Define Categories - Discount restrictions in campaigns

After setting the general campaign limitations, there is the option on the third section of the campaign setup reward settings and limitation to include even more rules.

1. Customer Segment

You can choose a target segments of your customers to make the promo valid only to them. Using the Customer segment limit you can include or exclude certain customer segments.

The following table includes some use case scenarios along with their description parameters for customer segmentation.

Parameter

Requirement

Use Case

New contact

Customer ID

First time order

Subscriber

Subscriber ID

Subscribed to newsletter but never customer

Returning/registered

Tracking pixel on the website

Already a customer

Referred

Marked as 'referred' or referral ID

Referred by current customer

Won back

Tracking pixel on the website

Coming back after X period of time

Profitable / unprofitable score ( based on customer lifetime value, coupon use, etc )

Tracking pixel on the website

Decrease churn risk by appreciating loyalty

Coupon abuse score

User agent data

2. Product Category

You can restrict the promo to be available only on a certain product category or exclude one.

Examples for use cases include:

Parameter

Requirement

Use Case

Category limitation

Category ID

Valid only for Jackets, Shoes, Pizza

Product limitation

Category ID/ Product ID

Valid only for Jacket X

Seller/ brand limitation

Seller ID

Valid only on restaurant X, seller Y

Min price of a single product

3. OS / Platform

Restrict the promo to be available only for redemption on your App or desktop, this works well if you want to increase your app users by encouraging new or existing ones to install the app or visit your online shop to get the promo.

Parameter

Requirement

Use Case

Restricted to platform

App / OS info

Valid only on mobile app transaction

4. Area / Locations

This tab lets you restrict the promo to be valid in a certain area. You can restrict validity of the place of order (your store, valid only in airport locations) as well as the shipping destination (Valid only in certain shipping destinations).

Parameter

Requirement

Use Case

Restricted to order place/area

Area code or geolocation

Valid only for orders in the airport locations

Restricted to shipping place/area

Shipping address

Free delivery only in Berlin

Make the promo only available when the customer uses certain payment method.


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