This setup guide walks through the necessary parts of setting up a loyalty campaign: creating a loyalty list for triggered campaigns, creating subscription points for loyalty signups, and connecting your loyalty provider to Listrak to receive loyalty data.
If you are already working with a Listrak onboarding team for list setup, import, and subscription points, you may skip the steps that have already been completed.
First, set up a loyalty-specific list that contains all automated messages associated with your loyalty campaign.
- Navigate from the home menu to Manage.
- Go to Lists.
- Then List Manager.
- Click New List.
- Enter a List Name. For example, Loyalty.
- Add the list to your automated campaigns folder. If you do not have an automated campaigns folder, create one here.
- Click Create.
SIGNUP SUBSCRIPTION POINTS
The next step is to be sure you're adding subscribers to your loyalty list upon subscription. Loyalty program signups can be done by: a dedicated signup page, account signup, checkout page opt-in, or as a part of your popup acquisition strategy.
Click here to learn more about setting up subscription points.
IMPORTING EXISTING LOYALTY MEMBERS
If you're currently integrated with a loyalty provider, you must import your current list of loyalty subscribers to Listrak.
Please follow this step-by-step guide to import contacts.
- TIP: Be sure to import your contacts to the loyalty list that you've previously created.
Lastly, set up your loyalty partner integration. Follow the below guide that's applicable to your provider.
- Annex Cloud
- Yotpo Loyalty (formerly Swell)
SET UP A CAMPAIGN
After you've completed the above sections, use your loyalty data to create loyalty specific campaigns such as a Welcome Series, Re-engagement, points expiration reminder, a monthly point balance, or a loyalty tier change.