to customers on the anniversary of the date they joined Loyal-n-Save. This coupon typically offers a discount or special offer to celebrate their continued membership and encourage further engagement with the store. Below is an example for Anniversary Coupons:
1. Name: Happy Loyalty Anniversary! Enjoy 10% Off
2. Description: Thank you for being a valued member of our loyalty program! To celebrate your anniversary with us, enjoy 10% off on your next purchase. Redeem this special coupon in-store, through our app, or online. Exclusions apply; cannot be used for cigarettes, lottery, or chewing tobacco products.
   

1. Anniversary Tokens: The "Anniversary Token" is a special token awarded to customers on the anniversary of the date they joined Loyal-n-Save. This token typically offers a discount or special offer to celebrate their continued membership and encourage further engagement with the store. Below is an example for Anniversary Tokens:
1. Name: Happy Anniversary! Here’s 2,500 Bonus Tokens to Celebrate
2. Description: Thank you for being part of our loyalty family! To celebrate your anniversary with us, enjoy 2,500 bonus loyalty tokens. Use them for exciting rewards, discounts, and special offers. Check your balance in the app, online, or at the store register.
   

1. EAIV Coupon: EAIV (Electronic Age and Identity Verification) coupons are a specific type of digital coupon that requires verification of a customer's age and identity before they can be issued or redeemed. The primary purpose of EAIV Coupons is to ensure that only eligible customers, often those meeting a minimum age requirement, can access certain discounts or offers. This is particularly important for products that are age-restricted, such as alcohol, tobacco, and certain medications. Customers will receive a coupon for a discount or free item when they complete the Altria survey and requirements for the selected store. Below is an example for EAIV:
1. Name: Age-Verified Members Get an Exclusive Discount!
2. Description: As a verified member, enjoy a special discount! Complete the Altria survey and verification process to receive an exclusive coupon for a discount or free item on qualifying purchases. Redeem in-store or through the app. Restrictions apply; only available for age-verified customers.
   

1. EAIV Tokens: EAIV (Electronic Age and Identity Verification) tokens are a specific type of token that requires verification of a customer's age and identity before they can be issued or redeemed. The primary purpose of the EAIV token is to ensure that only eligible customers, often those meeting a minimum age requirement, can access certain discounts or offers. This is particularly important for products that are age-restricted, such as alcohol, tobacco, and certain medications. Customers will receive a token for a discount or free item when they complete the Altria survey and requirements for the selected store. Below is an example for EAIV Tokens:
   
1. Name: Earn Exclusive Tokens for Completing Age Verification
2. Description: Verified customers can now earn bonus tokens! Complete the Altria survey and verification process to receive exclusive tokens, redeemable for special discounts, rewards, or free items. Check your token balance in the app, online, or at the store register.
   

2.1 "Details" Tab

1. Name: The campaign name acts as the main identifier, playing a key role in capturing customer attention. It will be prominently featured on both the website and mobile app, making it easy for customers to recognize and associate with the campaign. 
   
2. Description: Explains the campaign rules to customers and will be visible on the website and mobile application. 
   
3. Active: The Active setting in the Loyal-n-Save program gives you control over whether a campaign is running or not. This setting acts as a toggle to activate or deactivate the campaign. When marked as Active, the campaign becomes operational, allowing customers to participate and earn rewards based on their purchases. Once a campaign is set to Active, notifications will be sent to customers 30 minutes after activation, ensuring they are informed and can begin enjoying the campaign's benefits.
   
4. Age Restricted Topics: Select age-restricted products; campaign alerts will only be going to age-verified customers. This option is used to ensure that certain campaigns are only accessible to customers who have been age verified. This is particularly important for products or promotions that are legally restricted to certain age groups, such as alcohol, tobacco, or adult content. By using the Age Restricted Topics feature, you can confidently promote age-sensitive products while adhering to legal requirements and maintaining responsible marketing practices.
5. Tags: You can add or select tags from the drop-down list to identify and group each campaign. 
   

2.2 "Coupons" Tab 

This is where you can create the coupon that you want your customers to receive after they complete the campaign. 

The "Coupons" tab is only available for the following campaigns: 

1. Trigger Type: Auto Trigger 
   
1. Reward Type – Birthday Coupon
   
2. Reward Type – We Miss You – Coupon
   
3. Reward Type – Signup Coupon
   
4. Reward Type – Anniversary Coupon
   
5. Reward Type – EAIV Coupon

                                                                                    Figure 1.3

1. Coupon Name: This will display the name of the coupon for internal identification and tracking.   
   
2. Coupon Type:         
   
1. Dollar Amount Off: Indicates a discount that provides a fixed monetary reduction on the total purchase amount. For example, a coupon might offer "$5 off" on a minimum purchase of $50 or "$10 off" on selected products. This type of coupon directly reduces the cost by the specified dollar amount, rather than applying a percentage discount. 
   
