Promotion triggered by basket value

Published April 15, 2022
Modules
Difficulty

In order to increase your sales, you need to make every customer count. The ability to automatically trigger a promotion for your loyal customers at certain basket values will help you boost your average basket value. It can also make customers more satisfied, reliable, and profitable.

In this use case, you will create a promotion for members of a loyalty program: they will receive a specific product for free when their cart value exceeds 100 PLN.

Prerequisites


  • Implement promotion module in your mobile application: Android SDK, iOS SDK, API.
  • Import your product feed to catalogs.
  • If you want to limit the promotion to only some of your stores, add the 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, etc. 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


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 Profiles icon 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.

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

An example of a customer segment that participates in a loyalty program
An example of a customer segment that participates in a loyalty program

Create a promotion


  1. Go to Communication > Promotions > Add promotion.

  2. Select the For selected items option.

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

  4. 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.
    Example of promotion content
    Example of promotion content
  5. In the Type and limits field, define the settings so that the promotion is only available once to loyalty program members:

    1. As the Type, choose Members only.
    2. In the Limit per profile section, enter 1.
    3. In the Value section, define the discount as 100%.
    4. Switch the Basket trigger toggle on.
    5. In the Minimum value field, enter 100.
    6. Apply changes.
  6. In the Schedule section, define the promotion distribution period according to your business needs.

  7. Optional In the Stores section, specify stores where the promotion is available.

    Note: This is possible only if the list of stores is imported into a catalog.
  8. 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 a promotional item by using the Select items option (in our case, the item is a coffee).
  9. To apply configuration and run the promotion, click Publish.

Check the use case set up on the Synerise Demo workspace


You can check 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.

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