Step 1 – Loyalty details
Select one of your channels in which this loyalty will exist.
Enter the title of your loyalty program.
Use this field to explain to the end user rules of your loyalty. A description can be maximum 2000 characters.
Step 2 – Timeframe
Use this step to configure the start and end date of your loyalty campaign.
Step 2 – Timeframe
Set start date
Here you specify when your loyalty will become available to the end users. If you choose to skip this step, your loyalty will become available as soon as you publish it.
Example: use this field to schedule your loyalty to go live next on the 18th of March at 9 am.
Notice: Once you set start date you will be able to change entered values only while loyalty is in Draft mode. Once loyalty is published you will not be able to edit entered values again.
Set end date
Specify the date and time from which your loyalty will not be accessible to the end users. Once end date and time has been reached, loyalty will change status to Finished and will be archived in the system.
Step 3 – Users
Here you can segment your loyalty program to be available only to a specific end user group.
By default, your loyalty will be available for all channel followers. Use segmentation to allow loyalty program to work only for a specific target group.
Example: use segmentation to create chatbot for prepaid users.
Based on your selection, you can see how many users will have access to your loyalty program. By default, the target group is all followers of your selected channel. Based on the complexity of your segmentation, some target groups require a few minutes.
Step 4 – Coupon details
Enter a name of your coupon (max 80 characters), coupon image (check guidelines in section X.X.) and coupon description (max 2000 characters).
Choose one of the coupon types explained in coupon section 4.5.2. Your selection decides how end users will redeem your coupon.
Link a redemption trigger
Here you and your partners can set up redemption trigger that will activate once the coupon has been redeemed successfully (by scan, click or auto). A drop-down field contains a list of available external API calls.
Example: use this field to call “Give this user 1GB data” once the coupon has been redeemed by the end user.
Notice: here your partners can spend MBs that they have acquired by purchasing add-ons on top of their package. Once end users activate coupons number of your available MBs in partners account will decrease. Partners can buy add-ons during registration and later inside My account page.
Use this attribute to set for how many minutes/hours/days will the coupon be available after it becomes available for end user. An end user cannot get coupon again once validity expires.
Example: end user receives a coupon on a specific location and can use it redeem it during the next 24 hours.
Max number of redemptions
This attribute allows you to choose how many coupons will be issued to the end users. By default, every coupon can be redeemed an unlimited number of times.
Notice: once the max number of redemptions has been reached, a coupon will be moved to status Finished and hidden from end users.
Once the coupon is active, you can decrease or increase the max number of redemptions, but the value cannot be lower than the number of already redeemed coupons.
Max number of redemptions per user
This attribute allows you to choose how many times can one end user redeem this coupon. By default, a coupon can be redeemed an unlimited number of times.
Notice: once the max number of redemptions per user has been reached, a coupon will become hidden for that specific end user.
Time limit between two redemptions
Use this field to set how many minutes/hours/days will end users have to wait between two activations.
Example: end user can activate coupon only once every 24 hours.
Choose from the drop-down of system events if you want to reward users on certain events (e.g. when the end user opens the app) or for performing specific system actions such as an open coupon, read your messages, enter the conversation with a chatbot, share your content, etc.
You can skip this step if you want to manually give this coupon to the end users.
Use this field to reward users with points from your loyalty programs to stimulate coupon redemption.
Example: by redeeming this coupon, end users receive 10 points inside My Loyalty program that can be exchanged for free gifts.
Notice: you cannot remove and in parallel add points to the same loyalty with one coupon.
Hide if not available
By default, end users can see/access coupons even if they do not have enough points to redeem them. Use this field to hide coupon and show it to the end users once it can be redeemed.
Hide in partner app
This option allows you to hide this coupon from partner admin applications if you do not want to allow your employees to provide coupons using partner mobile admin application. If enabled, you can give end users coupons through a web admin interface.
Example: give coupons only on birthdays. Do not allow employees to give coupon on other occasions manually.
Coupon available notification
Enter the message the end user will receive once coupon becomes available. This field is optional, meaning you do not have to notify end users once coupon becomes available for them.
Example: end user received additional points by logging in the Octopus today. End-user now has enough points to activate your coupon. A notification appears – it is a chat message from your channel saying they can activate your coupon.
Coupon redeemed notification
Enter a message that the end users will receive once they successfully redeem a coupon. This field is optional, meaning you do not have to notify end users once they have redeemed the coupon.
Coupon expiry notification and reminder
Enter the message that end users will receive as a reminder, few days before coupon expiry. You can choose how many days, before coupon expiry, you want this message to be sent. These fields are optional.
Example: send a reminder to all end users who are eligible to redeem this coupon 3 days before coupon offer expires.
During the entire process of creating loyalty, you have multiple options displayed on the bottom of the wizard that help you navigate and change the status of your loyalty:
- Back – move to the previous step in the loyalty creation wizard
- Save & continue – move to the next step in loyalty creation wizard and save your work (loyalty status changes to draft)
- Save – save loyalty as a draft and exit chatbot creation wizard
- Delete – this option completely removes loyalty from the system. Available only while loyalty is a draft.
Notice 1: loyalty can be deleted only in the draft stage. Once deleted, loyalty disappears from your list of loyalties.
When you reach the last step Create option appears. Create option makes your loyalty active or scheduled depending on the start date and time you chose.
Once loyalty becomes active, option Disable appears. Disable allows you to temporarily disable your loyalty (with it its coupons and point collection) and make it unavailable for the end users. Once disabled, loyalty can be re-enabled by pressing an Enable button.
Archive button allows you to move loyalty to status finished, thus making it unavailable for the end users, without the possibility to enable loyalty again. Use this option cautiously.