Requested Password Reset
When a member requests a password reset, they must provide their account email through the Member Portal forgot password page or through the Spendgo APIs. Once this request has been submitted, the member will be sent a password reset link that directs them to provide and confirm their new password.
You have the option to define how a member can receive their password reset link — either by Spendgo’s default email notifications, text notifications, or your third party email integration.
Via Default Spendgo Email
No setup is required, this is automatically enabled using the Spendgo template and sent from ‘donotreply@spendgo.com’.
Via Text Notification
In the Spendgo dashboard you can enable the Requested Password Reset text notification:
Navigate to Settings > Notifications
Create a new notification
Select the notification type Requested Password Reset and click Next Step
Enter a unique Event Name
Define whether to require opt-in for members.
Note: We recommend to leave require opt-in turned off; you will want all requests to receive this one-time notification.Select your medium as Text
Enter in your text message content and click Next Step. For more info, see Text Message Compliance
Note: The unique reset password link is automatically appended to the end of each member’s message on send. A placeholder link "https://my.spendgo.com/p/placeholder" is displayed in the UI.Review and confirm by clicking to Create your notification
Via 3rd-Party Email Notification
The benefit of using your email integration is to send the link within your own template and from your own domain. In the Spendgo dashboard you can enable the Requested Password Reset email notification:
Navigate to Settings > Notifications
Create a new notification
Select the notification type Requested Password Reset and click Next Step
Enter a unique Event Name
Note: Jot down the event name as you have entered it. You will use this to map your event to the mailing in your email provider platform.Select your medium as Email
Review and confirm by clicking to Create your notification
Log into your integrated email provider platform to create your template. Insert the reset password link placeholder into your template. See notification placeholders.
Configure your event name trigger and complete the setup.
Helpful links:
• Setup a custom event in Emma
• Setup an automated event API in Mailchimp
• Event notification placeholders
Both Emma and MailChimp require emails to be subscribed in order to send an email. This is a limitation that can result in some members not receiving their notification.
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.
Periodic Text Messages
Periodic messages sent for marketing purposes require customers to actively express consent in writing (e.g. double opt-in) to receive your text messages.
When crafting your message content, it’s important to understand compliance before you send a message. Prior express written consent from your customers is mandatory. Check out the Text Message Compliance guide for more information.
It is always a good idea to contact an attorney to seek additional advice pertaining to TCPA (Telephone Consumer Protection Act) and SMS —text marketing best practices in general.
The below is a step-by-step guide on how to setup a marketing message via campaign and campaign notifications:
Via Campaign
A campaign text message is strictly marketing message sent to a defined audience.
Navigate to Campaigns > Create
Select the automation type Date & Time or Recurring and click Next Step
Note: The Recurring campaign requires additional interval details to be defined before clicking Next Step
Select to Send Text Message
Enter your text message content and click Next Step. For more info, see Text Message Compliance
Note: The Date & Time campaign requires additional scheduling to be defined before clicking Next Step
Define your Audience segment and click Next Step. For more info, see Audience Filters
Enter a unique and easy to understand campaign name for your internal reference
Define the start and end dates
Review and confirm by clicking to Schedule your campaign
Via Campaign Text Notification
A campaign text notification is a text message send that occurs at the time of a specified event.
Navigate to Campaigns > Notifications
Add a new notification
Select the event that will trigger the notification and click Next. For more info, see Notification Events
Enter a unique and easy to understand event name
Note: fields may vary based on event type, enter all required informationSelect the to medium of the notification — in this use case, you will select Text message
Note: Medium options will only be displayed if the integration is enabled.Enter your text message content. For more info, see Text Message Compliance
Enter the start and end dates
Review and Create your new notification.
One-time Text Messages
A one-time text message is not marketing, you can only send the requested information by the customer once. These are commonly used for account notifications.
