Promotion with limited number of uses per user

Promotions with a limited number of uses per user have a unique appeal in the marketing field because of their ability to create a sense of exclusivity and urgency. This exclusivity factor is a powerful tool for effectively engaging customers and has numerous benefits. When customers are aware that an offer is only available a limited number of times, they tend to act quickly. This urgency can significantly increase conversion rates and drive sales.

This use case describes a scenario in which a special promotion is created for members of a loyalty program. The product included in the promotion is coffee, which each loyalty program member can get for free 5 extra coffees.

Prerequisites

• POS must be integrated with Synerise promotion engine to calculate the promotion limits per user directly in the offline store.
• Apply the Process basket method which sends information to Synerise about the transaction such as basket value and transaction items made at the checkout to Synerise (both in online and offline stores). This way, we can determine whether the transaction qualifies for being included in this specific promotion.
• Implement transaction events using SDK or API.
• Implement the Promotion module in your mobile application, website or through API.

Process

In this use case, you will go through the following steps:

1. Prepare a segmentation of customers who are members of the loyalty program.
2. Create a promotion.

Prepare a segmentation

In this part of the process, create a segmentation of customers who are members of the company’s loyalty program.

1. Go to Analytics > Segmentations > New segmentation.

2. Enter the name of segmentation.

3. From the Choose filter dropdown list, select the loyaltyCard attribute.

4. As the logical operator, select a boolean value: Is true.

   Important: The conditions used in the segmentation will vary depending on your loyalty program integration (for example, the name of the attribute may be different). You must define the segmentation accordingly.

5. Click Save.

Create a promotion

In this part of the process, create a promotion for specific products (coffee) with usage limits (maximum 5) per user.

1. Go to Communication > Promotions > Add promotion.

2. Select the For selected items option.

3. In the Audience section, select the segmentation created in “Prepare a segmentation”.

4. In the Content section, define the name, description, and an image of the promotion. Confirm the settings by clicking Apply.

5. In Type & limits section:

   1. As Discount type, choose Exact price.
   2. In the Value field, enter the amount of discount - in our case - 0 because the coffee is for free.
   3. Apply changes.

   

6. In the Schedule section, define the distribution period.

7. In the Stores section, select stores where the profiles can redeem the promotion.

8. In the Items section, select the catalog and specific items to be included.

   

9. To apply all changes and run the promotion, click Publish.

Check the use case set up on the Synerise Demo workspace

You can check the promotion configuration directly in Synerise Demo workspace.

If you don’t have access to the Synerise Demo workspace, please leave your contact details in this form, and our representative will contact you shortly.

Read more

• Promotions
• Segmentations