Implementing personalized promotions

The personalized promotions feature uses the power of our advanced AI engine to generate a unique set of promotions tailored to the specific preferences of individual customers. To use this feature, create and publish a minimum of 50 promotions for best results, and then create personalized promotions through which our proprietary AI engine selects the most optimal offers for each customer. This AI engine is trained using transaction history data, so the longer transaction history a customer has in Synerise, the accuracy and relevance of the promotions proposed to them increasingly improve.

Such promotions are called handbills.

Personalized promotions can be distributed:

• while customers check in any kind of sales point, for example, scan their loyalty card at the entrance to a store. After such identification, the personalized promotion set can be displayed on digital signage or shown in the customer’s mobile app.
• while customers check out - in this scenario both recognized and anonymous customers can receive a set of personalized promotions.
  • recognized customers - customers identify themselves with a loyalty card before a transaction, and after payment the cash register prints out the receipt that contains promotions based on customers’ transaction history and/or the promotions are available in the mobile application. These promotions can be used during the future purchase.
  • anonymous customers - after customers pay for the purchase, the cash register prints out the receipt that contains promotions based on their transaction to be used during their future purchase.
• in a mobile application/webiste - you can display personalized sets of promotions in your mobile application at any time or on your website.

Prerequisites

• Create promotions, for best results, we recommend creating and publishing at least 50 promotions.
• Have customers in the database.
• Implement a tracking code in the website. This will let you track the activity of your customers except for mobile application and offline stores.
• To track customer’s activity in a mobile channel and distribute promotions there, implement mobile SDK.
• Implement collecting transaction events in real-time - recommended if the redemption of promotions relies on data sent within the transaction event, real-time processing is essential to prevent fraud.
• Import transaction data history, so the engine can learn. Your transaction data history must be at least three months long.
• Import a product feed into Synerise.

Features

When creating a personalized promotion, you can use the following functionalities:

• AI-engine based promotion or randomized option - You can select whether the promotions displayed within the personalized set are selected at random or by the AI engine. Usually, randomization is used for A/B testing.
• A/B testing - You can prepare several variants of the personalized sets of promotions to see which variant is most successful.
• Filters for promotions - This option gives you flexibility in tailoring the personalized selection of promotions by using filters to display only promotions with certain parameters.
• Basket limits for promotions - You can define the minimum transaction value or number of items from which a customer is entitled to a promotion (available only for checkout).
• Excluding items from promotions (available only for checkout).
• Adjusting the AI engine settings (diversity of products in promotions, frequency of delivering the same promotion, boosting promotions with popular items).
• Scheduling promotion activity.

Distributing promotions

On check in

To distribute promotions at the entrance, execute the following method right after a customer is identified at the entrance of the shop:

On check out

To print out a promotion on a receipt right after a transaction is completed, execute one of the following methods:

In mobile application

To distribute a set of personalized promotions in your mobile application, execute the following method:

Applying promotion logic

Once the personalized promotions are distributed, customers can use them in the future transactions. Since the personalized promotions are sets of promotions, implement them as described in Promotion implementation variants.

Displaying promotions

You can display personalized promotions on your website, in a mobile application, or on other devices (for example, digital signage). You can do it in the following ways:

• Using the API:

  Method	API consumer	Description	Events generated
  Generate handbill for Profile /v4/promotions/promotion/get-for-client/handbill/{handbillUuid}	Profile (formerly client), Anonymous profile (formerly client)	This method lets you retrieve personalized set of promotions available to a profile. To filter by the channel in which you want to display the promotion, use tags (you must add tags to the promotions when creating them).
  handbill.assign

• Create a document that contains a personalized promotion reference in its body and display the document in a mobile application using those methods:

  • Android
  • Flutter
  • iOS
  • React Native

  Example document body request with a reference to a personalized promotion:

  {
    "card": "handbill",
    "promotions": {
      "childSchema": "promotion",
      "uri": "https://api.synerise.com/v4/promotions/promotion/get-for-client/handbill/{personalizedPromotionUuid}"
    }
  }
     
    

  Where {personalizedPromotionUuid} must be replaced with a UUID of a personalized promotion.