The below is a step-by-step guide on how to setup a one-time message via settings notifications:
Settings Notifications
Navigate to Settings > Notifications
Add a new notification
Select the event that will trigger the notification and click Next. For more info, see Notification Events
Enter a unique and easy to understand event name
Note: the fields may vary based on event type, enter all required informationSelect whether to require customer opt-in.
By requiring opt-in, a person must have consented to marketing messages and be double opted-in to receive the text message upon event.Select the to medium (email or text message) of the notification — in this use case, you will select Text message
Note: Medium options will only be displayed in the dropdown if the integration is enabled.
Enter your one-time text message content. For more info, see Text Message Compliance
Review and Create your new notification
Notifications may take up to 10 minutes to start sending.
Text Message Compliance
This guide is for informational purposes only. We recommend contacting an attorney to seek additional advice pertaining to the TCPA (Telephone Consumer Protection Act) and SMS — text marketing best practices in general.
Below, we discuss the main regulations to help you remain in compliance throughout your text marketing campaigns and notifications.
There are three laws that will tell you everything that is required of marketers and advertisers who wish to use text messaging for commercial purposes:
To begin, identify what type of text message you are sending — periodic marketing message or a one-time message. The type of messages being sent is important to understand before composing your message.
Periodic (Marketing) Text Message
Periodic messages sent for marketing purposes require customers to actively express consent in writing (e.g. double opt-in) to receive your text messages. There are several methods a customer can subscribe to your texts, in each, the first message will always be a compliance message requesting their consent to receive text messages to their mobile number from your brand. It is not until they reply and confirm their consent that they will be able to receive further marketing messages from you.
For more information on on your text compliance flows, contact your Customer Success Manager.
Once the initial compliance messages have been sent and confirmed, make sure before sending any marketing text message;
Make your identity known! Start the message with your company name. Especially, if you are on a shared short-code you should always pre-fix your text message with your name to distinguish your messages from others.
At least once a month, disclose to customers useful information and opt-out instructions; tell your subscribers how to opt-out or ask for help. For example: “Text STOP to cancel, HELP for help.”
At least once a month, remind customers of any fees that they could be charged. For example, “Msg & Data Rates May Apply.”
Do not include content that involves illegal behavior or substances, violence, adult content such as nudity, profanity, or hate speech. You cannot text Sex, Hate, Alcohol, Firearms, and Tobacco in the text messages.
Generally, the best times to send are between the hours of 9 AM and 9 PM in local time.
Message thoughtfully and carefully.
Emoji’s are not supported.
An example marketing text message can sound something like this:
“Brand Name: Happy Ice Cream Day! Celebrate w/a free cone today only. Enter mobile # in-store to redeem. Text STOP to end, HELP for help. Msg&DataRatesMayApply.
Learn more about Periodic Marketing Messages in the Spendgo Dashboard.
One-time Text Message
A one-time text message is not marketing, you can only send the requested information by the customer once. These are commonly used for account notifications.
It is critical to keep in mind the following before composing any one-time text message:
Only send the information that was requested by the customer. Do not send any additional marketing as this is not in compliance.
Double opt-in is not required to send a one-time notification, but the message must be initiated by the customer first requesting or confirming the information to be sent to them.
Make your identity known! Always start the message with your company name. Especially, if you are on a shared short-code you should always pre-fix your text message with your name to distinguish your messages from others.
You do not need to include opt-out, messaging rates, or help content because these messages do not recur.
An example one-time text message can sound something like this:
“Brand Name: We’re confirming your support request. Points have been added to your account. View points here: https://my.spendgo.com/signin”
or
“Brand Name: Your order is ready to go! More info call 5555555555”
Learn more about One-time Text Messages in the Spendgo Dashboard.
Insights Glossary
A
Active Members
Active Members is a count of Members with any activity during the selected time period. Types of activity include when a Member associates with your account, makes a purchase, uses a reward, or uses an offer.
Adoption Rate
Adoption Rate is calculated by dividing the count of Member transactions by all transactions during the selected time period.
