Welcome Promotion and Instant Bonus for Loyalty Club Members

Engaging loyalty program users right after they join is crucial to turn a new signup into an active customer. One effective approach is to assign a welcome promotion right after they join. If they don’t use it within the specific time, you send a reminder email to nudge them. If they do use the promotion, you reward them with a second incentive — an instant bonus, automatically assigned.

This automated sequence keeps new users engaged, increases the chance of repeated purchases, and builds stronger loyalty through timely and relevant communication.

In this specific use case, we will implement an automated process for managing a welcome promotion and follow-up bonus for loyalty program users.

• When a user joins the loyalty program, they are automatically assigned a welcome promotion (20% discount).
• The promotion can only be used once.
• If the user does not use the promotion, they will receive a reminder email.
• If the user uses the welcome promotion and made a transaction, a new promotion (called instant bonus) is assigned automatically.
• If the instant bonus will not be used, one reminder will be sent.

The goal is to send maximum 2 reminders of each message to encourage users to use special promotion in the specific time range.

Prerequisites

• Add product Feed.
• Implement transaction events.
• Create an email account.
• Integrate mechanism for awarding loyalty points.
• Integrate Synerise promotions and create first promotions in Synerise.
• Implement the custom event which sends information to Synerise about joining a loyalty program (for example account.created). Such an event with the appropriate status should be sent each time the membership status changes (when the customer resigns from the program or joins again).

• Implement a custom event for assigning a promotion to users. In this process, the event is used to track when a promotion is generated and linked to a user. The event can have any name, but in our case, it is called promotion.generate. Implement custom events in your mobile application or website depending on the platform you use.

Process

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

1. Create a welcome promotion segmentation.
2. Create an instant bonus promotion segmentation.
3. Create a welcome promotion for new members of the loyalty program.
4. Create instant bonus promotion for loyalty member users who used the welcome promotion in the last 14 days.
5. Create a workflow to manage the process of sending:
   • welcome promotions,
   • reminder if the user does not use the promotion in the specific time,
   • the bonus for those who used the welcome promotion.

Create welcome promotion segmentation

In this part of the process, create a segmentation which will be used as a target of the first welcome promotion.

1. Go to Analytics > Segmentation > New Segmentation.
2. Enter the name of segmentation.
3. On the canvas, click Add condition.
4. From the dropdown list, select the event promotion.generate.
5. Click + where and from the list, select parameter Name.
6. As the value, choose the unique name of the promotion which you will create in the next step, for example, Welcome promotion.
7. Set time range to Lifetime.
8. Click Save.

Create instant bonus promotion segmentation

Duplicate the segmentation, created in the previous step. Remember to change the name and choose the unique name of the promotion which you will create in the next step, for example, Instant bonus promotion.

Create welcome promotion

In this part of the process, you create a promotion assigned to users immediately after joining the loyalty program.

1. Go to Communication > Promotions > Add promotion.
2. Select the For selected items option.
3. As the name of the promotion choose the same name as you have added to the segmentation, created in the previous step.
4. In the Audience section of the promotion, select the segmentation created in this step. Your promotion will be activated only for this group of customers, for whom the event with the code of this promotion will be generated. Confirm your selection, by clicking Apply.
5. In the Content section, define the name, description, and an image of the promotion. Confirm the settings by clicking Apply.
   Important: Save the promotion code from this section because it will be used later in the workflow.
6. In the Limit per profile field, enter 1 to make sure that this discount can be used only once.
7. In Type & limits section:
   1. As Discount type, choose Percentage.
   2. As the value, enter 20, and click Apply.
8. In the Schedule section, define the distribution period.
9. In Items section, choose the main product catalog with all products a customer can buy with this discount. If you want to narrow down the list of categories a customer can choose from, use one of the options presented below (Selected items/Filtered items).
10. In Exclude items section, you can exclude a specific product or categories for which the discount is not active.
11. To apply all changes and run the promotion, click Publish.

Create instant bonus promotion

Create an instant bonus promotion for loyalty members who used the welcome promotion within the last 14 days. This promotion will be sent 14 days after the first promotion was sent.

1. Go to Communication > Promotions > Add promotion.
2. Select the For selected items option.
3. As the name of the promotion choose the same name as you have added to the segmentation, created in the previous step.
4. In the Audience section of the promotion, select the segmentation created in this step. Your promotion will be activated only for this group of customers, for whom the event with the code of this promotion will be generated. Confirm your selection, by clicking Apply.
5. In the Content section, define the name, description, and an image of the promotion. Confirm the settings by clicking Apply.
   Important: Save the promotion code from this section because it will be used later in the workflow.
6. In the Limit per profile field, enter 1 to make sure that this discount can be used only once.
7. In Type & limits section:
   1. As a Discount type, choose Percentage.
   2. As the value, enter 10, and click Apply.
8. In the Schedule section, define the distribution period.
9. In Items section, choose the main product catalog with all products a customer can buy with this discount. If you want to narrow down the list of categories a customer can choose from, use one of the options presented below (Selected items/Filtered items).
10. In Exclude items section, you can exclude a specific product or categories for which the discount is not active.
11. To apply all changes and run the promotion, click Publish.

Create a workflow

Create a workflow to manage the entire process: assigning the welcome promotion, sending a reminder if it’s not used, and assigning the instant bonus. This workflow monitors promotion usage and controls the timing of follow-up communications and actions.

Data Changed node

1. Go to Automation > Workflows > New workflow.
2. Enter the name of the workflow.
3. As the first node of the workflow, add Data Changed, and choose the parameter/event which signifies joining the loyalty program. In our case, it will be the accountStatus parameter with the active value.

