Campaigns

Campaigns

Overview  

Campaigns are fundamental to the Loyal-n-Save program, serving as the foundation for token allocation and redemption. The "Campaigns" module within the loyalty program offers the flexibility to design and execute a wide range of campaigns, each tailored to specific business goals, helping to maximize the overall benefits. These campaigns are strategically crafted to promote attractive deals or create token-earning opportunities, which in turn generate increased sales for targeted products. By leveraging campaigns effectively, businesses can not only engage customers more deeply but also encourage repeat purchasing behavior, enhancing both customer retention and revenue growth. Ultimately, campaigns are essential to fostering strong customer relationships and cultivating lasting loyalty within the Loyal-n-Save, driving long-term success for businesses.

The "Campaigns" module contains 4 different trigger types:


                                                                        Figure 1.0
  1. Open Ended
  2. Trigger Points
  3. Auto Trigger
  4. Raffle

"Details" Tab


                                                                        Figure 1.1
  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. Store Type: Select the store type where the purchase has been made.
    1. Store Only: Purchases only made within a store.
    2. Online Only: Purchases only made within the FTx Commerce site.
    3. Store & Online: Purchase made in both the store and online.
  4. 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.
  5. Balance Type: The balance type is a token bucket where tokens are allocated based on earnings from the campaign.   
  6. 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.
  7. Override Team Levels: The option allows you to customize or disable the token trickle-down percentage for each level of team members within a specific campaign. This can be used to fine-tune how tokens are distributed among team members when a campaign is triggered. This refers to the percentage of tokens that flow down to team members from higher-level members. For example, if a team leader earns tokens, a portion of those tokens can be distributed to their team members according to the trickle percentage. 
Notes
Note: When this setting is set to “Yes, an additional field will appear that allows you to select Team Breakdowns by levels. The slider can be used to override the levels.  
  1. Tags: You can add or select tags from the drop-down list to identify and group each campaign. 

"Options" Tab


                                                                        Figure 1.2
  1. Cash Multiplier: The Cash Multiplier is a factor used to adjust the number of tokens a customer earns when making payments with cash. This multiplier can increase or decrease the tokens based on the campaign settings. 
    1. For Open Ended campaigns, the values specified in the Cash Multiplier section can modify the tokens earned by the customer. The multiplier can be set to reward customers with more tokens for paying with cash. It can also be set to reduce the number of tokens earned as a penalty for using cash.
    2. For Trigger Points and Raffle Campaigns, the cash multiplier values affect the customer’s rewards. The values influence the internal trigger points tracking system, impacting how points are calculated and tracked within the system but not directly altering the rewards customers see. 
NotesNote: If this value is not set at the Campaign level, customers will not earn tokens for the given campaign.
  1. Non Cash Multiplier: The Non Cash Multiplier is a factor used to adjust the number of tokens a customer earns when making payments with non-cash methods, such as credit cards, debit cards, or checks.
    1. For open ended promotions, the values specified in the Non Cash Multiplier section can adjust the tokens earned by the customer based on their payment method. The multiplier can reward customers with more tokens for using non-cash payment methods. It can also reduce the number of tokens earned as a penalty for using non-cash payment methods.
    2. For trigger points and raffle campaigns, the non-cash multiplier values affect the customer’s rewards. The values are used to calculate and track trigger points internally without altering the visible tokens earned by the customer.
Notes
Note: This value is for credit cards, debit cards, checks, or any tenders besides cash. If this value is not set at the Campaign level, customers will not earn tokens for the given campaign.
  1. Require Registration: This is initially configured based on your default global settings, but it can be adjusted to suit the needs of each specific campaign. When Require Registration is enabled, customers must take an extra step to either add or activate the campaign in their account. This action might involve signing up through the Loyal-n-Save portal or app, ensuring they are aware and actively choosing to participate.   
    1. Drop down options: Use Global, Require Registration, or No Registration Required   
  2. Early Registration Time: When Require Registration is enabled, you can choose a time limit within which the customer must add or activate this campaign to participate.
    1. Drop down options: Use Global, No Preregistration, 1 month through 9 months
       