1. Coupon Value: Enter the dollar amount off in the Coupon Value field. 
   
2. Free Item: Selecting this coupon type allows customers to receive a specified item at no cost. 
   
3. Percentage Off: A Percentage Off coupon type provides a discount based on a percentage of the total purchase amount or specific items. This type of coupon reduces the cost by a certain percentage, offering savings that scale with the purchase amount. 
   
1. Coupon Value: Enter the percentage amount off in the Coupon Value field.   

1. Header Name: The header name entered here appears below the product name on the products page. Text appears bold on the coupon. The max limit to enter a header name is 24 characters. You can add up to 3 header lines.  
   
2. Text: This line(s) appears on the individual product page and on the coupon itself. The max limit to enter the text line is 24 characters. You can add up to 5 text lines.  
   
3. Expiration Type:   
   
1. Never Expires: This indicates that the coupon does not expire.   
   
2. Static Date: This indicates that the coupon has a designated expiration date and time (coupon expiration date & time). 
   
3. Days After issue: This indicates that the coupon is valid only for the number of days mentioned.   
   
4. Once Per Sale: This option controls the use of coupons during a single transaction. You can toggle this feature using the Yes/No switch.
   
1. Yes: When set to "Yes," only one coupon can be used per transaction.   
   
2. No: When set to "No," a warning message will appear as shown below, prompting you to proceed with unlimited coupons.  

1. Click on "Proceed With Unlimited" to enable the option for specifying the Max Coupons Per Sale.
   
2. Max Coupon Per Sale: This setting defines the maximum number of coupons a customer is allowed to redeem during one sale/transaction at the point of sale (POS). If set to zero, no limit is applied. The customer can use all eligible and available coupons in one transaction. Example: If a customer has 5 coupons earned, they can apply all 5 during checkout.
3. You can then enter the desired number of coupons to be used in a single transaction. 
4. Expiration Notification: Sends push notifications to the customer 10 days prior to the coupon's expiration date. 
   
1. Yes: When set to "Yes," push notifications are enabled. 
   
2. No: When set to "No," push notifications are not permitted. 
   

2.3 "Marketing" Tab   

Marketing Refinement Options 

In this section, you can tailor the approach for the customer segments targeted by this campaign. The settings below will determine the initial recipients of the notification, while the content will still be displayed to all customers at the bottom of the lists where priority is applied. 

1. Manage Interests: Assign content to align with the interests of the customers being targeted by this campaign.  
   

 

                                                                                                      Figure 1.5

1. Selection Type: All / Custom (Manage) 
   
2. Custom:   
   
1. Click on the "Manage" button.
   
2. Select item(s) from the Results list.   
   
3. Click on the Right Arrow button to bring them over to the selected list. 
   
4. Click "Apply."   
   

1. Assign By Gender: Select the gender of the targeted customers or set it to "All Genders" to assign the content to all gender types.  
   

  

                                                                                                      Figure 1.6

1. Assign Gender: All Genders / Male Only / Female Only   
1. Assign by Location: Select the store location based on which the content will be assigned.  

 

                                                                              Figure 1.7

1. Select Locations: All / Custom (Manage)   
   
2. Custom:   
   
1. Click on the "Manage" button. 
   
2. Select which location you want this campaign to run.
   
3. Click on the Green Arrow button to bring them over to the selected list. 
   
4. Click "Apply."
   

1.  Assign by Location Group: Assign content according to the location group(s) targeted by this campaign.  

•  
  

                                                                    Figure 1.8

1. Select Location Group: All / Custom (Manage)   
   
2. Custom:   
   
1. Click on the "Manage" button. 
   
2. Select which location group you want this campaign to run.   
   
3. Click on the Green Arrow button to bring them over to the selected list. 
   
4. Click "Apply."   
   

Note: Location groups can be created in the Control Center. The path is Point of Sale –> Maintenance –> Locations. 

1. Assign by Age: Select the age or the age range based on which the content will be assigned.      
   

 

                                                                                          Figure 1.9

1. All Ages: Selecting this will target all age groups.  
   
2. By Specific Age: Selecting this will target only the specified age group. 
   
3. By Age Range: Selecting this will target the age group of the specified range.  

• Disable E-mail Notification: Toggle On/Off. By default, this option is set to Off. You can set it to On if you wish not to send email notifications to the customers. 
  

