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Campaign Use Cases

In this document, you will be taken through campaign use cases.

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This document will talk about specific loyalty and referral campaign use cases and how the new approach will help us achieve those use cases.

Static Campaign Use Cases

Let’s have a look to static campaign use cases.

Use Case 1

Anna Scott manages the loyalty program for Vedix Beauty Products. She has identified a set of 100 users who share specific attributes and tagged them with a tag “VedixPromoters”. Anna wants to run a campaign to award 2x bonus points for “Vedix Promoters” if they purchase “Vedix Hair care products” between 1st March to 31st March. All purchases made between this period are eligible for this offer.

Setup-

  • Campaign type: Static
  • Segmentation criteria: Tags= VedixPromoters
  • Action:
    a. Award 2x bonus points for “Purchase” activity if the transaction meets the following criteria.
    b. Product category= “Vedix Hair care” & Transaction Date is between 1st March and 31st March.
  • Notifications:
    a. Send a notification to inform all the users about the campaign offer.
    b. Send a reminder about the campaign offer 15 days after the first notification.
  • Exit Criteria: Default i.e “Exit members when the campaign ends”.
  • Exit Action:
    a. Add Tag: 2xHairCareCampaignAvailed.
    b. Remove Tag: Vedix Promoters
  • Start and end date:
    a. Start date: Feb 28, 2023 12 AM
    b. End date: March 31, 2023 12 AM

Campaign

Outcome-

  • Feb 28, 2023: The 100 tagged users will receive a notification on Feb 28th about the campaign offer and they will enter the campaign.
  • March 2, 2023: John who is one of those tagged users will receive the notification and makes a purchase of “Vedix Hair care” products on March 2, 2021. John gets 2x points for his purchase.
  • March 14, 2023: John receives another notification about the offer.
  • March 20, 2023: John makes another purchase of Vedix Hair care products and gets 2x points for his purchase.
  • March 28, 2023: John makes a purchase of “Vedix Skin care” product. He does not get 2x points. (Note: Because the campaign was set only on 'Vedix Hair Care' product.)
  • April 1, 2023: Campaign ends. John exits out of the campaign. John is tagged with “2xHairCareCampaignAvailed”. The tag “VedixPromoters” is removed from John’s profile.

Use Case 2

Anna Scott wants to upgrade users who are on Gold tier to Platinum tier. She wants to tag those members with a tag - “LimitedtimeTierBooster”.

Setup-

  • Campaign type: Static
  • Segmentation criteria: Tier= Gold AND Tags= LimitedTimeTierBooster
  • Action: Upgrade a tier
  • Upgrade a tier setting: Upgrade segmented members to Platinum.
  • Notifications:
    a. Send a notification immediately informing about the upgrade
    b. Send another notification after 5 days reminding about the perks on the upgraded tier.
  • Exit criteria: Default i.e “Exit members when the campaign ends”
  • Exit Action:
    a. Downgrade members to their original tier.
    b. Add Tag: None.
    c. Remove Tag: None.
  • Start and end date:
    a. Start date: Jan 1, 2023
    b. End date: Jan 30, 2023

Campaign

Outcome-

  • Jan 1, 2023: John gets an email that he has been upgraded to the Platinum Tier for a limited time.
  • Jan 5, 2023: John gets an email about the perks of Platinum tier.
  • Jan 10, 2023: John makes a purchase and earns 3x bonus points because John has been upgraded to platinum tier.
  • Jan 30, 2023: John exits the campaign and is downgraded to the Gold tier (if John does not have enough points to be on Platinum tier)

Use Case 3

Add 100 points to users who are within 100 points of a $5 reward (500 points) to make them redeem a reward. Offer valid only for 7 days.

Setup-

  • Campaign type: Static
  • Segmentation criteria: Available points between 400 and 500 points.
  • Action: Add Fixed Bonus points immediately.
  • Notifications:
    a. Send a notification immediately informing about the points.
    b. Send another notification after 5 days reminding about the unused points.
  • Exit criteria:
  • Exit members prematurely when one of the following events occurs before the campaign end date-
    a. User redeems any of the rewards: $15 OFF for 500 points, $10 Gift Certificate Netsuite or $10 OFF Coupon Miva.
  • Exit Action:
    a. Remove unused points.
    b. Add Tag: None
    c. Remove Tag: None
  • Start and end date:
    a. Start date: Jan 1, 2023
    b. End date: Jan 7, 2023 (Since offer is valid for 7 days only)

Campaign

Outcome-
Scenario 1: When John redeem any of the rewards-

  • Jan 1, 2023: John gets an email that 100 points have been deposited to his account and he is now eligible for multiple rewards.
  • Jan 3, 2023: John redeems the $15 OFF reward.
  • Jan 3, 2023: John exits the campaign.

Scenario 2: When John doesn't avail any of the available rewards-

  • Jan 1, 2023: John gets an email that 100 points have been deposited to his account and he is now eligible for a multiple reward.
  • Jan 5, 2023: John gets another reminder after 5days. John does not act.
  • Jan 7, 2023: John exits the campaign and the 100 points get deducted from this account.

