Introduction
In this article, we will be discussing the Transaction Trigger. This powerful automation trigger allows you to send different campaigns based on the member's transaction history. For example, you can send a different campaign on transactions 1, 5, and 10, enticing and engaging the member to return to your business.
To get started, you can either click on the trigger to make edits, if a trigger already exists, or click the “New Record” button.
Creating A Trigger - Trigger Details
In this section, input the trigger name and select the sender profile. Next, choose the trigger type, “Transaction.”
NOTE:
- Name this Trigger - (Such as birthday discount trigger. The name is for your reference only)
- Sender Profile - Which person or company should be shown in the From Name field for this email?
- Member List Filter - To trigger by member list, select the lists here.
- Segment Filter - To trigger by segment, select the segments here.
- Member Location Filter - To trigger by member location, select the locations here.
Sending Options
You have the option to send the trigger before or after the transaction. Typically, if you send it after the transaction, it’s common to do so between 1 to 24 hours after the transaction.
There are three options to send a trigger for.
- Check-in & Spend Transactions - If you are offering both a check-in and spending program, you can choose this option.
- Check-in only Transactions - Check-In transactions use tablets or mobile apps that give members a visit credit and no spending credits.
- Spend only transactions - Typically, this transaction is used in point-of-sale integrations to track the actual amount spent inside the business. It is a spend-only transaction.
You can also see that the default campaign is the "Thank you" transaction trigger, which will be sent out for every transaction unless overridden by a survey or a reward point goal.
After a customer's initial transaction, consider setting up a sequencing campaign to entice them back to the business. This can be more effective than using the same transaction trigger after each visit. For instance, you could offer a special deal such as "Get 25% or 50% off if you return within the next seven days" or "Earn double points on each transaction for the next 72 hours." The idea is that when a customer first visits, they may already be close to reaching a reward point goal. The purpose of this campaign is to motivate them to return promptly and reach that reward point goal. As a marketing platform, our goal is to increase the buyer spending and visit frequency.
NOTE:
- Sequence Loop - If toggled ON, once the last numbered campaign is sent, the trigger will start over & send the first campaign in the sequence.
If a member has a reward in their account, you can override the campaign with a reward point goal trigger instead of the transaction trigger. Furthermore, you can set time restrictions on the automation.
NOTE:
- Override Campaign - If the member has a reward in their account, the selected campaign will be sent. The normal transaction trigger campaign will not be sent.
- Time Restrictions - By default, date triggers send at 12AM. If using multiple locations, the time restrictions use the primary location time zone.
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