Automating Customer Re-engagement with Loyalty Tags and Notifications
Questions:
- How do I automatically identify and reward active shoppers?
- What do the tags posRevenueWithinLast6Month and revenueWithinLast6Month mean?
- How do I configure a "Set and Forget" loyalty newsletter?
Description:
This automation system uses background console commands to analyze transaction history and segment users into specific marketing groups using Tags. By identifying active in-store shoppers or "sleeping" customers automatically, the system can trigger targeted newsletters to drive repeat visits. Once configured in the System Settings, the process runs 24/7, ensuring consistent customer engagement without manual intervention.
Solution:
Steps to Automate Customer Re-engagement with Loyalty Tags and Notifications
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Run the Tagging Process (LoyaltyUpdateConsole)
The system first analyzes all Vouchers and Bills to apply specific Tags to user accounts based on their recent spend behavior.
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Identify POS and General Revenue Segments
Users are automatically tagged with posRevenueWithinLast6Month for in-store activity or revenueWithinLast6Month for overall channel activity.
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Filter by Loyalty Consent
The system applies the informAboutBonusSystem tag to ensure only users who have opted into loyalty notifications (loyaltyNotification=1) are contacted.
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Activate the Notification Console
Go to System Configuration -> LoyaltyManagement and toggle the Notification Activate setting to "On".
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Select Your Target Audience
Choose a filter tag in the configuration (e.g., posRevenueWithinLast6Month to target only active in-store shoppers) to define who receives the newsletter.
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Schedule the Execution Times
Define your sending schedule using the Cron format in the execution times field to control how often the automated messages are sent.
Tips and Tricks:
Pro-Tips:
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Use the posRevenueWithinLast6Month tag to invite active local shoppers to exclusive in-store events or flash sales.
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Create a dedicated segment for users who haven't shopped in 6 months to send them a "We Miss You" offer automatically.
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Always verify your Execution Times schedule to ensure newsletters are sent at high-engagement times for your specific audience.
Warnings:
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A newsletter template specifically named loyalty_newsletter must exist in your system for the automation to function.
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The NewsletterManagement module must be installed and active, as these messages are handled as mass mailings rather than standard transactional emails.