In this guide, we will cover the steps required to set up and manage an advanced customer loyalty campaign through the Grafterr Admin Panel.
Advanced customer loyalty campaigns allow businesses to reward their loyal customers automatically. With this feature, customers who have placed a specific number of orders can receive unique promo codes as rewards via SMS or email. This helps businesses strengthen customer relationships, encourage repeat purchases, and show appreciation for loyal customers.
Before sending promo codes through SMS or email, your Grafterr account must be integrated with a messaging platform.
For SMS campaigns, you must integrate with Bird.
For email campaigns, you must integrate with Mailchimp.
Both integrations are easy to set up. If you have not yet connected them, refer to the following guides before proceeding:
Once the required integrations are completed, you can begin creating and managing your advanced customer loyalty campaigns.
Creating and managing advanced customer loyalty campaigns:
In order to create and manage an advanced customer loyalty campaign through the Grafterr Admin Panel, follow the steps below:
Start by logging in to your Grafterr Admin Panel through the Grafterr website using your account credentials. Once you are logged in, look at the navigation menu on the left-hand side of the screen.
Scroll down until you locate the module called “Marketing and Engagement.” Under this section, click on the sub-module “Marketing Suite.”
Inside the Marketing Suite, you will find several marketing tools and integrations. Locate the option “Advanced customer loyalty” and click on it to begin the setup process.
This screen will display a list of existing loyalty campaigns, if any have already been created. The list typically shows key campaign details such as campaign title, discount amount and number of orders required before the promo code is sent. You will also have management options such as edit, delete, and change status for each campaign.
To create a new advanced customer loyalty campaign, click on the “Create new advanced customer loyalty” button located at the bottom of the screen. This will open the set up page where you can configure your campaign settings.
Start by entering the title of the campaign, which helps identify the campaign within the system. Next, enter the number of orders a customer must complete before they become eligible to receive the reward promo code.
For example, you may choose to reward customers after they have placed 5 completed orders.
Then specify the number of days the promo code will remain valid after it has been sent to the customer.
After that, enter the campaign message, which will be the content of the SMS or email sent to the customer. For example: As a thank you for placing 5 orders with us, please use the discount code PROMO_CODE to get 30% OFF on your next order!
It is important to include PROMO_CODE in the message text. This placeholder will automatically be replaced by the system with a unique, auto-generated promo code for each eligible customer.
Next, choose the type of discount you would like to offer. This can be either monetary discount (fixed amount), or percentage discount.
Finally, choose how the message should be delivered by selecting the appropriate checkboxes - Email / SMS / Both Email and SMS.
Once all the necessary fields have been completed, click “Create.” The campaign will now be saved and you will be redirected back to the advanced customer loyalty dashboard, where the newly created campaign will appear in the campaign list.
From the campaign dashboard, you can manage your loyalty campaigns easily.
If you wish to temporarily deactivate a campaign, simply click the toggle switch in the Status column. Clicking the toggle again will reactivate the campaign whenever needed.
That’s it! You have successfully learned how to set up and manage advanced customer loyalty campaigns through the Grafterr Admin Panel. If you face any issues along the way, feel free to reach out to our support team.