Notifications
Notifications are automated messages sent to members when a specific event occurs. There are two types of notifications that can be sent — a campaign notification and a settings notification. Below explains both:
Campaign notifications are periodically sent messages based upon the member’s loyalty activity. For instance, if a member earns a specific offer, you can trigger an email message to notify them each time the offer is earned encouraging them to make a purchase and redeem it. Campaign notifications always require the member to be subscribed to send them the notification (e.g. they must be subscribed to your email and/or text messages).
Offer earned - send a notification when a member earns a specific campaign offer.
Offer used - send a notification when a member uses a specific campaign offer.
Reward earned - send a notification when a member earns a reward.
Reward used - send a notification when a member uses a reward.
Settings notifications are one-time messages typically expected, as it contains information the member wants to check or confirm, such as when they request to reset their password or have completed an order, you can send a notification about those events.
Add points (via Support) - when your Support team adds points to a members account, the member can be notified they were successfully added.
Requested Password Reset - when your members request to reset their password, you can send them an email or text notification with their unique reset password link.
Things to keep in mind
You must have an email or text message integration set up for the notifications to work.
Only subscribed members to the specific medium chosen will receive the notifications.
Campaign notifications ARE marketing messages, and the content options are more flexible.
Settings notifications ARE NOT marketing messages, members do not need to be subscribed, which means it is important to craft your message to meet the member’s expectations. Only send content that aligns with what they agreed to receive. For more information, see Text Message Compliance. You can choose to only send to subscribers by enabling the “Require Opt-In” field in the notification setup.
When setting up email notifications, the mailing must be configured in your email provider’s platform. See how to setup the event within your email integration provider: Emma, Infobip, or Mailchimp.
Create Notification
Text Notification
For Campaign notifications, navigate to Campaigns > Notifications. For Settings notifications, navigate to Settings > Notifications.
Add + a new notification.
Select the event that will trigger the notification and click Next.
Enter a unique and easy to understand event name.
Notes: Additional required fields may vary based on event type, enter all required information.Select text as the medium.
Note: Medium options will only be displayed if the integration is enabled.Enter your text message content. See Text Message Compliance for content guidelines.
Enter the start and end dates.
Review and Create your new notification.
Email Notification
For Campaign notifications, navigate to Campaigns > Notifications. For Settings notifications, navigate to Settings > Notifications.
For Emma
Add + a new notification.
Select the event that will trigger the notification and click Next.
Enter a unique and easy to understand event name.
Notes: Additional required fields may vary based on event type, enter all required information.Select email as the medium.
Jot down the event name as you have entered it. You will use this to map your event to the mailing within your email provider’s platform.
Enter the start and end dates.
Review and Create your new notification.
Log in to Emma and navigate to the Automation page.
Create new workflow.
Name your workflow.
(Optional) Choose an audience if you want to further segment sends.
Choose your event trigger, select Custom API Event and click Next.
Create the filter statement (ex. event_name equals reward_earned) and click Next.
Key = “event_name”
condition remains “equals”
Value = the exact event name that you jotted down in Step 5Select send every time event is triggered, click Next, and then Confirm.
Add action to workflow to send email and follow the onscreen instructions to design your mailing template.
Activate the workflow and Save workflow to turn on the notifications.
Visit Emma for more documentation on how to trigger custom events.
Location of Infobip template ID
For Infobip
Add + a new notification.
Select the event that will trigger the notification and click Next.
Enter a unique and easy to understand event name.
Notes: Additional required fields may vary based on event type, enter all required information.Select email as the medium.
Enter the template id of the mailing you want to send on the event.
You can either get the template id # from the bottom right corner of the template module. If you have not already created your template, create your template.Notes: Only Infobip “Broadcast” Templates can be used for notifications.
Enter the start and end dates.
Review and Create your new notification.
For Mailchimp
Add + a new notification.
Select the event that will trigger the notification and click Next.
Enter a unique and easy to understand event name.
Notes: Additional required fields may vary based on event type, enter all required information.Select email as the medium.
Note: Medium options will only be displayed if the integration is enabled.Jot down the event name as you have entered it. You will use this to map your event to the mailing within Mailchimp.
Enter the start and end dates.
Review and Create your new notification.
Log in to your Mailchimp and navigate to Automations.
Create an automated Event API email.
Name your campaign and Begin.
Edit the trigger.
Set the delay to immediately.
Enter the the exact event name that you jotted down in Step 5 and click Update trigger.
Design or select your email template, Save And Continue.
Confirm your settings and click Start sending.
Edit Notification
For Campaign notifications, navigate to Campaigns > Notifications. For Settings notifications, navigate to Settings > Notifications.
Select Manage > Edit in the row of the notification you intend to edit.
Enter your updates and Save Changes.
Delete Notification
For Campaign notifications, navigate to Campaigns > Notifications. For Settings notifications, navigate to Settings > Notifications.
Select Manage > Delete in the row of the notification you intend to delete.
Click Delete to confirm.
A Delete cannot be undone once confirmed.