How to Create a Campaign

Creating A Campaign In Loyal-n-Save

1. Log into Control Center

2. Click on the loyalty tab

3. Click on the campaigns tab

4. Click add new to create a new campaign

5. Select your trigger type

1. Open Ended: Customers can continually earn tokens while campaign is active.
   
2. Tokens Earned: This type of campaign has a goal which the user must meet in order to obtain the reward. This system models the punch-card style campaigns where a user can get a reward once they’ve fulfilled certain criteria. The criterion in this case is: Meeting the trigger amount of tokens. This campaign type has an internal progress bar of “campaign tokens” that is NOT spendable by the user, but only is used to meet the goal.
   
3. Auto Trigger: In this campaign type, the promotions are based on events and not based on sales information. However, one type is somewhat dependent on the visit / sales at a location.  These campaigns spit out rewards based on events such as birthdays, inactivity (X months of no purchases) signups and visits as well.
   

6. Select your reward type

1. Percent of Dollar Value in Tokens: A set percentage of the purchase will be rewarded in tokens. For example, if we set the percentage to 1%, and the user spends $100, then they receive 1,000 tokens. (equivalent to $1.00 or 1% of $100.00)
   
2. Static Tokens: A set number of tokens for a given product. For example, purchase a premium cigar and earn 1,000 Loyalty tokens. 
   
3. Tokens Per Dollar Value in Tokens: This campaign setup gives tokens based on the dollar value we spend, in increments of the dollar values defined.  For example, we may say that for every $1 spent in the store, we may give away 10 tokens to the user.  The value for $1 can be replaced with 50c or any other dollar value, and the reward is based on increments of that dollar value.
   
4. Coupon: Coupons can be used for a free item, $ off amount or % amount off. *coupons can be printed on receipts, printed online @ loyal n save account or scanned on mobile app.
   
5. Tokens Per Dollar Value – Coupon: This campaign gives a coupon as a reward as well, using free items, $ off amount or % off amount, but the earning method changes in this type of campaign. The earning is based on tokens per dollar amount. For example, if I wanted to give a coupon after someone hits $100 for buying cigars, this campaign would fit this type of reward.  
   
6. Coupons (Auto Trigger): These campaigns send a birthday coupon, birthday tokens, we miss you coupon, we miss you tokens, sign up coupon, signup tokens, visit tokens, anniversary coupon, anniversary tokens, EAIV coupon, EAIV tokens. 
   

7. On the details tab fill in the following fields

1. Name
   
2. Description 
   
3. Active: Option to toggle on or off
   
4. Percentage: Is auto populated from Default Loyalty Settings.  Keep in mind that depending on the percentages you set up in the Global Teams Reward Settings, Token Values will also trickle down to the    user’s team. You can adjust that percentage here.
   
5. Purchase Multiplier: If you want the user to receive 10x the tokens, you will leave the default percentage at 1.00 and change the purchase multiplier to 10.  This means that only the purchaser gets 10x the tokens. Their team still receives that default percentage.
   
6. Balance Type: Drop down menu for either Default or Seneca
   
7. Override Team Levels: Only change this if you want to change the percentages that are already set in the global teams reward settings
   
8. Age Restricted Topics: Select if this campaign is regarding age restricted products
   

8. On the coupon tab if coupon reward type is chosen - enter the following fields

1. Coupon Name
   
2. Coupon Type: Choose dollar amount off, percentage off, or free item
   
3. Coupon Value
   
4. Header Name
   
5. Text Lines
   
6. Expiration Type: Choose either never expires, static date or days after issue
   
7. Once Per Sale: Option to toggle yes or no
   

9. On the schedules tab choose the dates that you want the campaign to start and end

1. Daily Schedules: Campaigns can be set up to only work during certain days of the week.  If enabled, it will allow you to choose the times for each day in which this campaign is active.
   

10. On the options tab fill in the following fields

1. Cash Multiplier: Determines if extra tokens will be given for using cash on a sale. 
   
2. Non-Cash Multiplier: Determines if extra tokens will be given for using non-cash on a sale.
   
3. Require Registration: Requires customers to register for the campaigns before they can start earning for them.
   
4. Early Registration Time: Select how much time in advance the customer will need to register for the campaign.
   
5. Campaign Image: Upload the artworks provided by the art department for the campaign you are creating
   
6. Single Use: Only allows customers to earn from the campaign one time
   
7. Use Dollar Limit: Option to toggle yes or no.  If you choose yes, set the dollar amount limit and the dollar limit type:
   
1. Stop at max cap 
   
2. Exclude if under min 
   
3. Exclude if over max
   
8. Allow Cash Tender: Option to toggle yes or no
   
9. Allow Non-Cash Tender: Option to toggle yes or no
   

11. On the marketing tab fill in the following fields

1. Manage Interests: Customize which interests this campaign will reach out to. Ex: all or custom.  If you choose custom, the filters come from your interest survey.
   
2. Assign by Gender: Assign content based on the user’s gender or leave not specified to target all types.
   
3. Assign by Location: Here you can select all or custom.  If you choose custom, you will need to manage the filter by selecting which stores you want to assign to the campaign.
   
4. Assign by Location Group: Customize which location groups this campaign will reach out to.  Here you can select all or custom.  If you choose custom, you will need to manage the filter by which location groups you want to assign to the campaign.
   
5. Assign by Age: Assign content based on the user’s age.
   
6. Assign by State: Choose which states you want to assign to the campaign.
   
7. Assign by City: Choose which cities you want to assign to the campaign.
   
8. Assign by Zip: choose which zip codes you want to assign to the campaign.
   

12. Manage Campaign Filters: Campaign filters are used to determine which products are valid in the campaign to trigger tokens. Use any combination of whitelists or blacklists you see fit. Tokens earned can either go to the trigger balances of the campaign, or they can also be directly rewarded into the customer’s balance.

1. White List: Makes items eligible for the campaign
   
2. Black List: Makes items ineligible for the campaign
   

13. Campaign Requirements: allows you to require or exclude a campaign from the one being created. 

1. Require: with this rule enabled, this campaign will not be available to customers unless the customer has completed or earned from one of listed campaigns below. If the campaign in the list below is open ended and has earned a balance, or if the campaign is tokens earned and the campaign has fired any reward, this campaign will now be eligible for participation.
   

1. Exclude: With this rule enabled, this campaign will be blocked from running if any of the listed campaigns below have been started or triggered. If a campaign in the list below is open ended and has earned a balance, or if the campaign is tokens earned and the campaign has fired any reward, it will prevent this campaign from being processed.

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