Average Ticket
Member Avg. Ticket is calculated by dividing Members Sales by the count of Member transactions during the selected time period.
C
Conversions
Conversions is a count of Members and Non-Members who met the campaign offer requirements on their purchase.
E
Earned
The number of rewards/offer earned for the selected time period.
Email Subscribers
The total count of email subscribers since program start through to the selected month.
Email Subscribers New to a Store (Not Unique)
Email Subscribers New to Store (Not Unique) is a count of the Email Subscribers who first associated with a store during the selected time period. If a Member associated with multiple stores they will be counted multiple times.
Favorite Store Members
Favorite Store Members is a count of Members based on their current favorite store and associated with your account for the first time during the selected time period
Favorite Store Members (Starters)
Favorite Store Members (Starters) is a count of Starter Members based on their current favorite store and associated with your account for the first time during the selected time period
Favorite Store Members (Registered)
Favorite Store Members (Registered) is a count of Registered Members based on their current favorite store and associated with your account for the first time during the selected time period
Favorite Store Members Subscribed to Email
Favorite Store Members Subscribed to Email is a count of Members currently subscribed to email based on their current favorite store and associated with your account for the first time during the selected time period
Favorite Store Members Subscribed to Text
Favorite Store Members Subscribed to Text is a count of Members currently subscribed to Text (SMS) messaging based on their current favorite store and associated with your account for the first time during the selected time period
M
Member Adoption Rate
Adoption Rate is calculated by dividing the count of Member transactions by all transactions during the selected time period.
Member Avg. Ticket
Member Avg. Ticket is calculated by dividing Members Sales by the count of Member transactions during the selected time period.
Members Converted
The number of unique members who have achieved the campaign goals.
Member Frequency
Member Frequency is calculated by dividing the count of unique Members who made at least 1 visit by the total count of Member visits during the selected time period.
Members New to Store (Not Unique)
Members New to Store (Not Unique) is a count of the Members who first associated with a store during the selected time period. If a Member associated with multiple stores they will be counted multiple times.
Member Sales
Member Sales is a sum of the gross sales (may include taxes, tips, and other fees) from Member transactions during the selected time period.
Member Visits
Member Visits is a count of the Member transactions or check-ins during the selected time period.
N
New Members
New Members is the count of Members who associated with your account for the first time during the selected time period.
Non-Member Average Ticket
Non-Member Avg. Ticket is calculated by dividing Non-Members Sales by the count of Non-Member transactions during the selected time period.
Non-Member Sales
Non-Member Sales is a sum of the gross sales (may include taxes, tips, and other fees) from Non-Member transactions during the selected time period.
Offers/Rewards Used
The total number of offers and rewards used within the selected time period.
R
Registered Members
Registered Members is a count of Members who have verified their account and who have ever associated with the selected store(s). Dates are derived from the first time a Member associated with the selected store. When filtering for multiple stores, a member who is associated with multiple stores, will only be counted once.
S
Starter Members
Starter Members is a count of Members who have not verified their account and who have ever associated with the selected store(s). Dates are derived from the first time a Member associated with the selected store. When filtering for multiple stores, a member who is associated with multiple stores, will only be counted once.
Store Locations
Store locations identifies the different stores within your account. It also allows you to filter your insights based on the store location source of the data.
T
Text Subscribers
Text Subscribers is a count of Members currently subscribed to Text Messaging (SMS) who have ever associated with the selected store(s). Dates are derived from the first time a Member associated with the selected store. When filtering for multiple stores, a member who is associated with multiple stores, will only be counted once.
Text Subscribers New to a Store (Not Unique)
Text Subscribers New to Store (Not Unique) is a count of the Text Subscriberswho first associated with a store during the selected time period. If a Member associated with multiple stores they will be counted multiple times.
Total Members
Total Members is a sum of Starter and Registered Members who have ever associated with the selected store(s). Dates are derived from the first time a Member associated with the selected store. When filtering for multiple stores, a member who is associated with multiple stores, will only be counted once.
