> Synerise Documentation — Loyalty Guide > > This file contains the complete "Loyalty Guide" section of the Synerise documentation. Each article begins with a top-level "# " heading. The manifest listing all sections is at https://hub.synerise.com/llms-full.txt # Loyalty Guide ## Welcome to the Synerise Loyalty Guide! ...the ultimate guide, on your way to becoming a Synerise Loyalty Master!
Synerise Loyalty Guide
Welcome to the world of loyalty programs where customer-brand connections are reinforced through virtual currency, app integration, gamification, and personalized experiences. As you learn, you'll develop the expertise to design captivating programs for enduring brand success. ### What is the goal of this guide --- This guide is designed to serve as an introduction to loyalty programs in Synerise, their benefits and how to get started. We will explore the different types of loyalty programs, their advantages and disadvantages, and how to set up loyalty program for your business. By the end, you will have a better understanding of how loyalty programs can help your business grow and be successful. **So, let's get started!** ### What will you learn? --- Accomplish our Synerise Loyalty Guide program and be ready to start new level of using Synerise! With **SYNERISE LOYALTY GUIDE** you will learn:

Arrow down iconHow to create and manage a successful loyalty program

Arrow down iconHow and where you have to start you loyalty journey

Arrow down iconWhat types of scenarios you can use
### How to use this guide? --- To get the most out of our guide, don’t skip any lesson and stick to the order we’ve laid out. Our loyalty team experts have carefully prepared the order of the lessons so that it is easy to understand how to prepare the process of creating the loyalty program step by step. In every chapter you will find a few types of content: - **Introduction and basic information** – Read them all to become familiar with the topic. - **Links to our use cases and documentation** - You can find there complete set of information and practical examples of use.
**Enjoy your learning process!** *Synerise Team*

