1 How do I define the scoring rules in Synerise?

Scoring is a methodology used to determine the potential of leads by attaching values to them. It is based on customer behavior and their interests in products or services. Generally, this involves assigning points to customers for taking specific actions.

If you want to measure the purchasing potential of your customers go to the Synerise Campaign module and choose Scoring.

If you haven't created any scoring rules yet you will see the Add new one button in the middle of the screen. Click it to add a new scoring rule. If you already have some scoring rules you will see a list of them here. You can modify a rule by clicking on its name or create a new one by clicking on the Plus button on the upper-left side of the screen.

Then, fill in all the necessary fields that appear - the description of the new scoring rule; its status (choose active if you want to turn it on);  the duration of the rule (described by starting and ending date).

Next you have to define the parameters of the new rule by choosing an action on the basis of which points will be assigned to a particular customer. Then set the value of scoring (the number of points that are added for performing a particular action). Finally, choose from the drop-down list in Scoring and set its limitation. 

scoring2

 

To save, click the Save button in the upper-right corner of the screen.

2 How is Campaign section composed?

This is where you can create various types of marketing campaigns. On the left side of the screen there is a vertical menu where you can find:
  • Beacon Hints
  • Push messages
  • SMS messages
  • Email campaigns
  • Dynamic content
  • Landing pages & Microsite
  • Mobile APP Screen Campaign
When you enter each of these sections, you will see a list of all previously created campaigns and be able to create a new campaign.Also, you can develop loyalty and engagement among your customers with these tools:
  • Scoring
  • Newsfeed
  • Promotions
  • Coupons
  • Stampcards
Of course there are a lot of different systems that can manage each of these campaigns separately but with Synerise you can do it from one management panel and operate from a particular customer’s database.

3 How to create Beacon alerts campaign?

Go to the Campaign section and select Beacon Hints from the left vertical menu. If you haven’t prepared any Beacon alert campaigns yet, click the “Add new one” button in the middle of the page or click the Plus button at the top of the screen. In the next window confirm that you want to create a beacon campaign.Later fill in all necessary fields in the Basic Data form. You can also change the status of your campaign (choose New if you want to activate your campaign after saving), set the campaign name (displayed only for you) and create a Message. Click the Next button in the bottom-right corner to go to the second step.

new-beacon

From the drop-down list, select what should happen when a customer gets a notification and decide when beacon notifications should be sent. Select one of the default beacon ranges:
  • when a customer enters a beacon's region
  • when a customer leaves a beacon's region
  • when a customer comes into a beacon's range (Close, Average, Far)
To go to the next step click the Next button in the bottom-right corner. beacon-detailsIn Schedule you can define the publishing time: when your campaign should start, how long the notification should be displayed (in seconds), and how many times one person can see it (capping). Also, in this section you can choose the recipients for your campaign - it can be everyone or particular group (tag, smart list, segment). Click on a list and choose the appropriate people from the drop-down list. Click the Next in the bottom-right corner to go to the last step.

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In the last tab - Locations - you can define for which location a campaign should be targeted. You can choose in which cities and stores a campaign should be active and even which beacons should send it. Just use the dropdown menus and choose your predefined locations.  If you want to activate a campaign in different stores, click “add location” and set the details. Remember that you will find only stores added earlier in Locations in Synerise Settings.To save your campaign, click the Save button in the bottom-right corner of the page. Remember that it can be sent only if you change its status from Draft to New in the first step.

4 How to create Push notification campaign?

Go to the Campaign section and select Push messages from the left vertical menu. In this section you can prepare a Push message campaign and find previously created campaigns. To prepare a  new one, click the Add new one button in the middle of the page (displayed only when creating your first campaign) or click the Plus button at the top of the screen. In the new window confirm that you want to prepare a Push campaign.In the next step, enter the basic data in the form. Choose your campaign status - Draft or New. The second option means that the campaign will be active after you save it. Next, enter the title of the notification and your message. Finally, click the Next button in the bottom right corner.

new-push-message

In the Details tab, decide what has to happen after somebody clicks on a Push message. It can:
  • open a URL
  • open a promotion in an application
  • open news in an application
  • open a pop up in an application
When you choose one of the options described above, set the details in the next field, e.g. insert a website url which has to be opened. To go to the next step click the Next button in the bottom-right corner. 

push-details

In the Schedule & Recipients tag, decide how long the push message has to be active (in hours), set the sending date and choose on which devices it is to be displayed (with iOS or Android). You can also define the recipients of your campaign. It can be everyone or particular group (tag, smart list, segment).push-schedule

To save, click the Save button in the bottom-right corner of the screen. Your campaign is now ready. Remember that it can be sent only if you change its status from the Draft to New in the first step.