Use Case 4

Anna Scott wants to enable a special reward “Free shipping” for members tagged “special”. Offer valid for 7 days.

  • Campaign type: Static
  • Segmentation criteria: Members tagged with the tag “special”
  • Action: Enable special reward.
  • Settings: Points- 0 points.
  • Notifications:
    a. Send a notification immediately informing about the special reward.
    b. Send a notification in 5 days after the first email.
  • Exit criteria:
    a. User redeems any of the following rewards < Free Shipping for 0 points>
  • Exit action:
    a. Stop showing the reward.
    b. Add Tag: FreeShippingRewardAvailed
    c. Remove Tag: Special
  • Start and end date:
    a. Start date: Jan 1, 2023
    b. End date: Jan 7, 2023 (Since offer is valid for 7 days only)

Campaign

Outcome-
Scenario 1: When John redeem the 'free shipping reward'-

  • Jan 1, 2023: John will start seeing the special reward in the dashboard and will also get a notification about it.
  • Jan 3, 2023: John redeems the Free Shipping reward.
  • Jan 3, 2023: John exits the campaign.

Scenario 2: When John doesn't redeem the rewards-

  • Jan 1, 2023: John will start seeing the special reward in the dashboard and will also get a notification about it.
  • Jan 5, 2023: John gets another reminder. John does not act.
  • Jan 7, 2023: John exits the campaign and the reward stops showing (as offer was valid for 7days only).

Use Case 5

Anna Scott wants to send a series of 3 emails to members tagged “newleads.”

Setup-

  • Campaign type: Static
  • Segmentation criteria: Members tagged with the tag “newleads.”
  • Action: Do not take any action.
  • Notifications:
    a. Send first notification immediately.
    b. Send 2nd notification after 7 days.
    c. Send 3rd notification after 15 days.
  • Exit criteria:
    a. User completes any of the following activities 1 day after all notifications have been sent.
  • Start and end date:
    a. Start date: Jan 1, 2023
    b. End date: Jan 16, 2023

Campaign

Outcome-
Scenario 1: When John does act on the email-

  • Jan 1, 2023: John gets first email.
  • Jan 7, 2023: John gets second email. John does not act.
  • Jan 15, 2023: John gets third email. John does not act.
  • Jan 16, 2023: John exits the campaign.

Scenario 2: When John refer a friend-

  • Jan 1, 2023: John gets first email
  • Jan 7, 2023: John gets second email.
  • Jan 8, 2023: John 'refer a friend' and exits the campaign.

Recurring Campaign Use Cases

Let’s have a look to recurring campaign use cases.

Use Case 1

Anna Scott wants to run a double points for purchase campaign every weekend from January to March for members on platinum tier. (This will apply to all purchases made during the weekend).

Setup-

  • Campaign type: Recurring
  • Recurrence schedule: 12.00 AM PST every Saturday of the week.
  • Segmentation criteria: Members belonging to the tier “Platinum”
  • Action:
    a. Award 2x bonus points for “Purchase” activity
  • Notifications:
    a. Send first notification immediately.
    b. Send 2nd notification after 1 days.
  • Exit Criteria:
  • Exit members prematurely when any of the following events occurs before the campaign end date -
    a. Exit members 2 days after entry
  • Exit Action:
    a. Add Tag: None
    b. Remove Tag: None
  • Start Date and End Date:
    a. Start Date: Jan 7, 2023
    b. End Date: March 31, 2023

Campaign

Outcome-

Scenario 1: When John makes a purchase and get 2X points for all his purchases-

  • Jan 7, 2023 (Saturday): John receives an email about the offer - 2X points for all purchases made on the weekend.
  • Jan 8, 2023: John makes a purchase. Since John is on Platinum tier, John gets 2x the points, he would have normally got.
  • Jan 8, 2023: John gets another notification informing that it is the last day of the offer.
  • Jan 9, 2023: John exits the campaign. (2 days after entry)

Scenario 2: When John does not act-

  • Jan 14, 2023 (Saturday): John receives an email about the offer - 2x points for all purchases made on the weekend.
  • Jan 15, 2023: John gets another notification.
  • Jan 16, 2023: John exits the campaign.

Use Case 2

Anna Scott wants to award 500 bonus points to all Platinum tier users for a limited time duration (3 days) every second Wednesday of the month.

Setup-

  • Campaign type: Recurring
  • Recurrence schedule: 1.00 AM on 2nd Wednesday of every month
  • Segmentation criteria: Members belonging to the tier “Platinum” and not tagged in “PLATINUM-OFFER-SHOWN”.
  • Action: Add 500 points immediately
  • Notifications:
    a. Send a notification immediately informing about the points credit.
    b. Send a reminder on the 3rd day- redeem your points before they disappear.
  • Exit criteria:
  • Exit members prematurely when one of the following events occurs before the campaign end date-
    a. Exit members 3 days after entry.
    b. User redeems any of the following rewards <$15 OFF Coupon>
  • Exit Action:
    a. Remove unused points.
    b. Add Tag: None
    c. Remove Tag: None
  • Start and end date:
    a. Start date: Jan 1, 2023
    b. End date: Dec 31, 2023

Note: This means there will be 12 recurrences/runs of the campaign.

