Open Ended Campaign

Open Ended Campaign

1. 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

2. 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 1.1
  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 sets 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. 

3. "Details" Tab


                                                                        Figure 1.2
  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: Purchases 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. 
NotesNote: 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. 

3.1 Percent of Dollar Value in Tokens

If the Reward Type is set to Percent of Dollar Value in Tokens, then the following fields are required to be filled out:


                                                                  Figure 1.3
  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.) 

3.2 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). Refer to the Manage Campaign Filters section for more details.

3.3 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 1.4
  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. 
NotesNote: Token Reward cannot exceed 100 tokens. If the retailer enters more than 100 tokens, then a validation message will be displayed as shown below:             

                                                                                    Figure 1.5
  1. Per Dollar Amount: This field specifies the amount of money a customer needs to earn a certain number of trigger tokens. This field defines the conversion rate between the dollars spent and the tokens earned.  
NotesNote: 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 1.6                         
  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.  
NotesNote: 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.) 

4. "Schedules" Tab   

 

                                                            Figure 1.7
  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 1.8


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

5. "Options" Tab


                                                                        Figure 1.9
  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.
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, or 1 month through 9 months. 
       
                                                                                     Figure 2.0 
  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.  
    InfoFTx 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.
NotesNote: 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 A Campaign 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 2.1
NotesNote: 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 2.2
  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.  

6. "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 2.3
  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 2.4
    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 2.5
  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 2.6
  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."   
NotesNote: 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 2.7

  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 2.8
  1. Assigned By State: Select the state from the drop-down list based on which the content will be assigned.   

 

                                                                                     Figure 2.9
    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 3.0
    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 3.1
  1. Click on the "Add ZIP" button.  
  2. Enter the zip code in the textbox.

7. Manage Campaign Filters  

Campaign filters are used to determine which products are valid in the campaign to trigger reward tokens. Use any combination of blacklists and whitelists as needed. However, a specific type can only have one blacklist or whitelist, and they cannot be combined in the same type.
  1. Reward Tokens Earned can either go to the trigger balances of the Trigger Points, campaigns, or they can be directly awarded into the customer's balance.
  2. When blacklist(s) are engaged, the preferred token value will need to be designated 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 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.  

 
                                                                Figure 3.2


A combination of blacklists and whitelists is 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 3.3
  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. 

8. 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 3.4 
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 3.5
  1. 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.
                                                      Figure 3.6

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