Introduction
What is a punch card program?
A punch card program is a type of loyalty program that incentivizes customers to keep purchasing products or services from a brand in exchange for a reward (ie. free product, free service, or discount) after they’ve purchased a certain amount of products or services.
Chapter 1
What is a punch card program?
A punch card program is a type of loyalty program that incentivizes customers to keep purchasing products or services from a brand in exchange for a reward (ie. free product, free service, or discount) after they’ve purchased a certain amount of products or services.
Chapter 2
Are there any prerequisites to surfacing punch card data in Email Builder?
- Set up the custom fields for Punch Card Stamps, Completed Punch Card, and Last Order Count in Campaign Monitor.
- Data must be uploaded into Campaign Monitor either by file upload (ex. .xls, .csv), API, or CRM integration.
Chapter 3
What are the ways to surface punch card data in Email Builder?
Customers can surface points data in Email Builder by:
- Using personalization tags. (Included in all packages.)
- Using dynamic content tags. (Included in all packages.)
- Using LiveImages. (Included in Essentials and Premier plans)
The Email Builder makes it easy to personalize your campaigns when surfacing your customers’ loyalty data. Adding loyalty information in your campaigns can build your relationship with your customers in a few different ways:
- It makes your customer feel like you’re interested in how they’re interacting with your program
- It incentivizes your customers to continue accumulating punch card stamps and purchase products/services from your brand
It tells your customer you’re invested in running a well-managed loyalty program
Follow the instructions below to understand how to surface referral-based data in your campaigns!
Chapter 3
Chapter 4
Punch Card Program
Prerequisites
The following custom fields must be present in your list. For instructions on how to set up these custom fields, read here.
| Custom Field Name | Data Type | Personalization Tag | Description |
| Punch Card Stamps | Number | [PunchCardStamps] | Count of how many stamps a customer has accrued. |
| Completed Punch Cards | Number | [CompletedPunchCards] | Count of how many punch cards a subscriber has completed. |
| Last Order Count | Number | [LastOrderCount] | Count of how many items were purchased in the last order. |
Chapter 5
Using Email Builder
The most straightforward way to show referral data in your campaigns is to use custom fields. You can surface the subscriber’s Punch Card Stamps by calling the appropriate personalization tag in your campaign. By calling the personalization tag, we’ll dynamically change the tag to display information relevant to each subscriber.
Using the punch card personalization tag within Email Builder.
Punch card program personalization tag after the campaign is sent.
To read more about surfacing custom fields within an email, click here.
Chapter 6
Dynamic Content Tags for HTML emails
If you are building HTML emails, you’ll have more flexibility to customize your emails with dynamic content tags. Here are some examples of how you can surface points data in your HTML campaign.
Adjust design based on punch card stamps.
Example of serving different images based on punch card count with dynamic content tags.
With dynamic content tags, you can show different text and images based on the subscriber’s Punch Card Stamps value. Create a section in your HTML email to personalize your message like below.
[if:PunchCardStamps="0"] Your have no stamps on your punch card. Earn 5 stamps to receive a reward! <img src="https://domain.com"/incompletePunchCard-0.jpg" /> [elseif:PunchCardStamps="1"] Your have 1 stamp on your punch card. Earn 5 stamps to receive a reward! <img src="https://domain.com"/incompletePunchCard-1.jpg" /> [elseif:PunchCardStamps="2"] Your have 2 stamps on your punch card. Earn 5 stamps to receive a reward! <img src="https://domain.com"/incompletePunchCard-2.jpg" /> [elseif:PunchCardStamps="3"] Your have 4 stamps on your punch card. Earn 1 more stamps to receive a reward! <img src="https://domain.com"/incompletePunchCard-3.jpg" /> [elseif:PunchCardStamps="4"] Your have 3 stamps on your punch card. Earn 2 more stamps to receive a reward! <img src="https://domain.com"/incompletePunchCard-4.jpg" /> [elseif:PunchCardStamps="5"] Congrats! You earned a reward! <img src="https://domain.com"/completedPunchCard.jpg"/> [else] You currently don't have any loyalty benefits. <a href="http://www.domain.com/link4">Join today</a>! [endif]
Chapter 7
Let the subscriber know they’re only a few more purchases from the next reward.
Example of serving different copy based on punch card count with dynamic content tags.
In addition to serving different images in your email, you can add different text to your HTML code based on subscriber’s Punch Card Stamps value. Create a section in your HTML email to personalize your message like below.
[if:PunchCardStamps="0"] You have no stamps on your punch card. Earn 5 stamps to receive a reward! [elseif:PunchCardStamps="1"] You have 1 stamp on your punch card. Earn 5 stamps to receive a reward! [elseif:PunchCardStamps="2"] You have 2 stamp on your punch card. Earn 5 stamps to receive a reward! [elseif:PunchCardStamps="3"] You have 3 stamps on your punch card. Earn 2 more stamps to receive a reward! [elseif:PunchCardStamps="4"] You have 4 stamps on your punch card. Purchase a product today to receive a reward! [elseif:PunchCardStamps="5"] Congrats! You earned a reward! See below for details. [else] You currently don't have any loyalty benefits. <a href="http://www.domain.com/link4">Join today</a>! [endif]
For further instructions on how to use dynamic content tags, read here.
Chapter 8
Conclusion
Setting up personalization in your tier-based campaigns ensures that you’re sending the right message to your subscribers, making them feel that you recognize their value and their relationship with you and your brand!
For in-depth loyalty program check-lists, read below:
For other how-to loyalty guides, read below:
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