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Use loyalty incentives to encourage your customers to provide information about themselves and their shopping habits. With Antavo’s Gamified profiling module, you can ask a set of questions that you would like customers to answer and give points in return for completing the survey by assigning a point value for each question set. You can use the dedicated endpoints of the Display API to add the configured questions flow to your membership site.

After collecting all this information, use this data across marketing activities by creating an export or syncing them to your newsletter provider.

The module introduces the factory profiling_answer and profiling_flow events.

• The profiling_answer event is registered on the customer’s event history when an answer to a configured question is submitted through a request sent to the Display API.

• The profiling_flow event is automatically written down if no question, that you have added to a profiling survey, is left unanswered by the customer.

The profiling_answer and profiling_flow events are internal, meaning that these events cannot be registered by sending requests via the Events API.

Find the configuration page by clicking the icon in the main sidebar or typing 'Gamified Profiling' into the search bar of the Modules menu. The page will open to the list of profiling flows that are already set up with the following information:

• Name of the flow
  A text label, immediately below the unique ID, specifies if the account is Active or Inactive.

• Points awarded for answering the questions

Adding a new question

• Click the ‘Create’ button on the top right-hand corner of the Questions page or the ‘Create new question’ option in the sidebar

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• To save the customer’s answer as a customer data field, tick the checkbox and select the field to save the answer to.
  Learn more about the customer fields and how to create them here.

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Note that if answers and tags (that you’ll define under ‘Answer settings’ later on) do not match the format of the selected customer field, then customers won’t be able to answer the question. You can find the required format of each field on the Customer fields page under the Customers tab of the Settings menu.

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• Click ‘Create new flow’ in the module sidebar

• Enter the name of the flow

• Write a description

• Add the number of points customers should get for answering all questions in the flow

• Select customer segments who can answer the questions
  Read more about segments here.

• Decide if you want the flow to be visible for the selected segments only
  If the checkbox is ticked and the customer is not in the selected segment, the flow may appear as a restricted item on the membership site.

• Add the start and end dates
  The Display API endpoint returns active flows between the configured start and end dates.

• Upload an image

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Please note, that the flow completion settings are not available through the Entities API yet, currently, this serves informative purposes only.

Points economy

If your brand uses Multi-accounts, select the account to which the related events and earn points should be registered.

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Don’t forget to click ‘Create’ before leaving the page.

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Filter your question list on the Backoffice by clicking the ‘Filters’ button at the top of the Questions page, next to the ‘Create’ button. After selecting the question type(s) you’d like to filter to, click ‘Apply’ to see the filtered list. ‘Reset’ filtering to access the entire list again.

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Settings

Under the Settings tab, you can find a checkbox to enable the display of profiling flows in form of cards on the membership site that is built with Antavo’s iframe frontend solution.

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Adding new flow attributes

You can add further configurable attributes to the flows via the Custom entities extension by extending the 'Gamified profiling - Flow' factory entity. The newly defined, activated attribute will be added to the flow editor page as a configurable field.