# Lesson 5 Vouchers
Cover illustration for loyalty program lesson 5 on vouchers
This guide provides comprehensive information on how to fully leverage the potential of vouchers in your marketing strategy, regardless of your level of knowledge. Synerise offers advanced tools for creating, distributing, and managing personalized vouchers, allowing you to tailor offers to the unique behaviors and preferences of your customers. #### Business goals --- - **Increasing sales**: Vouchers can be an effective tool for stimulating sales by attracting new customers, encouraging repeat purchases, and increasing the basket value. - **Customer activation**: Vouchers serve as an excellent means to activate customers, especially those who have been passive or infrequently using the company's services. Unique offers and discounts can motivate them to make a purchase again. - **Brand awareness**: Through voucher-based campaigns, a company can increase its brand awareness, reaching new audiences and building a positive image through advantageous offers. - **Customer loyalty**: Awarding personalized loyalty vouchers can result in retaining current customers and increasing their engagement. - **Promoting new products or services**: Vouchers can be used to promote new products or services, encouraging customers to try them through special offers and discounts. Vouchers in Synerise can be a part of targeted campaigns or a reward for specific user actions. Thanks to integrated analyses, you have a complete insight into how vouchers are used. As a result, within Synerise's loyalty programs, vouchers not only increase sales but also strengthen customer relationships, making them a key component of loyalty-building strategies. ## Learning objectives --- In this lesson, we will focus on describing the **types of vouchers** offered by Synerise. You will also learn how to effectively **create promotional campaigns** based on vouchers. Finally, we will present you with several selected scenarios in which vouchers play a significant role.
Please note that loyalty scenarios, which include vouchers and promotions, can also incorporate the mechanism of earning and redeeming points. If you're planning to employ such scenarios, ensure that you've become familiar with information provided in [**Lesson 1: Earn mechanism**](/loyalty/lesson-1/earn-mechanism) and in [**Lesson 2: Points expiration**](/loyalty/lesson-2/points-expiration).
# STEP 1 Loyalty in numbers Loyalty programs are very often incorrectly identified with more or less complicated discount systems. While the transactional approach of converting transaction values into available discounts is indeed effective, it is important to note that it is not the sole reason why customers join the program. ## More than just discounts --- Many studies suggest that exclusive rewards available only to club participants are just as significant as discounts and coupons obtained by customers. The next places in rankings represent the prizes that are challenging to assign a tangible value. What is particularly intriguing is that these prizes are not significantly less important. - Discounts and coupons - **93%** 1 - Loyalty awards - **91%** 1 - Early or exclusive access to offers and services - **86%** 1 - A sense of belonging to the brand community - **59%** 1 - Unlocking additional content - **51%** 1 ## Key numbers --- You are already familiar with loyalty programs, but let's explore why they are crucial. Loyalty programs are increasingly becoming a fundamental aspect of business strategies for online businesses, both big and small, as demonstrated by various studies and reports. - Personalized experiences through their loyalty programs can increase customer satisfaction scores by up to **20%**. 2 - 84% of consumers are more likely to choose retailers that offer a loyalty program. 3 - By 2025, a substantial 75% of large organizations will have implemented at least one AI-driven loyalty program. 4
Loyalty with numbers
Statistic from loyalty programs
## Customer engagement --- The advantages of loyalty programs are supported by the data we have collected and analyzed. This data proves that consistent focus on customer engagement and satisfaction is crucial in reducing churn and boosting sales. Remember that engaged customers are not only more likely to actively participate in loyalty programs but also become loyal advocates for your brand. As you can see from the attached figure, our customers' experience shows that the key to success is to engage users and to transition them from being anonymous to being actively connected with the brand.
Statistic based on data gathered by Synerise
Based on data gathered by Synerise in 2023
### Brand loyalty really matters --- Customer engagement increases as the brand strengthens. Community engagement, consistent values, language, and company actions all play a role. Therefore, a good loyalty program should align with the brand, not the other way around.
Statistic based on data gathered by Synerise
Based on data gathered by Synerise in 2023
From the perspective of the Synerise customers, loyalty programs provide significant business benefits by optimizing costs and driving revenue growth. These programs offer a wide array of advantages, including fast implementation and adaptable analytics tailored to specific requirements. They also enable real-time customer interactions, digitize services, and grant immediate access to reports.
Data and figures are crucial in Synerise. That's why we began our introduction with them and will conclude with them. But before you proceed to the final step, please go to the [**next article**](/loyalty/introduction/questions) with the question section.
--- 1 Source: Insider Intelligence | "eMarketer" raport January 2024 2 Source: McKinsey, "Making Loyalty Pay: Six Lessons from the Innovators." 2023 3 Source: Nielsen, "The Benefits of Rewards" 4 Source: IDC, "FutureScape: Worldwide Retail 2021 Predictions"
# Lesson 7 Personalized Promotions
Cover illustration for loyalty program lesson 7 on personalized promotions
Personalised promotions represent an innovative approach to marketing, tailored to the dynamic expectations of today's consumers. Their main objective is not only to increase customer loyalty, but also to improve the effectiveness of sales activities. Synerise offers unique flexibility in customising offers, page content and communication, allowing you to respond to the real needs of your customers. The [**Time Optimizer**](/docs/settings/configuration/time-optimizer) tool available in Synerise allows you to tailor the timing of message delivery to each customer's preferences, increasing the effectiveness of personalised campaigns. #### Business goals --- - **Increase customer engagement**: Creating more personalized experiences increases customer engagement, which impacts loyalty and frequency of interactions. - **Flexibility to tailor offers**: The ability to quickly adapt offers to changing market conditions and customer preferences. - **Respond to real customer needs**: Striving to better understand and meet customers' real needs leads to stronger relationships. - **Reach more recipients**: Tailoring the timing of message delivery to each customer's preferences fosters a better understanding of optimal activity periods. - **Increase conversions**: By delivering more personalized and tailored offers, the company aims to increase transaction conversion rates. ## Learning objectives --- In this chapter, you will learn what a **personalized promotion** is, how to configure it effectively and how to **maximize its use.** At the end of the lesson you will find ready-made scenarios with step-by-step implementation instructions.
- Personalized promotions may be also **directed to anonymous customers in stationary stores.** We can recommend promotions on the fly, based on the current contents of the shopping cart and let the cash system print the results on receipt. - Please note that loyalty scenarios incorporating personalized promotions can also include promotions scenarios. If you're planning to implement such scenarios, make sure that you've become familiar with information provided in [**Lesson 4: Promotions&Rewards**](/loyalty/lesson-4/type).
# Lesson 3 Transferring points
Cover illustration for loyalty program lesson 3 on points transfer
Adding unique features to a loyalty program presents an opportunity to engage more active users. Loyalty points earned by a customer are usually redeemed for products, discounts or rewards. However, with the point transfer feature, they can also be sent to other users' accounts. In the Synerise ecosystem, users can easily transfer points between each other, which promotes user interaction and builds an engaged customer community. #### Business goals --- - **Strengthen community and family relationships**: The transfer of loyalty points between users fosters an engaged community. This encourages loyalty program participants to share benefits and motivate each other to be active together. Program participants can also be a family group or a group of friends, which further motivates interaction. - **Increasing program appeal**: Unusual features like points transfer make the loyalty program more appealing to users, which can attract new customers and maintain the loyalty of existing ones. - **Boost user activity**: The ability to transfer points acts as an additional stimulus for user activity to share their earned benefits with others. - **Analysis of behavior**: The transfer of points between users generates data on customers' interactions and preferences. This enables a better understanding of their behavior and adaptation of the marketing strategy to it. ## Learning objectives --- This chapter explains how Synerise facilitates the **transfer of points between users** and provides guidance on **configuring the points transfer** mechanism. # Lesson 2 Points expiration
cover photo2
The process of earning points is closely linked to their expiry. When designing a loyalty programme, it is important to establish clear rules for point usage and the duration of their availability. The process of earning points is closely linked to their expiration. When designing a loyalty program, it is important to establish clear rules for point usage and the duration of their availability. In Synerise, you can set one of two ways for your points to expire. Depending on your choice, points will be deleted regularly in batches or automatically according to the expiration date. The advanced analyses and Automation Hub will provide flexibility in loyalty program configuration. #### Business goals - **Stimulating customer activity**: By implementing controlled points expiration, a company can incentivize customers to actively engage in the loyalty program, encouraging regular purchases and participation in promotions. - **Encouraging faster use of points**: Implementing an automatic point deletion mechanism based on expiration dates can motivate customers to use their points faster, which results in increased engagement. - **Managing financial reserve**: The controlled removal of points allows for improved cost control within the loyalty program and a significant reduction in the financial reserve typically required to cover the redemption value of rewards. - **Improved customer relationships**: Clear rules for points expiration contribute to the transparency of the program, which builds customer trust and improves the overall relationship with the brand. - **Alignment of marketing strategy**: Analyzing data related to the points expiration process allows for a better understanding of customer behavior and the adaptation of the marketing strategy to their preferences. ## Learning objectives --- In this chapter, we will explain the point expiration process in Synerise, including how **point expiration is configured** for **rolling cancellation** and **regular batch cancellation**. The final step provides ready-to-use scenarios with concrete examples. # Introduction
Cover illustration for the loyalty program introduction
Loyalisation is a marketing strategy that uses gamification tools to build a lasting relationship between the customer and the brand. A well-developed strategy allows both parties to benefit from joint interactions. The customer receives various benefits and treats the brand as their first choice. The brand, on the other hand, benefits from the predictability and repeatability of purchases. Loyalty is about actions aimed at creating positive emotions between the customer and the brand. This can be achieved through a dedicated loyalty programme or micro-loyalty scenarios. The information in this course will be highly valuable in both cases. ## Why Synerise? --- Synerise enables effective data collection and analysis, as well as personalized communication using artificial intelligence. It also facilitates sending personalized promotions and mobile campaigns within the app. These features make it possible to implement various loyalty projects, from simple scenarios to advanced gamification programs based on customer behavioral profiles. Synerise simplifies the implementation of localization projects tailored to specific business needs. ## What have we prepared and for whom? --- The material is designed for those who want to create or improve a loyalty program. It provides tips for developing business assumptions and important information for the planning stage. Additionally, it explains how to correctly build the data exchange architecture. ## Step by step --- Now that you understand what loyalty programs are and why they are important, it's time to move on to the next stage - **Preparing for their creation.** You will be presented with a list of questions that you need to answer before you start creating your loyalty scenarios, as well as get to know the features of Synerise that will be helpful in this process. We will then describe the main phases of implementing your loyalty program, followed by a focus on data exchange. In this section and in each subsequent lesson, we will guide you through the material step by step. Start with **>>**[**Loyalty in numbers**](/loyalty/introduction/numbers). # Lesson 1 Earn mechanism
Cover illustration for loyalty program lesson 1 on earning points
Our journey into loyalty programs starts with an introduction to the mechanism of earning points. This includes the principles on which points are awarded to customers. The purpose of this mechanism is to foster commitment and loyalty among customers, which often leads to increased interest in the company's products and services. #### Business goals Earn mechanism allows businesses to set up and manage a system where customers accumulate points or rewards based on their interactions, purchases, or other predefined actions. The flexibility of the Synerise platform ensures that the earning criteria can be tailored to align with a business's unique objectives and customer preferences. Integrated with real-time analysis, the earn program also provides valuable insights into customer behaviors, allowing brands to fine-tune their strategies for maximum impact. - **Build customer engagement**: Create a points reward system to encourage customers to actively participate in the loyalty program. - **Increasing customer loyalty**: By consciously and effectively applying the points earning mechanism, the company aims to retain existing customers and increase their brand loyalty. - **Increasing purchase frequency**: By rewarding customers for purchase activity, the company aims to increase purchase frequency and transaction value. - **Building customer relationships**: The points earning mechanism aims not only to reward customers, but also to build lasting relationships with them by understanding their needs and preferences. - **Building a positive brand image**: Creating a fair, attractive and transparent points earning mechanism contributes to building a positive brand image among customers. ## Learning objectives --- This chapter explains how the **points earning mechanism** works in Synerise and how to create **tiers for loyalty programs**. It also provides information on different **points schemes** that can be used for loyalty programs. The chapter concludes with practical examples of how to use the points earning mechanism. # Lesson 6 Gamification
Cover illustration for loyalty program lesson 6 on gamification
Gamification and loyalty programs are tools that enhance user and customer engagement through different methods. Gamification involves creating interactive tasks that resemble gameplay, encouraging active participation and competition. The Synerise platform allows for creative design of gamification scenarios, utilizing features such as loyalty program levels, coupon allocation, and user rewards for specific actions. These elements can be integrated into automation frameworks, effectively increasing customer engagement through intriguing interactions and motivating activity. Therefore, using the Synerise platform enables seamless integration of gamification and loyalty programs to increase user engagement. #### Business goals --- - **Enhancing user activity**: Gamification can encourage users to engage more frequently by creating appealing scenarios and challenges, promoting desired behaviors such as regular application usage. - **Promoting desired behaviors**: Gamification can motivate users towards undertaking desired actions, such as regular application usage, participation in community activities, and content sharing. - **Increasing user retention**: Introducing gamification elements into applications can extend the time users spend within them, contributing to sustained platform engagement over a longer period of time. #### Using gamification in loyalty programs Gamification in loyalty programs can be utilized to boost customer engagement and motivate product or service usage. Here are four aspects where gamification can be effectively applied in loyalty programs: - **Rewarding achievements**: Employing gamification elements allows loyalty programs to reward customers not just for purchases but also for achieving specific goals, such as frequent service usage, contest participation, or referring new customers. - **Levels and badges**: Implementing levels or badges systems rewards customers for their achievements or engagement. For example, regular customers may advance to higher levels, granting them access to exclusive rewards or benefits. - **Challenges and competition** - Loyalty programs can offer challenges and contests to incentivize customers to use products or services more frequently. For instance, a customer may receive bonus points for completing a specific task or achieving the best results in a contest. - **Community and collaboration** - Gamification can be used to build a community around the loyalty program by encouraging customers to collaborate, share experiences, and participate in community activities, thereby creating a bond between the brand and its customers. By applying these gamification elements, loyalty programs can become more attractive to customers and more effectively build long-term relationships with them. ## Learning objectives --- In this lesson, you will learn about the components of loyalty **programs based on gamification**, the stages of their creation, and how to accurately construct a loyalty program scenario based on **renewable events**. # Lesson 4 Promotions
Cover illustration for loyalty program lesson 4 on promotions and rewards
Whether you're a business owner or a consumer, promotions and rewards probably matter a lot to you. In this lesson, we'll cover both techniques and learn how to implement and effectively utilize them in a loyalty program. Synerise offers the ability to create promotional campaigns, distribute personalized rewards, and conduct real-time analysis to measure their effectiveness. It provides comprehensive management and monitoring of your marketing strategies. #### Business goals --- - **Increasing sales**: Promotions can be an effective tool to stimulate sales by attracting new customers, encouraging repeat purchases, and increasing the value of the shopping cart. - **Customer activation**: Rewards are an excellent way to activate customers, especially those who have been passive or infrequently using your services. Unique offers and discounts can motivate them to re-engage with the brand. - **Increasing brand awareness**: Through campaigns based on promotions and rewards, a company can increase brand awareness, reaching new audiences and building a positive image through favorable offers. - **Promoting new products or services**: Including new products and services in promotional campaigns promotes them and creates an attractive opportunity for customers to try them out. ## Learning objectives --- In this chapter, we will discuss different **types of promotions** and rewards available in Synerise and the **requirements for their implementation**. In the final section, we will present example scenarios of using promotions in loyalty programs, showcasing practical applications and interesting examples.
Please note that loyalty scenarios incorporating vouchers and promotions can also include the mechanism of earning and burning points. If you're planning to employ such scenarios, ensure that you've become familiar with information provided in [**Lesson 1: Earn mechanism**](/loyalty/lesson-1/earn-mechanism) and in [**Lesson 2: Points expiration**](/loyalty/lesson-2/points-expiration).
# STEP 2 Creating promotions In the previous chapter, we introduced you to the general process of implementing promotions. In this chapter, you will find information and resources on configuring and managing promotions. ## Promotion management --- The promotion management scope of the Synerise platform includes the entire life cycle of promotions, including creation, editing, publication, hiding, and deletion. The user-friendly interface facilitates efficient management of promotion parameters and allows for dynamic strategy adjustments during campaigns. The platform also supports promotion duplication, enabling the creation of new campaigns based on successful models. Additionally, the ability to create filters within the promotion list allows for easy identification of specific campaigns and facilitates the assignment of promotion sets to customers in personalized campaigns, leading to more targeted audience engagement. Arrow down icon **DOCUMENTATION**

