Emma Email Campaigns
Spendgo allows you to trigger Email sends from Emma using a Date & Time or Recurring campaign you create in the Spendgo Dashboard. Either on the specified date/time (via Date & Time Campaign) or recurring date/time (via Recurring Campaign) the event is triggered for the specific audience Members to Emma, which initiates the send email process associated with the event name that has been mapped between the Spendgo campaign and Emma Automation Workflow.
Before creating the Email Campaign in the Spendgo Dashboard you first must create an Emma Automation workflow which triggers an Emma mailing on an event. Name your event within Emma, this event name must be mapped to Spendgo to be enacted.
Visit Emma for documentation on how to create an Event Name for mapping to your Spendgo Campaign.
NOTE: Due to Emma API send limitations any Emma Email Campaign will be limited to 3,000 recipients and campaigns should only be scheduled to run between 1am PT - 5am PT.
How to Create an Email Campaign
The following instructions assume you have already created your automation event within your Emma platform. See How to Create an Emma Automation Event.
Email campaigns are only supported for Emma Email integrations. Only Admin and Marketing User types will be able to create a campaign. For create permissions, request access from your Admin User.
Navigate to Campaigns > Create > Date & Time or Recurring Campaign and click Next Step.
Select the Send Email action.
Enter the exact event name associated with your Emma automation email to be triggered.
Click Next Step.
Define your audience and click Next Step.
Enter a Campaign name, schedule your campaign and Save.
How to Create an Emma Automation Event
Visit Emma for more documentation on how to trigger custom events.
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.
Points Threshold Campaign
A Points Threshold campaign allows you to set the number of points a Member needs to earn an offer. A feature of the Points Threshold offer is it can be configured to automatically earn an offer — this means when a Member has enough points (e.g. Member has 50 points at a 50 points threshold), their points will auto convert into an offer. The set points threshold value is removed from their account and an offer is added. The auto-earn will happen every time the threshold is met while the campaign is live.
When a Points Threshold is not set to automatically earn, a Member can continue to earn points on their account and when the set threshold is reached, the offer then becomes available for use. The Member does not have to use the offer at that threshold, they can continue to earn points and instead use a higher threshold offer.
Campaign Examples
Automatically Earned Points Threshold
$5 off for every 50 points earned
Points Threshold
Free Dessert at 40 points
$5 off at 60 points
$10 off at 100 points
Things to Know
You are limited to only one (1) active Points Threshold offer where the auto-earn is enabled. When a points threshold is set to automatically earn, there is no way for the Member to reach any higher point threshold.
If you plan to support both types of Points Thresholds — automatically earned and not automatically earned — it is important the automatically earned threshold is greater than all other point thresholds. Otherwise, points will automatically convert into an offer and your Member will not be able to reach the higher threshold values. For example:
50 points Fountain Drink for 50 points
100 points $10 off for 100 points
200 points $20 Off automatically at 200 points
This works, a Member who has 199 points can use 50 or 100 points on a Free Drink or $10 off respectively. However, once they hit 200 points, this will automatically become a $20 off and their balance reduced.
50 points Free Coffee for 50 points
100 points $10 off automatically at 100 points
200 points $20 off for 200 points
Member will not be able to reach 200 points because their balance will be deducted 100 points as soon as they reach that level and given the $10 off offer.
With an automatically earned Points Threshold, when a Member earns a large sum of points at a time, the points will automatically convert into multiple offers. For example, if your auto-earn threshold is 50 and the Member’s first purchase is a catering order worth $300, the Member will earn 6 offers. This also means if you are setting up a notification based on this offer being earned, mutliple notifications may be triggered to the Member’s number or email address.
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 Points Threshold automation
Define the Point Threshold at which the offer should be available
Automatically Earned will be enabled by default. Enable or disable the auto-earn feature, and click Next Step
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
Points Offers
There are two types of points offers — add points and multiply points — and several ways to create these points offer for Members in your Dashboard. You can use any of the following campaign types to issue points offers:
Date & Time Campaign
Target an audience with a single-use add or a multiply points offer on a set date and time.
Example Use Cases
Giving points to Members based on their number of visits.
Giving points to Members based on their total spend over a period.
Multiplying points for online transactions for a limited time.
Considerations
Date & Time points offers are not perpetual and are one-time use.
