One great way of using a workflow is treating customers with surprises on their birthdays. By recognizing your customers on their special day, you can show that you care and create a positive emotional connection.

Please note that Antavo needs to be informed about your customers’ birth dates in order to be able to reward them on the correct day.

Cases we will cover:

Case 1: Customers receive a 10% off coupon on their birthdays

In our first use case, we will show you how to award a 10% coupon code to your customers on their birthday.

Open

1. Open Workflows management and click the ‘Create new workflow’ button in the sidebar

2. Name the workflow and click ‘Create’

3. Drag and drop an On a date trigger to the canvas

• Set the recurrence of the trigger to Daily, so that it runs on a daily basis

• Choose the time of day when the coupon will be issued

• Click the ‘Update’ button

Open

In this example, the workflow will send a coupon at 7 am to every customer who has a birthday on the current day.

4. Add a Customer attribute filter to the canvas and connect it to the On a date trigger

In this filter, we will define which customers the workflow should be applied to.

• Select Birth date as the customer attribute name

• Add the in date operator

• Set the value to this day

• Click the ‘Update’ button
  
  

5. Add an Assign coupon action to the canvas and connect it to the success (green) branch of the Customer attribute filter

In this step, we will set up all the information needed to define the 10% off coupon codes to be assigned to customers

• Choose the coupon source
  Generate: If you want Antavo to generate codes, define the coupon pattern in the ‘Pattern’ field, based on the following rules: “#” denotes a digit (0-9), “@” denotes an alphabetic character (A-Z), “*” denotes an alphanumeric character and all other characters can be added as literals
  For example, if you set the pattern to BIRTHDAY###, a coupon code could be BIRTHDAY596
  Remote: If you’d like to maintain more control over coupon management, you can set a callback URL endpoint in the ‘URL’ field that provides us with coupon codes to issue. If you need us to provide your endpoint with the pattern, you can define it in the ‘Pattern‘ field as previously described.

• Set the coupon type to percentage

• Set the value of the coupon to 10

• Set the expiration time (optional)

• Click the ‘Update’ button
  
  

6. Add a Webhook message action to the canvas and connect it to the success (green) branch of the Assign coupon action

As coupons are not sent to customers automatically by Antavo, customers will only learn that they have received a coupon if you notify them.
Antavo can provide you with the necessary information in the form of a webhook message. This way you can send your customers a notification through your newsletter provider and handle coupon redemption restrictions in your webstore environment. In this step, we will set up a webhook message, but make sure you consult with your developer team and refer to this article beforehand.

• Add the URL of the webhook endpoint that your developers have set up

• Set a timeout value for the webhook request in seconds
  This is optional, but if you leave it blank, the default value of 1 second will be applied.

• Set the content type
  The data can be sent in either URL-encoded or in JSON format, whichever is more comfortable for your developer.

• In the ‘Fields’ section, add the list of the information you need Antavo to provide

• Click the ‘Update’ button

Please, make sure to consult with your developer when setting up webhook messages.

However, in case you have a Trigger Marketing Communication action node in the left sidebar, you don’t need to process a webhook message. Antavo can trigger an event in your newsletter provider, which will send coupon codes to your customers. To use the out-of-box solution, add a Trigger Marketing Communication action instead of the ‘Webhook message’ action this way:

6. Add a Trigger Marketing Communication action to the canvas and connect it to the success (green) branch of the Assign coupon action

• Select the event you would like to trigger from the dropdown list that appears in the ‘Event’ field

• Fill the ‘Payload’ with the content you want to include in the event

• Click the ‘Update’ button

Congrats, your workflow is all set! Don’t forget to save your workflow by clicking on the ‘Save’ button before closing the page. When you want to activate your workflow, set the status to ‘Active’ at the top of the canvas.

Case 2: Customers in each tier get a different amount of points as a gift on their birthdays

In addition to coupon codes, you can reward your customer with bonus points on their birthdays, which gives them the freedom to choose how they want to use their gift. The Workflows module gives you the possibility to add a different number of bonus points based on any customer attribute. In this example customers in a higher tier will get more bonus points than those in a lower customer tier. Basic tier customers should receive 50 points, while Premium tier customers should be awarded 100 points.

1. Open Workflows management and click the ‘Create new workflow’ button in the sidebar

2. Name the workflow and click ‘Create’

3. Drag and drop an On a date trigger to the canvas

• Set the recurrence of the trigger to Daily, so that they run on a daily basis.

• Choose the time of day when Antavo should issue the coupon.

• Click the ‘Update’ button.
  
  

4. Add two Customer attribute filters to the canvas and connect them to the On a date trigger on separate branches

The first filter will define Basic tier customers who have their birthdays on the current day:

• Select Birth date as the first attribute name

• Add the in date operator

• Select this day

• Click the ‘AND' button

• Select tiers.{unique_id}._id as the second attribute name where {unique_id} is the ID of the tier structure

• Add the equals with operator

• Set the value to Basic
  Use the name of the tier that you have set up in the Tiers module.