For more information, see ["Managing promotions"](/docs/ai-hub/promotions/managing-promotions). ## Promotion configuration --- The process of creating promotions begins with selecting its type on the platform. It's time to decide which type of promotion you want to utilize in your loyalty program. Synerise provides you with two operational models: - **Promotions for selected products** - **Promotions for the entire basket**
Diagram showing the types of promotions in a loyalty program
Types of promotions
### Promotions for selected products Creating promotions for products enables tailoring offers which should promote a specific product or group of products. This may be an effect for instance of cooperation with a vendor (product, brand) or will to sale expiring items (old fashion collection).
Promotion distributed through a push notification
Promotion distributed through a push notification
Arrow down icon **DOCUMENTATION**

For more information, see ["Creating promotions for selected products"](/docs/ai-hub/promotions/creating-promotions). ### Promotions for entire basket Promotions in Synerise allow you to prepare personalized, special offers for your customers. A promotion for the entire basket enables the reduction of the entire shopping basket's value if its value meets a set price threshold. This is an effective way to increase the value of the average shopping basket and build customer loyalty by providing them with benefits during shopping. Arrow down icon **DOCUMENTATION**

For more information, see ["Creating promotions for entire basket"](/docs/ai-hub/promotions/creating-promotions-for-entire-basket). In the subsequent steps of creating a promotion, you will define the types of discounts you want to use, how long the promotion will be available to your recipients, and choose the products or product categories that will be covered by the promotion. ## Promotion import --- To enhance your existing promotional engine with Synerise functionalities, you can seamlessly import promotions without having to create them from scratch. Synerise provides three available methods for importing promotions, ensuring a smooth integration process: - Import creator in Synerise. - Automation in Synerise, - Automation Hub, - Import through API. Arrow down icon **DOCUMENTATION**

For more information, see ["Importing promotions"](/docs/ai-hub/promotions/importing-promotions). ---
Now you know how we configure promotions in Synerise, in the [**next article**](/loyalty/lesson-4/scenarios) we explore selected promotion scenarios.

# STEP 1 Point transfer process --- The transfer of points between users enhances the flexibility and appeal of loyalty programs, fostering a community of engaged and collaborative users. This, in turn, increases customer engagement dynamics and brand loyalty. ## What is the point transfer process? --- Technically, transferring points involves moving them from one user account to another. This is done by removing points from one account and adding them to another, as shown in the attached graphic.
Diagram illustrating the loyalty points transfer process
transfer points
## Points transferring --- Points transferring between users in Synerise refers to a feature within the Synerise platform that allows users to transfer their accumulated loyalty points to other users. Arrow down icon **DOCUMENTATION**

In order to inform users that points have been sent from/received to their account, implement fiches in your mobile app to send such messages, e.g. mobile pushes or in-apps. You can find out more about the settings in our documentation for [iOS](/developers/mobile-sdk/configuring-push-notifications/ios) and for [Android](/developers/mobile-sdk/configuring-push-notifications/android). ## Stages of point transfer --- An example of the process of transferring points between users follows several steps: 1. **Configure Loyalty Points in Synerise** - At this stage, we define the segments of eligible senders and receivers of points. 2. **Transfer of loyalty points in the app** - This point relates to setting up the points transfer method directly in any channel. Additional configuration details can be found at the following link. 3. **Create a message template** - This step involves creating a template message that contains details about the point transfer.This notification will be used in an automation and it will inform user that he has received points from another user. 4. **Create a workflow** - Prepare a workflow that will trigger the message when users receive points from another user. The above steps provide a concise guide to using Synerise's points transfer feature. If you are already in the process of implementing points transfer in your loyalty program, make sure you follow each step carefully and consider the specific needs and objectives of your loyalty program. ---
You already know what is point transfer, in the [**next article**](/loyalty/lesson-3/scenarios) we will show you an example of point transfer.

