Emailing customers who haven't visited for a while

By using custom features you can send your customers an email in a very targeted way and encourage them to visit.

For example: You want to automatically send an email to customers who have not visited for 90 days. 
  1. In the Dashboard, go to Loyalty and select the Loyalty program
  2. Choose Settings, then click Custom Attributes
  3. Click the Green Plus on the top right
  4. Make the choice here for Use a preset and choose Date of last loyalty transaction
  5. Click on Create. The Attribute window opens and you can click away
  6. Now go to Marketing, go to Programs and select the Marketing Program
  7. Choose Custom Attributes and click the Green plus in the top right
  8. Select Sync from another Program, choose Loyalty, select your Loyalty Program and  then the attribute you created earlier: Date of last loyalty transaction. Click Create.
  9. The Attribute window opens and you can click away

You have now created a custom attribute in the Loyalty Program, which you have synchronized with the Marketing Program, so that you can send targeted emails in response to the relevant attribute.

Because you want the system to check every day whether someone has visited, you can set up a Periodic Campaign for this.

  1. First you create a Template, then go to Campaigns and choose a Periodic Campaign
  2. Create a campaign by clicking on the Green Plus in the top right corner
  3. Go through the first steps by using the Green Arrow at the top right. If you want to add an Action, you can do so by following these steps
  4. Click on Filters by the Green Plus and select Custom Attribute and Last Savings Transaction Date
  5. Then select Dynamic Value and then click on Date of last savings transaction was 90 days ago. Choose the option Equal to and click on Add
  6. Then go to Schedule and select the Interval Day (the system will check every day)
  7. Follow the steps with the Green Arrow to the right and click Done