  
  

 

                                                                                                 Figure 2.0

1. Assigned By State: Select the state from the drop-down list based on which the content will be assigned.   

 

                                                                               Figure 2.1

1. Click on the "Add State" button.  
   
2. Select "State" from the drop-down menu.  
   
1. Assign By City: Select the city from the drop-down list based on which the content will be assigned.   
   

 

                                             Figure 2.2

1. Click on the "Add City" button.  
   
2. Select "City" from the drop-down menu. 
   
1. Assign By ZIP: Select the zip code from the drop-down list based on which the content will be assigned.  

 

                                              Figure 2.3

1. Click on the "Add ZIP" button.  
   
2. Enter the zip code in the textbox. 

3. Manage Coupon Filters 

Similar to the "Coupons" tab, the options to configure coupon filters is only available for the following campaigns: 

1. Trigger Type: Auto Trigger  
   
1. Reward Type – Birthday Coupon 
   
2. Reward Type – We Miss You – Coupon 
   
3. Reward Type – Signup Coupon 
   
4. Reward Type – Anniversary Coupon 
   
5. Reward Type – EAIV Coupon 
   

                                                      Figure 2.4

Coupon filters are used to specify the products or categories of products on which a digital coupon can be applied. This feature helps in tailoring the applicability of coupons to align with your marketing strategies and goals.  

1. All Coupon Filter Items: The "All Coupon Filter Items" setting determines the range of products that an earned digital coupon can be applied to.   
   
1. Toggle Yes / No:  
   
1. Yes: When this setting is toggled to "Yes," the earned digital coupon can be used for all products in the store. This means there are no restrictions or filters applied, and customers have the flexibility to use the coupon on any product of their choice.  
   
2. No: When this setting is toggled to "No," the coupon's usability is restricted to certain products based on specific filters you define. This means the coupon can only be applied to products that meet the criteria set in the coupon filters.  
   

By default, All Items is used when no other lists are set up. It is recommended that at least one blacklist or whitelist be defined on each campaign. The blacklist and whitelist cannot be used together for the same type. However, you can have a Department Whitelist and Item Blacklist working together.  

1. Whitelists – Items you want to include.   
   
2. Blacklists – Items you want to exclude.   
   

 A combination of blacklists and whitelists is available from the Select Coupon Filter drop-down list:   

1. All items   
   
2. Item Whitelist or Item Blacklist   
   
3. Department Whitelist or Department Blacklist   
   
4. Category Whitelist or Category Blacklist   
   
5. Manufacturer Whitelist or Manufacturer Blacklist   
   
6. Brand Whitelist or Brand blacklist   
   
7. Tag Whitelist or Tag Blacklist   
   

Once you select a filter from the drop-down, click on the "Add Filter" button. The "Manage" button will appear. From there you will be able to add Items/products to your filter. 

4. Campaign Requirements

With these requirement types, you can fine-tune how different marketing campaigns interact with each other through specific requirement types. This allows for a strategic approach to running multiple campaigns simultaneously, ensuring they complement rather than conflict with one another. In essence, these requirement types provide you with the flexibility to design a cohesive and strategic marketing plan within the Loyal-n-Save program, enhancing customer experience and maximizing campaign effectiveness.  

                                                               Figure 2.5 

Campaign Requirement Type   

1. None: This setting indicates that the campaign has no specific prerequisites or conditions for a customer to participate. Any customer can join and benefit from the campaign regardless of their engagement or status with other campaigns. This is the most straightforward type of campaign with no dependencies or restrictions.   
   
2. Require: When this rule is activated, the campaign will only be accessible to customers who have either completed or earned rewards from one of the campaigns listed in the Manage Campaigns section. For instance, if the campaign listed below is Open Ended and the customer has accumulated any balance, or if the campaign listed below is a Trigger Points campaign and the customer has received any rewards from it, then the customer will become eligible to participate in this new campaign. This ensures that only those customers who have engaged with certain previous campaigns can join this one, creating a tiered or progressive campaign structure. 
   

                                                      Figure 2.6

1. Exclude: When this rule is activated, the current campaign will be prevented from running if any of the campaigns listed under Manage Campaigns have been initiated or triggered. Specifically, if a campaign listed below is Open Ended and has accrued any balance, this will block the current campaign from being processed. If a campaign listed below is a Trigger Points campaign (previously referred to as "Tokens Earned") and it has issued any rewards, this will also prevent the current campaign from running.
   

                                                      Figure 2.7