Voyado Engage

Reward voucher reminders

Reward vouchers are created with an expiry date, after which contacts will not be able to use them. They might also just forget that they have a voucher ready to be used. That's where reward voucher reminders are useful. Reminders can be sent through email or SMS.

Here's how to find and act on those vouchers that are about to expire:

  1. Segmentation using reward voucher expiry date

    Use the Filtering tool to find all contacts with vouchers that will expire on a specific date, or within a specific time period. Or even, if needed, those with vouchers that have already expired. Now you can use this segmentation to send a reminder email.

  2. Personalized fields with the reward vouchers due to expire first (classic email editor)

    You can also get a little more specific, informing the customer about the voucher that is about to expire soonest. For example, If they have some that expire in 5 days, some in 7 days from now, and others that expire in 10 days, Engage can show aggregated data in a send-out for the vouchers that expire first (in this case it would be those that expire 5 days from now). This allows you to send more detail than just a simple reminder.

  3. Automation trigger "Reward Voucher Reminder"

    If you wish to automate this whole process (and you should) you can design an automation for those contacts with vouchers that expire in the next X days, using this trigger. Then this whole thing will work without any further input from you.

The Reward voucher reminder data source does not currently support local currency or marketing group–specific values. If you operate with more than one currency, this data source should not be used, as it will only display the marketing group’s default currency value. If needed, you can still use the Reward voucher reminder trigger, but populate the content using the Reward voucher data source instead, which correctly handles currency values.

1 - Segmentation

"Reward voucher expiration" is a date segmentation field. It can be found under Rewards in Segmentation and will locate contacts with unused reward vouchers that are due to expire in given period of time, such as in X number of days.

Reward voucher expiration in the filtering tool
Reward voucher expiration in 3 days

Use Cases

As illustrated above, this feature can be used by itself if the user just wants to manually send a message to remind customers about their vouchers. It can also be used for this in combination with the new personalization fields, and also with the new "Reward Voucher Reminder" automation trigger. Voyado recommends using the automation trigger.

 

2 - Personalized fields

This section refers to the classic email editor only. For the email design studio, this functionality is usually done with a data source.  

You will find the new personalized fields under "Reward vouchers nearest to expiration":

Reward vouchers nearest to expiration in personalized fields

Under this are 4 personalized fields:

  • Count: This shows how many vouchers have the same expiry date as the one that will expire first out of the contact's unused vouchers. Only relevant if you are using multiple vouchers.
  • Expiration date: This shows the expiry date of the voucher (or vouchers) that will expire first out of the contact's unused reward vouchers.
  • Points: This shows the sum of the points used to create all the vouchers that will expire first.
  • Value: This shows the total monetary value of all the vouchers that will expire first.

Use Cases

These fields can be used in any email and SMS for personalization, with the "Scheduled Selection" automation, or with the new "Reward Voucher Reminder" automation trigger.

 

3 - Automation trigger

The "Reward Voucher Reminder" automation trigger is used to initiate flows that send out the voucher expiration reminders. An input field allows you to define the number of days ahead for which we search for voucher expiry dates. The reminder is scheduled randomly between 06:00 and 08:00.

Reward Voucher Reminder automation triggerConfiguring a trigger

Reward Voucher Reminder trigger settings

Trigger data

This trigger is set up to handle the payload data related to the voucher that triggered it. This data can then be used in your send-outs.

Limitations

Note that this trigger might not work well with personalization email fields. A workaround for this is to ensure that contacts will not be sent reward vouchers reminders too often, through limiting how often they can enter the automation, for example.

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