Create member rewards

Promotions are marketing strategies that drive acquisition, engagement, and retention. They have criteria that must be met for eligibility, defined beginning and ending dates, and they’re often tied to seasonal sales cycles. The promotion features in fabric Member let users create both transactional and non transactional promotions. 

A transactional promotion is triggered when there is a purchase of goods or services between the merchant and customer. 

A non-transactional promotion expands the scope of a loyalty program to include participation challenges. This type of promotion is frequently seen in the fitness industry with rewards for achieving exercise or training goals. These fun and engaging experiences keep customers coming back to compete with each other or against their own records all the while re-engaging with the brand. fabric Member’s promotion features allow merchants to create non-transactional events such as:

  • Participating in a quiz

  • Filling out a survey

  • Writing a product review 

  • Sharing and/or following on social media

  • Downloading a mobile app

  • SMS opt-in

Click the Add Promotion button at the top of the Promotions page and fill out the following information on the Promotion builder page:

  • Title - the name of the promotion

  • Promotion ID - a unique identifier you can use to distinguish the promotion from other promotions you have created

  • Promotion Duration - the promotion’s start and end dates

  • Rule Builder - use the visual Rule Builder to create “if this, then that” rules for the promotion. See the next section titled Rule Builder for an in-depth look

When you’re finished, click the Submit button at the top-right of the page.

Member - creating a promotion
Member - creating a promotion

The Rule Builder is a drag-and-drop interface that lets you configure promotion rules visually.

At the very top of the Rule Builder is the Promotion Type drop-down menu to select the kind of promotion you’re running, whether Earn, Burn, Enroll, or Discount. This means that once a loyalty member meets the criteria you define in the Rule Builder, they will:

  • Earn - earn loyalty points

  • Burn - be able to redeem loyalty points

  • Enroll - become a member of your loyalty program

  • Discount - receive a discount

Promotions - rule builder
Promotions - rule builder
Rule Blocks

At the top-left of the Rule Builder there are two buttons; one labeled Logic, the other matching the selection you made in the Promotion Type drop-down menu.

Clicking on the Logic menu or the menu below it will reveal a number of rule blocks.

Clicking on a rule block will add it to the design space for you to customize.

To the right is the main design space where you configure your rules.

To delete a rule block you’ve added, click on it to select it, and then click the trash icon in the bottom right.

Logic

The Logic menu has two rule blocks that serve as the basis for all rule building.

  • if/do - The if/do block lets you create conditional promotion rules by connecting other blocks to it. For example, you could give members 10% off on their birthday by attaching the birthday=true block to the first spot and the discount=% block to the second spot. By clicking on the settings icon in the if/do block, you can add else if and else statements to your rules.

  • and - Joins two rule blocks together. Use the dropdown menu to choose between and or or. If two rule blocks are joined by and, a member must meet the criteria in both statements in order be eligible for the promotion. If two rule blocks are joined by or, a member only has to meet one of the criteria.

Promotions - logic rule blocks
Promotions - logic rule blocks
Operators and Variables

Depending on the type of promotion you’re designing and the blocks you select, you will see different options for a near-infinite combination of possibilities. However, the majority of attributes have two things in common: an operator and a variable.

Operators are usually found under the left-most drop-down menu in a rule block. Theyallow for equals to and greater/lesser than statements:

  • == - the value on the left is equal to the value on the right

  • != - the value on the left is not equal to the value on the right

  • >= - the value on the left is greater than or equal to the value on the right

  • <= - the value on the left is less than or equal to the value on the right

Promotions - rule block operators
Promotions - rule block operators

Like operators, variables are selected from drop-down menus within individual blocks. Variables differ block-to-block, so depending on the blocks you select, you’ll have different customization options available.  

Promotions - discount rule blocks showing different variables
Promotions - discount rule blocks showing different variables

 

These steps show how to create a promotion that rewards members when they make a purchase during their birthday month.

In this example, the member will receive a coupon code worth 300 bonus points during their birthday month. The promotion is valid for the entire month and is limited to one use. It is targeted to customers based on the birth date they enter at the time of signup.

Step 1: Fill out the promotion’s details, like the name, ID, and start and end dates.

Step 2: Use the drop-down menu to select the type of promotion. In this case, select Earn.

Step 3: Build the rules in the logic builder.

Promotions - birthday promotion
Promotions - birthday promotion

Step 4: Name the promotion rule: After configuring the rule in the Logic Builder, name the promotion and click the Add Rule button.

Step 5: Save the promotion: The final step is to save the promotion by clicking on the submit button at the top-right of the page.

All promotions you create are accessible from the main Promotions page. Use the search bar to find a promotion. The drop-down menu at the right allows you to choose whether you would like to search by the name of the promotion itself, or the name of a specific rule within the promotion.

Promotions - searching for a promotion
Promotions - searching for a promotion

Last update: Jul 31, 2022

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