Depending on the audience size and complexity, it can take 30-90 minutes for everyone to be issued the offer.
See how to create a Date & Time Campaign.
Registration Campaign
Reward member’s for completing their account with bonus points.
Example Use Case
Give bonus points to new members for completing their account.
Considerations
Registration points can only be earned once. It will only be added to their account once the person has completed their account setup by verifying their email address.
See how to create a Registration Campaign.
Recurring Campaign
Target an audience with a single-use add or a multiply points offer on a recurring interval.
Example Use Cases
Multiply points on Tuesdays for email and SMS subscribers.
Considerations
Recurring points offers are not perpetual and are one-time use.
Depending on the audience size and complexity, it can take 30-90 minutes for everyone to be issued the offer.
See how to create a Recurring Campaign.
Purchase Total
Gives all Members the ability to make a purchase within the campaign live period to earn an add or multiple of points on the order. This has an unlimited usage within the campaign live period.
Example Use Cases
On-going multiply points earn during from 2pm to 5pm on Wednesdays for happy hour.
Limited time points multiplier
Considerations
Purchase Total is always available to all Members and cannot be targeted. It can only be limited to select stores where the bonus points can be earned.
Can also be used to increase the base earn rate from 1 point per $1 spent to N points per $1 spent.
See how to create a Purchase Total Campaign.
Purchase Items
Gives all Members the ability to make a purchase within the campaign live period to earn an add or mutliply offer for every qualifying item. This has an unlimited usage within the campaign live period.
Example Use Cases
Multiplying points on
Considerations
Purchase Items is always available to all Members and cannot be targeted. It can only be limited to select stores where the bonus points can be earned.
See how to create a Purchase Item Campaign.
Note: Date & Time and Recurring are similar, in that these points offers are issued in advance and availble in a Member’s account — this means the points offer is available to a specific Member and ready for their use until it expires. Whereas Purchase Total and Purchase Items points are not considered in a Member’s account until they make a qualfied action. A qualified action is making a purchase (for the Purchase Total campaign), or making a purchase of a qualifying item (for the Purchase Items campaign). Purchase Total and Items is not targetable to an audience. it is open to all Members to participate if they make the qualified action within the campaign live period.
How Points Work
Earning points
There are four ways a member can earn points:
When a Member completes a transaction on a Spendgo integrated POS (online, in-store, or in-app), the Member can earn at a rate of 1 point per $1 spent. Points will be earned on the sum of all qualified items, rounded down to the nearest integer. For example:
Item | Cost |
---|---|
Burger | 10.75 |
Fries | 4.50 |
Medium Soda | 2.00 |
Subtotal | 17.25 |
Points Earned | 17 |
A Member can add a transaction (and the associated points) in the Spendgo Member Portal.
Support can issue points to a Member. See how to add points to a Member in Dashboard.
Points offers promotions can be targeted to Members. See how to set up a points offer in Dashboard.
Earn rate
The most common earn rate is 1 point earned per $1 spent, less taxes, tip, discounts, other fees, and item exclusions.
Points are calculated based on the sum of qualified items and then rounding to the floor (e.g. $5.75+4.75=$10.50, rounded down to the nearest integer is 10). Points offers are then calculated based on this rounded down number.
It is possible to increase the earn rate for a limited time or at a specific time of day in the week to drive traffic to your stores. This can be accomplished with a Date & Time, Recurring, Purchase Total or Purchase Items campaign within your Dashboard.
Points exclusions
Item exclusions from points earn are configurable at the start of your program. These are items that will not earn points. For example, you may not want money loaded to Gift Cards to earn points.
Add points to a Member’s account in Dashboard
How to add points to a Member’s account in Dashboard
Navigate to the Support “♥” tab in the left hand side.
Look up your Member by their account phone or email.
Click on the “+” and select Add Points.
Enter in the number of points to be added in the Quantity field.
Select the reason you are adding points.
Click Add.
Offer Types
Spendgo supports multiple offers types, each having additional configurations allowing you to target the Members who receive them. You can easily create, monitor and generate follow-up actions based on a Member’s engagement. Spendgo offer types include:
Add Points
An Add Points offer allows you to give out set number of points to each Member in a selected audience.
Campaign examples
Give 50 points for making 3 visits this week.