                                                                                     Figure 1.3 
  1. Campaign Image:
     Add an image to capture customers' attention and enhance the visual appeal of the campaign. Ensure the image has dimensions of 400px in width and 240px in height for optimal display.  
    Idea
    FTx AdPro: Get the most out of your campaigns! FTx AdPro, our user-friendly design tool that makes creating stunning visuals.
  1. Single Use: The Single Use setting allows you to control how often customers can earn rewards from a specific campaign. This setting can be toggled between "Yes" and "No,"
    providing flexibility in how you want to manage the distribution of campaign benefits.
    1. Yes: When toggled to "Yes," here you can limit the earnings for the campaign.
    2. No: When toggled to "No," there are no restrictions, and customers can earn rewards from the campaign multiple times without any limit.  
    3. Options for Limits:
      1. Overall: The customer can earn rewards from this campaign only once in total, regardless of the time frame.
      2. Per Day: The customer can earn rewards from this campaign only once per day.
      3. Per Week: The customer can earn rewards from this campaign only once per week.
      4. Per Month: The customer can earn rewards from this campaign only once per month.
      5. Per Year: The customer can earn rewards from this campaign only once per year.
      6. Per Sale: The customer can earn rewards from this campaign only once per transaction or sale.

  1. Stackable: Toggle "Yes"/"No"
    1. Yes: If the Stackable toggle is set to "Yes," this means multiple campaigns can be applied to the same product during a single transaction. The customer can benefit from more than one campaign, increasing their potential rewards.
    2. No: If the toggle is set to "No," only one campaign will be applied based on a set priority. The system will choose the campaign with the highest priority (lowest number) and apply it, ignoring other campaigns.
  2. Priority: The priority defines the order in which the system applies campaigns when more than one campaign exists for the same product, and the stackable option is set to "No." The campaign with the highest priority (i.e., the lowest number, like 1) will be applied first.
Notes
Note: By default, the Stackable toggle will be set to "Yes," and the Priority field will be hidden.

Priority Campaign Example: 


Imagine you have two campaigns targeting the same item:
  1. Campaign A: Rewards 2% on purchases, with a priority of 1.
  2. Campaign B: Rewards 1% on purchases, with a priority of 2.
  3. Both campaigns have the Stackable flag set to NO (meaning only one campaign can apply).
How It Works:
  1. Priority Determines Which Campaign Applies
    1. Since Campaign A (2%) has a higher priority (priority 1), it will be applied first.
    2. Campaign B (1%) has a lower priority (priority 2) and will only apply if Campaign A does not qualify.
  2. What If Campaign A Cannot Apply?
    1. If Campaign A (priority 1) is disqualified (e.g., due to purchase conditions not being met), then Campaign B (priority 2) will attempt to apply instead.
  3. Non-Stackable Rule
    1. Since both campaigns are set as non-stackable, once a campaign is applied, no other campaign can apply to the same item.
    2. This ensures only one reward is given per purchase.
What if Stackable is set to "Yes"?
  1. If a campaign has the Stackable flag set to "Yes," it will apply in addition to other active campaigns.
  2. For example, if both campaigns were stackable, the customer would receive both the 2% and 1% rewards on the same item.


                                                                                                                                                                                                                                                 Figure 1.4 
Notes
Note: When the Stackable option is toggled to "No," then set the Dollar Limit Type to Exclude If Under Min
  1. Use Dollar Limit: The Use Dollar Limit setting allows you to control the number of rewards (tokens) a customer can earn based on defined dollar value and defined dollar limit type. This setting can be toggled between "Yes" and "No," providing flexibility in managing the campaign rewards.
    1. Toggle Yes / No:
      1. Yes: When toggled to "Yes," you activate the feature that sets a cap on the number of tokens a customer can earn based on the dollar value of their purchases.
      2. No: When toggled to "No," there are no restrictions based on spending, and customers can earn tokens without any dollar-based limits.
 
                                    Figure 1.5
  1. Dollar Limit Type:                                          
    1. Stop at Max Cap: Prevent the customer from accumulating tokens once they have reached the specified use dollar limit value for a campaign.
    2. Exclude If Under Min: Customers will not earn tokens if their spending amount is below the specified use dollar limit value for a campaign.
    3. Exclude If Over Max: Customers will not earn tokens if their spending amount exceeds the specified use dollar limit value for a campaign.
  1. Minimum match filter quantity: Defines the minimum item quantity required for campaign eligibility. This setting establishes the lowest number of items a customer must purchase to qualify for participation in the campaign.   
  2. Allow Cash Tender: Enabling cash tender ensures that customers who prefer to pay with cash are included in the loyalty program and can accumulate rewards like other customers.
    1. Toggle Yes / No: 
      1. Yes: When toggled to "Yes," this setting allows customers who pay with cash to earn reward tokens on their purchases.
      2. No: When toggled to "No," customers who pay with cash will not earn reward tokens on their purchases.
  3. Allow Non-Cash Tender: Enabling non-cash tender ensures that customers who prefer to pay with credit cards, debit cards, checks, or other non-cash methods are included in the loyalty program and can accumulate rewards.
    1. Toggle Yes / No:
      1. Yes: When toggled to "Yes," this setting allows customers who pay with non-cash methods (such as credit cards, debit cards, and checks) to earn reward tokens on their purchases.
      2. No: When toggled to "No," customers who use non-cash payment methods will not earn reward tokens on their purchases.  