U
Used
The total number of rewards or offers that have been redeemed within the selected time period.
Please contact your Customer Success Manager for a personalized walk-through of your insights.
Audience Filters
To create an audience, see Managing Audiences help guide. Audiences are dynamic and member’s can move in and out of an audience based on the filters defined. Each filter has different parameters and settings as listed in the examples below:
Age
Filters members based on their age.
is - member’s age is [n] years old
is not - member’s age is not [n] years old
is greater than - member’s age is greater than [n] years old (e.g. Age is greater than 30, means 31 and older).
is less than - member’s age is less than [n] years old (e.g. Age is less than 30, means 29 and younger).
Average Ticket
Filters members based on their average ticket – the sum of their order totals, over the number of orders – within a specified timeframe.
is - member’s average ticket is [$]
is not - member’s average ticket is not [$]
is greater than - member’s average ticket is greater than [$] (e.g. average ticket is greater than $100, means member’s who’ve spent on average $100.01 or more).
is less than - member’s average ticket is less than [$] (e.g. average ticket is less than $100, means member’s who’ve spent on average $99.99 or less)
Timeframe
between specified date range (e.g. between 1/1/2020-1/31/2020).
Note: date default is set to 00:00:00 UTC.within last [n] days.
Birthday
Filters members based on their birthday details.
is blank - member’s birthday is set in their profile.
is not blank - member’s birthday is not set in their profile.
month is - member’s birthday month is [month] (e.g. month is January).
is (mm/dd) - member’s exact birthday is [mm/dd].
days before - [n] days before the member’s birthday (e.g. 15 days before birthday, means when it is exactly 15 days before a member’s birthday they will enter the audience).
Email Opt-in Status
Filters members based on their email subscription status.
is - member’s email opt-in status is “true” for subscribed, or “false” for unsubscribed.
is not - member’s email opt-in status is not “true” for subscribed, or “false” for unsubscribed.
Favorite Store
Filters members based on their favorite store settings.
is - member’s favorite store is [favorite store location(s)].
is not - member’s favorite store is not [favorite store location(s)].
First Visit
Filters members based on when their first visit was made.
is - member’s first visit was on date [mm/dd/yyyy].
is within - member’s first visit was within [n] days (e.g. first visit was within 5 days).
Note: the starting reference date – is within [n] days from [mm/dd/yyyy] – can be the campaign start date and/or a moving date based on the recurring date(s) a campaign is set to run.is not within - member’s first visit was not within last [n] days (e.g. first visit was not within last 5 days).
Note: the starting reference date – is within [n] days from [mm/dd/yyyy] – can be the campaign start date and/or a moving date based on the recurring date(s) a campaign is set to run.is before - member’s first visit was before date [mm/dd/yyyy].
is after - member’s first visit was after date [mm/dd/yyyy].
Gender
Filter members by their gender.
is - member’s gender is “male”, “female” or “undefined”.
is not - member’s gender is not “male” or “female” or “undefined”.
Loyalty Status
Filters members by their loyalty status of Starter or Registered. A starter member is an entry-level member who has not completed their profile. A registered member has completed their registration process by providing the minimum of their phone, email, password and has verified their email account.
is - member’s loyalty status is “starter” or “registered”.
is not - member’s loyalty status is not “starter” or “registered”.
Offer Earned
Filters members based on when a specified offer has been earned. When a member has multiple of the specified offer in their balance, all of the offers will be taken into consideration in the filter.
The new automatically earned Points Threshold, which replaces the spending base rewards, will now appear within the offer event categories.
is before - member’s specified offer was earned before [mm/dd/yyyy] date.
is after - member’s specified offer was earned after [mm/dd/yyyy] date.
within last - member’s specified offer was earned within last [n] days.
is true - member’s specified offer was earned.
