A reward gives visitors a reason to complete your onsite message, for example a discount code for signing up. Sendouts follow up by email: a confirmation with the reward, and reminders before it expires. In the legacy editor, you turn both on from the Configuration tab and write their texts on their own steps. This article describes every reward and sendout setting, so you can set up the offer and the emails that go with it.
Turn on Reward and Sendouts
Open a message from Onsite > Messages. On the Configuration tab, turn on Reward or Sendouts, and select Edit on the card to set it up.
- Turning on Reward renames the Success Page step to Reward Page, where the visitor gets the reward.
- Turning on Sendouts adds a Sendouts step, where you write the emails.
- Turning on Reward also adds reward exceptions to the Exceptions tab. Check their texts before you publish.
Reward
Reward type
Choose the kind of reward with the tabs at the top of the card:
| Reward type | What you fill in |
|---|---|
| Static code (the default) | One code that every visitor gets, under Enter code. To also show it as a barcode, enter the code under Show code as EAN barcode. |
| Unique codes | A list of codes where every visitor gets their own. Upload them under Add codes with .csv file: a CSV file with one column and no title row. See below for the code limits. |
| Multichannel promotion | The ID of a multichannel promotion in Customer Engagement. The visitor gets the promotion on their contact card. |
| Bonus points | The number of bonus points the visitor gets. |
With Unique codes, you also set what happens when the codes run out:
- Code limit for suspending onsite message: when only this many codes are left, the message is suspended so it doesn't run out. The default is 150.
- Code limit for sending internal low code alert e-mail: when only this many codes are left, you get an email so you can upload more. The default is 200.
- Show deny message when out of codes: shows visitors a message when there are no codes left.
Reward expiration
Under Validity time, choose when the reward expires:
- Relative to impression date (the default): the reward is valid for a number of days from when the visitor first sees their code. The default is 30 days. This lets you tell each visitor exactly how long their reward is valid.
- Fixed date: the reward expires on the same date for everyone.
The reminder emails are sent a number of days before the reward expires. See Sendouts.
How the reward is shown
- Show reward code in the onsite message: shows the code on the Reward Page. On by default. Turn it off to only send the code by email.
- Add "Your code will be shown here" visual hint: shows a placeholder where the code will appear, to make visitors curious. Enter its text under Visual hint. Off by default.
Reward settings in advanced mode
| Setting | What it does |
|---|---|
| Reward mechanism | When the visitor gets the reward: On signup, or Simply for sharing (for refer-a-friend campaigns). New messages start with Simply for sharing, so choose On signup for a signup message. |
| Activate mobile swipe for redeeming reward | Lets visitors swipe to redeem the reward on a mobile device. |
| Allow multiple rewards to same contact/member | Lets the same contact get the reward more than once. Off by default. |
| Calculate CPO conversions by matching emails instead of codes | Counts a purchase as a conversion when the email address on the order matches, instead of when the reward code is used. Off by default. |
| Code delivery delay | The number of days to wait before sending the reward email. We recommend your average delivery time, so that visitors don't get the reward for an order they might cancel. The default is 0. |
The Reward Page
On the Reward Page step, write the texts visitors see with their reward: the Header, the Body, the Terms and conditions, and the text on the Finish button. To let visitors save the reward to their phone's wallet, turn on Enable wallet pass download under Wallet Settings and enter the wallet pass's Card ID.
The Reward Page uses the styling and behavior of the First page.
Sendouts
Sendout settings
| Setting | What it does |
|---|---|
| Enable confirmation sendout | Sends an email with the reward when the visitor completes the message. On by default. |
| Enable reminder sendout(s) | Sends up to two reminders before the reward expires. On by default. |
| Days left for sending first reminder (0 = off) | How many days before the reward expires to send the first reminder. The default is 14. |
| Days left for sending final reminder (0 = off) | How many days before the reward expires to send the final reminder. It must be lower than the first reminder. The default is 2. |
| Regard reminder sendouts as transactional communication (advanced mode) | Treats the reminders as transactional communication about the visitor's reward, instead of as marketing. On by default. |
Write the emails
On the Sendouts step, write the texts for the Confirmation sendout, the First reminder sendout, and the Final reminder sendout. Each email has a Subject line, a Preheader, a Body text, and a CTA button text. The button takes the visitor back to the message's linked landing page.
Select Send preview email next to an email to send a test of it to yourself.
If the site uses automations in Customer Engagement for sendouts (Use automation for email and/or text message sendouts in the site settings), the emails are sent from your automations instead. See Site settings in the Onsite Manager (Legacy).