Personalized offers based on customer attributes
Personalized offers based on customer attributes allow assigning individual offer conditions for each Loyalty Program member.
Unlike the Favorite products and Favorite categories mechanics, offer conditions are not selected by the Loyalty Program member independently but are preconfigured and imported into the System as customer attributes.
The following personalized offer parameters can be passed to customer attributes, for example:
- List of products participating in the offer (individual products, product groups, or product categories);
- Benefit type and size (discounts, bonus points, coupons, etc.);
- Offer validity period;
- Customer communication channels;
- Need for offer acceptance (confirmation).
Thus, offer conditions may vary for each Loyalty Program member, allowing individual offers to be assigned without creating separate offers for different target audiences.
How the mechanic works
The mechanic is implemented by importing customer attributes containing all necessary personalized offer parameters.
General workflow:
- An offer using the personalized offer mechanics is configured in the System.
- Personalized offer information is imported into customer attributes from the analytics system.
- The customer receives information about available offers through customer services (Mobile Application or Personal Account) or communication channels.
- During a purchase, the System checks for relevant offers in the LP Member’s attribute.
- If offer conditions are met, the corresponding benefit is applied.
Thus, offer conditions are determined by the specific LP Member’s attribute values.
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Mechanic features
The personalized offers mechanic has several key features:
- Individual offer parameters. The benefit type and size may differ for each Loyalty Program member. All offer parameters are passed through the customer attribute.
- Single offer for multiple conditions. There is no need to create multiple offer conditions. A single offer can be applied to a large number of customers, with the offer conditions being determined by individual attribute values.
- Flexible offer updates. The list of personalized offers is updated by importing new attribute values. The update frequency depends on data import processes and business requirements.
- Offer acceptance. Some offers may require confirmation of participation by the Loyalty Program member (see details below).
Examples of attribute-based personalized offers
For example, the following personalized offer mechanics can be configured using customer attributes:
| Mechanics | Description | Offer examples |
|---|---|---|
| Discount/bonus points on specific products | Product identifiers from the product catalog are passed to the customer attributes. These identifiers can be product codes from ERP systems (external identifiers) or identifiers assigned by the Loymax system when uploading the catalog (internal identifiers). Validity periods can be set either for the entire offer or for each individual product. The benefit type and size are specified for each product in the offer. |
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| Discount/bonus points on product categories | Identifiers of product category node (categories containing multiple SKUs) are passed to the customer attributes. These identifiers can be product category codes from ERP systems (external identifiers) or identifiers assigned by the Loymax system when uploading the catalog (internal identifiers). The offer conditions apply to all products from specified categories. Validity periods can be set for the entire offer or for each category individually. The benefit type and size are specified for each category in the offer. |
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| Discount/bonus points on product groups | Identifiers of product groups (combining products from different categories) are stored in customer attributes. Offer conditions apply to all products in the group. Validity periods can be set for the entire offer or per group. Benefit type/size is specified per group. |
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| Discount/bonus points based on receipt amount | Specific receipt amount values, the type and size of benefits are recorded in customer attribute. Multiple receipt amount thresholds and corresponding benefits can be specified in one attribute. Benefit type (discount or bonus points) is set for all threshold values in the attribute. Each Loyalty Program member can have unique thresholds for receipt amounts and benefit parameters. |
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Acceptance of personalized offers
The personalized offers mechanic supports an acceptance mechanism. It allows customers to select offers of interest and provides an opportunity to more accurately analyze the effectiveness of personalized offers.
The necessity of acceptance is set at the stage of personalized offer creation. The acceptance flag is included in the personalized offer data that is uploaded into the LP Member’s attribute. If the acceptance flag is enabled, the customer should confirm participation in the offer before it can be applied. Otherwise, the offer remains inactive.
Personalized offers are displayed in customer-facing services (Mobile Application or Personal Account), where customers can review the terms and confirm participation. After acceptance, the offer becomes active and applies during purchases according to its conditions.
Requirements for customer services:
For the acceptance mechanism to function correctly, customer services must support integration with the Loyalty system, ensuring the ability to:
- Display a list of the customer’s personalized offers;
- Check whether offer acceptance is required;
- Transmit the acceptance confirmation to the System.
Personalized offers in customer services
Loyalty Program members can view their personalized offers in customer services of the Loyalty Program and receive notifications through other available communication channels, such as:
In customer service interfaces, offers appear in a special section where customers can review the offer terms and accept the offer if required.
Using communication channels
Various communication channels can be used to inform Loyalty Program members about available personalized offers, for example:
- Mobile applications,
- Push notifications,
- Email mailing,
- SMS,
- Receipt messages,
- Other channels.
The choice of communication channels depends on the Company’s infrastructure and scenarios of communication with Loyalty Program members.