# STEP 3 Scenarios You've gained a grasp of the fundamentals of the promotional engine in Synerise. It's time to put that knowledge into practice. In this section, you will delve into selected scenarios that demonstrate the application of promotions for specific products or the entire shopping basket. ## Selected use cases --- Presented below are a series of use cases, each with a brief introduction. Click on the link to access a detailed description, configuration, and preview of each scenario. We encourage you to explore all the cases and apply your acquired knowledge in practical exercises.
Loyalty program use cases overview illustration
Arrow down icon **USE CASES**

This use case focuses on developing a promotion that targets customers with the highest likelihood of purchasing items from the wireless headphones category.

[**Promotions for customers with high propensity to purchase**](/use-cases/propensity_based_promotion) | Arrow down icon | Arrow down icon **USE CASES**

This use case outlines the process of crafting a promotion that is tailored to customers' gender by leveraging segmentation methods.

[**Gender-based promotion**](/use-cases/gender-based-promotion) | Arrow down icon | Arrow down icon **USE CASES**

This use case involves the creation of a basket promotion where customers can enjoy a 10% discount on their entire purchase, with the exception of alcohol products. The promotion will be triggered when the total value of items in the basket reaches a minimum requirement of $25.

[**Discount for entire basket**](/use-cases/promotion-for-entire-basket) | Arrow down icon | Arrow down icon **USE CASES**

This use case describes the process of creating a promotional campaign tailored for newly enrolled loyalty program members. It involves launching a workflow that automatically sends a mobile push notification with information about a 10% discount on the entire cart.

[**Promotion for the first transaction after joining the loyalty program**](/use-cases/discount-promotion-for-first-transaction) | Arrow down icon | ---
If you are interested in any of the scenarios but don't have an account with Synerise yet, please reach out to us. We will work together to determine the best plan of action! [**Contact Us**](https://www.synerise.com/contact)
You have just finished lesson 4 - **Congratulations!** Welcome to [**LESSON 5**](/loyalty/lesson-5), this time we will delve into the topic of vouchers.

# STEP 2 Points expiration process There are two basic approaches to reducing the number of loyalty points earned by users, namely Rolling cancellation and Regular batch cancellation. ## Comparison of point expiry methods --- In the table below, we describe the comparison of the two methods. | | Rolling cancellation | Regular batch cancellation | --- | --- | --- | | **Description** | Setting an expiry date for each event related to the accumulation of loyalty points. | Regular cancellation of points for the entire base (mostly once a year).| **Assumptions** |
  • Each event for which points have been received has a configurable validity period.
  • The points expire at the same time every day.
  • Promotions activated for points cannot be deactivated. |
  • The rules for cancelling points must be established, so it needs to be determined which points, in which time frame, for which events should be included in the process.
  • Automation by deleting points runs on a schedule.
  • The balance of user points is closed for the duration of the process. | **Main benefits** |
  • Less irritating for program member.
  • More flexibility in configuration. |
  • Can be more surprising as more points are cancelled at once.
  • Reduced volume of communication.
  • More business opportunities on cancellation preparation. ## Configuration of the point expiry process --- After acknowledging the significance of establishing rules for point cancellations in loyalty programs, the next step is to delve into the process setup. The specific approach to expiring points will dictate the necessary steps and considerations for implementation. 1. **Rolling cancellation**
    This type of configuration is based on data analysis. The **Decision Hub** calculates points earned through the loyalty program, as well as points that need to be deleted due to redemption or expiration date. Once configured, a simple automation process triggers the daily points deletion. The automation is set to run regularly at a specific time, preferably just after midnight. 2. **Regular batch cancellation**
    Configuration of this type relies on the **Decision Hub** and **Automation Hub**. Advanced mathematical rules are used to set the criteria for point calculation and deduction, which are then executed through [automation](/docs/automation/creating-automation). Both expiration processes, which typically occur once or more per year, can be fully automated and monitored in Synerise through customized dashboards. ## Good practices in the points expiration process --- As you prepare to create and set up your points expiration process, review these tips to help you reduce points pools: - **Implement limits** - To ensure the effective management and tracking of loyalty points, we recommend to implement limits on the number of points that can be earned within a specific time period or limiting the number of points that can be used in a single transaction. By placing reasonable limits on the point system, it becomes more manageable and easier to track, while ensuring a fair and balanced program for both customers and the business. - **Launch campaigns and promotions** - By launching campaigns and promotions, businesses can effectively reduce the excess of points in circulation. These activities may include offering shopping discounts, vouchers, various promotions, or providing additional benefits for point redemptions. Implementing such initiatives allows for a timely reduction in accumulated points while incentivizing customers to engage with the loyalty program and enjoy the associated rewards. - **Offer rewards** - Consider creating products or attractive offers that will only be available for points. These could be exclusive goods or special services. One effective way to expand your rewards list is to start partnerships with other companies, allowing your customers to choose their products and services. This will encourage users to use their points. - **Cooperate with charities** - Your customers may also use their points on charity organizations. This is a win-win-win situation for all involved: the company, its customers, and the charity benefiting from the program. ---
    You already know the whole process of expirations works, it is time to test your knowledge in practice. Go to the [**last section**](/loyalty/lesson-2/scenarios) of this lesson.

    # STEP 3 Scenarios In the previous chapter, we discussed the fundamental approaches to expiring accumulated points in loyalty programs. These methods are based on the use of analytics and automation, but their selection should be tailored to the specific requirements and management preferences of your loyalty programme. ## Selected use cases --- Below, you will find the links to two articles providing examples of the practical implementation and detailed configuration of the expiry process for Rolling Cancellation and Regular Batch Cancellation methods. Click the respective links to gain access to in-depth information and specific use cases for each cancellation method.
    Loyalty program use cases overview illustration
    Arrow down icon **BLOG POST**

    In all loyalty programs where points can eventually expire, managing this aspect becomes a significant challenge. We'd like to introduce you to one approach we find effective: the rolling expiration of points, in which expiration date for each loyalty point earning event is set up.

    [**Rolling cancellation**](https://www.synerise.com/blog/manage-the-expiration-of-points-in-your-loyalty-program-with-synerise) | Arrow down icon | Arrow down icon **BLOG POST**

    Every loyalty program based on the earn and burn process can use batch method for expiration points. In our example batch cancellation is set up for 5 million users within 6 hours, followed by communication sent through email.

    [**Batch cancellation**](https://www.synerise.com/blog/loyalty-points-balance-management-with-synerise) | Arrow down icon | ---
    If you are interested in any of the scenarios but don't have an account with Synerise yet, please reach out to us. We will work together to determine the best plan of action! [**Contact Us**](https://www.synerise.com/contact)
    You have just finished lesson 2 - **Congratulations!** Welcome to [**LESSON 3**](/loyalty/lesson-3), where we will dive into the topic of points transfer.