Open Ended Campaign 

This campaign type enables customers to earn tokens instantly, provided their purchases fall within the specified date range and meet the other campaign criteria. If the campaign remains active, customers can continuously accumulate tokens with each qualifying purchase. 

Under the Open Ended campaign, there are 3 different types of reward types.

                                                                        Figure 1.6
  1. Percent of Dollar Value in Token: A specific percentage of the line item amount will be given back as tokens. 
  2. Static Tokens: Customers will receive a fixed number of tokens when they purchase a specific product(s). Each product can have its unique token value, which remains constant unless the quantity purchased changes or if blacklist(s) are applied. 
  3. Tokens Per Dollar Value in Tokens: This campaign set up awards tokens based on the amount the customer spends, in increments of the specified dollar value. In this reward type, for every dollar a customer spends, they earn a certain number of tokens. 

Percent of Dollar Value in Tokens

The following fields are required to be filled out:

                                                                  Figure 1.7
  1. Percentage: Specify the percentage of the purchase amount that the customer will earn.  
  2. Purchaser Multiplier: The Purchaser Multiplier is a factor used to award extra tokens to the customer (or purchaser) based on their spending or actions during a campaign. This multiplier is specifically designed to enhance the rewards for the individual making the purchase without affecting the token earnings or rewards of any team members associated with the campaign. For example, if the multiplier is set to 2x, the customer will earn twice the number of tokens they would normally receive for their spending or action.  
Notes
Note: The Cash and Non-Cash Multiplier must have a value. If not, tokens will not be applied to the customer’s Loyal-n-Save account. (Located in the "Options" tab.) 

Static Tokens

In the Open Ended Campaign type, if you have selected “Static Tokens” as a reward type, you must configure the campaign filters to select the products that are valid in the campaign to trigger reward tokens and specify the token value for each selected product(s).   
  
Campaign filters determine which products qualify for the campaign to trigger reward tokens. You can use any combination of whitelists or blacklists. Reward tokens earned can either be added to the trigger balances of the Trigger Points campaigns, or they can be directly credited to the customer's balance. When blacklists are used, a designated token value must be assigned for all other items that will receive the Static Token reward. 
  1. Whitelists – Items you want to include.   
  2. Blacklists – Items you want to exclude. 
By default, “All Items” is used when no other lists are set up. It is recommended that at least one blacklist or whitelist is defined on each campaign. The blacklist and whitelist cannot be used together for the same type; you can have a category whitelist and item blacklist working together.  
  
To configure the campaign filters for Static Tokens reward type:  
  1. Select a filter from the drop-down and click on "Add Filter." 
  2. The "Manage" button will appear. From there, you will be able to add items/products or to your filter.  

 

                                                Figure 1.8
  1.  Click on the "Manage" button.

                                                                                                                                                                                                                                       Figure 1.9

  1. Select item(s) from the Results list.  
  2. Click on the Right Arrow to move the items to the select list.
  3. If you have selected more than one product, you can adjust the token value for each product.
  4. Clicking on the Change All Point Values will allow you to set all point values at once.
  5. Once you set the point values for all the items.
  6. Enter the Token Value.
  7. Click on "Apply.

Tokens Per Dollar Value in Tokens

The following fields are required to be filled out:
  1. Token Reward 
  2. Per Dollar Amount 
  3. Purchaser Multiplier 
For example, for every $1 spent in store, the customer will be awarded 10 tokens.

