How to create a Coupon Reminder Scenario in Bloomreach (Referee / Friend)

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About this Scenario

With this scenario, you can remind prospective customers (referees) to use their new coupon codes they have received from being introduced to your brand. 

By implementing this scenario you can encourage prospective customers to help:

  • Drive First Purchase
  • Increase Average Order Value

The scenario utilises data sent from Mention Me to Bloomreach through the integration and the Scenarios functionality of Bloomreach

Pre-requisites

  1. An active Mention Me powered referral program that rewards prospective new customers with a reward
  2. A Mention Me / Bloomreach enabled integration
  3. An ESP provider integrated with your Bloomreach account
  4. Knowledge of Bloomreach Jinja 


Supported channels

  • Email
 

Basic workflow

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

Steps to create the scenario

  1. Create scenario flow with 3 x reminder emails 
  2. Add content to each reminder email
  3. Test the preview of each email
  4. Activate the scenario

Step 1: Create the scenario flow

  1.  Add an On Event as the Trigger type with received_a_referee_ reward as the trigger event



  2. Add a segmentation to only send to people who have a valid email address and have consented to receive an email (select your appropriate email consent option)



  3. Add an A/B Test to add a control group of a 90/10 split so that you can see the impact of the performance to customers who did vs did not get the email

  4. Add a wait period before the email
    • Mention Me will send the first email to the referee, and you also want to wait after the subsequent emails to see if they have purchased. 
    • Suggested wait periods:
      • 1st email - 2 days after the event trigger
      • 2nd email - 6 days after the 1st email is sent
      • 3rd email - 4 days after the 2nd email is sent



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

  5. Add in a conditional split to check that the referee has purchased in the last x days
    • You do not want to send the referee an email to use their coupon if they have already shopped
    • Suggested purchase conditions (based on the campaign validity):
      • 1st email - Purchased in last  2 days
      • 2nd email - Purchased in last  6 days
      • 3rd email - Purchased in last  4 days



  6. Add in an email action on the No branch of the conditional split



  7. Repeat steps 2 - 4 for each email being sent

Step 2: Add content to each email

  1. Update the images and styling of your emails to suit your brand
  2. Include product recommendations in your emails to increase conversion
  3. Under settings, set the relevant consent category to check before sending the email



  4. Mention Me has created some default content with suggested variables (for your email subject and email body) to help you formulate the right message.
    • When creating your own email, make sure to include these key variables.

Examples of multiple reminders with the event variables placeholders:

Example Reminder 1  Example Reminder 2

Example Reminder 3

Subject line:
Claim your {{ event.referee_reward }} discount!

Email body:
Hey {% if customer.first_name %} {{customer.first_name}} {% else%}there{% endif %},

 

Your friend, {{ event.referrer_first_name }} has sent you an exclusive
{{ event.referee_reward }} discount off your first purchase!

Simply add the code below at checkout to activate your discount:

Your {{ event.referee_reward }} code: {{ event.coupon_code }}


Hurry your code is valid for {{ ((event.coupon_expiry | to_timestamp - time) / ( 24*60*60 )) | int }} days until {{ event.coupon_expiry | to_timestamp | from_timestamp('%A, %d of %B %Y') }}

Get {{ event.referee_reward }} off

Subject line:
Don't forget, you have a {{ event.referee_reward }} discount!

Email body:
Hey {% if customer.first_name %} {{customer.first_name}} {% else%}there{% endif %},

 

Don't forget, your friend, {{ event.referrer_first_name }} has sent you an
exclusive {{ event.referee_reward }} discount off your first purchase!

Simply add the code below at checkout to activate your discount:

Your {{ event.referee_reward }} code: {{ event.coupon_code }}

Hurry your code is valid for {{ ((event.coupon_expiry | to_timestamp - time) / ( 24*60*60 )) | int }} days until {{ event.coupon_expiry | to_timestamp | from_timestamp('%A %d of %B %Y') }}

Get {{ event.referee_reward }} off

Subject line:

{{ ((event.coupon_expiry | to_timestamp - time) / ( 24*60*60 )) | int }} days left to use your {{ event.referee_reward }} discount!

Email body:
Hey {% if customer.first_name %} {{customer.first_name}} {% else%}there{% endif %},


Your {{ event.referee_reward }} discount off your first purchase expires in {{ ((event.coupon_expiry | to_timestamp - time) / ( 24*60*60 )) | int }} days.
Don't forget to use it!

Simply add the code below at checkout to activate your discount:

Your {{ event.referee_reward }} code: {{ event.coupon_code }}

Be quick, your code expires on {{ event.coupon_expiry | to_timestamp | from_timestamp('%A %d of %B %Y') }}

Get {{ event.referee_reward }} off


Examples of multiple reminders with the completed event variables:

Example Reminder 1:


Example Reminder 2:


Example Reminder 3:


Jinja variables to add to your scenario

All Jinja variables can be added to emails using the personalisation icon in the email editor

Bloomreach jinja syntax Description Example
{{ event.referrer_first_name }} The first name of the friend who referred the referee Ryder
{{ event.referrer_last_name }} The surname of the friend who referred the referee Collins
{{ event.referee_reward }}

This is the reward that the referee will be getting and is a combination of multiple reward types being offered without the need to know what type of referral offer is active

 £15 or 30%
{{ event.coupon_code }} This is the coupon code of the reward that can referee has been given to use on their next purchase 10USDOFF-RXAAURVZ
{{ ((event.coupon_expiry | to_timestamp - time) / ( 24*60*60 )) | int }}

Use this to tell referees how many days are left until their coupon expires.

This will convert the expiry date into the number of days from now until the expiry date.

See here for more info on the Bloomreach Jinja formatting

 8 days
{{ event.coupon_expiry | to_timestamp | from_timestamp('%A, %d of %B %Y') }}

The expiry date of the coupon sent to the referee, in a long format.

 

The date format changes automatically, according to the locale

See here for more info on the Bloomreach Jinja formatting

 Wednesday, 19 of July 2023
{{ event.call_to_action_url }}

This is the URL of where the customer can spend their reward

This can be added to the CTA button on the email as the link to where the customer needs to use their coupon

 www.mention-me.com


Step 3: Test the preview of the email

  1. Test the preview of each email by Test tab in the Design section

  2. Select a customer from the filter who has met the criteria of being triggered in the event



  3. The email will be populated with the relevant event information

Examples of multiple reminders in preview mode with compiled data:

Example Reminder 1:



Example Reminder 2:


Example Reminder 3:

Step 4: Activate the scenario

  1. Once you are happy with the content and you have tested the emails, you can activate the scenario
  2. Click the Start button to activate

 

 

 

 

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