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Incentives
Incentives, also known as Points Awarding Rules, are a key component of a loyalty program. They allow businesses to award points to customers for various activities that are performed on their loyalty program, such as making a purchase, referring a friend, or completing a survey.
To access the Incentives feature, simply open the tab labeled "Incentives". This will display a list of all the points configurations that have been created. Each configuration provides a set of rules that determine how points are awarded for specific actions performed by customers.
Clicking on a specific record will display the details of that Points Configuration. From there, businesses can view and edit the configuration as needed. In addition, businesses can add new Points Configurations to award points for new actions or edit existing configurations to modify point values or other rules.
To make navigation of the Incentives feature more organized, we have broken it down into separate sections. These sections include Points Configuration List, Points Configuration Details, and Add/Edit Points Configuration.
By utilizing the Incentives feature, businesses can create a more engaging and successful loyalty program. Customers are incentivized to perform specific actions, leading to increased customer engagement and loyalty. We hope this guide has been helpful in explaining the Incentives feature within the NextBee Insights Dashboard.
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Incentives List
The Incentives tab in the Engagements section of the NextBee Insights Dashboard provides an overview of all the incentives that have been set up for the loyalty program. When you first access this tab, you will see a table that displays a list of all the incentives and their respective details. The columns in the table include:
ID: A unique identifier for each incentive.Incentive Name: The name of the incentive, which helps you to identify it quickly.Incentive Type: The type of incentive, such as a Purchase, Referral, Upsell, Engagement or Advocacy.Points: The amount of points given when this incentive rule is applied to a certain activity.Start Date: The date when the incentive becomes available to customers.End Date: The date when the incentive is no longer available to customers.Status: The status of the incentive, such as active or inactive.Action: An arrow icon that opens the Points Configuration Details dialog when clicked.
This information provides you with a comprehensive view of all the incentives that have been set up for the loyalty program, including the details of each one. The action column, with the arrow icon, allows you to view more detailed information about each incentive, such as the points required to redeem it and the conditions for earning it.
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Incentives Filter
Above the table in the Incentives tab of the Engagements section in the NextBee Insights Dashboard, a "+" icon is provided for the purpose of filtering the results. By clicking on this icon, a filter user interface (UI) will be opened, allowing you to apply specific filter criteria to minimize the results.
This feature provides a convenient way to search and sort through the list of incentives, making it easier to find the information you need.
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Add New Incentive Button
There is an “Add New" button on the top right side of the incentives list that can be used to add a new incentive to the loyalty program. When this button is clicked, a form that is used to set up the specifics of the new incentive will be displayed.
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Pagination
The Incentives list view includes a pagination bar located at the bottom of the page. The list of incentives is divided into sections and displayed up to 10 records per page. However, there is the option to increase the page size to 20, 50, or 100 records per page, offering users the ability to view more records at once. This can be particularly helpful for managing many incentives.
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Incentive Details
The Incentive Details view is comprised of three sections: Basic Data, Conditions, and Filters.
The Basic Data section includes information such as the Rule Name, Tag Name, Type of Incentive, Calculation Method (fixed or percentage), Points (the value of points awarded for successful completion of the activity), Start Date, End Date, and Status. The status field can be edited in place by toggling between Disabled or Enabled.
The Conditions section contains information about the conditions for awarding additional bonus points in addition to the points specified in the Basic Data section.
The Filters section includes information about the filters used to minimize the eligible users for awarding points based on certain criteria. This helps to ensure that the incentives are awarded to the right customers, based on the conditions and criteria specified in the program.
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Add New Incentive
The "Add New Incentive" form in the NextBee Insights Dashboard is accessed by clicking the "Add New" button in the Incentives List view. This form contains four sections: Basic Data, Conditions, Filters, and Notifications.
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Basic Data
This section captures information about the new incentive, including the Incentive Name, Incentive Tag, Incentive Type, Scalar Value of Points, Points Calculation Method, Start and End Dates, Max Points in a Week, Max Points in a Month, Max Points for Activity Attribute, and Expiration Time Lag in Days. The Basic Data section also includes options such as Enable Push Notification, Are Refundable Points, Limit as Multiple of Base, and Skip Events.
In the NextBee Insights Dashboard, the Basic Data section of the Incentives form has important fields that the business user needs to understand. In the subheadings that follow, each field is explained in detail.
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Incentive Tag
The Incentive Tag is a field that is unique to the Points Rule. Multiple tags may be added to an activity, and when multiple tags are attached, points from each tag are given to the activity. This gives the loyalty program's point and reward management additional flexibility.
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Incentive Type
Loyalty Purchases : rewards points purchasing items or services through the loyalty program.
Referral Sales : rewards points for referring friends or family to the program.
