Wiki source code of Awarding bonus points via Smart Communications
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1.1 | 1 | (% class="lead" %) |
| 2 | Loymax Smart Communications enables you not only to automate customer communications but also award bonus points as part of campaigns. | ||
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| 5 | By combining different segments and campaigns, you can award bonus points to customers from various categories based on specific customer data—for example, for in-app activity, purchases, on a specific date, and so on. | ||
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| 8 | Let’s consider the example of awarding bonus points on customers’ birthdays to those who registered in the Loyalty Program (LP) more than one year ago. | ||
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| 10 | To award bonus points via Loymax Smart Communications, you need to complete the following steps: | ||
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18.1 | 12 | 1. [[Create a user segment>>doc:||anchor="01"]] (for detailed instructions on creating segments, see the [[article>>doc:Main.Smart_Communications.SMC_Use.Customers.User_segments.WebHome]]); |
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19.1 | 13 | 1. [[Create a campaign>>doc:||anchor="02"]] (for detailed instructions on creating campaigns, see the [[article>>doc:Main.Smart_Communications.SMC_Use.Campaigns.Campaign_creation.WebHome]]). |
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1.1 | 14 | |
| 15 | As a result, the campaign will award bonuses to all customers in the created segment on their birthdays. | ||
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| 17 | = {{id name="01"/}}Creating a user segment = | ||
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| 19 | To award bonuses via Loymax Smart Communications, you must first create a customer segment consisting of those who registered in the LP more than one year ago: | ||
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| 21 | 1. In Loymax Smart Communications, go to **Customers > User segments**. | ||
| 22 | 1. Click **Create segment**. | ||
| 23 | 1. Select the filter: **Days since registration**, condition: **greater or equal**. | ||
| 24 | 1. Enter the value **365** in the empty field. | ||
| 25 | 1. Click **Select**. This will display all customers who registered in the system more than one year ago. | ||
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15.1 | 27 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="segment_365.png" width="700"/}} |
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1.1 | 28 | |
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| 30 | 1. At the bottom of the page, specify a segment name. | ||
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15.1 | 32 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="segment_save.png" width="700"/}} |
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1.1 | 33 | |
| 34 | (% start="7" %) | ||
| 35 | 1. Click **Save changes**. | ||
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| 37 | = {{id name="02"/}}Creating a campaign = | ||
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15.1 | 39 | After creating the segment, create a campaign to monitor customers’ birthdays and award bonuses accordingly. To do this: |
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1.1 | 40 | |
| 41 | 1. In Loymax Smart Communications, go to **Campaigns**. | ||
| 42 | 1. Click **Create new campaign**. | ||
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15.1 | 43 | |
| 44 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="campaign_birthday.png" width="900"/}} | ||
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| 46 | (% start="3" %) | ||
| 47 | 1. Enter a campaign name [[image:1.png]] (see figure above). | ||
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1.1 | 48 | 1. Double-click the trigger button [[image:4.png]]. |
| 49 | 1. Set the following values in the fields: | ||
| 50 | 1*. **Trigger** — Customer date occurrence; | ||
| 51 | 1*. **Date field** — Date of birth. | ||
| 52 | 1. Click **OK**. | ||
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15.1 | 54 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="accrual_trigger.png" width="900"/}} |
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1.1 | 55 | |
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15.1 | 56 | (% start="7" %) |
| 57 | 1. Drag the **Issue bonus** action [[image:6.png]] from the **Actions** column [[image:2.png]] into the workspace [[image:3.png]]. | ||
| 58 | 1. In the window that appears, fill in the following fields: | ||
| 59 | 1*. **Amount** of bonus points to be awarded to the customer. | ||
| 60 | 1*. **Lifetime** — bonus validity period. | ||
| 61 | 1*. **Legal entity** from whose account the bonuses will be awarded. | ||
| 62 | 1*. **Accrual description** — (optional) enables searching for the accrual operation by description using a dedicated filter in the Loymax Platform under [[Accruals and deductions>>doc:Main.Usage.MMP.Marketing.Deposit_and_withdrawal.WebHome]]. | ||
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1.1 | 63 | |
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15.1 | 64 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="accrual_action.png" width="900"/}} |
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1.1 | 65 | |
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15.1 | 66 | (% start="9" %) |
| 67 | 1. Click **OK**. | ||
| 68 | 1. Drag the **Use customers from segment** action [[image:5.png]] from the **Actions** column into the workspace. | ||
| 69 | 1. In the window that appears, select the segment created earlier and click **OK**. | ||
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1.1 | 70 | |
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15.1 | 71 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="accrual_segment.png" width="900"/}} |
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1.1 | 72 | |
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15.1 | 73 | (% start="12" %) |
| 74 | 1. Connect the trigger and actions with lines (see figure below). | ||
| 75 | 1. Click **Save**. | ||
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1.1 | 76 | |
| 77 | As a result, the campaign will award bonuses to each customer in the segment on their birthday. Customers will automatically be added to the segment one year after joining the LP. | ||
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21.1 | 79 | You can verify that bonuses were awarded to a customer in the [[Activities>>doc:Main.Smart_Communications.SMC_Use.Customers.All_clients.WebHome||anchor="Profile"]] section of the customer profile in Loymax Smart Communications. The awarded bonuses will appear in the [[Itemized balance>>doc:Main.Usage.MMP.CRM.Customers_CRM.Customer_profile.Itemized_balance.WebHome]] section of the customer profile in Loymax Loalty. |