    # STEP 1 Type of Vouchers What is a voucher? It is an alphanumeric code that is verified during the purchase process and converted into a specific benefit for the customer, such as a price reduction or a free product. Vouchers typically come in the form of a bar-code to make them easier to scan at the POS store. ## How do vouchers work? --- The mechanism of using vouchers varies greatly, as they can serve as a component of a comprehensive automated loyalty program or as standalone initiatives targeting specific groups of recipients. ## Type of vouchers --- There are different types of vouchers that vary in configuration, usage, and distribution. In terms of usage mode configuration, there are two types: - **Single-use**: Each voucher is unique and can be used only once. - **Multiple-use**: Vouchers can be used multiple times, for example, one code is common for all customers and offers a constant 20% discount. When it comes to configuration methods, vouchers can be categorized based on the discounts they offer, including percentage discounts, fixed amount discounts, and category-specific discounts. These precise voucher settings are configured on your side, whereas Synerise focuses on distribution, channel selection, and optimal timing for sending vouchers. ## Method of use --- - **Discount vouchers**: Customers receive a percentage discount or a fixed amount discount on subsequent purchases, which can encourage them to make repeat purchases or build relationships. - **Gift vouchers**: Prepaid cards that serve as payment for future purchases, allowing customers to select products or services of a specified value. - **Free rewards**: Customers can receive a specific product or service for free, which can be used to promote new products or build brand recognition. - **Partner vouchers**: Joint offer of rewards or discounts with other partner companies, expanding the reach of the loyalty program and providing additional value to customers. Arrow down icon **DOCUMENTATION**

    More information regarding the technical aspects of voucher implementation can be found in [Voucher pools](/docs/assets/code-pools) ---
    Now you know type of vouchers, in the [**next article**](/loyalty/lesson-5/create-vouchers) we will discuss the implementation process.

    # STEP 2 Scenarios --- You are already familiar with the process of transferring points between users and its business purpose. This section provides a pre-made scenario for using this functionality, along with a detailed implementation description. ## Selected use cases --- Below is a use case with a brief introduction. Clicking the link will take you to a detailed description, configuration, and preview of the scenario on the Synerise DEMO version.
    Loyalty program use cases overview illustration
    Arrow down icon **USE CASES**

    In this use case you will get to know how to integrate the mechanism of loyalty points transfer in your mobile application. For better user experience, it will be enriched with mobile push notification for the recipient of points.

    [**Transfer loyalty points between customers**](/use-cases/loyalty-points-transfer-with-push) | Arrow down icon | ---
    If you are interested in any of the scenarios but don't have an account with Synerise yet, please reach out to us. We will work together to determine the best plan of action! [**Contact Us**](https://www.synerise.com/contact)
    You have just finished lesson 3 - **Congratulations!** Welcome to [**LESSON 4**](/loyalty/lesson-4), where we will dive into the topic of promotions.

    # STEP 3 Scenarios The previous chapters explained the fundamental elements of the points earning mechanism. In this section, we will demonstrate how to apply this knowledge in practice. The loyalty scenarios presented here are based on a scheme with promotional actions and incorporate elements such as location, user segments, user attributes, and product categories. ## Selected use cases --- Listed below are use cases with a brief introduction. Clicking on the link will take you to a detailed description, configuration, and preview of the scenario.
    Loyalty program use cases overview illustration
    Arrow down icon **USE CASES**

    The pre-Christmas period is ideal for implementing temporary initiatives, that let customers earn double points for purchases in a selected product category during the weekend before Christmas. This use case demonstrates doubling points for all Christmas category products, accompanied by an email notification to customers regarding the points increase and their current balance.

    [**Extra points for purchase from specific category during specific time**](/use-cases/loyalty-points-for-category) | Arrow down icon | Arrow down icon **USE CASES**

    This use case showcases how integrating loyalty points into surveys can gather valuable insights, enhance customer loyalty, and stimulate business growth. By offering 500 loyalty points as an incentive for survey completion, businesses can attract new customers to their loyalty program and cultivate long-term loyalty among existing customers, resulting in increased customer satisfaction and higher spending.

    [**Loyalty points for completing a survey**](/use-cases/loyalty-points-for-survey) | Arrow down icon | Arrow down icon **USE CASES**

    In this scenario, we will explore the effective strategy of incentivizing customers with exclusive rewards while providing comprehensive guidance on creating analyses for point balances. Discover how this approach can help your business thrive by fostering customer engagement and driving revenue growth.

    [**Extra points for purchases from the specific locations during specific time**](/use-cases/loyalty-points-for-pos) | Arrow down icon | Arrow down icon **USE CASES**

    This use case showcases a specific loyalty activity where customers earn 100 loyalty points for each purchase of a particular brand's products within a defined timeframe. By implementing this strategy, businesses can not only boost sales but also cultivate customer loyalty by encouraging additional purchases and the accumulation of loyalty points.

    [**Extra loyalty points for buying a product from a specific brand**](/use-cases/loyalty-points-for-brand) | Arrow down icon | Arrow down icon **USE CASES**

    In this use case, we will guide you through the creation of a seamless workflow that grants 100 loyalty points to new program members for transactions equal to or higher than $10. Witness how this enticing offer ignites customer engagement, drives repeat purchases, and fosters a lasting bond with your brand.

    [**Loyalty points for the first purchase after registration**](/use-cases/loyalty-points-for-registration) | Arrow down icon | --- ### Explore other scenarios If the scenarios above don't meet your needs, expand the list of inspirations by clicking **Earn & Burn - Examples of use**
    Earn & Burn - Examples of use

    Earn base points with each paid transaction, excluding additional services or products, such as transport, packaging, or insurance

    1. Calculated 1:1 based on a product price.
      • Example: For the purchase of products worth 236 euros, add 236 points.
    2. Calculated for a product price by a static multiplier.
      • Example: For the purchase of products worth 124 EUR, add twice as much points (248 points).
    3. Fixed point value for making a transaction.
      • Example: Add 200 points for making a purchase.
    4. Fixed point value for each product purchased.
      • Example: For the purchase of 5 products, add 500 points, 100 points for each product.
    5. Fixed points for the value of products in a defined range.
      • Example: For the purchase of products worth 164 EUR, add 100 points.
    6. Mechanism of stamps.
      • Example: If you buy 10 coffees for 10 consecutive days, you get 1000 points.
    7. Round up or down based on a set condition.
      • Example: For the purchase of products worth 76.98 EUR, add 80 points.
    8. Excluding low-margin or legally forbidden categories/products from points calculations
      • Example: Exclude cigarettes from points calculation.

    Earn promotional points with paid transactions, potentially limited by time for certain categories or products

    1. Calculated for product price by conversion rate.
      • Example: For the purchase of product X for 74 Euro, add twice as much, which is an additional 74 points.
    2. Calculated for the basket value by conversion rate.
      • Example: For the purchase of products worth 124 EUR, add twice as much, which is an additional 124 points.
    3. Fixed point value calculated for making a transaction.
      • Example: For making a purchase outside rush hours, add 100 points.
    4. Fixed point value calculated for each product purchased.
      • Example: For the purchase of 5 products, add 250 points, additional 50 points each.
    5. Fixed points for the value of products in a defined range.
      • Example: For the purchase of products worth 164 EUR, add an additional 200 points.
    6. Product promotion.
      • Example: Add 2 times more points for products from specific category or brand on Saturdays.