5 How to create SMS messages campaign?

Go to the Campaign section. Select SMS messages from the left vertical menu and click the Plus button at the top of the screen. If you haven’t prepared any SMS campaigns yet, you will also see the “Add new one” button in the middle of the page. In the next window, confirm that you want to create an SMS campaign and you will be redirected to the window with a form.Set the status of your campaign (choose New if you want to activate your campaign after saving) and add the campaign's name. Prepare the message content and click Next in the bottom-right corner to go to the second step. 

new-sms-campaign

In Schedule & Recipients, define the recipients of your campaign and then choose when you want to send your campaign. It can be immediately after saving or on a particular day in the future. Remember, that your campaign can be sent only if you change its status from Draft to New in the first step.

sms-schedule

Click the Save button in the bottom-right corner, and your SMS campaign is ready!

6 How to create Email campaign?

To get started, go to the Campaign module, open the Email campaigns section and click the Plus button at the top of the page. If you haven’t prepared any email campaigns yet, you will also see the “Add new one” button in the middle of the page. Confirm that you want to prepare an email campaign.Synerise’s email campaign creation tool is divided into four main tabs: Settings, Content, Parameters & Tests and Schedule & Recipients. Let’s begin with the first tab:
  1. Settings: Choose the campaign status, New or Draft. A campaign will be not sent until you set its status as New. Then Enter the Campaign name, which defines how the campaign will be displayed on the list. Remember that this is only for your information. Different names help to differentiate your campaigns on the campaign list. Then set the Campaign subject, the name that will be seen by customers. If the basic description of the new campaign is ready, click the Next button and go to the next tab.

email

  1. Content: in the Content tab you can design and modify the email’s content, which can be created either using HTML or with a ready-made Synerise template (click here to learn more about e-mail templates):
  1. The first option (“Upload email template”) lets you upload content from an external file via hyperlink – just copy and paste the link and click the blue “Upload creation” button.
  2. You can also use a template made in the Synerise Email Builder in the Campaign email section in Settings. Just choose the preferred template from the "Get template" list. When you select a template it will be displayed in the Content field. If you need to modify the chosen template (add texts or graphics, change the font, insert a table etc.), you can do it with the help of the toolbar, which can be found above the content field.
The finished template can be previewed before going to the next tab. Just click the "Preview" hyperlink, which is located beneath the content field. To go to the next step click the Next button in the bottom-right corner.  

email-campaign-content

3. Parameters & Tests: fill in all necessary fields. You can add UTMs to your campaign and change the default name displayed in the mailbox, Reply-to email and Send-as email, which are set in the Email subsection of the Setting. Also, you can also send a test email before you decide to send a campaign. Remember that if you send a test email your campaign will be saved as a draft.email-campaign-parameters4. Schedule & Recipients: choose if you want to send your campaign now or schedule it for later. If you choose the second option, fill in the shipping date manually or select the date and time from the calendar. In the next step define the recipients. Choose from the drop-down list whether you want to send the campaign to everyone or just a specific group – a Segment, Smart list or customers with a particular Tag. If you've already created one or more segments, smart lists or tags, they will be available in the drop-down list.email-campaign-scheduleTo save the draft or ship the campaign, click the Save button in the bottom-right corner.

7 How do I create a new Landing Page?

Landing Page & Microsite module is powerful tool to create beautiful and functional landing pages which you can use in your campaigns. To get started, go to the Campaign module, open Landing Page & Microsite section and click Plus button at the top of the page. If you haven’t prepared any Landing Page yet, you will also see the Add new one button in the middle of the page.

