Wiki source code of Offers
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| author | version | line-number | content |
|---|---|---|---|
| 1 | (% class="lead" %) | ||
| 2 | Questions that arise when setting up offers: | ||
| 3 | |||
| 4 | {{showhide showmessage="How to award welcome bonus points to customers?" hidemessage="Welcome bonus points"}} | ||
| 5 | To award welcome bonus points to a newly registered Loyalty Program member, there is a need to create an offer with the **Card activation** or **Phone number linking** events and **Additional bonus points** action with a fixed amount of bonus points. | ||
| 6 | {{/showhide}} | ||
| 7 | |||
| 8 | {{showhide showmessage="How to award bonus points for the purchase of a certain product?" hidemessage="Bonus points for the purchase of a certain product"}} | ||
| 9 | If it is required to accrue bonus points to a certain group of customers in order to deduct the bonus points only for the purchase of certain product groups, two offers should be created: | ||
| 10 | 1. Offer to accrue bonus points in a certain currency for a specified target audience. | ||
| 11 | 1. Offer for deduction of bonus points in the same currency (indicating certain percentage, if necessary) with a limitation in the form of a product group. | ||
| 12 | {{/showhide}} | ||
| 13 | |||
| 14 | {{showhide showmessage="What time zone does the created offer work in?" hidemessage="What time zone does the created offer work in?"}} | ||
| 15 | {{html}} | ||
| 16 | <a href="https://docs.loymax.net/xwiki/bin/view/Main/Using/MMP/Marketing/Offers/General_information/Offers_life_cycle/Creating_offers/#H41244043543C44F43443543944144243243844F">Offer duration period</a> | ||
| 17 | {{/html}} is set in local time. It means that the offer time set by the marketer in his/her time zone is relevant for any time zone of customers. The offer that should start at 12:00 will start at 12:00 for each customer according to their local time. | ||
| 18 | {{/showhide}} | ||
| 19 | |||
| 20 | {{showhide showmessage="Which offer will work for the customer's receipt if there are several offers?" hidemessage="Which offer will work for the customer's receipt if there are several offers?"}} | ||
| 21 | Several different parameters affect offer triggering. The System screens all available offers using a special {{html}} | ||
| 22 | <a href="https://docs.loymax.net/xwiki/bin/view/Main/Using/MMP/Marketing/Offers/General_information/Algorithm_for_calculating_offers_and_launching_offers/">algorithm for calculation of offers</a> | ||
| 23 | {{/html}}. In process of checking the following offer parameters are considered: summability, priority, weight, benefit for customers, ID. Depending on the result, the System selects which offer will work for the customer. For example, out of several offers, the offer with higher priority will be triggered. | ||
| 24 | {{/showhide}} | ||
| 25 | |||
| 26 | {{showhide showmessage="Is it possible to set up personal preferences in the System so that each Loyalty Program member has unique conditions for the combination of product + discount amount?" hidemessage="Is it possible to set up personal preferences in the System so that each Loyalty Program member has unique conditions for the combination of product + discount amount?"}} | ||
| 27 | Unique preferences for each Loyalty Program member can be set using the personalized offers mechanics. Information on how to set up such mechanics and how to create offers with personal offers can be found in a separate{{html}} | ||
| 28 | <a href="https://docs.loymax.net/xwiki/bin/view/Main/Using/MMP/Marketing/Offers/Guides/Personal_offers_setting/Creating_personal_offers_from_clients_attributes/">section</a> | ||
| 29 | {{/html}}. | ||
| 30 | {{/showhide}} | ||
| 31 | |||
| 32 | {{showhide showmessage="Is there a limit for the number of offers that can be created in the System?" hidemessage="Is there a limit for the number of offers that can be created in the System?"}} | ||
| 33 | There is no strict limit on the number of offers in the System. However, the recommendation is that no more than 1,000 offers and no more than 1,000 rules to be created in the System. | ||
| 34 | {{/showhide}} | ||
| 35 | |||
| 36 | {{showhide showmessage="Is it possible to track analytics on the offers, including on receipts, even if Loyalty Program bonus cards are not used?" hidemessage="Is it possible to track analytics on the offers, including on receipts, even if Loyalty Program bonus cards are not used?"}} | ||
