You can pull loyalty data, including points and tier information for each visitor, into the system and use it for personalization. Connect your loyalty provider to the system to import the data.
Use loyalty data to:
Create a premium online experience for customers in your top tier
Display thank you messages to customers who reach specific points thresholds
Show banners linking to reward pages to encourage continued participation
Award discount coupons to customers with specific points or tier status
Build segments based on tier or points for targeted promotions across channels
Before you start
Things you need to know:
You can switch between loyalty providers at any time, but all saved loyalty information is lost when a switch happens.
Set up a loyalty integration
To set up a loyalty integration:
Expand the User menu and go to Settings > Other Integrations > Loyalty Provider.
Expand the Loyalty Service Provider drop-down menu and choose a provider.
Each provider is set up slightly differently, follow the step-by-step instructions for that provider.
Learn how to set up the loyalty integration with each loyalty provider below.
Loyalty Providers
Set up instructions for the following loyalty providers:
How to use loyalty data
After connecting to your loyalty provider, you can view and use the data in several ways.
View loyalty data for a visitor
Viewing loyalty data for a specific visitor helps you:
Confirm data is syncing correctly
Test rule configurations
Troubleshoot issues
To view loyalty data for a visitor:
Expand the Data drop-down menu and select Visitors.
Select the Live Sessions or Finished Sessions tab and search for the visitor.
Select the visitor that you want to see the data for.
On the bottom left of the Visitor Details page, expand the Loyalty Info drop-down menu to view the loyalty data.
Personalize content and triggered messaging
Use loyalty data to personalize websites, email content, experiences, and triggered messaging with marketing rules.
To personalize content based on loyalty points or tier values:
Go to Content > Slots.
Create or edit an existing slot.
Select the Rules tab.
Expand the Person drop-down menu and drag the Person Field rule onto the tree.
Expand the Person Field drop-down menu and select Loyalty Points or Loyalty Tier.
Configure the rule based on the value(s) you want to personalize on.
Here's an example:
The same loyalty rules are available for triggers and experiences, working in the same way as for the Slot rule example above.
Create a segment based on loyalty data
Segments based on loyalty data can be used for personalization, analysis, or targeted email campaigns.
To create a loyalty-based segment:
Expand the Data drop-down menu and select Segments.
Select CREATE SEGMENT, choose Behavioral, and select CREATE SEGMENT.
Expand the Person drop-down menu and drag the Person Field rule onto the tree.
Expand the Person Field drop-down menu and select Loyalty Points or Loyalty Tier.
Configure the rule based on the value(s) you want to create Segments for.
Create a SmartBlock containing loyalty data
You can include a visitor's loyalty data in a SmartBlock to display their current tier or points value.
While no standard templates include loyalty data, you can create a custom SmartBlock layout that incorporates this information.
If you want help or require our services team to create one for you, contact us.
Merge variables
To include loyalty data in your SmartBlock, use these merge variables:
{{ person.loyalty.tier }}- Displays the customer's current loyalty tier{{ person.loyalty.points }}- Displays the customer's current loyaltypoints{{ person.loyalty.dt }}- Displays when the loyalty information was last updated