How to create a Coupon Reminder Program in Dotdigital (Referee / Friend)

About this Program

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

By implementing this program, you can encourage prospective customers to help:

• Drive First Purchase
• Increase Average Order Value

The program utilises data sent from Mention Me to Dotdigital through the integration and the Program builder functionality of Dotdigital

Pre-requisites

1. An active Mention Me powered referral program that rewards prospective new customers with a reward

2. A Mention Me / Dotdigital enabled integration

3. Knowledge of Liquid Scripting

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 program

• Create Program flow with 3 x reminder emails
  • Tip: You can use the campaign templates that Mention Me created as part of enabling the integration as a base for your email
• Add content to each reminder email
• Test the preview of each email
• Activate the program

Step 1: Create the program flow

Create the Start Criteria with the following settings:

• Enrolment schedule: Set it to run daily at 23:00
  • This is so that it picks up customers who have received their reward that day (today)

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

Enrolment limits: Set to only enrol the first time they meet the criteria

• It is set that way because, as they are a potential new customer, they will only be able to get this type of reward once on their journey with your brand

• Add wait delays before or after the email because:
  • Before 1st send:
    • Mention Me will send the first email to the referee as soon as they get the reward, so you want to include an initial wait period to ensure that they do not get multiple emails at once.
  • After 1st send:
    • You want to add a wait period after the subsequent emails to see if they have purchased so that you don't send them an unnecessary reminder.
  • Suggested wait periods:
    • 1st email - 2 days after the segment 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.

• Add in a Decision split to check that the referee has purchased in the last x days
  • This is done because you do not want to send the referee an email to use their coupon if they have already purchased.
  • Create a decision split for each purchase condition with the respective days check
  • Suggested purchase conditions:
    • 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 of the Decision so that they are removed from the program
  • Referees meeting the No criteria will move to the next Step

• Add an Email campaign and select one of the Pre-configured emails that Mention Me has created (You can customise them in Step 2)
  • The 3 x pre-configured emails can be found under Triggered Emails:

• Add in an Exit Program after the last email sent

• Repeat steps 2 - 4 for each email being sent

Step 2: Add content to each email

As part of the setup of the Mention Me Dotdigital integration, we create 3 x pre-configured triggered email campaigns that you can use to build out the Program.

The templates use data from the Insights collection called mm-received_referee_reward.

The Mention Me data is used to create a personalised email experience using Liquid Scripting.

Step 3: Test the preview of the email

1. Test the preview of each email by clicking on the Preview button in the email editor

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

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

Step 4: Activate the program

Once you are happy with the content and you have tested the emails, you can activate the program