• Click the ‘Update’ button

The second filter will define Advanced tier customers who have their birthdays on the current day

• Select Birth date as the first attribute name

• Add the in date operator

• Set the value to this day

• Click on the ‘AND’ button

• Select tiers.{unique_id}._id as the second attribute name where {unique_id} is the ID of the tier structure

• Add the equals with operator

• Set the value to Advanced
  Use the name of the tier that you have set up in the Tiers module.

• Click the ‘Update’ button

If you have more than two tiers in your loyalty program, feel free to add more Customer attribute filters to define each tier.

5. Add two Campaigns bonus actions to the canvas and connect them to the success (green) branches of the corresponding filters

The first action will define the number of bonus points that Basic tier customers will receive:

• Set ‘Points’ to 50

• Fill the ‘Description’ field
  This message will appear on the Points history page, indicating the reason why 50 points were added to the customer’s balance.

• Click the ‘Update’ button
  
  

• The second action will define the number of bonus points that Advanced tier customers will receive:

• Set ‘Points’ to 100

• Fill the ‘Description’ field
  This message will appear on the Points history page, indicating the reason why 100 points were added to the customer’s balance.

• Click the ‘Update’ button

If you have defined more customer filters, make sure to connect a Campaign bonus action to each of them.

Congrats, your workflow is all set! Don’t forget to save your workflow by clicking on the ‘Save’ button before closing the page. When you want to activate your workflow, set the status to ‘Active’ at the top of the canvas.

Case 3: Customers get a 10% coupon on the first day of the month of their birthday

This case will be structured very similarly to the first one. The only difference is the day on which customers receive their coupon code reward.

1. Open Workflows management and click the 'Create new workflow' button in the sidebar

2. Name the workflow and click 'Create'

3. Drag and drop an On a date trigger to the canvas

• Set the recurrence of the trigger to Monthly, so that the workflow runs on a monthly basis

• Choose the first day of the month when the coupon will be issued

• Choose the time of the first day of the month when the coupon should be issued

• Click the ‘Update’ button

4. Add a Customer attribute filter to the canvas and connect it to the On a date trigger

In this filter, we will define which customers the workflow should be applied to

1. Select Birth date as the customer attribute name

2. Add the in date operator

3. Set the value to this month

4. Click the ‘Update’ button

5. Add an ‘Assign coupon’ action to the canvas and connect it to the success (green) branch of the ‘Customer attribute’ filter

In this step, we will set up all the information needed to define the 10% off coupon codes to be assigned to customers.

• Choose the coupon source
  Generate: If you want Antavo to generate codes, define the coupon pattern in the ‘Pattern’ field, based on the following rules: “#” denotes a digit (0-9), “@” denotes an alphabetic character (A-Z), “*” denotes an alphanumeric character and all other characters can be added as literals
  For example, if you set the pattern to BIRTHDAY###, a coupon code could be BIRTHDAY596
  Remote: If you’d like to maintain more control over coupon management, you can set a callback URL endpoint in the ‘URL’ field, which provides us with coupon codes to issue. If you need us to provide your endpoint with the pattern, you can define it in the ‘Pattern’ field as described before.

• Set the coupon type to percentage

• Set the value of the coupon to 10

• Set the expiration time (optional)

• Click the ‘Update’ button

6. Add a Webhook message action to the canvas and assign it to the success (green) branch of the Assign coupon action

As coupons are not sent to customers automatically by Antavo, customers will only learn that they have received a coupon if you notify them.
Antavo can provide you with the necessary information in the form of a webhook message. This way you can send your customers a notification through your newsletter provider and handle coupon redemption restrictions in your webstore environment. In this step, we will set up a webhook message, but make sure to consult with your developer team and refer to this article beforehand.

• Add the URL of the webhook endpoint set up by your developers

• Set a timeout value for the webhook request in seconds: this is optional, but if you leave it blank, the default value of 1 second will be applied

• Set the content type: the data can be sent in either URL-encoded or JSON format, whichever is more comfortable for your developer

• In the ‘Fields’ section, add the list of the information that you need Antavo to provide

• Click the ‘Update’ button

Please, make sure to consult with your developer when setting up webhook messages.

