Our Campaign Builder enables you to seamlessly build a targeted marketed campaign in six easy steps. You can also find a video tutorial here.
- Campaign Details
- In-app Messaging
- Campaign Summary
Step 1: Campaign Details
In this section start by entering the name of your campaign. For example, you could use the name of the product you are promoting, e.g. Summer Drinks campaign. Note, this section is for internal use only, so this should be something for you to easily refer to.
Next, select the start and end date of when you want your campaign to be live. For an ongoing campaign, leave the end date blank. If there is no end date the Campaign will only end when it’s manually stopped.
If you have launched Yoyo in countries outside of the United Kingdom, you will see your countries listed. Simply select the countries you would like to be included in the Campaign.
Step 2: Audience
This is the biggest change to the Campaign Builder. For the first time, you can now attach a tailored audience to a specific campaign. You can choose from All Customers, New Customers or your pre-saved Segments.
If there are no saved segments this option will be greyed out. Find out more about created segments here.
If you pick the Segment option, you will see a list of your customer segments to choose from on the next page.
Step 3: Rules
This is where you choose the behaviours you would like your campaign to influence. The conditions are defaulted to include all items in the category unless details are entered.
To edit the category click on the Edit button. If you decide you want to remove a category, click Reset to Default.
You can enter product codes that can either be included or excluded from the Campaign. The campaign will not trigger on any excluding items, even when the customer purchases included items in the same basket.
For example, if the aim of your campaign is to promote a new summer drinks range and reward customers for trying out the range, enter the product codes and click “Include”.
If you do not add any product codes the campaign will default to include all items.
Choose this condition if you want your customers to spend over a certain amount to receive the campaign. This is a good condition to use if you want to increase spend of a segment.
If no value is entered the campaign will trigger on any value.
Days of the week
Select which days you would like the campaign to trigger on. To select specific days, click on the circle under the days you want to include. This is a great way to drive footfall on your quieter days.
If no days are selected, every day of the week will be included in the campaign.
You can select specific times of the day to be included or excluded from the campaign. Like the days of the week category, you can target your off-peak times.
If no time is selected the campaign will include all hours of the day.
You can limit the campaign to specific outlets. You will need to select the country from the drop down and then the relevant outlets.
This is a great way to promote an outlet that is quieter than others. Set up a campaign to reward customers who have not previously transacted at this outlet before.
If no outlets are selected, all of the outlets will be included in the campaign.
This condition is used to limit the amount of times each customer can trigger the campaign. For instance, if you want your campaign to only trigger once per customer, enter “1” in the relevant box.
If a number is not entered there will be no limit to how many times the campaign can be triggered.
Step 4: Reward
Choose how you want to incentivise your customers to engage with your campaign.
There are three ways to reward customers who take part in your campaign. Depending on the loyalty type you have previously setup, some of the options may be greyed out.
If you select the stamp option you will be taken to the Stamp Reward section. Select the stamp card you want the bonus stamps to be applied to from the drop-down list.
You also need to choose the number of stamps rewarded for each campaign trigger. Stamps are automatically awarded to customers who meet the campaign conditions.
If you would like to create a stamp card specifically for your new campaign, you will first need to create one using the Stamp Card builder. Find out more information about creating a digital stamp card.
If you select the Points option you will be taken to the Points Reward section. Here you will be given the option between Multiplier or Fixed.
Note: If you do not have a point scheme set up this option will be greyed out. For more information on setting up a point scheme, contact your CSM or firstname.lastname@example.org.
Multiplier: choose this option to multiply the number of points earned when the campaign is triggered. You can choose to either double, triple or quadruple the points from the drop-down list.
Fixed: this option rewards customers with a set number of points per qualifying transaction. You will need to enter the number of points you would like to reward per trigger.
Points are automatically added to the consumer’s profile once the campaign conditions are met.
If you select the voucher option you will be taken to the Voucher Reward section. Select the voucher you want to reward from the drop-down list. Make sure you check the voucher details underneath to ensure you’re selecting the correct one and that it doesn’t expire before the end of the campaign.
A voucher will be awarded to your customers if they meet the conditions you have set for the campaign.
If you would like to create a new voucher specifically for your campaign, you will first need to create this using the Voucher builder. Find out more information about creating a voucher.
Step 5: In-App Message
The in-app banner is visible to your customers, showcasing the Campaign within your retailer space. If your campaign is attached to a specific user segment, only customers in the segment will see the in-app banner in the app.
There are five elements to create your in-app message:
This is the main heading of your campaign and is used to catch your customers’ attention. You have a maximum of 40 characters to use.
You can add more information about your campaign, especially around the reward they will receive if they participate. Note: you have a max of 60 characters.
For example, you can add “earn a bonus stamp when you try any drink from our new range”.
You will see a preview of what this will look like in-app on the left to ensure your customers have an excellent in-app experience.
On the next page, you will be able to see what your in-app message looks like when a customer taps on the in-app banner in their app.
You can choose an image for the in-app message - make sure it illustrates your campaign. The image needs to be under 2 mb. You will also have the ability to crop the image.
The description can be used for any terms and conditions of the campaign, such as how long the campaign will be live for, if it is only valid on certain products, at specific outlets or at certain times or days.
5. Trigger Message
This trigger message appears in the customer’s Activity Feed once the consumer has triggered the campaign. It should explain what they have been rewarded with and why. For example, “Thanks for spending over £5 you’ve earned an extra 250 points 🤑”
You will see an example of what this will look like in-app on the left hand side.
Step 6: Campaign Summary
The Campaign Summary page is the last step. You will be able to review all the information to ensure it is correct. If there is anything you would like to amend, click the Edit button next to the section.
When you have reviewed the information click the Submit button. Once submitted our team will review it for consistency and quality purposes.
We aim to review the campaign within 48 hours. Your campaign will either be approved and you will receive an email to let you know, or if there is any issue with the campaign setup, we’ll be in touch with a note explaining why it can’t run.