Things to know
Add Points is only available in the Date & Time and Recurring campaign types.
BOGO
A BOGO is a buy one, get one item free.
Campaign Examples
Buy one, get one item free on your birthday
Buy one burger and get a small fries free when you register
Things to know
The default setting is to discount the lowest valued item in the purchase. For example, if you have one $10 item and one $8 item, the $8 item will be discounted.
The value of the discount is based only on the price of the parent item. If there are priced modifiers that are not rolled-up into the price of the parent item, they will not be calculated as part of the discount. For example, if you have one $10 item and one $6 item with a $2 modifier, the total discount will be $6.
Discount ($)
A fixed discount is a set value to be discounted from a Member’s purchase.
Campaign examples
$5 Off your purchase
Things to know
The discount value is deducted from the basket subtotal less any exclusions. If the subtotal is less than the value of the offer, the difference is lost. For example, a $10 off is applied to a $7 purchase, the discount will be $7 and the $3 will be lost to the member.
Multiply Points
Multiply points is an offer that multiplies the points earned on a Member’s purchase.
Campaign examples
Earn 3x points happy hour
Add any dessert to your purchase and get 2x points on your entire order
Get 2x points on coffee after 2pm
Things to know
The basket subtotal is the sum of all qualifying items — this means tax, tip, and most other service charges will not be included.
Items that have been marked non-qualifying to earn points in the main program will also not qualify to earn bonus points.
Percent Discount
Percent Discount is a set percentage discounted from a Member’s purchase.
Campaign examples
10% off a purchase
Things to know
This discount value is calculated based on the basket subtotal. The basket subtotal is the sum of all qualifying items — this means tax, tip, and most other service charges will not be included.
Some items will not be included in the discount value, when items have been marked as non-qualifying for discounting. For example, alcohol items may not want to be discounted. If a purchase includes one $6 beer and one $10 burger, plus a 10% discount — the percent discount will be $1, excluding the beer from the discount.
Price Adjustment
Price Adjustment is an offer which adjusts price of items item.
Campaign examples
$5 sandwich Tuesdays
Things to know
The discount value is calculated based on the difference between the normal price and the discounted price of the item. For example, if the item is $8 and the discounted price is $5. The discount value will be $3 discount.
The price adjustment will always apply to all the items in the order which match the redemption item group.
Getting Started with Infobip Email
If you are using Infobip as your email provider, there are several steps they require before you start sending emails to your Members. This process will take coordination with your Spendgo Integrations specialist to enable.
What to expect
The following are the steps and options to configure your Infobip integration:
Access to Infobip Portal
Get access to your Infobip Portal. Please contact your Customer Success Manager for support.Create a welcome email template
Design your Welcome email template to be delivered to newly signed up Members.Customize your domain
If you want to send email from your own domain, please contact your Customer Success Manager for support. This step requires someone with knowledge of your domain hosting services.Enable Infobip as your email provider
Once the welcome template is ready and your custom domain (optional) is verified, your email integration with Infobip can be fully enabled. Spendgo will configure this for you.Warm up your domain
To ensure your custom domain establishes a postitive sender reputation and better deliverability, Infobip requires a warm up process.
Access to Infobip Portal
Please provide the following details to your Customer Success Manager for Admin access to your Infobip portal:
First Name
Last Name
Mobile Number (required for two-factor authentication)
Email
An email will be sent directly to the contact’s email from Infobip with instructions on how to set their password. Once logged in, additional users can be added and email templates can be generated.
Note: We recommend not to send any emails until your domain has been verified and the integration fully enabled by the Spendgo team.
Create a welcome email template
Here’s a quick step-by-step instruction on how to create your template:
Go to Moments > Templates in the left navigation bar
Select "Content Email Template”
Click “Create Template"
Design your template, name, and save the content template
Please email your Spendgo contact when complete with the following details:
Welcome content template name (e.g. Welcome to Loyalty)
The Welcome email subject you want to go out to Members(e.g. Welcome to Brand Rewards)
Sender name (e.g. Brand Rewards)
Sender email address (e.g. info@loyalty.brandname.com)
Spendgo will configure your welcome email flow, test and confirm your integration is enabled. Once your domain has been verified email integration is enabled, you can begin your domain warm up at any time.
Customize your domain
For more information from Infobip, please see Infobip’s Register A New Domain guide.
