First-time visitor voucher campaign optimization

Published January 28, 2025
Modules
Difficulty

Engaging new visitors effectively is crucial for driving conversions and building customer loyalty. Dynamic Content campaigns tailored for first-time visitors, such as offering a voucher, can create a strong initial impression and encourage users to complete their first transaction. However, when running such campaigns, there is a risk of missing new users who are not in the database at the time of campaign launch. This is where the Include first time visitors in audience option becomes invaluable, ensuring convenient targeting for these users.

In this use case, we will describe a voucher campaign targeted at new users who have never made a transaction. By enabling the Include first time visitors in audience option in the campaign, we ensure that new users visiting the website are not overlooked. Even if they were not yet in the database at the moment the campaign started, they will still see the dynamic content and receive their voucher. This ensures that the campaign reaches its intended audience and no opportunities to engage first-time visitors are missed.

Prerequisites


Implement a tracking code.

Process


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

  1. Create a voucher pool.
  2. Create a dynamic content campaign, which displays the voucher code on the website.

Create a voucher pool


In this use case, the ID of this voucher pool will be used as a dynamic value during the message creation process, allowing discount codes to be assigned to each customer participating in this scenario.

  1. Go to Settings > Voucher pools and click Add pool.
  2. In the voucher pool configuration form:
    1. In the Pool name field, enter the name of the pool.
    2. Select the dates for the Emission start and Emission end fields.
    3. Complete the form by clicking Apply.
      Result: The pool is created.
  3. Open the voucher pool by clicking its name on the voucher pool list.
  4. Add codes to the voucher pool by clicking Add record button.
    You can also import records to the voucher pool. You can learn more about it in “Importing vouchers”.

Create a dynamic content


Create a dynamic content campaign.

This dynamic content will be displayed on your site with the unique voucher from the voucher pool.

  1. Go to Communication > Dynamic content > Create new.

  2. Enter the name of the dynamic content.

  3. Choose Insert Object type.

  4. To select the recipients of the dynamic content, on the Audience tab, click Define.

  5. Select New Audience and click Define conditions. In this step, you define the group of customers who have never bought anything from your shop.

  6. Choose Add condition and find the transaction.charge event.

  7. Set the time as Lifetime.

  8. Click Performed and change it to Not Performed.

  9. Click Apply.

    The audience settings
    The audience settings
  10. Click Advanced options and choose the Include first time visitors in audience option.

  11. Click Apply.

The audience settings
The audience settings

Create the Dynamic Content template

  1. In the Content section, specify the CSS selector where you want to insert your campaign.
  2. Click Create Message.
  3. In the code editor, create a dynamic content campaign based on your preferences and your own CSS styles. Remember about the predefined templates in Synerise, which you can use to simplify the process and avoid building everything from scratch.
  4. Click Inserts and Pools and choose the voucher pool created in the previous step.
    Note:

    Check also the voucher pools inserts documentation, based on different possible options:

  5. Customize the design and content of your dynamic content campaign to suit your business needs.
  6. Click Use in communication and then click Apply.

Define schedule and display settings

  1. In the Schedule section, click Define and set the time when the message will be active.
  2. In the Display Settings section, click Define and specify circumstances for dynamic content to be displayed. Optionally, you can also define the Advanced options. You can define the frequency of dynamic content to be displayed. You can also define the type of device you want to show your dynamic content.
  3. Click Apply.
  4. Optionally, you can define the UTM parameters and additional parameters for your dynamic content campaign.
  5. Click Activate.

Check the use case set up on the Synerise Demo workspace


You can check the configuration of dynamic content campaign, directly in Synerise.

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.

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