Reward voucher reminders
Reward vouchers are created with an expiry date, after which contacts will not be able to use them. Contacts might also just have forgotten that they have a voucher ready to be used. That's where reminders are useful. These reward voucher reminders can be sent through email or SMS.
Important
To use the "Reward Voucher Reminder" automation trigger, you have to enable the RewardVoucherExpirationReminder feature toggle in the Engage back-end.
For the Engage user, here's how to find and act on those vouchers that are about to expire:
Segmentation of reward voucher expiry date
Use the Segmentation tool to find all contacts with vouchers that will expire on a specific date, or within a specific time period. Or even, if needed, those with vouchers that have already expired. Now you can use this segmentation to send a reminder email.
Personalized fields with those reward vouchers that will expire first
You can also get a little more specific, informing the customer about the voucher that is about to expire soonest. For example, If they have some that expire in 5 days, some in 7 days from now, and others that expire in 10 days, Engage can show aggregated data in a send-out for the vouchers that expire first (in this case it would be those that expire 5 days from now). This allows you to send more detail than just a simple reminder.
Automation trigger "Reward Voucher Reminder"
If you wish to automate this whole process (and you should) you can design a workflow for those contacts with vouchers that expire in the next X days, using this trigger. Then this whole thing will work without any further input from you.
1 - Segmentation
"Reward voucher expiration" is a date segmentation field. It can be found under Rewards in Segmentation and will locate contacts with unused reward vouchers that are due to expire in given period of time, such as in X number of days.
"Reward voucher expiration" is a standard field and can be found under Rewards in the segmentation:
Use cases
As illustrated above, this feature can be used by itself if the user just wants to manually send a message to remind customers about their vouchers. It can also be used for this in combination with the new personalization fields, and also with the new "Reward Voucher Reminder" automation trigger. Voyado recommends using the automation trigger.
2 - Personalized fields for send-outs
You will find the new personalized fields under Reward vouchers nearest to expiration:
Under this are 4 personalized fields:
Count: This shows how many vouchers have the same expiry date as the voucher that will expire first out of the contact´s unused reward vouchers.
Expiration date: This shows the expiry date of the voucher (or vouchers) that will expire first out of the contact´s unused reward vouchers.
Points: This shows the sum of the points used to create all the vouchers that will expire first.
Value: This shows the total monetary value of all the vouchers that will expire first.
Use cases
These fields can be used in any email and SMS for personalization, with the "Scheduled Selection" workflow, or with the new "Reward Voucher Reminder" automation trigger.
3 - Automation Trigger
The "Reward Voucher Reminder" automation trigger is used to initiate flows that send out the voucher expiration reminders. An input field allows you to define the number of days ahead for which we search for voucher expiry dates.
The trigger's configuration looks like this:
Trigger data
As mentioned, this trigger is ready to handle the payload data related to the vouchers that triggered it. This can be used in send-outs and maybe, in the future, in a value split. However this feature is not yet ready. The usage description will be updated when this is enabled.
Limitations
As mentioned in the personalization limitations, for some tenants this trigger will not work well with the personalization email fields. When the trigger data for messages feature is completed, that will cover their cases as well.
A workaround in the meantime is to ensure that contacts will not be sent reward vouchers reminders too often, such as limiting how often they can enter the automation workflow.