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
- Go to Communication > Promotions.
- On the right side of the screen, click
- Click Define.
- On the pop-up, define the conditions by clicking Choose filters. The list contains all parameters from the product feed.
Promotion targeted at anonymous customers - To add a new condition, repeat the previous step.
- 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
-
Go to
> Promotions > New promotion.
-
Select one of the scopes:
- For selected items
- For entire basket
-
Select the group of customers for whom you want to prepare promotion.
-
In the Types & limits section, select any promotion type.
Handbill type of promotion -
In the remaining fields of the section configure the redemption settings and discount types.
Tip: You can read more about creating promotions here -
In the Schedule section, define the time during which the item will be available as the candidates for the personalized promotion.
-
In the Items section, select the items to be used in the promotion.
Tip: More information about creating promotions. -
After configuring the settings, click Publish.
Create a personalized promotion

- Go to
> Personalized promotions > New promotion.
- 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.
- 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.
- Click the plus button to add the first (and/or more) variants.
- If you want to set up a control group, select the Enable a control group checkbox.
- Adjust the size of each variant and the control group by using the slider.
Variant size adjustment - 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.
- Confirm by clicking Apply.
Defining limits and order of discounted items

- 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 examplePersonalized promotion for items of specific brand - 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)
- the candidates for the personalized promotions based on the promotion type.
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
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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- 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.
Recurring limit, personalized promotion during the week and weekends - To generate personalized promotions every day at 5:00 in the morning, copy the settings from the image below:
Recurring limit, personalized promotion generated every day - To generate new promotions once a week, copy the settings from the image below:
Recurring limit, personalized promotion generated once a week
AI engine boosting settings

- 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.