Offer Used
Filters members based on when a specified offer has been used. When a member has multiple of the specified offer in their balance, all of the offers will be taken into consideration in the filter.
The new automatically earned Points Threshold, which replaces the spending base rewards, will now appear within the offer event categories.
is before - member’s specified offer was used before [mm/dd/yyyy] date.
is after - member’s specified offer was used after [mm/dd/yyyy] date.
within last - member’s specified offer was used within last [n] days.
is true - member’s specified offer was used.
Offer Not Used
Filters members based on when a specified offer has not been used. When a member has multiple of the specified offer in their balance, all of the offers will be taken into consideration in the filter.
The new automatically earned Points Threshold, which replaces the spending base rewards, will now appear within the offer event categories.
is before - member’s specified offer has not been used before [mm/dd/yyyy] date.
is after - member’s specified offer has not been used after [mm/dd/yyyy] date.
within last - member’s specified offer has not been used within last [n] days.
is true - member’s specified offer has not been used.
Offer Expiry
Filters members based on when a specified offer expires. When a member has multiple of the specified offer in their balance, all of the offers will be taken into consideration in the filter.
The new automatically earned Points Threshold, which replaces the spending base rewards, will now appear within the offer event categories.
is in - member’s specified offer expiry is in exactly [n] days.
is within - member’s specified offer expiry is within the next [n] days .
is blank - member’s specified offer expiry is blank (i.e. the offer has no expiration date).
is not blank - member’s specified offer expiry is not blank (i.e. the offer has an expiration date).
is before - member’s specified offer expiry is before [mm/dd/yyyy] date.
is after - member’s specified offer expiry is after [mm/dd/yyyy] date.
within last - member’s specified offer expiry is within last [n] days.
Reward Earned
Filters members based on when their reward has been earned. When a member has multiple rewards in their balance, all of their rewards will be taken into consideration in the filter.
Spending rewards are being migrated to the new automatically earned Points Threshold. If your account has not yet been migrated, you will continue to use the rewards earned filters. Once migrated, you will use the offer earned filter.
is before - member earned a reward before [mm/dd/yyyy] date.
is after - member earned a reward after [mm/dd/yyyy] date.
within last - member earned a reward within last [n] days.
is true - member earned a reward.
Reward Used
Filters members based on when their reward has been used. When a member has multiple rewards in their balance, all of their rewards will be taken into consideration in the filter.
Spending rewards are being migrated to the new automatically earned Points Threshold. If your account has not yet been migrated, you will continue to use the rewards used filters. Once migrated, you will use the offer earned filter.
is before - member has used their reward before [mm/dd/yyyy] date.
is after - member has used their reward after [mm/dd/yyyy] date.
within last - member has used their reward within last [n] days.
is true - member has used their reward.
Reward Not Used
Filters members based their unused rewards. When a member has multiple rewards in their balance, all of their rewards will be taken into consideration in the filter.
Spending rewards are being migrated to the new automatically earned Points Threshold. If your account has not yet been migrated, you will continue to use the rewards not used filters. Once migrated, you will use the offer earned filter.
is before - member has not used a reward before [mm/dd/yyyy] date.
is after - member has not used a reward after [mm/dd/yyyy] date.
within last - member has not used a reward within last [n] days.
is true - member has not used their reward.
Reward Expiry
Filters members based on when their reward expires. When a member has multiple rewards in their balance, all of their rewards will be taken into consideration in the filter.
Spending rewards are being migrated to the new automatically earned Points Threshold. If your account has not yet been migrated, you will continue to use the rewards expiry filters. Once migrated, you will use the offer earned filter.
is blank - member’s reward expiry is blank (i.e. the reward has no expiration date).
is not blank - member’s reward expiry is not blank (i.e. the reward has an expiration date).
is before - member’s reward expiry is before [mm/dd/yyyy] date.
is after - member’s reward expiry is after [mm/dd/yyyy] date.
within last - member’s reward expiry is within last [n] days.