Add the Send Email node

1. Add the Send Email node. In the node settings:
   1. In the Sender details section, choose the email account from which the email will be sent.
   2. In the Content section, type the Subject and from the Template dropdown, select or directly create a short welcoming message for a new members in loyalty program.
   3. Click Apply to save your changes.

Configure the Generate Event node

1. Add the Generate event node. In the configuration of the node:

   1. In the Event name, provide the name of the event. In our case, we are using promotion.generate event.

   2. In the Body section, use the following Jinjava and modify it to your needs:
      

      Note: Jinjava inserted in the body must have all empty spaces deleted.

              {
        "promotionCode": "d18e1724-a928-43cd-b572-b51939dc460c",
        "promotionName": "[UC] Welcome promotion",
        "units": 1
      }
              

Configure the Event Filter node

This node lets a customer to proceed in the process if the promotion.generate event was generated for them. The workflow waits 1 hour. This setting is just an example and can be configured according to your business needs.

1. As the next node, add Event Filter. In the configuration of the node:
   1. In the Check field, from the dropdown menu choose for period of time.
   2. Set the time range. In our case, it is 1 hour.
   3. In the Define conditions field, from the Choose event dropdown menu, choose promoton.generate event.
   4. As a parameter choose Name and use the exact name of the promotion crested in the previous step.
2. Confirm by clicking Apply.

Send Email node

1. Add the Send Email node. In the node settings:
   1. In the Sender details section, choose the email account from which the email will be sent.
   2. In the Content section, type the Subject and from the Template dropdown, select or directly create a message with the promotion. The email will be send only to users with this promotion assigned.
   3. Click Apply to save your changes.

Configure the Delay node

1. Add the Delay node. In the node settings:
   1. In the Delay field, type 14.
   2. From the dropdown list, choose Day.
2. Click Apply.

Define the Profile Filter node

As the next node, choose Profile Filter to check if a customer have made a transaction in the last 14 days.

1. Add the Profile Filter node. In the node settings:
   1. From the Choose filter dropdown, select the transaction.charge event.
   2. Set the date range to the last 14 days.
2. Click Apply.

Path 1. Reminder for users who have not made any transaction during last 14 days

1. For not matching path add the next node: Send email

Add Send email node with reminder about the welcome promotion

1. Add the Send Email node. In the node settings:
   1. In the Sender details section, choose the email account from which the email will be sent.
   2. In the Content section, type the Subject and from the Template dropdown, select or directly create a message with the promotion and information about the last call.
   3. Click Apply to save your changes.

Configure the Delay node

1. Add the Delay node. In the node settings:
   1. In the Delay field, type 1.
   2. From the dropdown list, choose Day.
2. Click Apply.

Add the Profile Filter node

1. As the next node, choose Profile Filter to check if a customer have made a transaction in the last 1 day. Follow the instruction from this step, but change the date range to 1 day.
2. To the not matched path add the End node.

Add the Generate Event node

In this step, we will generate event which will assign the instant bonus promotion to the user, who met the conditions (made a transaction using welcome promotion).

1. For matching path add the Generate Event node.
2. In the configuration of the node:

   1. Enter the Event name. In our case, we are using promotion.generate event.
      

      Note: Jinjava inserted in the body must have all empty spaces deleted.

   2. In the Body section, use the following Jinjava and modify it to your needs:

              {
        "promotionCode": "8f1b1136-bce7-4fa5-9ba6-c8e27db07286",
        "promotionName": "[UC] Instant bonus promotion",
        "units": 1
      }
              

Add the Event Filter node

This node lets a customer to proceed in the workflow if the event was generated for them. Duplicate the event filter node from the previous step. Remember to check the name of instant bonus promotion fo the name create din the previous step. In our case it will be Instant bonus promotion.

Add Send email node with the instant bonus promotion

1. Add the Send Email node. In the node settings:
   1. In the Sender details section, choose the email account from which the email will be sent.
   2. In the Content section, type the Subject and from the Template dropdown, select or directly create a message with the link to instant bonus promotion.
   3. Click Apply to save your changes.
2. Additionally you can add another Event Filter to check if the instant bonus result in using the promotion or not. If not - you can send email reminder once again.

Path 2. Reminder for users who made transaction during last 14 days using welcome promotion

In the missing path, for the users who made a transaction during 14 days after joining loyalty program, use the nodes created earlier, duplicating them and connecting in the one clear path.

1. For the matched path add the Generate Event node, which generate event which assign the instant bonus promotion for users, who made a transaction using welcome promotion.
2. Then add Event Filter node to check if the event was generated and promotion was assigned to user.
3. As a next step Send email with instant bonus.
4. Additionally you can add another Event Filter to check if the instant bonus result in using the promotion or not. If not - you can send email reminder once again.
5. Set the capping for the workflow to make sure that entrance to the process will be available once for every user (choose very distant date for example, once in 1000 months).
6. Confirm the settings by clicking Apply.
7. Add the End node to finish the workflow.
8. Click Save & Run.

Check the use case set up on the Synerise Demo workspace

In the Synerise Demo workspace, you can check:

• Segmentation for welcome message
• Segmentation for instant bonus
• Promotion with welcome message
• Promotion with instant bonus
• Workflow

If you’re our partner or client, you already have automatic access to the Synerise Demo workspace (1590), where you can explore all the configured elements of this use case and copy them to your workspace.

If you’re not a partner or client yet, we encourage you to fill out the contact form to schedule a meeting with our representatives. They’ll be happy to show you how our demo works and discuss how you can apply this use case in your business.

Read more

• Creating promotions
• Loyalty programs basics
• Workflow