    Earn promotional points for defined activities, potentially with a time limit

    1. Create an account.
      • Example: After submitting the data required to create an account, add 40 points.
    2. Granting marketing consents.
      • Example: Checking the status of consents, add 50 points for active marketing consent. Repeat the scenario every month since the day of creating account.
    3. Recommend to a friend.
      • Example: For each friend who registered from your referral (unique code) and made at least one transaction, you get 500 points. You can impose invitation limit – 2 friends.
    4. Anniversary.
      • Example: To celebrate customer's birthday, add 200 points.
    5. Active member (provided that at least one transaction is made).
      • Example: 1000 days have passed since account creation, add 1000 points.
    6. Logging in to the website or opening the application.
      • Example: When a website is opened or an application is launched by a registered user, add 20 points.
    7. Use of a promoted method of payment, delivery, and so on.
      • Example: For choosing a delivery to a parcel locker and paying BNPL, add 75 points.
    8. Realization of a defined number of specific events in a specific time.
      • Example: After 10 clicks on the link in the newsletter within 20 days, add 100 points.
    9. Questionnaire.
      • Example: After completing a satisfaction survey, you get 100 points. Each answer may be scored differently.
    10. Quest/task.
      • Example: After purchasing 5 products from a given category, brand or manufacturer within 7 days, you get an additional 500 points.
    11. Successfully complete any scenario on the website or in the app.
      • Example: After purchasing a product and writing a review, add 60 points.

    Earn promotional points for defined activities, potentially limited by segment or purchase location

    1. Purchase in e-commerce.
      • Example: Add 200 points for a user who purchased in e-commerce over the weekend.
    2. New B&M store.
      • Example: Add 100 points for a user who purchased in a newly opened brick-and-mortar store.
    3. Regional promotion.
      • Example: Calculate twice as many points for those who bought in one of the stores in city X.
    4. Quest/task 2
      • Example: Add 100 points for each product in category X for those who bought a product in that category last year.
    5. Special holidays or celebration days.
      • Example: Add twice as many points for each student on the occasion of the first day of school.
    6. No-churn campaign.
      • Example: Add three times as many points for each transaction through the mobile channel for the next 10 days, by the customer with a high probability of churn.

    Burn points for limited-value transactions or redeem them for prizes and promotions, with quantity restrictions per user over time

    1. As a 1:1 points-to-price reduction in the basket value.
      • Example: Subtract 100 points and reduce the value of the basket by 100 EUR.
    2. As a direct 1:1 reduction of the product price.
      • Example: Subtract 56 points and reduce the value of product Y by 56 EUR.
    3. As a reduction of a specific product price calculated according to conversion rate.
      • Example: Subtract 128 points and reduce the value of the product in the cart by 64 EUR.
    4. As a reduction product price in the cart by a fixed value.
      • Example: After activating the promotion, subtract 100 points and reduce the price of product X by 20 EUR.
    5. As a price reduction of the product in the cart by a defined percentage.
      • Example: After activating the voucher, subtract 120 points and reduce the price of the product from Y category by 10 percent.
    6. Expiring points after their expiry date.
    7. Freezing points during a potential return.
      • Example: In a Burn scenario, do not use points gained in the last 30 days.
    8. Points cancellation after returning the product.
      • Example: After returning a product, deduct all accrued points directly related to this transaction. If points balance is negative, leave 0.
    9. Points cancellation on a fixed date, the same for all users.
      • Example: On 02 Jan, 2024, remove all points from all accounts added before 01 Jan 2024.

    Other cases - Advanced scenarios

    1. Points transfer between users.
      • Example: When a user is identified with a phone number, top up their account with 100 points and deduct the same amount from the sender's point balance.
    2. Accepting points from another system, application, or club.
      • Example: Using the distance run information from the fitness app, credit the equivalent points to the user's account.
    3. Using points from the 3rd party services (API communication).
      • Example 1: Deduct 200 points from your user account after activating a VOD discount code at the provider of this service.
      • Example 2: Add 100 points for completing a challenge in a console game.
    ---
    If you are interested in any of the scenarios but don't have an account with Synerise yet, please reach out to us. We will work together to determine the best plan of action! [**Contact Us**](https://www.synerise.com/contact)
    You have just finished the first lesson - **Congratulations!** Welcome to [**LESSON 2**](/loyalty/lesson-2), where we will dive into the topic of point expiration processes.

    # STEP 2 Create personalized promotions In the previous chapter, we introduced the mechanism behind personalized promotions in Synerise. Here, you will find links to all resources related to configuring and managing personalized promotions. ## Configuring candidates --- We begin with creating [regular promotions](/loyalty/lesson-4/type) that will be candidates for personalized promotions. Then, the AI engine sorts this list in real time from most interesting to least interesting, selecting the top items according to the business configuration - the number of slots, filters, and availability. ## Promotions management --- On the list of personalized promotions in the Synerise platform, you can activate, edit, duplicate, and delete personalized promotion campaigns. Arrow down icon **DOCUMENTATION**

    For more information on personalized promotion management, see ["Managing personalized promotions"](/docs/ai-hub/personalized-promotions/managing-ai-promotions). ## Distributing and displaying personalized promotions --- Personalized promotions can be displayed in many channels such as digital signage in your point of sales, in mobile application, and website and they can be distributed at a given time of a customer journey. - You can distribute them [on check in, check out, or on a mobile application](/docs/ai-hub/personalized-promotions/introduction-to-ai-promotions#distributing-promotions) - You can [display them using API or through the Documents feature](/docs/ai-hub/personalized-promotions/introduction-to-ai-promotions#displaying-promotions) The promotion can be the same for all channels or different, depending on the business decision and the availability of promotions in a particular channel. Arrow down icon **DOCUMENTATION**

    For more information, see ["Implementing personalized promotions"](/docs/ai-hub/personalized-promotions/introduction-to-ai-promotions). ---
    In this part of Lesson 7 you learnt about the process of creating personalized promotions in Synerise, in the [**final step**](/loyalty/lesson-7/Scenarios) of this lesson we will explore scenarios that use this feature.

    # STEP 2 Creating Vouchers Vouchers offer two main advantages: speedy implementation and universal application. This functionality is supported by most e-commerce platforms and POS systems. It's time to familiarize yourself with the individual stages of their deployment. ## Voucher configuration --- Regardless of the type of voucher you use, the process of creating vouchers involves the following stages: 1. [**STAGE 1: Creating a code pool**](/docs/assets/code-pools#creating-a-code-pool) 2. [**STAGE 2: Importing codes to the created voucher pool**](/docs/assets/code-pools#importing-codes-to-the-pool) 3. [**STAGE 3: Assigning codes to customers**](/docs/assets/code-pools#assigning-a-code-to-a-customer) 4. [**STAGE 4: Distributing vouchers to customers through various channels**](/docs/assets/code-pools#distributing-codes) 5. [**STAGE 5: Redeeming vouchers**](/docs/assets/code-pools#redeeming-codes) Arrow down icon **DOCUMENTATION**

    Check our materials about vouchers: - [Voucher pool documentation](/docs/assets/code-pools) - [Import voucher pool through Automation Hub](/docs/automation/actions/synerise-integrations/import-vouchers) - If want to replenish a voucher pool in Synerise with vouchers from external services or a local file, you can use Automation Hub for such voucher imports. - [Voucher pool alert](/use-cases/voucherpools) - Create a system will alert you when the number of codes in a voucher pool drops below a predetermined threshold. - More about method of assigned vouchers you will find [here](https://hub.synerise.com/api-reference/loyalty-and-engagement#operation/GetAssignedVouchers). ---
    In this section, we discussed the stages of voucher deployment, management, and distribution. In the [**next article**](/loyalty/lesson-5/voucher-or-promotion), we will compare vouchers with promotions to highlight the main differences between them.