The tool consists of two sections - The Canvas where you create landing page layout and vertical drag and drop menu on the right side with different types of content blocks (you'll see it when you hover cog icon). Choose blocks from which you want to build your landing page, drag them and drop into Canvas.

 

landing-pages

At the bottom you will find three options which can help you to design your page. Choose the Elements option to rearrange blocks on site. All of the blocks can be edited. Just click the red Remove button on the right side of the block. The Content option will allow you to change the content in particular block. For changes in the layout of particular blocks, use Details.

lp

This module was created to make landing page design process easier. However, if you feel like doing it like pro, you can use the code view as well. Just click the Source button.

landing-pages-source-view

If you want to Save your landing page while working on it, click the Save changes button in the bottom-right corner. When you want to save it and leave click the Save changes & exit button next to it. You will find your new landing page on the list.

8 What type of marketing campaigns can I launch and monitor with Synerise?

With Synerise you can launch various type of marketing campaigns: email campaigns, SMS campaigns, push notifications, beacon alerts, dynamic content. Of course there are a lot of other systems that can manage each of these campaigns separately but with Synerise you can do it from one management panel and operating from a particular customers’s database.

campaigns

9 How to prepare dynamic content on a website?

Synerise provides a function that enables you to embed dynamic content on your websites. Just go to the Campaigns module and choose the Dynamic content tab. On the upper-left side of the screen you will find the Plus button – click it to start creating a new dynamic content box or click the Add new on button in the middle of the page (displayed only in a case when it's your first campaign). You'll see a new window where you need to confirm what type of campaign you want to prepare - choose Dynamic Content again.Fill in all necessary fields in the next few steps. Add a name to your campaign - it defines how it will be displayed on the list. Choose the campaign status - set active to display it on your website or inactive to prepare a draft. Then select a dynamic content template. You can use the default template which is preloaded in Synerise or prepare your own (click here to learn how to do it). Depending on the type of campaign you want to conduct, select one of these from the drop-down list:
  • Newsletter template – if you need to prepare a dynamic message that allows customers to sign up for a newsletter. It can be the default or a custom template you design. Be aware that the default newsletter template allows you to only display popup messages. You have to copy the default newsletter template, modify it and set the dynamic content type during the template creation as "Dynamic content", if you need to make a dynamic fragment of your website, on which customer can sign up for a newsletter.
  • Custom template – if you need to create dynamic content related to other actions (e.g. campaigns). For a custom template, you can select one of two message types: a popup (a window that appears when a customer visits a particular page) or  dynamic content (a webpage fragment on which the defined dynamic content appears).
When a template is selected, it will be downloaded and you can make modifications with help of the graphic wizard or by changes in the code structure (select Tools → Source code option).

dynamic-content-templates

In the next step you have to decide to whom your messages will be displayed. The "Recipients" option enables you to select a group of customers who will see (or won't see, depending on the chosen parameter) the dynamic content on your website. You can choose all customers, a segment, a smart list or even customers with a particular tag assigned to their profiles.Also, there are more parameters that you can define: the time interval after which the popup will be displayed to customer (in years, weeks, days, hours, minutes and seconds); a particular place (or set of pages) on which the popup/dynamic content will appear or not; whether prepared content will be shown on mobile and desktop devices (both of them or only one). Also, it's important to decide about the number of views per customer (how many times the popup will appear for a particular customer) or the frequency a popup display (defined in years, weeks, days, hours, minutes and seconds). 

dynamic-content-options

When completed, click the Save button in the right-upper corner of the screen to save your work.

10 Why is it better to address a campaign to a defined segment of customers?

When you segment your customers database, you do it using demographic, geographic, or behavioral criteria. Synerise can track your customers to collect their activities and identify the most relevant behavioral characteristics of each of them. When you know who your customers are and what they are interested in, you can prepare offers that speak to those interests. Segmentation is about getting the right offer to the right person at the right time.

