Offers

note

Some features, such as multi-behavior offers, may only be accessible in the Console if configuration and permissions have been set to allow them.

Offers are promotions presented to loyalty program members to motivate them to take an action — such as buying a specific product, purchasing a particular quantity, exceeding a specified spending threshold, and so on. Offers may also encourage other behaviors or activities, such as promoting a brand on social media or completing a survey.

In return, members receive a reward in the form of reward credits or another benefit. A reward in the context of a loyalty platform is an incentive given to members — such as points, special discounts, or other benefits — aimed at encouraging repeat business or engagement.

There is no limit on the number of offers that can be created for members, although there is a practical limit on how many can be managed at one time.

As an example, a frequency offer requires members to perform all of the offer's required behavior across multiple transactions or sessions before earning a reward. For instance, a member may be required to purchase $20 worth of vitamins across three separate transactions over three months to fulfil the offer and receive the reward.

Key features and components of offers

Key features of offers in ES Loyalty™ include:

• Diverse offer types: Transaction spend/quantity, welcome/onboarding, frequency, profile (to incentivize providing an email address or completing a profile), redemption, digital behavior, multi-behavior.
• Offer scheduling: Event-based triggers, fixed start and end dates, evergreen.
• Advanced product targeting: Category, brand, SKU/GTIN.
• Advanced audience targeting: Geo/postal/zip, category spend gaps, tier migration, custom segments.
• Advanced store targeting: Curated individual store promotions.
• Offer activation options: Auto-load, load-to-cart, coupon.
• Flexible reward options: Currency agnostic.
• Offer effectiveness: Test and control management.
• Automated execution: Automates setup, channel syndication, outbound email triggers, behavior recognition and awarding, and returns/points clawbacks.

The key components of creating an offer in ES Loyalty include:

1. Setting offer details: Offer ID, copy and creative, stacking logic.
2. Offer scheduling: Triggered, fixed start/end dates, evergreen.
3. Choosing offer behavior: Total spend, item amount, spend in a specific category or on specific products, redeem, frequency/continuity, perform engagement activities (such as completing a survey).
4. Identifying offer exclusions: Any global offer exclusions or specific category/product exclusions.
5. Choosing reward type: Flat bonus, multiplier.
6. Choosing targeting type: Mass, targeted dynamic, or targeted static.
7. Choosing activation method: Automatic, load-to-cart, coupon.
8. Setting offer usage controls: Such as how many times a member can use the offer across multiple transactions.
9. Tracking offer performance: Control group assignment.