Customer Rewards Icon

Customer Rewards

Workflow Documentation
Last updated on April 12, 2017

Details

Engage your most loyal and frequent shoppers by sending messages when purchase criteria is met. Use automated communication to drive more sales and strengthen customer relationships.

Setup

  1. Login to your Vextras account
  2. Click the ‘Add New’ in the bottom left corner
  3. Select ‘Add Workflow’
  4. Select ‘Marketing’
  5. Choose ‘Customer Rewards’
  6. In step 1, toggle desired settings
  7. In step 2, add the name, email and subject customers will see when the message arrives
  8. Select a starter template to use, or add content using the WYSIWYG editor
  9. In step 3, confirm settings and activate

Overview Dashboard

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

  • Messages pending – count for pending e-mails that are scheduled to be sent
  • Messages sent – count for sent messages
  • Opens – number of times messages have been opened
  • Clicks – number of times messages have been clicked
  • Conversions – number of conversions resulting from this type of workflow
  • Revenue – total sales attributed to this type of workflow
  • Activity chart – weekly view of sent messages

Settings

  • Workflow name – the “friendly name” for your workflow, customers will not see this
  • Sending filter – send to all customers or only those who have opted in or registered in your store
  • Products – Identify any or all SKU’s that will trigger a rule
  • Reward type – choose a type of reward that will activate the rule
    • Buy One Get One (BOGO) – after a customer orders a certain product(s), “x” amount of times, trigger a message
      • BOGO works off of the total number of orders, and not the quantity of products purchased in an order
      • For example, if you have a rule for BOGO after order #3, it will not trigger until your customer has placed 3 separate orders, no matter the quantity ordered for the product(s) specified. There could be a quantity of 10 widgets in order #1, 5 in order #2 and 7 in order #3.
    • Order Count Is – total number of orders the customer has placed
    • Spent (All Orders) – total amount of purchases from a customer
    • Spent (Average) – average spent by a customer
    • Spent (One Order) – total spent on one order
    • Product Order Count Is – total number of products the customer has ordered
  • Send after – time delay before a message is sent

Logs

The logs area of this workflow will display log events between specific date ranges.

  • Pending – shows messages that validated based on rule criteria and are scheduled to be sent
  • Sent – shows information about messages that have been sent as a result of meeting rule criteria
  • Conversions – displays relevant conversions as a result of a workflow message triggering

More Information

  • Messages will trigger when an order is completed or shipped.
  • Workflow rules will trigger on any criteria that is set, regardless of when the workflow was created in Vextras.
Compatibility
  • All shopping carts are supported with this workflow.

News & Updates

Subscribe today for recent news and tips to grow your business

We don’t share your personal info with anyone