Loyalty data, the number of points and tier per visitor, can be pulled into the system and used for personalization. The data is pulled in by linking the system up to your loyalty provider.
This data might be used to:
Show customers in your top tier a more premium online experience.
Show customers who have reached a certain points threshold a thank you message and encourage them to keep going.
Show a banner with a link to the rewards page to excite the customers and encourage their loyalty journey.
Award customers with a certain number of points/tier with a discount coupon.
Build segments based on tier or points for use across channels. You can use those segments to offer early access to promotions and price drops.
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
Once the system is linked to your loyalty provider, you can view and use the data in the following ways:
Review data for a visitor
Reviewing the loyalty data against a visitor can be useful to confirm data is being synced correctly, testing any rule set-ups and troubleshooting as required.
To see the loyalty data held in the system for a particular 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
Loyalty data can be used to personalize websites, email content, experiences, and triggered messaging using the marketing rules.
For example, to personalize your website or email content for different 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
A segment based on Loyalty data can be used for personalization, analysis or targeting of emails.
To create segments based on Loyalty data:
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 may want to include the visitor's loyalty data in a SmartBlock, such as showing the visitor their current loyalty tier or points value.
There are no standard templates that incorporate loyalty data, but this can be done by creating a custom SmartBlock layout and merging the value into it.
If you want help or require our services team to create one for you, contact us.
Merge Information
If you want to merge the current client's tier or their amount of loyalty points, you can use {{ person.loyalty.tier }} and {{ person.loyalty.points }} respectively.
There's an extra field, {{ person.loyalty.dt }}, that holds the date the loyalty information was last updated.