Location based promotion for the entire basket

Marketers create promotions based on various criteria, such as promotions targeting a specific group of products, brands or even store locations. The choice of the promotion type depends largely on its objectives and desired results.

This use case describes how to create a promotion for customers who make purchases in stores in a specific location - in Krakow. Such customers will receive a 15 PLN discount for purchases over 100 PLN. The promotion will work only for loyalty program members (customers logged into the mobile app).

Prerequisites

• Implement promotion module in your mobile application, API.
• Import your product feed to catalog.
• Add list of stores to a catalog. Such a catalog must contain a unique store ID and any other store attributes by which you will filter stores, such as city, zip code, and so on. More information about catalogs can be found here.

Security configuration

Before you start working with this module, if you are a Synerise customer or partner, consider reading the section about denylisting events. This natively accessible configuration will allow you to manage the restrictions in points management that may help you prevent fraud. 

Process

1. Prepare a segmentation of customers who are members of the loyalty program.
2. Create a promotion based on location.

Prepare a segmentation

In this part of the process, create a segmentation of customers who are members of the company’s loyalty program.

1. Go to Analytics > Segmentations > New segmentation.

2. Enter the name of segmentation.

3. From the Choose filter dropdown list, select the loyaltyCard attribute.

4. As the logical operator select Boolean Is true.

5. Confirm by clicking Save.

   Important: The conditions used in the segmentation will vary depending on your loyalty program integration (for example, the name of the attribute may be different). You must define the segmentation accordingly.

Create a promotion

1. Go to Communication > Promotions > Add promotion.

2. Enter a name for the promotion.

3. Select the For entire cart option.

4. In the Audience section, select the segmentation created in this step.

5. In the Content section:

   1. Define the name, description, and image of the promotion.

   2. In the Price field, enter 0.

   3. Confirm the settings by clicking Apply.

      

6. In the Type and limits section:

   1. As the Type, choose Members only.

   2. Select the Single tab.

   3. In the Limit per profile section, enter 1.

   4. In the Minimum value and Maximum value fields, define the price caps that activate discount for the entire cart.

   5. From the Discount type dropdown list, choose Amount.

   6. From the Discount mode dropdown list, choose Static.

   7. In the Value field, enter 15.

      

7. In the Schedule section, define the promotion distribution period according to your business needs.

8. In the Stores section, specify stores where the promotion is available (in this case, stores located in Krakow were selected).

   Note: This is possible only if the list of stores is imported into a catalog.

9. In the Items section, specify the catalog item to be discounted:

   1. In the Source catalog field, select an item catalog to select the promotional items from.
   2. Select Entire catalog using the Select items option, as in this use case promotion works on all items.

10. To apply configuration and run the promotion, click Publish.

Check the use case set up on the Synerise Demo workspace

You can also check the configuration of the segmentation and promotion settings directly in Synerise Demo workspace.

If you don’t have access to the Synerise demo workspace, please leave your contact details in this form, and our representative will contact you shortly.

Read more

• Promotions
• Segmentations