The detailed explanation of each field is mentioned below:

 

                                                            Figure 1.10
  1. Token Reward: Determine the number of tokens that the customer will receive when the qualifying items are triggered in the campaign, based on the specified value in the Per Dollar Amount field.  
Notes
Note: Token Reward cannot exceed 100 tokens. If the retailer enters more than 100 tokens, then a validation message will be displayed as shown below: 
  1. Per Dollar Amount: This field specifies the amount of money a customer needs to spend to earn a certain number of trigger tokens. This field defines the conversion rate between the dollars spent and the tokens earned.  
Notes
Note: The per dollar amount cannot exceed $1.00. If the retailer enters more than $1.00, then a validation message will be displayed as shown below: 


 

                                                                  Figure 2.0
  1. Purchaser Multiplier: The Purchaser Multiplier is a factor used to award extra tokens to the customer (or purchaser) based on their spending or actions during a campaign. This multiplier is specifically designed to enhance the rewards for the individual making the purchase without affecting the token earnings or rewards of any team members associated with the campaign. For example, if the multiplier is set to 2X, the customer will earn twice the number of tokens they would normally receive for their spending or action.  
Notes
Note: The Cash and Non-Cash Multiplier must have a value. If not, tokens will not be applied to the customer’s Loyal-n-Save account. (Located from the "Options" tab.) 

Trigger Points Campaign  

This system works based on achieving a set goal, like a punch card system. When a customer purchases a certain number of items, they will receive a reward. Our system monitors progress internally by assigning point values to products in the Manage Campaign Filter section. When the total point value reaches a specific amount, the customer will be given a reward.   
 
Under the Trigger Points campaign, there are 4 different types of reward types. 

 

 

                                                             Figure 2.1

  1. Coupon: Customers can earn coupons as rewards for their purchases. These coupons can offer various types of benefits, such as a free item, a dollar amount off, or a percentage amount off, after the customer has purchased designated item(s).  
  1. Static Tokens: The Static Tokens reward allows customers to earn a set number of tokens when they buy certain products. Each product is assigned a fixed point value of 10. When customers reach the specified threshold, they receive a predetermined token reward. 
  2. Trigger Points Per Dollar Value - Coupon: This type of reward is a campaign strategy that allows customers to earn trigger points based on their spending. When they accumulate enough points to meet a specified threshold, they will receive a coupon as a reward. The accumulation of trigger points is directly linked to the total dollar amount the customer spends.
  3. Trigger Points Per Dollar Value - Tokens: In this campaign, customers earn trigger points for each dollar spent. These points build up with each purchase. Once a customer’s total trigger points reach a specified threshold, they receive tokens as a reward.
  4. Example cases for Trigger Points Per Dollar Value - Tokens:
    1. Spend $10 on Kellogg’s cereals to earn 500 tokens
    2. Trigger Points = 1
    3. Per Dollar Amount = 1.00
    4. Trigger Amount = 10
         Reason: Every dollar you spend, you earn 1 point, and you need 10 to reach the goal of 10 for the trigger amount. 
    1. Alternative Setup = 1 
    2. Trigger Points = 1 
    3. Per Dollar Amount = 0.50 
    4. Trigger Amount = 20
The option to configure Trigger On setting is available only for the following campaigns: 
  1. Trigger Type: Trigger Point  
    1. Reward Type: Coupon  
    2. Reward Type: Static Tokens  
    3. Reward Type: Trigger Points Per Dollar Value – Coupon 
    4. Reward Type: Trigger Points Per Dollar Value – Tokens 
  2. Trigger Type: Raffle
    1. Reward Type: Sale Dollars Based
    2. Reward Type: Total Dollar Based  
Trigger On: 
  1. Trigger Value: Selecting this will enable the option to set the trigger value that must be reached for a campaign to be activated and for the customer to receive the associated rewards.  
  2. Store Visits: Selecting this will enable the option to set the number of store visits that the customer will require before the coupon is awarded. 
Notes
Note: If you select "Store Visits," the option to configure the campaign filters will be disabled/hidden. 


 

                                                   Figure 2.2
  1. Trigger Value: This is a predetermined total point threshold that must be reached for a campaign to be activated and for the customer to receive the associated rewards. This value is calculated based on the points assigned to specific items within the campaign. The trigger value represents the cumulative total of points that a customer needs to accumulate by purchasing designated items to activate the campaign. Each item in the campaign has an assigned point value, contributing to the total points needed to reach the trigger value. 


 

                                                                              Figure 2.3
  1. Store Visits: Specify the number of visits a customer needs to complete before receiving a coupon. For instance, on the 10th visit to your store, the customer would be awarded a 10% discount coupon. 


 

                                                                              Figure 2.4

"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: Trigger Points  
    1. Reward Type – Coupon 
    2. Reward Type – Trigger Per Dollar Value – Coupon
  2. 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

"Coupon" Tab Details: 


 

                                                                 Figure 2.5
  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 dollar amount off in 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.   