Log into your Infobip portal and navigate to Channels & Numbers > Email
Click Add New > Domain button
Enter your subdomain (e.g. loyalty.brandname.com) you will be using to send emails. Your domain must not already be in use.
Enter your daily send volume
Maintain the recommended DKIM length of 2048 bit
Select your domain purpose. Most commonly, this will be configured for Marketing.
Click “Set up domain” button. The next screen will show you the DNS records to be mapped to your subdomain.
Go to your hosting provider and map the records. No other records should be associated with this domain. It can take up to 48 hours to propogate. You can check using a public tool https://dnschecker.org/ and fetch for your records to confirm your setup is complete.
Here is a list of some of the most common domain/hosting providers on how to edit TXT records:Navigate back to the Infobip portal > Channels & Numbers > to manage your domain.
Click the “Verify” button. When verified, a green check icon will display by each record and the domain status will be updated from “unverified” to “verified”.
If your domain has been successfully verified, you are ready to warm up your domain.
If your domain is not verified or partially verified, review the records that have a red warning icon. You can check using a public tool https://dnschecker.org/ and fetch for your records to confirm your setup matches exactly the records provided, and aligns with the requirements of your hosting provider. Once you update the configuration, you will have to reverifiy the records. Changes can take up to 48 hours to propogate.
For additional support you can also reach out to Spendgo Integrations or Infobip Support directly.
Domain Warm Up
For more information from Infobip, please see Infobip’s Automated Warmup guide.
Domain warming is the process of establishing a positive sending reputation with Internet Services Providers (ISPs) and avoiding spam folders. Before you start, here are some pointers to ensure your warm up is done to the best of its ability and boosts deliverability:
Clean email databases by removing invalid emails
Only send emails to recipients who have signed up/opted in
Do not purchase lists on scrape sites
If your bounce rate exceeds 5% of the total traffic over the last 24 hours, the service will be temporarily blocked. This ensures your reputation remains established and doesn’t portray a high bounce rate. If you are temporarily blocked, please reach out to us for assistance.
Note: Your custom domain must first be verified before continuing onto this step.
To start the automated warm up process, create a broadcast campaign to be sent to your entire audience (assuming it’s been cleaned).
IMPORTANT Note: Depending on your entire audience size, expect your email campaign to be delivered over several days. See below for the number of days. For this reason, ensure your campaign content is not time sensitive.
Navigate to Communications > Create Broadcast button
Set the channel type to Email
Enter in your email campaign details and create your template design
Note: DO NOT update the Advanced Settings.Continue to preview your email and launch.
Send at least 1 marketing email to your audience a month to keep your domain warmed.
The number of days it will take to send and warm-up will vary based on your audience size. By default, your daily send volume starts at 200 sends and will increase after every 24 hours and 5 minutes as your domain begins to warm up. At this time you will not be able to run any parallel email campaigns until your domain has been warmed. Below are the daily volume increments:
Day 1: 200 sends
Day 2: 500 sends
Day 3: 1,000 sends
Day 4: 2,000 sends
Day 5: 5,000 sends
Day 6: 10,000 sends
Day 7: 20,000 sends
Day 8: 40,000 sends
Day 9: 100,000 sends
Day 10: 250,000 sends
Day 11: 500,000 sends
Day 12: 1,000,000 sends
Day 13: 2,000,000 sends
Day 14: 5,000,000 sends
Add a Transaction to Your Account
You can upload and view receipts with your favorite loyalty programs powered by Spendgo. When you upload a receipt to your account, any points earned on the order will be automatically added to your account. You must also be logged into your Spendgo Member Account for the applicable brand to claim your receipt.
There are 2 ways to identify your receipt and upload it — with an order number or a receipt code.
Upload with an Order Number
Use your order number (also known as the transaction number) to upload a receipt.
Login to the member portal with the brand your purchase was made.
On the far right, click the + Add points button.
Select Order Number.
Enter the Order Number.
How the Order Number appears on your receipt can vary per store/brand (some brands call it a Check#). Often, it is prefaced with a “#”.
In some cases if there are preceding zeros (ex. 0066 or 0123), you may need to exclude zeros when inputting your order number.Enter the date of purchase.
Enter the purchase total.
Click Upload.