However, in case you have a Trigger Marketing Communication action node in the left sidebar, you don’t need to process a webhook message. Antavo can trigger an event in your newsletter provider, which will send coupon codes to your customers. To use the out-of-box solution, add a Trigger Marketing Communication action instead of the ‘Webhook message’ action this way:

6. Add a Trigger Marketing Communication action to the canvas and connect it to the success (green) branch of the Assign coupon action

1. Select the event you would like to trigger from the dropdown list that appears in the ‘Event’ field

2. Fill the ‘Payload’ with the content you want to include in the event

3. Click the ‘Update’ button

Congrats, your workflow is all set! Don’t forget to save your workflow by clicking on the ‘Save’ button before closing the page. When you’re ready to activate your workflow, set the status to ‘Active’ on the top of the canvas.

Case 4: Testing the efficacy of different types of birthday rewards

In this case, we are testing 3 types of rewards by splitting the ‘Advanced’ tier segment into 4 equal groups. The first 25% group will receive a 10 EUR coupon, the second 25% group will receive a 10% off coupon, and the third 25% will receive 100 bonus points. The final group of 25% will be the control group, which will not receive any reward, so you can clearly identify external factors when analyzing the effectiveness of different incentives at the end of your campaign.

To further sophisticate the workflow, we have added two customer filters as well: we will target English-speaking customers and those who are signed up for email communication.

1. Open Workflows management, click the ‘Create new workflow’ button in the sidebar

2. Name the workflow and click ‘Create’

3. Drag and drop an On a date trigger to the canvas

• Choose the repeat option in order to set the workflow to begin every day

• Define the testing period by setting a Start date and an End date

• Set the trigger recurrence to Daily so the workflow will run on a daily basis

• Choose the time of day when the customer should receive the rewards

• Click the ‘Update’ button

4. Add a Customer attribute filter to the canvas and connect it to the On a date trigger

In this example, we will restrict our A/B test to customers who meet 3 requirements:

• Birthday criteria

  • Select Birth date as the first attribute name

  • Add the in date operator

  • Set the value to this day

• Tier criteria

  • Click on the ‘AND’ button

  • Select tiers.{unique_id}._id as the second attribute name where {unique_id} is the ID of the tier structure

  • Add the equals with operator

  • Set the value to Advanced

• Segment criteria
  Before you add the filter, make sure you have the segment created under the Customer insights menu or synced from your email service provider.

  1. Click on the ‘AND’ button

  2. Select Relations as the attribute name

  3. Add the in segment operator

  4. Set the value to signed up to email

5. Add 3 A/B test actions to the canvas and connect them to the success (green) branch of the Customer attribute filter

In this step we will split the selected customers into four test groups and attach the customer list to which they will be added automatically.
Make sure you create four lists for the four test groups under the Customer insights menu before you begin setting up the A/B test.

• 25% will be added to the 10% coupon list

• 25% will be added to the 10 EUR coupon list

• 25% will be added to the 100 bonus points list

• 25% will be added to the control group list

6. Add an Assign coupon action to the canvas and connect it to the A endpoint of the A/B test action

• Choose the coupon source
  Generate: If you want Antavo to generate codes, define the coupon pattern in the ‘Pattern’ field, based on the following rules: “#” denotes a digit (0-9), “@” denotes an alphabetic character (A-Z), “*” denotes an alphanumeric character all other characters can be added as literals
  For example, if you set the pattern to BDAY###, a coupon code could be BDAY111.
  Remote: If you’d like to maintain more control over coupon management, you can set a callback URL endpoint in the ‘URL’ field that provides us with coupon codes to issue. If you need us to provide your endpoint with the pattern, you can define it in the ‘Pattern field as previously described.

• Set the coupon type to amount

• Set the value of the coupon to 10

• Set the expiration time (optional)

• Click the ‘Update’ button

7. Add an Assign coupon action to the canvas and connect it to the B endpoint of the A/B test action

1. Choose the coupon source
   Generate: If you want Antavo to generate codes, define the coupon pattern in the ‘Pattern’ field, based on the following rules: “#” denotes a digit (0-9), “@” denotes an alphabetic character (A-Z), “*” denotes an alphanumeric character all other characters can be added as literals
   For example, if you set the pattern to BDAY10###, a coupon code could be BDAY10111
   Remote: If you’d like to maintain more control over coupon management, you can set a callback URL endpoint in the ‘URL’ field that provides us with coupon codes to issue.  If you need us to provide your endpoint with the pattern, you can define it in the ‘Pattern field as previously described.

2. Set the coupon type to percentage

3. Set the value of the coupon to 10

4. Set the expiration time

5. Click the ‘Update’ button

8. Add a Campaign bonus action to the canvas and connect it to the C endpoint of the A/B test action

• Set the ‘Points’ to 100

• Fill in the ‘Description’ field: this message will appear on the Points history page, indicating the reason why 100 points were added to the customer’s balance

• Click the ‘Update’ button

Congrats, your campaign is all set! Don’t forget to save your workflow by clicking on the ‘Save’ button before closing the page. When you are ready to activate your workflow, set the status to ‘Active’ on the top of the canvas.