Spend
Filters members by the total amount they’ve spent within a timeframe. The timeframe is between the start of a date to the start of the next date.
is - member’s spend is [$] within a specified timeframe.
is not - member’s spend is not [$] within a specified timeframe.
is greater than - member’s spend is greater than [$] within a specified timeframe (e.g. spend is greater than $100, means member’s who’ve spent $100.01 or more within the specified timeframe).
is less than - member’s spend is less than [$] within a specified timeframe (e.g. spend is less than $100, means member’s who’ve spent $99.99 or less within the specified timeframe).
Timeframe
between specified date range (e.g. between 1/1/2020-1/31/2020).
Note: date default is set to 00:00:00 UTC.within last [n] days.
Text Opt-in Status
Filters members by their text messaging subscription status.
is - member’s text opt-in status is “true” for subscribed, or “false” for unsubscribed.
is not - member’s text opt-in status is not “true” for subscribed, or “false” for unsubscribed.
Visits
Filters members based on their total number of visits or a visit range within a specified timeframe.
is - member’s number of visits is [n] visits within a specified timeframe.
is not - member’s number of visits is not [n] visits within a specified timeframe.
is greater than - member’s number of visits is greater than [n] visits within a specified timeframe (e.g. visit count is greater than 5, means member’s who’ve visited 6 or more times within the specified timeframe).
is less than - member’s number of visits is less than [n] visits within a specified timeframe (e.g. visit count is less than 5, means member’s who’ve visited 4 or less times within the specified timeframe).
Timeframe
between specified date range (e.g. between 1/1/2020-1/31/2020).
Note: date default is set to 00:00:00 UTC.within last [n] days.
Manage Audiences
In the Audience page, you can view, create, edit, and make a copy of your audiences.
In this article, you'll learn how to manage and implement an audience.
Things To Know
We do not allow deletion of audiences that are associated with campaigns because these are often tied to campaigns and reporting.
Create An Audience
Audiences can be built either in the audience builder or as a step in the campaign creation process. The following instructions are how to create an audience in the Audience builder.
To create a new audience in your Spendgo account, follow these steps.
Click the Audience icon in the left bar.
Click Add New Audience or the + icon.
Give your audience a unique name.
Define whether your audience is to match any or all of the filters.
Click to add your first filter criteria.
Select the filter condition.
Enter the filter conditions.
Click to add new filters or in a row to remove any filter parameters.Review your audience settings and click Save.
Delete An Audience
Click the Audience icon in the left bar.
In the audience row you want to edit, click Manage / Delete.
An onscreen message will ask you to confirm you want to delete the audience. Confirm by clicking the Delete button.
Duplicate An Audience
Click the Audience icon in the left bar.
In the audience row you want to copy, click Manage / Duplicate. A copy of your audience with it’s filter criteria and audience name ending with “_copy” displayed. The audience is not created until it is saved
Keep or give your audience a unique name.
Keep or update your audience filter criteria and click Save.
Edit An Audience
Click the Audience icon in the left bar.
In the audience row you want to edit, click Manage / Edit.
Update your audience filter criteria and click Save.
Export An Audience
Click the Audience icon in the left bar.
In the audience row you want to edit, click Manage / Export.
Your report download will begin processing. Once ready, it will be available in your Insights / Export Data history.
Note: for larger audiences, this process may take up to 90 minutes.
Recurring Campaign
The Recurring campaign allows you to send a text message or offer to an audience on a set interval. This is a great way to set a regular cadence of messaging or offers daily, weekly, monthly, quarterly or annually.
Campaign Examples
Daily holiday promotion
Send a holiday offer that can be redeemed daily for the campaign duration. It’s a great way to increase visit frequency during a set time period.Weekly March promotion
Giving out a special offer every week for the month of March is a fun way to engage fans with your brand.Monthly text message
Sending out a text message to your members at least once a month is a good practice to keep your subscriber list up to date. Scheduling a friendly monthly message is a good option to have in place to keep your list fresh.Quarterly Win-Back Campaign
Target Customers who haven’t been in the last 3 months with an offer or other incentive to get them back in before they become lapsed customers.Annual holidays and anniversaries
Celebrate your brands milestone with your members with a text and/or a special offer. It’s a great way to build brand loyalty and thanks members for another year of their patronage.
