How to Set Up Coupon Reminder Programs in Dotdigital

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About These Programs

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Prerequisites

1. An active Mention Me referral program
2. A Mention Me / Dotdigital enabled integration
3. Knowledge of Liquid Scripting

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Supported Channels

• Email

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Referee Program

• Drive first purchase
• Increase average order value

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Basic Workflow

1. A prospective customer gets a coupon when their friend introduces them (email sent by Mention Me).
2. A reminder email (subject to consent) is sent to use the coupon if they have not purchased yet.
3. Further reminders are sent at different times to encourage coupon usage.

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Step 1: Create the Program Flow

1

Set the enrolment schedule

Create the Start Criteria with the following settings.Enrolment schedule: Set to run daily at 23:00 to pick up customers who received their reward that day.

2

Set the enrolment rule

Enrolment rule: Base on a segment (called MM Referee Rewarded today) to look for customers who received their referee reward today from the insight collection mm-received_referee_reward.

3

Set enrolment limits

Enrolment limits: Set to only enrol the first time they meet the criteria, since referees can only receive this type of reward once.

4

Add wait delays

Add wait delays before and after emails:

• Before 1st send: Mention Me sends the first email immediately, so include a delay to avoid duplicate emails.
• After each send: Wait to check if they have purchased.

Suggested wait periods:

• 1st email - 2 days after the segment trigger
• 2nd email - 6 days after the 1st email
• 3rd email - 4 days after the 2nd email

If you are unsure of your reward validity period, reach out to your Mention Me CSM or Mention Me support.

5

Add a decision split

Add a Decision split to check that the referee has purchased in the last x days:

• 1st email - Purchased in last 2 days
• 2nd email - Purchased in last 6 days
• 3rd email - Purchased in last 4 days
• Add an Exit Program node on the Yes branch
• Referees meeting the No criteria move to the next step

The full configuration for the decision split is shown below:

6

Add the email campaign

Add an Email campaign and select one of the pre-configured emails that Mention Me created. The 3 pre-configured emails can be found under Triggered Emails:

Select the relevant email campaign from the list:

7

Add an exit program node

Add an Exit Program node after the last email sent.

Repeat the previous two steps for each email being sent.

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Step 2: Add Content to Each Email

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Step 3: Test the Preview

1

Open the preview

Click the Preview button in the email editor.

2

Select a test customer

Select a customer from the filter who has met the trigger criteria.

3

Review the populated email

The email will be populated with the relevant event information.

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Step 4: Activate the Program

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Referrer Program

• Increase active customer revenue
• Increase premium customer revenue
• Increase retention

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Basic Workflow

1. An existing customer gets a coupon when they successfully introduce a friend (email sent by Mention Me).
2. A reminder email (subject to consent) is sent to use the coupon if they have not purchased yet.
3. Further reminders are sent at different times to encourage coupon usage.

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Step 1: Create the Program Flow

1

Set the enrolment schedule

Create the Start Criteria with the following settings.Enrolment schedule: Set to run daily at 23:00.

2

Set the enrolment rule

Enrolment rule: Base on a segment (called “Mention Me Referrer Rewarded today”) to look for customers who received their referrer reward today from the insight collection mm-received_referrer_reward.

3

Set enrolment limits

Enrolment limits: Set to Re-enrol contacts after 1 day, since customers could refer more than one friend.

4

Add wait delays

Add wait delays before and after emails:

• Before 1st send: Mention Me sends the first email immediately, so delay slightly.
• After each send: Check if the user already purchased.

Suggested wait periods:

• 1st email - 7 days after the segment trigger
• 2nd email - 14 days after the 1st email
• 3rd email - 14 days after the 2nd email

If you are unsure of your reward validity period, reach out to your Mention Me CSM or Mention Me support.

5

Add a decision split

Add a Decision split to check that the referrer has purchased:

• 1st email - Purchased in last 7 days
• 2nd email - Purchased in last 14 days
• 3rd email - Purchased in last 14 days
• Add an Exit Program node on Yes branch
• Referrers who didn’t purchase (No branch) continue to next emails

The full configuration for the decision split is shown below:

6

Add the email campaign

Add an Email campaign and select one of the pre-configured emails:

The full configuration for the email campaign selection is shown below:

7

Add an exit program node

Add an Exit Program node after the last email send.

Repeat the previous two steps for each email being sent.

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Step 2: Add Content to Each Email

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Template Content

{% assign last_referrer_reward = contact.insight.mm-received_referrer_reward | last %}
{% if contact.data.firstname %}
  {% assign customer_name = contact.data.firstname %}
{% else %}
  {% assign customer_name = "there" %}
{% endif %}

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Reminder Examples Using Liquid Variables

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Liquid Variables

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Step 3: Test the Preview

1

Open the preview

Click the Preview button in the email editor.

2

Select a test customer

Select a customer who meets the trigger segment.

3

Review the populated email

The previewed email will show relevant data.

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Step 4: Activate the Program