Creating personalized promotions

A personalized promotion is a set of promotions selected by the AI engine for a particular customer. The promotions are managed by creating any promotion type, which provide settings for the AI engine. When a promotion is generated for a customer, the AI retrieves the promotion available to the customer and selects the most relevant ones.

Business advantages

• High quality mechanisms of selecting items for a personalized promotion:
  • Checking the group of customers to whom the promotion is assigned.
  • Selecting the promotions whose start and end date covers the activity time of the personalized promotions.
  • In-built mechanisms that prevent overlapping items included in general promotions and advertising flyers with the items in personalized promotions.
  • In-built mechanism that prevents overlapping active promotions.
• The great flexibility of promotion sets allows users to create relevant promotions that will apply in the distant future (in a year and longer).

Prerequisites

• Import an item feed into Synerise.
• Your transaction data history must be at least three months long.
• Optionally, create a catalog with items you don’t want to show in the personalized promotions
• Optionally, if you want to consider only specific promotion candidates, create a filter on the list of (regular) promotions to be reused while preparing the personalized promotion.
  Click here to see how to build the filter

  1. Go to Communication > Promotions.
  2. On the right side of the screen, click

     

  3. Click Define.
  4. On the pop-up, define the conditions by clicking Choose filters. The list contains all parameters from the product feed.

     

  5. To add a new condition, repeat the previous step.
  6. Save the filter by clicking Save filter.

Create promotion candidates

Required actions:

• create a promotion of any type (point 4)
• define the discount types and redemption settings (point 5)
• schedule how long the items are available as candidates for the personalized promotion (point 6)
• select the items for the promotion (point 7)

Procedure

1. Go to > Promotions > New promotion.

2. Select one of the scopes:

   • For selected items
   • For entire basket

3. Select the group of customers for whom you want to prepare promotion.

4. In the Types & limits section, select any promotion type.

   

5. In the remaining fields of the section configure the redemption settings and discount types.
   

   Tip: You can read more about creating promotions here

6. In the Schedule section, define the time during which the item will be available as the candidates for the personalized promotion.

7. In the Items section, select the items to be used in the promotion.

   Tip: More information about creating promotions.

8. After configuring the settings, click Publish.

Create a personalized promotion

1. Go to > Personalized promotions > New promotion.
2. Select the type of promotion:
   • Check-in - Example of use: If you have an interactive kiosk in your point of sales, your customers can register their loyalty card before they enter the shopping area. Then, they receive a print out of promotions available only for them.
   • Check-out - A promotion is generated based on their current transaction.
     Important: It’s the only type that allows you to prepare a personalized promotion for an anonymous customer.
   • Mobile app - You can apply promotions dedicated only for the users of your mobile application.
3. In the A/B test settings add variants of the personalized promotion by clicking Define. You can define variants of the promotions and set up a control group. The control group is a part of the customer base that doesn’t receive the promotions, so you can measure the effectiveness of your actions.
   1. Click the plus button to add the first (and/or more) variants.
   2. If you want to set up a control group, select the Enable a control group checkbox.
   3. Adjust the size of each variant and the control group by using the slider.

      

   4. In the Advanced options, select how items are selected for the promotion.
      • AI Engine - By selecting this option, the AI engine chooses the items to be included in the promotion.
      • Randomization - By selecting this option, the items included in the promotions are chosen randomly.
   5. Confirm by clicking Apply.

Defining limits and order of discounted items

5. In the Filter and limits section, you can define:
   • the candidates for the personalized promotions based on the promotion type.
     If you apply changes to this section without selecting a promotion type, Handbill is selected as default option.
   • the number of items that match a filter (selected by a filter you created, instruction is here)
     
     Click to see example

     

     You can prepare a discount for 3 items of a defined brand, for example.

   • the order of the items in the promotion (from top to the bottom),
   • the condition to be met in order to generate a personalized promotion (personalized promotion can be triggered if a cart reaches a specific value and/or contains a specific number of items)

Excluding items from promotions

You can exclude items from the personalized promotion. You can either pick the items from a catalog or exclude an entire catalog.

Defining promotion schedule

5. In the Activity section, you can schedule the personalized promotions.

   • Relative - Select the activity time of the promotion, it is counted from the moment of generating a promotion for a customer (for example, if you distribute personalized promotions through a mobile application, the moment of generating a promotion is entering a section where the promotions are displayed). When the activity time of a personalized promotion expires, it is replaced with another one (if there are promotion candidates available).
   • Absolute - Select the exact date when a personalized promotion expires. The start date is the moment of generating a promotion for a customer (for example, if you distribute personalized promotions through a mobile application, the moment of generating a promotion is entering a section where the promotions are displayed). After it expires, the promotion won’t be replaced by any other candidate.
   • Recurring - Define the days of the week when a personalized promotion is active. After it expires, it is replaced with another one (if there are promotion candidates available)
   Click here to see examples for recurring activity

   1. To generate new personalized promotions during the weekend, select Friday and Monday at 0:00. The personalized promotion will generate on Friday at 00:00 and it will expire on Sunday at 23:59. On Monday at 0:00 the new personalized promotion is generated and it is valid to Thursday at 23:59.

      

   2. To generate personalized promotions every day at 5:00 in the morning, copy the settings from the image below:

      

   3. To generate new promotions once a week, copy the settings from the image below:

      

AI engine boosting settings

6. If the items to your personalized promotion are selected by AI engine, in the Engine settings section, define the following parameters:
   • Adjust the variety of offered products by using the Variety factor slider.
   • In the Group size field, enter the maximum number of similar products that can be offered as promotions.
   • Adjust the frequency of delivering the same items in a promotion by using the Redistribution frequency factor slider.
   • Adjust the importance of a product’s popularity by using the Popularity boosting slider.

• To be able to assign multiple sets of promotions to customers, create a filter on the list of promotions.