    # STEP 1 Personalized Promotion Personalized promotions are based on precisely tailoring offers to the individual needs and preferences of customers. What distinguishes personalized promotions from standard ones is the use of AI engine to select products individually for each customer.
    If you haven't had the chance to read [lesson 4](/loyalty/lesson-4) on promotions, we recommend doing so now.
    ## How do personalized promotions work? --- Personalized promotions use advanced algorithms to identify purchasing preferences, transaction history, and even temporal context. The result of the AI engine's operation is a personalized list of promotions, with a flexibly configurable list of elements, tailored to the individual preferences of the customer. ## Mechanism of using a personalized promotion --- The following figure presents the mechanism of using a personalized promotion:
    Mechanism of using a personalized promotion
    Mechanism of using a personalized promotion
    Here's how a campaign works based on the pool of available promotions and customer behavior, both fed into the artificial intelligence (AI) engine: 1. **Input data** - Available promotion pool: Contains different promotions, offers or discounts available to customers. - Customers' behavioral data: Information about behavior, shopping preferences, transaction history, interaction on website, and so on. 2. **AI Engine analysis** - The AI engine analyzes the available pool of promotions along with customer behavioral data. - The AI engine uses advanced machine learning algorithms to identify patterns, preferences and trends. 3. **Offer personalization** - Based on the AI engine's analysis, a personalized list of promotions is created for each individual customer. - The use of advanced data analyses and artificial intelligence enables effective personalization, which in turn increases customer loyalty and improves the shopping experience. ## Business process of creating a campaign of personalized promotions --- The following diagram shows an example business process for creating an effective personalized promotional campaign using Synerise's Experience and Decision Hubs:
    Mechanism of using a personalized promotion
    Mechanism of using a personalized promotion
    1. **Product selection** - Conduct a market and seasonality analysis to identify the best-selling products and those that are currently attracting significant interest. - Include both new products you want to promote and products that are being phased out of your range in the promotion pool. - Select products from different categories to make promotions more appealing and to reach different customer groups. 2. **Promo mechanism** - Choose the right promotion mechanism that best suits your goals and customer preferences. - Consider different options such as percentage discounts, buy one get one free offers or a wide range of flexible promotions that can be customized to meet individual needs. 3. **AI engine setup** - It's time to set up the AI engine. It's important to understand that personalized promotions in Synerise are based on artificial intelligence, which allows the creation of offers tailored to individual customer needs. - To fully exploit this potential, consider creating and testing at least 50 promotions. - It's also important to note that this stage is closely linked to the previous one - the AI engine learns from the data collected. The richer the activity history is, such as customer's transactions, the more precise and personalized the promotions will be. 4. **KPI tracking and measurements** - Define key performance indicators (KPIs) to measure the effectiveness of promotions, such as conversion rate, average order value, return on investment (ROI), and so on. - Regularly monitor and collect data on the effectiveness of promotions to accurately assess their impact on sales results and customer retention. 5. **Optimization and improvements** - Continually monitor the results of promotions and identify areas for improvement. - Continually refine your promotional strategies, both in planning and execution, to maximize the potential of promotions and increase their effectiveness. Through careful planning, the use of appropriate promotion mechanisms, the use of artificial intelligence to personalize offers, and continuous monitoring and optimization, you can create promotions that capture customer attention, increase sales and improve customer loyalty. With such a well-prepared personalized promotion list, the offer will be more relevant to the customer's needs and the likelihood of a purchase will increase thanks to the use of the AI engine. ---
    You already know what is a personalized promotion in Synerise, in the [**next article**](/loyalty/lesson-7/Create-peronalized-promotions) you will learn how to create one.

    # STEP 4 Phases of implementation Implementing a loyalty program for your business is an exciting and challenging task. The process involves several phases, each requiring careful planning and execution. By understanding the process and the steps involved, you will be able to build a program that meets both your customers’ needs and your business goals. ### Implementation --- This table shows you through the key phases of implementation loyalty program, you need to consider.
    Loyalty implementation phases
    Loyalty program implementation phases
    #### I Project analysis - This part is dedicated to creating reward structures including designing a reward structure that aligns with your goals and resonates with your customers. - This step focuses on clearly defining the objectives and goals of your loyalty program. - Determine what you aim to achieve, whether it's increasing customer retention, driving repeat purchases, attracting new customers, or fostering brand advocacy. #### II Design & development - At this step, you should implement mechanisms to collect customer data and create analyses to gain insights into customer behavior and preferences. - In this phase you will be creating mockups, setting the system configuration and testing. #### III Release & commercializing - Determine the types of rewards you will offer, such as points, discounts, free merchandise, exclusive experiences, or tiered benefits. - In this phase, we offer a loyalty program to customers. #### IV Future support & development - Finally, continuously evaluate your loyalty program's performance and make necessary adjustments to optimize its effectiveness. - Monitor key metrics, such as customer engagement, program participation, and customer lifetime value. Don’t forget about providing dedicated customer support for your loyalty program participants. Have a team in place to address customer inquiries, resolve issues, and provide assistance with program-related queries.
    You are already familiar with the fundamental answers to fundamental questions to ask before joining a loyalty program, the functionalities that Synerise offers, and the phases of implementing a loyalty program. Now, it is time to revisit the data in the [**last article**](/loyalty/introduction/data-exchange) of our introduction.

    # STEP 4 Scenarios In this section, we will analyze various examples of voucher use within loyalty programs. The following cases will demonstrate how vouchers can effectively build long-term relationships with customers. ## Selected use cases --- We have picked use cases featuring vouchers from our extensive use case library. Clicking on the link will take you to a comprehensive description, configuration details, and scenario preview. We strongly encourage you to explore all the examples and put your knowledge into practice
    Loyalty program use cases overview illustration
    Arrow down icon **USE CASES**

    Recognizing the special milestones of your club members goes beyond celebrating their birthdays; it includes acknowledging their membership anniversaries as well. These significant occasions are excellent opportunities to send them exclusive rewards, such as coupons.

    [**Coupon for membership anniversary**](/use-cases/coupon_for_anniversary) | Arrow down icon | Arrow down icon **USE CASES**

    Improving customer loyalty with special birthday coupons is crucial. In this scenario, we will guide you step-by-step through the process of setting up an email campaign featuring personalized birthday coupons.

    [**Birthday email with coupon**](/use-cases/birthday-coupon) | Arrow down icon | Arrow down icon **USE CASES**

    Personalize communication and target promotions based on customer segmentation to drive revenue, rather than sending generic offers to all customers. Effective targeting of vouchers to specific recipients at the right time produces better results than distributing irrelevant offers to a broad audience.

    [**Voucher assignment based on average basket value**](/use-cases/vouchers-depending-on-aov) | Arrow down icon | Arrow down icon **USE CASES**

    In this scenario, you will discover how to create a monitoring system for all coupon pools in your workspace. The system will alert you whenever the number of codes in a coupon pool falls below a specified threshold.

    [**Voucher pool alert**](/use-cases/voucherpools) | Arrow down icon | ---
    If you are interested in any of the scenarios but don't have an account with Synerise yet, please reach out to us. We will work together to determine the best plan of action! [**Contact Us**](https://www.synerise.com/contact)
    You have just finished lesson 5 - **Congratulations!** Welcome to [**LESSON 6**](/loyalty/lesson-6), in which we will delve into the topic of gamification.