 

                                                                   Figure 2.6
  1. Header Name: The header name entered here appears below the product name on the products page. Text appears bold on 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 text line is 24 characters. You can add up to 5 text lines.  


 
                                                                                                                                                                                                                                                    Figure 2.7

  1. 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.   
  2. 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.  
  3. 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. 


 

                                                                        Figure 2.8
  1. Click on "Proceed With Unlimited" to enable the option for specifying the Max Coupons Per Sale.
  2. You can then enter the desired number of coupons to be used in a single transaction. 
In the Trigger Points campaign type, if you have selected "Static Token" as the reward type, you also need to specify the following field: 

 

  

                                                                                          Figure 2.9


Token Reward: Set the number of tokens that will be awarded to the customer when the campaign is activated. This activation occurs when the customer's accumulated points from the specified items on the Whitelist reach the predefined Trigger Value. The Whitelist Point Values and the Trigger Value are key factors in setting off the campaign, ensuring that only the intended purchases lead to the reward. 


In the Trigger Points campaign type, if you have selected "Trigger Points Per Dollar Value - Coupon" as the reward type, you also need to specify the following fields: 

 

  

                                                                           Figure 3.0

Trigger Points: This field represents the number of points a customer earns toward achieving a predefined Trigger Value in a campaign. This field is used primarily for internal tracking and management of a customer's progress in the campaign. Trigger Points are the individual units of measurement used to track the customer’s progress towards the campaign’s Trigger Value. For every qualifying action or purchase made by the customer, a certain number of Trigger Points are awarded based on the campaign's rules.  
  
Per Dollar Amount: The Per Dollar Amount option shows how much a customer needs to spend in dollars to earn Trigger Points. For example, if the setting is 1 Trigger Point for every $0.50 spent, then for each $0.50 a customer spends, they will earn 1 Trigger Point toward reaching the Trigger Value. 
 
When a retailer creates a Trigger Points Campaign, it is essentially setting up a reward type where customers earn coupons when certain conditions are met (such as spending a specific amount or purchasing products). 

Coupon Settings Lock After Campaign Activation 

Once the campaign is created, activated, and goes live, if any customer is rewarded with a coupon, the Coupon Type (e.g., free item, a dollar amount off, or percentage amount off) and the Coupon Value (e.g., $5 off) become non-editable. 

 

                                                                                    Figure 3.1

This is crucial for ensuring fairness and consistency. If one customer receives a particular coupon for their transaction, all other customers should receive the same offer during the campaign's duration. By locking these settings, the retailer avoids the risk of accidentally providing varied coupon types or values to different customers, which could lead to dissatisfaction or confusion. 

The lock ensures uniformity, so no customer feels they are being offered a lesser deal than someone else for completing the same qualifying actions. For example, if the original offer was for a $10 off coupon, a customer later in the campaign wouldn't receive just $5 off by mistake due to an accidental change in the settings. 
Alert
If you require edits on this field, please contact FasTrax Support. 
For instance, if a retailer made an error in setting the coupon value too high or too low, or if market conditions change and they need to adjust the offer, the FTx Admin can step in and make these modifications on behalf of the retailer.

Before the campaign goes live and customers are rewarded, the retailer has the flexibility to configure or adjust the Coupon Type and Coupon Value freely. This allows them to test different reward strategies, ensuring the offer aligns with their marketing goals and budget. 

Manage Coupon Filters 

Similar to the "Coupons" tab, the options to configure coupon filters is only available for the following campaigns: 
  1. Trigger Type: Trigger Points  
    1. Reward Type – Coupon
    2. Reward Type – Trigger Per Dollar Value – Coupon 
  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 
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 or to your filter. 

Campaign Recipient Statistics  

The Campaign Recipient Statistics section within the Campaigns module provides valuable insights into the performance of email campaigns once they are delivered to customers. This section helps retailers track how effectively their marketing campaigns are reaching and engaging customers. 

                                                      Figure 3.2

Key Features of Campaign Recipient Statistics: 
  1. Campaign Email Delivery Timing:  
    1. When a campaign is created in the Control Center, there is a processing window of 30 minutes before the emails are sent out to customers. 
    2. After this period, emails are automatically delivered to the intended recipients based on the customer list defined for the campaign. 
  2. Tracking Campaign Email Deliveries: 
    1. The Campaign Recipient Statistics section displays the total count of emails successfully delivered to customers.  
    2. This count represents the number of recipients who have received the campaign message in their inboxes. 
  3. Email Open & Read Tracking: 
    1. Once customers receive the email, the system tracks email open rates. 
    2. If a customer opens and reads the email, the system captures this interaction and updates the read percentage accordingly. 
    3. This metric helps retailers understand how many customers are engaging with the campaign content. 
  4. Engagement Insights: 
    1. The read percentage provides a clear picture of customer interest and engagement levels. 
    2. A higher read percentage indicates better campaign effectiveness, while a lower percentage may suggest a need for optimization in subject lines, email content, or campaign targeting. 
  5. Strategic Optimization Based on Statistics: 
    1. Retailers can use these insights to analyze customer behavior and adjust future email campaigns for better engagement. 
    2. The data from this section can help improve subject lines, email design, and content to enhance customer response rates. 