12 How does beacon alert and push notification work?

There is a small difference between beacon alerts and push notifications, despite the fact that both of these types of messages require the installation of the appropriate application on your mobile device. A beacon alert is a message that is sent to the application when the customers comes into the range of a beacon (e.g. comes into the store). Proximity is the trigger. Push notifications are messages that are sent to the application on the customers’s device, but they can be sent automatically, regardless of where the customers is located.

13 Can I address any of my campaign to specific group/segment of customers? How to do it?

Yes you can. While preparing any type of campaign, you'll find the Recipients tab, where you can choose the audience who will receive your campaign. Click on the arrow to open a drop-down list where you can choose a particular group of customers (segment, smart list or even customers with a particular tag assigned to their profiles).Depending on your choice, a new field will appear with a list of created segments, smart lists or tags. Select one of them to narrow your audience.recipientsWant to know more about segments, smart lists and tags?  

14 How to create a new news feed?

If you want to create a new news feed, go to the Campaign section. Then select the Newsfeed option from the left vertical menu and click the Plus button at the top of the screen. If you haven’t prepared any newsfeeds yet, you will also see the New button in the middle of the page. In the next few steps, fill in all of the necessary fields, i.e. title, description, dates between which your newsfeed will be active, linked website and category.

newsfeed

Also, you can select the target group, because a Newsfeed's recipients could be customers who are aggregated into segment or a Smart List, yet it could also be a group of customers who were specifically tagged. Lastly, you can decide to send a message to everyone in your database.If you want to activate your news feed move the Publish slider to the right. You can also send a PUSH message to your recipients whenever a new post appears. To turn on this option move the 'Send PUSH message' slider to the right. 

newsfeed-options

When everything is done, click the Save button in the right-upper corner of the screen to save your new newsfeed.

15 How to create a new promotion?

If you want to create a new promotion go to the Campaign section. Select the Promotions option from the left vertical menu and click the Plus (new) button in the middle of the page. In the next few steps you have to fill in all necessary fields like the name of the new promotion, its description and set the discount code which will be used to achieve the price cut for the product (you can choose two types: a percentage reduction or a cost reduction). You can decide if you want to send a push message with this promotion. Next, select the promotion availability - to do it just choose the dates when your promotion will be held. Also, you can upload an image which will be added to the promotion message. Finally, decide in which locations the new promotion will be active by clicking the appropriate fields from the visible list of your stores. Remember that you will find only stores added earlier in the Locations tab in Synerise Settings.

promotion

When everything is done, click the Submit button in the right-upper corner of the screen to save your new promotion.

16 How to create new coupons?

If you want to create a new coupon go to the Campaign section. Select the Coupons option from the left vertical menu and click the Plus (new) button in the middle of the page.Then fill in all necessary fields like the name of a new coupon, its description (or additional description if you need it) and also set up the parameters of the URL - a link to the terms of promotion. 

coupon2

You also need to select coupon validity. Just choose the dates between which your coupon will be valid and the type of discount (two types: percent or cost) and set its value.

coupon3

You can define more parameters like the number of coupon uses (single or multiple uses) or decide to which customers a new coupon will be sent. You can arrange for it to be sent to everyone or particular group (tag, smart list, segment). Finally, you need to decide in which locations the new coupon can be used by clicking the appropriate fields from the list of your stores. Remember that you will only find stores added earlier in the Locations tab in Synerise Settings.When everything is done, click the Save button in the upper-right corner of the screen to save your new coupon. 

17 How to create stampcards?

If you want to create a new stampcard go to Campaign section. Select the Stampcards option from the left vertical menu and click the Plus (new) button or, if you haven’t prepared any stampcards yet, you will also see the New button in the middle of the page.Fill in all necessary fields like the name of the new stampcard and its description. Next, specify the card’s validity by filling in the appropriate dates (active from; expires on). You can define more parameters like the number of required stamps that customers have to gain to achieve a discount. Also, you can select the type of stampcard (single or multiple use). Finally, you have to decide in which locations the new stampcard is active by clicking the appropriate fields from the list of your stores. Remember that you will only find stores added earlier in the Locations tab in Synerise Settings. 

stampcards

When everything is done, click the Save button in the right-upper corner of the screen to save your new stampcard.