TABLE OF CONTENTS

You can configure target loyalty for a generic loyalty program or cart-based promotion (Engage+) by following these four steps.

1. Set Offset Days

Set the delay between sales data and the data that appears in Capillary’s system. This helps in recording data properly, even if customers return products. 

For example, if a customer transacts on July 20, 2021, and Offset days is set as 5 days, the transaction data will appear on Capillary’s system on July 25, 2021.

To set offset days, do the following.

  1. Navigate to Organisation settings and search Sales Targets.
  2. In Offset days, choose days for the delay in sync between sales data and Capillary’s system.

2. Add Target Group

Target group is a collection of targets that you can evaluate together for a common evaluation period. 

You can view and edit target groups displayed in the List of target groups. 

Active shows target groups that are currently functioning, Archives show all the deactivated target groups.

To add a new target group, do the following.

  1. In Target groups, click New target group.
  2. Name the target group.
    Target group name is unique, you cannot use the same target group name twice.

  3. In Select the store till to be used for points attribution, select the till code.

    Till is a mandatory parameter for point allocation in Loyalty. All points allocated on target achievement are tagged to the till you select. If this is not applicable for the org, create at least one till.
  4. In Target Evaluation Type, select your preferred frequency and duration for the target.
    1. Fixed calendar window: Tracks customers’ activities for a fixed time period irrespective of the customer’s joining date. For example, if the evaluation period is set from July 1, 2021, to July 31, 2021, and a customer enrolls on July 25, 2021, the customer’s activity is evaluated only for the seven days and is rewarded at the end date. (July 25 - July 31). 

      To configure a fixed calendar window, do the following.

      1. In Target Frequency, select the interval in which targets are evaluated.
        OptionDescription
        MonthlyTarget is evaluated on a monthly basis.
        QuarterTarget is evaluated on a quarterly basis.
        Half yearlyTarget is evaluated after six months.
        YearlyTarget is evaluated on a yearly basis.
        CustomTarget is evaluated for the entered number of days.
      2. In Evaluation Cycle, determine the period for which a customer’s activity is monitored.
        OptionDescription
        Period NameEnter a valid period name. For example, you can name the first period P1.
        Start DateEnter the beginning date for the evaluation period.
        End DateEnter the ending date for the evaluation period.
        Note: You can add more periods in the evaluation cycle by clicking Add period.
      3. Click Save.
    2. Cyclic window: Tracks customers’ activities starting from the first transaction date till the cycle window ends.
      To configure a cyclic window, do the following.
      1. In Target cycle start date, select the starting date of the cyclic window.
        The first transaction by the customer on or after this date starts the cycle.
      2. In Target Frequency, select the interval in which targets are evaluated.
        OptionDescription
        MonthlyTarget is evaluated on a monthly basis.
        QuarterTarget is evaluated on a quarterly basis.
        Half yearlyTarget is evaluated after six months.
        YearlyTarget is evaluated on a yearly basis.
        CustomTarget is evaluated for the entered number of days.
      3. In Recurring cycles for evaluations, select the number of times a customer’s activities are evaluated.
        12 is the maximum number of times a cycle is evaluated.
      4. Click Save.

Example of cyclic window

Cycle start dateCycle durationCycles 
September 1, 202130 days3

Customer A:

First transaction dateCycle 1Cycle 2Cycle 3
September 4, 2021Sep 4 - Oct 3Oct 4 - Nov 2Nov 3 - Dec 2

Customer B:

First transaction dateCycle 1
Cycle 2
Cycle 3
October 1, 2021Oct 1 - Oct 30Oct 30 - Nov 29Nov 30 - Dec 29

If org imports, a retro bill dated September 2, 2021, for a customer, then ideally the first cycle should start from September 2, 2021, to October 1, 2021. However, depending on the date of import the impact can vary and scenarios, where reward has already been given, might occur. Hence retro transactions do not impact the cycles.

3. Set Target

To add a new target, do the following.