Manage Campaign Filters  

Campaign filters determine which products qualify for the campaign to trigger reward tokens. You can use any combination of whitelists or blacklists. Reward tokens earned can either be added to the trigger balances of the Trigger Points (formerly known as Tokens Earned) campaigns, or they can be directly credited to the customer's balance. When blacklists are used, a designated token value must be assigned for all other items that will receive the Static Token reward. 
  1. Whitelists – Items you want to include.  
  2. Blacklists – Items you want to exclude. 
By default, All Items is used when no other lists are set up. It is recommended that at least one blacklist or whitelist is 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.  

 

 
 
                                                               Figure 3.3


A combination of blacklists, and whitelists are available from the Add 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   

 

 

                                                                  Figure 3.4

 

  1. Select a filter from the drop-down.
  2. Then, click on "Add Filter." The "Manage" button will appear.
  3. To add items, click on the "Manage" button. 
  4. Select item(s) from the Results list.  
  5. Click on the Right Arrow to move the items to the selected list.  
  6. Click on "Apply."  
NotesNote: The option to configure the Manage Campaign Filters will be hidden/disabled for Auto Trigger campaign type. 

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.  
 

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. 
  3. Excluded: 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.

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.  
Warning
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.
 
Under the Auto Trigger campaign, there are 11 different types of reward types. 
  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 Coupon:
    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 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 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.
In the Auto Trigger campaign type, if you have selected "We Miss You Coupon" or "We Miss You Token" as the reward type, you need to specify the following field: 

Month Duration: The designated period of inactivity required for a customer to become eligible for the "We Miss You Coupons" and "We Miss You Tokens" reward. This period is measured in months and signifies the length of time a customer has not engaged with the brand.  

  •  

 

                                                             Figure 3.5

Raffle Campaign

The Raffle trigger type is a campaign designed to incentivize customer participation by offering them the chance to earn digital raffle entries. These entries give customers the opportunity to win a prize or set of prizes. Customers earn digital raffle entries by performing specific actions or meeting certain criteria while the campaign is active.  
 
Under the Raffle campaign, there are 3 different types of reward types. 

 

 
                                                             
Figure 3.6

  1. Raffle (Sale Dollars Based): The "Raffle - Sale Dollars Based" reward type is a mechanism where customers earn raffle entries based on the amount of money they spend. For every dollar spent during a specific promotional period, customers receive a certain number of raffle entries. For example, for every $10 spent, a customer will receive one raffle entry. 
  2. Raffle (Total Dollar Based): The "Raffle - Total Dollars Based" reward type is a mechanism where raffle entry is given to the customer when total dollars spent reaches the trigger amount goal during the campaign period. For example, earn a raffle entry when you spend $500 in July.
  3. Raffle (Item Based): Customers earn raffle entries by purchasing specific items that are on a predefined whitelist. Each time a customer purchases an item from the whitelist, they receive a raffle entry. The number of entries per item could vary based on the promotion's rules.

"Schedules" Tab   

 

                                                            Figure 3.7
  1. Campaign Start Date: Click and select the date on which the campaign starts. 
  2. Campaign End Date: Click and select the date on which the campaign ends.   

Daily Schedules   

  1. Use Schedule: Toggle Yes/No. Use this option to run this campaign as planned. By toggling this option to "Yes," an additional field called Campaign Schedules appears as shown below: 

 

                                                                       Figure 3.8


Here you can select the days and times on which you want the campaign to be active or inactive.  

"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 3.9
  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 4.0
    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 4.1
  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 4.2
  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.  
Notes
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 4.3

  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 4.4
  1.  Assigned By State: Select the state from the drop-down list based on which the content will be assigned.   

 

                                                                                     Figure 4.5
    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 4.6
    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 4.7
    1. Click on the "Add ZIP" button.  
    2. Enter the zip code in the textbox. 
 

 


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