Upsell Transactions : rewards points for upgrading or purchasing additional items or services.
Engagement Activities : rewards points for participating in various activities, such as taking surveys or leaving reviews.
Advocacy Tasks : rewards points for promoting the program or brand through social media or other channels.
Each of these types of incentives provides a different way to reward customers for their involvement in the loyalty program, and they can be used to achieve specific goals and objectives. By selecting the appropriate type of incentive, you can ensure that your loyalty program is effective and engaging for your customers.
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Scalar Value of Points
The Scalar Value of Points in the NextBee Insights Dashboard is a value that depends on how points are calculated. If points are defined as a fixed amount, then the same number of points specified in this field will be awarded. If the Points Calculation Method is defined as a percentage, then the points are calculated as a percentage of the activity transaction value. For example, if a purchase transaction of $200 occurs and the Scalar Value of Points is set to 15%, then the transaction amount ($200) is multiplied by 15%, resulting in 30 points being awarded for the transaction. This flexible system allows for the calculation of points to be tailored to meet the specific needs of each loyalty program.
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Points Calculation Method
The Points Calculation Method determines how loyalty program points are calculated. Either a fixed value or a percentage of the transaction's value can be entered in this area. The Points Calculation Method influences the number of points awarded for each transaction, as explained in the Scalar Value of Points item, and it can be used to tailor the calculation of points to each program's requirements.
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Max Points for User
The Max Points for User field is used to limit the maximum number of points that can be awarded to a user. The value defined in this field sets the maximum number of points that a user can receive, and this limit helps to ensure that the loyalty program operates fairly and sustainably. By setting a maximum number of points, you can prevent users from earning an excessive number of points and keep the program running smoothly for all participants.
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Max Points in a Day
The Max Points in a Day field is used to limit the maximum number of points that can be awarded to a user in a single day. The value defined in this field sets the maximum number of points that a user can receive in a day, and this limit helps to ensure that the loyalty program operates fairly and sustainably. By setting a maximum number of points for a day, you can prevent users from earning an excessive number of points in a short period of time and keep the program running smoothly for all participants.
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Max Points in a Week
The Max Points in a Week feature is used to set a restriction on how many points can be given to a user in a given week. The maximum number of points that a user can receive in a week is determined by the value entered in this box. This cap ensures that the loyalty program functions properly and consistently. You can keep the program functioning well for all participants and prevent users from accumulating an excessive number of points quickly by putting a weekly cap on the number of points they can earn.
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Max Points in a Month
The Max Points in a Month feature is used to set a restriction on how many points can be given to a user in each month. The maximum number of points that a user can receive in a month is stated in this field, and this cap ensures that the loyalty program runs properly and sustainably. You may keep the program functioning well for all participants and prevent users from accumulating an excessive value of points quickly by setting a maximum number of points for a month.
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Max Points for Activity Attribute
The Max Points for Activity Attribute field is used to set a limit on how many points a user can get for a certain keyword. When the activity is done, the keyword is saved along with the activity, and the value in this field limits the number of points that can be given for that particular attribute. This makes sure that the loyalty program works in a fair and sustainable way by stopping users from getting too many points for a certain type of activity.
If any of the Max limiting fields, such as Max Points for User etc, are not specified with a value, then the program will treat that there is no limitation in place.
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Expiration Time Lag in Days
The Expiration Time Lag in Days field in the NextBee Insights Dashboard sets the number of days that the allocated points will be active. Once this time period has passed, the points will automatically expire and will no longer be redeemable for rewards. This helps to keep the loyalty program organized and up-to-date, as expired points will not be able to be used to claim rewards.
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Enable Push Notification
The Enable Push Notification field lets you send a push notification to a user's mobile device when points are awarded. When this option is turned on, the user will get a message on their device telling them they have earned loyalty program points.
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Are Points Refundable
The Are Points Refundable field determines whether points can be refunded to the user once they have been redeemed for a reward. If this option is enabled, then the user's points will be refunded if the reward is rejected or rolled back for any reason.
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Conditions (For adding bonus points)
NextBee Loyalty Program provides a feature that allows businesses to offer bonus points to their customers based on certain conditions being met. These bonus points are in addition to the points already specified in the Basic Data section.
Adding bonus points for an activity is a common practice in loyalty programs that encourages members to engage in specific activities. By granting extra points, businesses can encourage consumers to participate more actively in the loyalty program and execute acts that are beneficial to the business. Bonus points can be used to incentivize certain actions, such as completing a survey, writing a product review, or making a purchase.
With this feature, you can add any number of conditions and create criteria to define them. This means that you can set up multiple conditions for awarding bonus points to your customers, and each condition can have its own set of criteria. This makes it easy to tailor the bonus point system to fit the needs of your business and customers.
