With this Partner Tactic you can welcome new members of your loyalty program by providing onboarding information about your program (or a link to a specific webpage) on the day when their membership was granted.
It supports the Revenue objective by contributing to the following strategies:
- Drive Purchase Frequency
- Increase Premium Customer Revenue
This Tactic was created for the Annex Cloud partner integration and requires an already existing Annex Cloud loyalty integration. For more information on how to set up Annex Cloud, see Annex Cloud on Emarsys Partner Connect.
For more information on the Annex Cloud Loyalty Tactics, watch the August 2024 Product Release video:
Channels
- Web Channel
Basic workflow
- A welcome email containing information about your loyalty program and current offerings is sent to your new members (i.e. they have a new
Loyalty IDfield and their anniversary date of membership is on the current day). - 5 days later a reminder is sent to those members who have not made a purchase yet.
Automation Center programs
This is how the email-only program looks:
This is how the email and Web Channel variant of the program looks:
Activating the Tactic
Prerequisites
- Annex Cloud integration setup
- Annex Cloud-specific custom fields (these custom fields are created automatically when your create the Tactic)
- Email campaigns
- Web Channel campaigns (if used)
- Personalization tokens
Steps
- Create the email campaigns.
- Add opt-in checks (email) to ensure that campaigns are only sent to contacts who opted in for receiving marketing materials.
- Create the Web Channel campaigns (if used).
- Activate the program.