  1. In Target groups, select your preferred target group.
  2. Click Add target.
  3. In Target name, name the target.
    Target name is unique, you cannot use the same target name twice.
  4. In Applicable stores, select stores for which the target is valid.
  5. In Select target KPI, choose the transaction parameter you want to measure for the target.
    OptionDescription
    SalesIt is the sum of line-items amount in the bill.
    QuantityIt is the sum of line-items quantity in the bill.
    TransactionsIt is the number of transactions made by a customer.
    VisitsIt is the number of unique transactions made per visit by a customer.
  6. In What conditions are to be met, write conditions using the properties and values of the selected event.
    For example, if the condition to be met is currentTxn.value>=100, then customers who transact for 100 or more are targeted.
    You can choose whether the condition is valid for the transaction or line items.
  7. In Default target value, define the target value that customers should meet for each period.
  8. In Customer enrollment method, select the method to enroll the target audience.
    1. Auto-enroll: Loyalty users are added and tracked automatically.

      You can override the default value for certain customers by importing custom values.

    2. Custom list: Target audience is created manually via Data Import. To know more, see user target loyalty. import
      If the value is not configured, the default value is considered.
  9. Click Next.

4. Configure Communications

You can notify customers when the evaluation period starts and ends, or if there is a change in the target value. To configure communications, do the following.

  1. Enable Start of evaluation period to send a message when the evaluation period starts and click Add Creatives. To know more about adding creatives, see Creative Management.
  2. Enable End of evaluation period to send a message when the evaluation period ends and click Add Creatives.
  3. Enable Change of target value to send a message when there are changes in target value and click Add Creatives.
  4. In Delivery settings, click Modify to change delivery settings.
    1. SMS sender details: In Sender ID, choose a relevant sender ID.
    2. Email sender details:
      1. In Sender ID, choose a relevant sender ID.
      2. In Sender name, choose a relevant sender name.
    3. Configure Delivery Offset.
  5. Click Done.

Configure points/coupons as an incentive on target completion

You can reward customers with points/coupons after they achieve the target. To allocate points/coupons to customers after target fulfillment, do the following.

  1. Set Offset Days.
  2. Add Target Group.
  3. Set Target.
  4. Configure Communications.
  5. On InTouch, navigate to Loyalty+.
  6. In Programs For Points Engine, click Configure.
  7. Click EventView.
  8. In TransactionAdd, select TargetCompleted.
  9. In Promotion, click Promotion+.
  10. In Create Promotion, configure the following.
    1. In Promotion name, name the promotion.
    2. In Start date, choose the starting date of the promotion.
    3. In End date, choose the ending date of the promotion.

      The duration of the promotion should not be less than the target duration.

    4. Enable Active.
    5. Click Create.
  11. In Conditions, define the condition that the customer has to meet to receive points or coupons.
  12. In When, click + and select Issue Coupon or Target Points Allocation.
    1. Issue Coupons: Issue coupons to customers after they fulfill the set target.
      To configure the coupon issual, do the following.
      1. In Offers, select the coupon you want to issue to customers.
      2. In Channels, select channels through which the customer is notified.
      3. Configure the delay period after which the customer is notified.
        Applicable only for mobile and email. To know how to configure SMS and email, see Creative Management.
      4. Click Save.
    2. Target Points Allocation: Issue points to customers after they fulfill the desired target.
      To configure points allocation, do the following.
      1. In Points allocation, select your desired points allocation strategy.
      2. In Points expiry, select the duration after which points will expire.
      3. In Prorate on, select the option on the basis of which points are issued.
      4. In Target Group, select your desired Target Group
      5. In Target name, select the target that the customer has to fulfill.
      6. In Points rounding strategy, select the option on the basis of which points’ value is determined.
        1. Actual: Total points allocated for an activity.
        2. Floor: Decimal values are not considered when points are allocated.
        3. Round: Points are allocated based on the rounding strategy.
      7. In Channels, select the channels through which the coupon is issued to customers.
      8. Click Save.
  13. Click Save. 

Configure cart promotions as an incentive on target completion

You can give cart-based promotions to customers after they fulfill the required target.

To award cart-based promotion to customers after target completion, do the following.

  1. Set Offset Days.
  2. Add Target Group.
  3. Set Target.
  4. Configure Communications.
  5. On InTouch, navigate to Engage+.
  6. Select the campaign you want to configure.
  7. Click Promotions > Create promotion. To know how to create a promotion, see Create Promotion.
  8. In Promotion Type, select Loyalty earning promotion.
  9. In Promotion earning, select Activity milestone.
  10. Award milestone-based promotion to customers after they achieve the configured target. To know more, see milestone-based earning.

Sample Scenario

To give a discount of 10% for the next 2 transactions after customers complete 12000 purchases and award them with an extra 1000 points if they visit the store 5 times, see this video.