Creating A Text Message Campaign
Go to the Campaigns tab in the Dashboard
Click the Create link in the top nav
Select the Recurring automation
Define the interval at which you want to send the text message (avoid sending messages too early or late in the day):
• Daily runs daily at the set time of day
• Weekly runs weekly on the day of the week at the set time of day
• Monthly runs monthly, repeats every X months, on the X day of the month at the set time of day
• Annually runs yearly on a date at the set time of the daySelect the Text Message action
Enter your text message content and click Next
Define the target audience to receive the message by turning on the segment and defining your audience filters. Then click Next
Enter a unique campaign name for your internal reference
Schedule your campaign start date and time
(Optional) Schedule your campaign end date and time. If this is not defined, your campaign will be ongoing with no end date
Review your campaign details and click on Schedule to create your new campaign
Tip: You can send a test message to a mobile number during your setup process (step 6).
Creating An Offer Campaign
See Offer types for more information.
Go to the Campaigns tab in the Dashboard
Click the Create link in the top nav
Select the Recurring automation
Define the interval at which you want to send the text message:
• Daily runs daily at the set time of day
• Weekly runs weekly on the day of the week at the set time of day
• Monthly runs monthly, repeats every X months, on the X day of the month at the set time of day
• Annually runs yearly on a date at the set time of the daySelect the Offer action
Define your offer configurations and click Next
Define the target audience to receive the offer by turning on the segment and defining your audience filters. Then click Next
Enter a unique campaign name for your internal reference
Schedule your campaign start date and time
(Optional) Schedule your campaign end date and time. If this is not defined, your campaign will be ongoing with no end date
Review your campaign details and click on Schedule to create your new campaign
Offer Configuration Options
The following are the offer configurations based on the campaign and offer type selections. Not all configuration options are going to be applicable to each offer setup. The Dashboard UI will only request the relevant configurations based on the offer campaign and offer types you select to create.
Tip: Hover over the Dashboard tooltips while creating your campaign for more information on each field box.
| Configuration | Description |
|---|---|
| Available | Define whether the offer can be used in-store or online. Offers that are "in-store" may only be redeemed in-stores. Offers that are "online" may only be redeemed online. |
| Coupon Print-out/On-Screen Display | This is an operational message that is either printed or displayed to the Staff ringing up the Member's order, instructing them to apply the offer to their order before closing the transaction. This only applies for in-store offers. This does not apply for points offers. |
| Discount Code | The discount code corresponds to a discount code in your POS system. For online ordering, Spendgo will pass this discount code to the POS for processing. This does not apply for points offer. The Discount Code can be overridden when the Discount Code Override value is configured on the store-level. See Store Settings for more details. |
| Earn Points |
Earn points defines how points will be earned on a purchase for a Mulitply Points offer.
|
| Ignore Modifiers As Reward |
Spendgo determines the reward discount based on the lowest valued qualifying reward item. Enabling Ignore Modifiers As Reward will ignore the modifier line-items (e.g. $0.50 Ranch Dressing) as a qualifying reward item. If you want the offer to be the lowest valued parent-item and not the lowest valued modifier as the discount, you will turn on Ignore Modifiers As Reward.
Note: When Ignore Modifiers As Reward is enabled it will also ignore any modifier items that are included in your qualifying item groups.
