Wiki source code of Awarding bonus points via Smart Communications
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| 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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| 4 | (% class="wikigeneratedid" %) | ||
| 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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| 7 | (% class="wikigeneratedid" id="H42043543744343B44C442430442" %) | ||
| 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. | ||
| 9 | |||
| 10 | To award bonus points via Loymax Smart Communications, you need to complete the following steps: | ||
| 11 | |||
| 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]]); | ||
| 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]]). | ||
| 14 | |||
| 15 | As a result, the campaign will award bonuses to all customers in the created segment on their birthdays. | ||
| 16 | |||
| 17 | = {{id name="01"/}}Creating a user segment = | ||
| 18 | |||
| 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: | ||
| 20 | |||
| 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. | ||
| 26 | |||
| 27 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="segment_365.png" width="700"/}} | ||
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| 29 | (% start="6" %) | ||
| 30 | 1. At the bottom of the page, specify a segment name. | ||
| 31 | |||
| 32 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="segment_save.png" width="700"/}} | ||
| 33 | |||
| 34 | (% start="7" %) | ||
| 35 | 1. Click **Save changes**. | ||
| 36 | |||
| 37 | = {{id name="02"/}}Creating a campaign = | ||
| 38 | |||
| 39 | After creating the segment, create a campaign to monitor customers’ birthdays and award bonuses accordingly. To do this: | ||
| 40 | |||
| 41 | 1. In Loymax Smart Communications, go to **Campaigns**. | ||
| 42 | 1. Click **Create new campaign**. | ||
| 43 | |||
| 44 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="campaign_birthday.png" width="900"/}} | ||
| 45 | |||
| 46 | (% start="3" %) | ||
| 47 | 1. Enter a campaign name [[image:1.png]] (see figure above). | ||
| 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**. | ||
| 53 | |||
| 54 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="accrual_trigger.png" width="900"/}} | ||
| 55 | |||
| 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]]. | ||
| 63 | |||
| 64 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="accrual_action.png" width="900"/}} | ||
| 65 | |||
| 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**. | ||
| 70 | |||
| 71 | |(% style="border-color:#ffffff; text-align:center" %){{lightbox image="accrual_segment.png" width="900"/}} | ||
| 72 | |||
| 73 | (% start="12" %) | ||
| 74 | 1. Connect the trigger and actions with lines (see figure below). | ||
| 75 | 1. Click **Save**. | ||
| 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. | ||
| 78 | |||
| 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. |