Figure 2.2
This is where you can create the coupon that you want your customers to receive after they complete the campaign.
- Coupon Name: This will display the name of the coupon for internal identification and tracking.
- Coupon Type:
- 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.
- Coupon Value: Enter the dollar amount off in the Coupon Value field.
- Free Item: Selecting this coupon type allows customers to receive a specified item at no cost.
- 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.
- Coupon Value: Enter the percentage amount off in the Coupon Value field.
Figure 2.3
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.
- 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.
- Expiration Type:
- Never Expires: This indicates that the coupon does not expire.
- Static Date: This indicates that the coupon has a designated expiration date and time (coupon expiration date & time).
- Days After issue: This indicates that the coupon is valid only for the number of days mentioned.
- Once Per Sale: This option controls the use of coupons during a single transaction. You can toggle this feature using the Yes/No switch.
- Yes: When set to "Yes," only one coupon can be used per transaction.
- No: When set to "No," a warning message will appear as shown below, prompting you to proceed with unlimited coupons.

Figure 2.5
- Click on "Proceed With Unlimited" to enable the option for specifying the Max Coupons Per Sale.
- 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.
- You can then enter the desired number of coupons to be used in a single transaction.
- Expiration Notification: Sends push notifications to the customer 10 days prior to the coupon's expiration date.
- Yes: When set to "Yes," push notifications are enabled.
- No: When set to "No," push notifications are not permitted.
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 2.6
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 2.7
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).
2.5 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 2.8
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.
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.
2.6 "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.
- Manage Interests: Assign content to align with the interests of the customers being targeted by this campaign.
Figure 2.9
- Selection Type: All / Custom (Manage)
- Custom:
- Click on the "Manage" button.
- Select item(s) from the Results list.
- Click on the Right Arrow button to bring them over to the selected list.
- Click "Apply."
- 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 3.0
- Assign Gender: All Genders / Male Only / Female Only
- Assign by Location: Select the store location based on which the content will be assigned.
Figure 3.1
- Select Locations: All / Custom (Manage)
- Custom:
- Click on the "Manage" button.
- Select which location you want this campaign to run.
- Click on the Green Arrow button to bring them over to the selected list.
- Click "Apply."
- Assign by Location Group: Assign content according to the location group(s) targeted by this campaign.
Figure 3.2
- Select Location Group: All / Custom (Manage)
- Custom:
- Click on the "Manage" button.
- Select which location group you want this campaign to run.
- Click on the Green Arrow button to bring them over to the selected list.
- Click "Apply."
Location groups can be created in the Control Center. The path is
- Assign by Age: Select the age or the age range based on which the content will be assigned.
- All Ages: Selecting this will target all age groups.
- By Specific Age: Selecting this will target only the specified age group.
- By Age Range: Selecting this will target the age group of the specified range.
Figure 3.4
- Assigned By State: Select the state from the drop-down list based on which the content will be assigned.
Figure 3.5
- Click on the "Add State" button.
- Select "State" from the drop-down menu.
- Assign By City: Select the city from the drop-down list based on which the content will be assigned.
Figure 3.6
- Click on the "Add City" button.
- Select "City" from the drop-down menu.
- Assign By ZIP: Select the zip code from the drop-down list based on which the content will be assigned.
Figure 3.7
- Click on the "Add ZIP" button.
- Enter the zip code in the textbox.
3. 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.
- 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.
- 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.
- Whitelists – Items you want to include.
- 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 3.8
A combination of blacklists and whitelists is available from the Add Filter drop-down list:
- All items
- Item Whitelist or Item Blacklist
- Department Whitelist or Department Blacklist
- Category Whitelist or Category Blacklist
- Manufacturer Whitelist or Manufacturer Blacklist
- Brand Whitelist or Brand blacklist
- Tag Whitelist or Tag Blacklist
Figure 3.9
- Select a filter from the drop-down.
- Then, click on "Add Filter." The "Manage" button will appear.
- To add items, click on the "Manage" button.
- Select item(s) from the Results list.
- Click on the Right Arrow to move the items to the selected list.
- Click on "Apply."
Note: The option to configure the Manage Campaign Filters will be hidden/disabled for Auto Trigger campaign type.
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 4.0
Campaign Requirement Type
- 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.
- 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 4.1
- 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 4.2