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Adding Condition
To add a new condition in NextBee Loyalty Program, simply click on the "+Add Condition" link within the form. This will open a new field set for adding the condition. Each condition allows the user to define multiple criteria.
When setting up the criteria, there is an option to give a bonus only if all the criteria are met, or if any of the given criteria are met. This allows you to be flexible with your bonus point system.
To specify the amount of bonus points to be given when the criteria are met, there is a field called "Bonus Value." Here, you can specify the number of bonus points to be awarded. You can also specify if the bonus is a fixed amount or a percentage of the transaction amount.
Furthermore, you can choose to give the bonus on the grand total of the transactions or on a specific item matched. This allows you to be precise with your bonus point system.
Lastly, it's important to note that you can add multiple conditions for one Incentive Points Rule. This allows you to set up a robust and customized bonus point system for your customers.
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Adding Criteria
When you click the "+Create Criteria" link in the "Add Condition" field set, a new field set will open where you can add criteria. We can also add more than one criterion, since each click on the Create Criteria link opens a new fieldset. In the criteria, there will be a dropdown with any other you can choose from the following options: Revenue Value, Activity Date, Channel ID, Offer ID, Product SKU, Product Sales Rep, Product Brand Name, Member Attribute, Line-Item Total, Price Per Item, Activity Attribute, Cumulative Line-Item Total, and Cumulative Revenue Value. Then, you choose an operator and type a value to compare in a text box.
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Filters
This section is used to specify the group of people who are eligible for the points, based on certain criteria. The group could be people who fall into a specific segment of members or are part of a department in an organization. You can also specify whether to include or exclude the group when awarding the points.
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Add Filter
When you click "+Create Filter" on the filters form, a set of fields that allow you to add a new filter is revealed. The filters form supports adding multiple filters. In the filter field, you will be required to enter the name of the filter. Then, you must choose whether the filter is a Segment filter or a Department filter. Based on this selection, the form requests a Segment or Department choice. The form then asks whether to include or exclude certain members (of segment/department) in the point allocation.
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Notifications
This section is used to configure the message that will be sent to the user. In this section, you can configure the subject and message using a WYSIWYG editor. This feature allows you to personalize the message and ensure that it effectively communicates the details of the incentive to the user.
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Importance of Notification Emails
Notification emails are a crucial component of a loyalty program and play a significant role in improving user engagement and satisfaction. When new points are awarded to a user, it is important to notify them via email so they can be aware of their rewards and remain engaged with the program.
Here are some key reasons why notification emails are important when new points are awarded in a loyalty program:
Increased engagement: Notification emails help to keep users engaged with the program by reminding them of their rewards and encouraging them to participate in more activities to earn additional points.
Reinforcement of loyalty: By acknowledging and recognizing users' efforts with a reward, businesses can build a sense of loyalty and encourage users to continue to engage with the brand.
Improved customer experience: Notification emails create a positive user experience by providing a quick and easy way for users to stay up-to-date on their points and rewards. This can lead to higher customer satisfaction and improved brand loyalty.
Brand exposure: Notification emails provide an opportunity for businesses to showcase their branding, messaging, and promotions to a highly engaged audience. This can lead to increased brand exposure and drive additional sales.
In summary, notification emails are a critical component of a successful loyalty program. By providing users with timely updates on their rewards and keeping them engaged with the program, businesses can improve customer satisfaction, build brand loyalty, and drive sales.
The "Add New Incentive" form provides a comprehensive solution for creating and managing incentives in the NextBee Insights Dashboard. By using the different sections in the form, you can specify the details of the incentive, including the conditions and filters, and configure the notification that will be sent to the user. This feature is an essential tool for effectively managing the incentives in the loyalty program.
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Enable/Disable Notification
The Notifications tab allows you to enable or disable Points Approval Notification. When you enable this option, a form will appear to help you configure the notification email.
In the form, there is a field for Subject where you can fill in the subject line for the email. For creating the body of the email, there are two options:
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Rich Text Editor
You can create an email template by editing the body of the email using the Rich Text Editor. This editor allows you to customize the font, color, and formatting of the text. You can also add images, links, and other media to your email.
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Raw HTML Upload
If you are comfortable with editing HTML files, you can directly create an HTML template and upload it using the file upload button given in the form. If you need help creating a template, you can download a sample template using the Download Sample Template link and modify it according to your requirements.
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Template Variables
To add dynamic values such as First Name, Last Name, and Points Value to the email, you can use template variables with the !variableName! format enclosed in exclamation marks. This allows you to personalize the email and make it more engaging for the user.
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Preview Template
Finally, to preview the uploaded email, you can click on the Preview Template link. This will open the template in a dialog box to show you how it will appear to the end user. You can make any necessary changes before sending the email to the user.