    # STEP 3 Scenarios In this section, we will introduce you to the scenarios of personalized promotions. We will provide examples of tailored promotions for both mobile applications and POS. The selected scenarios demonstrate how personalized promotions can enhance the quality of customer experiences. ## Selected use cases --- Here is a list of use cases with a brief introduction. Clicking the link will redirect you to a comprehensive description, configuration, and preview of the demo version of the scenario in the Synerise platform.
    Loyalty program use cases overview illustration
    Arrow down icon **USE CASES**

    This scenario is designed specifically for PoS clients. The promotions offered are valid for 24 hours from the time they are allocated and can be printed alongside the transaction receipt. During checkout, promotions can be personalized for both identified customers, such as those paying with a card, and for anonymous customers paying in cash.

    [**Personalized promotions on checkout with category slots**](/use-cases/personalized-promotions-on-checkout) | Arrow down icon | Arrow down icon **USE CASES**

    This scenario is dedicated for mobile-app users. Discover how to craft a series of tailored promotions for customers as they step into a brick-and-mortar store. Once a promotion is assigned, the customer gets alerted through a push notification with details of the new offer.

    [**Personalized promotions in the mobile app at the entrance to a store**](/use-cases/personalized-promotions-in-mobile-app) | Arrow down icon | ---
    If you are interested in any of the scenarios but don't have an account with Synerise yet, please reach out to us. We will work together to determine the best plan of action! [**Contact Us**](https://www.synerise.com/contact)
    You have just finished lesson 7 - **Congratulations!**

    # STEP 3 Vouchers or promotions? Vouchers and promotions are essential components of the marketing strategy for companies operating in the dynamic e-commerce environment. Vouchers provide customers with a specific value, serving as a direct incentive to make a purchase. Promotions, on the other hand, are more complex programs that include various forms of communication and a set of rules that allow customers to benefit from purchases. Both tools can significantly impact the success of online activities.
    Diagram illustrating the difference between vouchers and promotions
    Difference between vouchers and promotions
    ## Pros and cons --- To make a more informed decision, it is important to consider the key advantages and limitations of both vouchers and promotional campaigns. By accurately comparing these solutions, you can select the most suitable option for your specific needs. | | Voucher: | Promotion: | | --- | --- | --- | | Pros |
  • **Short and simple implementation** - Once the pricing policy and data integration have been established, voucher distribution can begin.
  • **Accessibility** - Most e-commerce engines support voucher mechanisms.
  • **Flexibility** - Synerise offers advanced segmentation capabilities based on behavioral profiles, allowing you to tailor customer-specific scenarios. |
  • **Advanced solutions** - Integration of the Synerise promotion engine with sales systems opens up new possibilities for usage scenarios, a tailor-made solution
  • **Control** - Synerise may keep control over the whole promotion-based scenarios.
  • **Deep personalization of promotions** - The gathered information is used in complex customer journey scenarios with AI support, even for anonymous customers. | | Cons |
  • **Restriction** - You need to maintain the logic of discounts and all metadata outside Synerise.
  • **Voucher monitoring** - To prevent fraud, loss of vouchers oversee the voucher redemption process. |
  • **Implementation time** - Promotions and are more time-consuming and complex to implement.
  • **Cost of implementation** - The financial and time implementation cost is higher than for vouchers.| Arrow down icon **DOCUMENTATION**

    For a more comprehensive understanding of implementing promotions and voucher coupons, we recommend referring to the documentation. - [Implementing promotions](/docs/ai-hub/promotions/introduction-to-promotions) - [Voucher pools](/docs/assets/code-pools) Arrow down icon **BLOG POST**

    Both vouchers and promotional campaigns can be effective if applied correctly. Discover further information regarding [the business comparison between vouchers and promotions](https://www.synerise.com/blog/vouchers-vs-promotions-whats-the-difference) to gain a deeper understanding of the differences and advantages between the two approaches. ---
    You already know the main advantages of vouchers, their types and how to configure them. In the [**final, article**](/loyalty/lesson-5/scenarios) of this lesson, you will explore scenarios for using vouchers.

    # STEP 1 Gamification Gamification involves the creation of scenarios that encourage customers to act and interact with the brand based on game mechanics - including the implementation of levels, rewards, badges, time limits and encouraging competition between loyalty program participants. ## How does gamification work? --- Gamification programs often use purchase history and transactional events. This is because the primary goal of loyalty programs based on game mechanics is to encourage purchases. Gamification also motivates increased activity, building habits such as using a mobile app. In the longer term, this influences customers' purchasing behavior.
    Scheme of loyalty programs based on gamification
    Diagram with examples of loyalty programs based on gamification
    The figure above illustrates the operational scheme with examples of loyalty programs based on game mechanics: 1. **Customer activity** - gamification scenarios can be created based on various user actions, with the most popular events including: - Transactions, - Enabling marketing consent, - Newsletter subscriptions, - Registrations, - Website activity such as page scrolling, video engagement, pop-up displays, - Product ratings or written reviews. 2. **Behavioral analysis** within a specific scenario involves checking that the customer's activity meets defined criteria. For example, if we expect a customer to make three purchases in a month, subscribe to a newsletter and register for the program, all of these conditions must be met. Failing to meet any of these conditions will stop the customer from advancing to the next level or receiving the intended reward. 3. **The reward** is the moment of satisfaction. In gamification-based programs, the receipt of a reward does not usually complete the process. The game mechanics motivate ongoing competition. Thus, securing a reward is a stepping stone to completing another challenge and participating in another competition. The concept of “reward” may include moving up to a higher level, accessing special content, participating in exclusive offers or receiving a promotion discount or bonus loyalty points. Applying gamification scenarios in a loyalty program is a proven method to stimulate greater customer activity. It not only entertains customers, but also provides them with a variety of rewards. You benefit from increased engagement, enhanced brand awareness and a stronger user-brand connection. ---
    You have learnt about the main concepts of gamification in loyalty programs, in the [**next article**](/loyalty/lesson-6/gamification-steps) we describe in detail the stages of gamification deployment.

    # STEP 2 Gamification stages In the previous section, we discussed the mechanics of games and the blueprint for creating gamification programs. Now, let's examine the individual steps in their development. | | Gamification scenarios step-by-step: | --- | --- | | **STAGE 1: Define your goals** | **Identify the specific goals** you want to achieve with your loyalty program, such as:
    • Choosing one or more goals will help you design a gamification scenario that aligns with your overall business strategy. | **STAGE 2: Select events and tasks** | Select appropriate [events](/docs/assets/events/event-reference) and tasks on which the loyalty program will be based:

    **1. Events, which contain information about customers**, their activities and purchasing preferences, are the fundamental element upon which gamification scenarios are built. The most popular events considered in gamification programs include: The events chosen should be relevant to the objective of your loyalty program

    **2. Define the rewards** that participants will receive for successfully completing a task. These rewards may include: Make sure the rewards are attractive to your audience and aligned with their interests.
    You can use personalized promotions to select the most suitable reward for a specific player. As a result, your revenue will increase, user engagement will be improved and you'll build lasting customer relationships. | **STAGE 3: Testing:** | **Test gamification elements** with smaller groups before full implementation. Respond to user feedback.