Example: |
| In-store Redemption Prompt | The guest facing message to be displayed on the in-store tablet devices prompting the Member to use their offer on their order. This only applies for in-store offers. This does not apply to points offers. |
| Interval | Define the cadence at which your Recurring campaign will repeat. Options are daily at HH:mm, weekly on a selected day of the week, every N month on the DD day, or annually on date. |
| Limit Timeframe | Limiting the timeframe allows you to create day and time windows when the points can be used. |
| Maximum Points Per Purchase | Caps the number of points a Member can earn per qualified purchase in a Multiply Points offer type. |
| Minimum Purchase Value | Defines the minimum purchase amount that must be met to use the offer. This does not apply to Add Points offers. |
| Multiply By |
In a Multiply Points offer, set the number to multiply points earned by. Points earned will be rounded down to the nearest whole number.
Note: Multiple multiply points campaigns and if your points program default is more than 1 point = $1 the bonus multiple will not stack from the campaign. |
| Offer Description | The offer description displayed to Members in their Member Portal when they have it in their account. |
| Offer Expiration |
Earn points defines how points will be earned on a purchase. This configuration does not apply to Add Points offers.
|
| Offer Name | The name of the offer as you want it displayed to Members. |
| Offer Value | The value of the offer to be given. Example, $5 Off is a "5" value. 10% off is a 10 value. This only applies to fixed Discount ($) and (%) offer types. |
| Points | The number of points to give in an add points offer. |
| Participating Locations | Participating Locations allow you to select which stores the offer can be used at. This is independent of the audience filter for the Favorite store. For example, you can target all Members, but they will only be able to use the offer at the select participating locations. This does not apply to the Add Points offer. |
| Qualifying Items Group | Defines the select list of item(s) (i.e. an Item Group) that Members must have in their basket in order to qualify to use the offer. If none of the select items are in their basket, the offer will not apply to the order. This does not apply to Add Points offers. |
| Qualifying Rule | Qualifying rule sets the reward discount value based on the basket (i.e. the basket subtotal) or based on qualifying items being in the basket. This is only applicable to Discount ($) and (%) offer types. |
| Redeemable by Registered Members Only | When enabled, only Registered Members can use the offer. |
| Reward Items Group | Defines the select list of item(s) (i.e. an Item Group) that Members must have in their basket in order use the offer. The reward item in basket is what gets discounted. If none of the select items are in their basket, the offer will not apply to the order. This applies to BOGO, Free Item, and Price Adjustment offer types. |
Visit Threshold Campaign
The Visit Threshold campaign is a way to issue offers on a member’s specific visit – for example a 2nd, 5th, 10th, 20th visit, and so on. This is a great way to ensure your members are continually feeling rewarded and want to continue to engage with your program.
Campaign Examples
Get a Free Mug on your 3rd visit!
By creating a giveaway incentives, you encourage guests to make more visits to earn special offers.Surprise & delight on their 2nd visit
Don’t send out any marketing, just surprise your loyal members with an offer on their 2nd visit. This is a great way to reward your members up front and keep their excitement high in the first days of joining. Continuing to offer subsequent visits, like their 5th or 10th visit is also a great way to make sure your rewards program is always rewarding and keeps your members engaged.Prompt customers to join your text club on their 5th visit
Increase your text club subscribers by prompting them to join via the in-store customer facing device (CFD). Members can accept the terms and receive the double opt-in text to your phone number. Once they confirm by replying “Y”, you have grown your SMS subscriber base.
Things To Know
For text message prompts, you must have an SMS subscription plan on your account.
Creating An Offer Campaign
See Offer types for more information.
Go to the Campaigns tab in the Dashboard
Click the Create link in the top nav
Select the Visit Threshold automation
Enter the Number Visits Required to earn the offer and click Next
Select your action type: Offer or Prompt
Your account must have an SMS subscription plan to select the Prompt action.Define your offer or prompt parameters and click Next
Enter a unique campaign name for your internal reference
Schedule your campaign start date and time
(Optional) Schedule your campaign end date and time. If this is not defined, your campaign will be ongoing with no end date
Review your campaign details and click on Schedule to create your new campaign
Tip: Hover over the tooltips for more information on each field box.