Upload with a Receipt Code
At some stores, a receipt code is printed at the bottom of the receipt. If you have a receipt code, use these steps:
Login to the member portal with the brand your purchase was made.
On the far right, click the + Add points button.
Select Receipt Code.
Enter the 10-digit receipt code.
A Receipt Code is a printed 10-digit code at the bottom of your receipt. The format is AA#AA-AA#AA.Enter the date of purchase.
Click Upload.
Notification Placeholders
Spendgo offers placeholders for dynamic information. Place the placeholder within your message to add personalized or dynamic content. The following list outline all the available placeholders to you.
Placeholders are currently supported in the Emma and Mailchimp email integrations.
Placeholder Name | Description | Example |
---|---|---|
event_name | The name of the event | offer_earned |
campaign_id | The associated campaign id with the event | 12345 |
created_at | The UTC timestamp of the event | 2020-06-10T00:00:00Z |
event_source | The source of the event | spendgo.com |
event_store_code | The store code where the event took place | 99999 |
spendgo_id | The member's unique Spendgo id | 1234567890 |
first_name | The member's first name | Sophia |
last_name | The member's last name | Smith |
dob | The member's date of birth | 1998-11-12 |
gender | The member's gender | F |
postal_code | The member's postal_code | 90210 |
favorite_store_code | The member's favorite store code | 99999 |
The member's email | email@example.com | |
phoe | The member's phone number | 5555555555 |
sms_optin | The member's text message subscription status | true |
email_optin | The member's email subscription status | true |
password_reset_link | The member's unique password reset link generated upon request to reset password | https://my.spendgo.com/abc123 |
loyalty_status | The member's loyalty status | activated |
loyalty_units | The loyalty program units are either "points", "stamps" or "visits" | points |
balance | The members loyalty balance in points, stamps or visits | 40 |
next_reward_at | The unit threshold to the next reward | 50 |
next_reward_at | The number of units till the next reward | 10 |
reward_name | The name of the reward linked to event | $5 Off |
reward_code | The promo code associated with the reward linked to event | WELCOME |
reward_expiration | The reward linked to event expiration UTC timestamp | 2020-07-10T00:00:00Z |
reward_value | The value of the reward in points (when applicable) | 50 |
For more details on how to use placeholders within your templates, please review your provider’s guides as implementation will be different per platform.
For Emma
If your content includes:
Congrats, you’ve earned [%reward_name%]!
When a $5 Off reward is earned your recipient will see, “Congrats, you've earned $5 Off!”
For MailChimp
If your content includes:
Congrats, you’ve earned *|EVENT:reward_name|*!
When a $5 Off reward is earned your recipient will see, “Congrats, you've earned $5 Off!”
Support Events
Support events includes transactions that you can filter and manage from within the dashboard.
Link a transaction
Members sometimes forget to enter in their phone number at the time of their purchase and would like to claim their earnings post-transaction, for this, you can link a transaction to the member.
Navigate to Support > Events
Use the filters to find the specific transaction.
Note: Selecting one day and the store location of the transaction are always required at minimum to filter through the events.Once you’ve located the transaction, click Manage > Link
Enter in the member phone number to be linked to the transaction and click Link
Transfer a transaction
In some cases, the wrong transaction was claimed or a member wants to transfer their transaction to a different account, for this you can transfer the transaction to a new member.
Navigate to Support > Events
Use the filters to find the specific transaction.
Note: Selecting one day and the store location of the transaction are always required at minimum to filter through the events. The transaction must already be assigned to a member in order to be transferred.Once you’ve located the transaction, click Manage > Transfer
Enter in the new member phone number to transfer the transaction to and click Transfer
Unlink a transaction
If the wrong transaction was claimed, for this you can unlink the transaction from a member.
Navigate to Support > Events
Use the filters to find the specific transaction.
Note: Selecting one day and the store location of the transaction are always required at minimum to filter through the events. The transaction must already be assigned to a member in order to be unlinked.Once you’ve located the transaction, click Manage > Unlink
Review and confirm by clicking Unlink
View a transaction
View the details of a transaction — line-items, discounts, etc.
Navigate to Support > Events
Use the filters to find the specific transaction.
Note: Selecting one day and the store location of the transaction are always required at minimum to filter through the events.Once you’ve located the transaction, click Manage > View