Campaign

Outcome-
Let’s take an example of a member- John who is a Platinum member.

Scenario 1: When John redeem the reward-

  • Jan 13, 2023: 1st run of the campaign: 500 points are credited - email goes out.
  • Jan 14, 2023: John redeems a reward and hence exits the campaign.

Scenario 2: When John does not act-

  • Feb 10, 2023: 2nd run of the campaign: John re-enters the campaign. 500 points are credited and email goes out.
  • Feb 12, 2023: John DOES NOT redeem a reward.
  • Feb 13, 2023: Second notification is sent. At the end of the day, John exits the campaign.

Q. How do we handle the case where only the new Platinum members since last run enter the campaign?
Set the Segmentation Criteria as follows = Members belonging to the tier “Platinum” AND Tags don’t contain “PLATINUM-OFFER-SHOWN”
In the Exit Action, Add Tag “PLATINUM-OFFER-SHOWN”.

Use Case 3

For every Friday in the month of Feb, Anna Scott wants to enable a special reward for all members tagged ‘special’- valid for 48 hours.

Setup-

  • Campaign type: Recurring
  • Recurrence schedule: 1.00 AM on Friday.
  • Segmentation criteria: Members tagged as ‘Special’
  • Action: Enable a special reward
  • Notifications:
    a. Send a notification immediately informing about the special reward.
  • Exit criteria:
    a. User redeems any of the following rewards
    b. 2 days after all notifications have been sent.
  • Exit Action:
    a. Stop showing the reward.
    b. Add Tag: None
    c. Remove Tag: None
  • Start and end date:
    a. Start date: Feb 1, 2023
    b. End date: Feb 28, 2023

Note: This means there will be 4 recurrences/runs of the campaign.

Campaign

Outcome-

Scenario 1: When John does not act-

  • Let’s take an example of a member - John who is tagged as special
  • Feb 5th, 2023: 1st run of the campaign: Reward starts showing up for John and email goes out to him.
  • Feb 6th, 2023: Another email goes out.
  • Feb 7th, 2023: John exits the campaign. Reward stops showing.

Scenario 2: When John redeem the reward-

  • Feb 12th, 2023: 2nd run of the campaign: John re-enters the campaign and reward starts showing again.
  • Feb 12th, 2023: John redeems the “Special Reward”. John exits the campaign. Reward stops showing.

Note: This continues for all the remaining Fridays.

Use Case 4

On the first of the month, Anna Scott wants to award 500 bonus points to members whose last purchase was exactly 6 months ago, if they refer a friend in the next 7 days.

Setup-

  • Campaign type: Recurring
  • Recurrence schedule: 1.00 AM on 1st day of every month.
  • Segmentation criteria: Members whose last purchase date was more than 6 months ago
  • Action:
    a. Add 500 Fixed Bonus Points when 'refer a friend' happens.
  • Notifications:
    a. Send a notification immediately informing users that they can get 500 bonus points, if they refer a friend within the next 7 days.
    b. Send another reminder notification after 4 days.
  • Exit Criteria:
  • Exit members prematurely when one of the following events occurs before the campaign end date-
    a. Exit members 7 days after entry.
    b. User completes any of the following activities
  • Exit Action:
    a. Add Tag: None
    b. Remove Tag: None
  • Start and end date:
    a. Start date: Jan 1, 2023
    b. End date: Dec 31, 2023

Campaign

Outcome-

Scenario 1: When John does not act-

John who made his purchase 7 months ago.

  • Jan 1, 2023: 1st run of the campaign: John receives an email.
  • Jan 4, 2023: The second email is sent to John.
  • Jan 7, 2023: John exits the campaign.

Scenario 2: When John reffered a friend-

  • Feb 1st, 2023: 2nd run of the campaign: John enters the campaign and an email is sent.
  • Feb 2, 2023: John referred a friend. Hence gets 500 bonus points. John exits the campaign.

Use Case 5

Anna Scott wants to send a monthly points balance email to all the members with available points greater than 0.

Setup-

  • Campaign type: Recurring
  • Recurrence schedule: 1.00 AM on 1st day of every month.
  • Segmentation criteria: Members who have available points greater than 0
  • Action: Do not take any action.
  • Notifications:
    a. Send a notification with their points balance.
  • Exit criteria:
    a. 1 day after all notifications have been sent.
  • Start and end date:
    a. Start date: Jan 1, 2023
    b. End date: Dec 31, 2023

Note: This means there will be 12 recurrences/runs of the campaign.

Campaign

Outcome-
Let’s take an example of a member- John who has 600 points.

  • Jan 1, 2023: 1st run of the campaign: An email is sent to John.
  • Jan 2, 2023: John exits the campaign.
  • Feb 1, 2023: 2nd run of the campaign: An email is sent to John.
  • Feb 2, 2023: John exits the campaign.

Note: This repeats for all the recurrences/runs of the campaign.

Updated 10 days ago