# Scheduled Emails

Scheduled Offers is a feature that allows for automated promotions to be sent to customers based on certain criteria. The criteria can be related to activities, segments, or badges that customers have achieved. Once the customer meets the criteria, they will automatically receive an offer message. This feature helps to increase customer engagement and drive desired actions.

# Scheduled Email Campaigns

The Scheduled Email Campaigns list displays a record of all the offer campaigns that have been configured in the NextBee Loyalty Program. This list provides key information about each campaign, including its name, type of email, creation date, last updated time, and status.

# Columns:

  • Name: The name given to the email campaign.
  • Email Type: The type of email being sent as part of the campaign.
  • Created Date: The date on which the email campaign was created.
  • Last Updated Time: The last time the email campaign was updated.
  • Status: The current status of the email campaign. The status can be New, In Progress, Processed, or Disabled.

The Scheduled Email Campaigns list allows business owners to track the progress of their email campaigns and make changes as needed to improve their effectiveness.

# Adding Scheduled Offer:

The Scheduled Email Campaigns page has a button labeled "Add Scheduled Offer" on the top right side of the page. When clicked, this will bring up a form that will replace the Scheduled Offer list. This form is where the user can create and configure a new scheduled offer. The form includes various fields for setting up the offer, such as the name of the offer, email type, and status. Once the form is filled out and the offer is saved, it will appear in the Scheduled Offer list.

In this section, the business owner or team member can set up a scheduled offer for the loyalty program. The first step is to select the Primary Filter, which can either be a Segment or an Activity.

# Primary Filter

The Primary Filter determines the criteria that must be met for the offer to be triggered. If the Primary Filter is selected as Activity, then the secondary filter will become Segment, and vice versa.

# Secondary Filter

Once the Primary Filter is selected, the form will ask for the Secondary Filter, which will be a list of Activities or Segments based on the Primary Filter selection.

# Offer Configuration

The business owner or team member can then select the Offer Configuration, which was created earlier in the Configuration section. They can also specify the number of days for rescheduling the offer.

The offer will be given to customers who either perform a specific activity and belong to a certain segment or belong to a certain segment and then perform a specific activity.

The Add Scheduled Offer form allows the business owner or team member to create an offer that will be sent to the customer if they fulfill an activity or reach a segment. By setting up these offers, the business owner or team member can increase engagement and drive desired actions.