| 37 | It is possible to track analytics on the offers with accrual of bonus points and provision of discounts (both for the Loyalty Program members and for unregistered customers). With a breakdown by offers, the System allows to see the amount of accrued and deducted bonus points, the percentage of discount, discount in the cash register currency, total amount of receipts in which the offer has been applied, the amount of products with respect to which the offer has been applied. | ||
| 38 | It is impossible to see the analytics with respect to: | ||
| 39 | * Offers related to the receipt, if the purchase was made outside the Loyalty Program (i.e. if the customer is not a member of the Loyalty Program or if the LP Member was not identified by the System). | ||
| 40 | * Offers that include only message printing on the receipt or message for the cashier. | ||
| 41 | * Offers with accrual of additional bonus points. | ||
| 42 | {{/showhide}} | ||
| 43 | |||
| 44 | {{showhide showmessage="What is the best mode for uploading offers from the external system into the Loymax System?" hidemessage="What is the best mode for uploading offers from the external system into the Loymax System?"}} | ||
| 45 | To reduce load on processing during the busy hours, we recommend to {{html}} | ||
| 46 | <a href="https://docs.loymax.net/xwiki/bin/view/Main/Integration/Loading_data_into_the_system/Importing_offers_API">import offers</a> | ||
| 47 | {{/html}} per schedule, preferrably at night or early in the morning, not more than once a day. It is also recommended to perfrom batch uploading and rather than uploading offers one by one. {{html}} | ||
| 48 | <a href="https://docs.loymax.net/xwiki/bin/view/Main/Integration/Ways_to_use_API/System_Api_Methods/Methods_of_system_api/OfferImportExport/">Special API methods</a> are used to import offers into the System | ||
| 49 | {{/html}}. | ||
| 50 | {{/showhide}} | ||
| 51 | |||
| 52 | {{showhide showmessage="Is it possible to use offers to set up a closed, time-limited sale in the online store only for a certain segment of customers from the database?" hidemessage="Is it possible to use offers to set up a closed, time-limited sale in the online store only for a certain segment of customers from the database?"}} | ||
| 53 | Yes, it is possible. To implement such a case, there is a need to: | ||
| 54 | 1. {{html}} | ||
| 55 | <a href="https://docs.loymax.net/xwiki/bin/view/Main/Using/MMP/Admin_panel/Client_attributes/Common_attributes/">Create a new attribute</a> | ||
| 56 | {{/html}} of boolean type, e.g. “Closed Sale Participant”. | ||
| 57 | 1. Prepare an Excel file for attribute uploading. Example of file contents: | ||
| 58 | (% class="box" %) | ||
| 59 | ((( | ||
| 60 | ##CardNumber;check | ||
| 61 | 1340000002;True | ||
| 62 | 1340000001;True## | ||
| 63 | ))) | ||
| 64 | In the example above, the check attribute created in step 1 will be set for two Particiapnts. | ||
| 65 | 1. {{html}} | ||
| 66 | <a href="https://docs.loymax.net/xwiki/bin/view/Main/Using/MMP/CRM/Clients/Import_of_clients_attributes/">Import attribute value</a> | ||
| 67 | {{/html}} via MMP by uploading of the file created in step 2. | ||
| 68 | 1. Set up the offer using the customer attribute conditions. For discount calculation, add the {{html}} | ||
| 69 | <a href="https://docs.loymax.net/xwiki/bin/view/Main/Using/MMP/Marketing/Offers/Action_catalog/Discount/">Discount</a> | ||
| 70 | {{/html}} action and the {{html}} | ||
| 71 | <a href="https://docs.loymax.net/xwiki/bin/view/Main/Using/MMP/Marketing/Offers/Filters/Client/Common_attribute/">Common attribute</a> | ||
| 72 | {{/html}} filter, specifying the "Closed Sale" attribute. In addition, the {{html}} | ||
| 73 | <a href="https://docs.loymax.net/xwiki/bin/view/Main/Using/MMP/Marketing/Offers/Filters/Cheque/Goods/">Product</a> | ||
| 74 | {{/html}} filter should be added with indication of previously created group of products for which a discount will be provided. | ||
| 75 | 1. {{html}} | ||
| 76 | <a href="https://docs.loymax.net/xwiki/bin/view/Main/Integration/Ways_to_use_API/API_methods/Methods_of_public_api/UserAttributes/">Receive information from the online store</a> | ||
| 77 | {{/html}} that the Participant has an attribute and check its value. | ||
| 78 | {{/showhide}} |