Rewards: Creating Events

This guide explains how to create and manage Events to communicate with members based off of their data points (Birthday, Anniversary, Last visit, etc.)

Key Terms: 

Event: Emails automatically sent to members based off of the member data points (Birthday, Anniversary, Last visit, etc.) These emails can include Rewards if desired.

Email Templates: Pre-designed email layouts that can be used in Email Campaigns, Events and Points Rules.

Rewards: Discounts that can be attached to Email Campaigns, Events, or Points Rules. 

Creating a new Event: 

1.   Navigate to the Event tab  

• • Click the Add Event button and select from the available Event Types (Birthday, Anniversary, Kids Birthday, Spouse Birthday, Half Birthday, New Member, Winback or Holiday) to start creating a new Event. 
    

2.   Configure Event  Details.

• Description: Provide a brief summary of the Events purpose.
  
• Event Type: verify or select the desired Event Type.
• Enabled: Toggle this option to activate the Event.
  
• Activate/Deactivate: Select a date range to mark when this event should be activate. 
• Send Days Before: Input the number of days before the event you would like the event to run.
• Click Save to finalize the Event Details settings.
  

3.   Design Your Email or Use an Email Template

Email Template Selection:

• Design my own: Create an email design directly from the Event
• Email Template: use the dropdown to choose from a list of email templates

Template and Subject Options:

• Use Template Body/Subject: If using an email template and this option is selected the email subject or body will use the same Body and/or Subject as the Email Template
• Changes Allowed: If using an email template and this option is selected the email subject and/or body can be edited
  
• Click Save to finalize the Event settings.
  

4.   Select Store(s) and/or Store Groups

• Choose individual Stores, Store Groups or a mix of both to determine the events recipients.

5.   Adding a Reward to an Event

• Attach one or more rewards to a Event.
• IMPORTANT Ensure the reward is properly configured and mapped to the POS before scheduling the email. Once the email is sent, the reward settings are saved to the member's profile.