Overview

This document provides detailed instructions on creating and configuring a Promo Campaign using the Campaign Builder. It guides you through the key steps to set up your campaign, including defining your campaign goals, selecting the right target audience, choosing the campaign type, and customizing your settings.

Create Promo Campaign

Go to Promotions > Promo Campaigns and click Create Campaign. The New Promotion Campaign page opens. To create a Promo Campaign, perform the following five key steps:

1. Define Qualification Criteria
2. Select Target Segment
3. Set Up Reward
4. Set Up Delivery Preference
5. Publish Campaign

Define Qualification Criteria

The Start Here section is where you choose how users will qualify for the reward. The qualification criteria provide the following options:

• Past behavior/Custom list: Target users based on actions performed in the past or a custom list uploaded to the CleverTap dashboard. For example, you can target users who have not done a transaction in the last 6 months, and offer them a 20% discount coupon.
• Live behavior: Trigger rewards in real-time when a user performs or does not perform an event. For example, you can trigger a reward when a user adds items to their cart but does not complete the checkout process within a set timeframe.

Select Target Segment

The Who section allows you to define who should receive the reward using the rule builder. The Target Segment rule builder lets you select users from an existing saved segment or create a new segment using event and property-based rules as follows:

• Find users from segment: Select users from a saved segment or define a new one.
• Create rules based on events: Build custom logic using event and property-based conditions
  • Users who have done specific events
  • Users who have not done certain events
  • Users who have common user properties, such as device type and location, are part of a particular segment, and so on.
  • Users who have common interests or share common behavioral traits or usage patterns, such as frequent shoppers or high-engagement users.
• Option to enable Constant event property, which keeps event property values fixed during evaluation. It is useful when comparing multiple events with shared attributes. For example, you can lock the Product ID property across both events to find users who viewed and purchased the same product.

Set Up Reward

The What section allows you to define the reward type for your Promo Campaign. Depending on your selection, the configuration options vary. CleverTap supports the following reward types:

• Wallet Points
• Coupons
• Partner Vouchers
• Custom Rewards

Set Delivery Preferences

The When section defines when the campaign starts and ends, and the controls available vary based on whether you select a Past Behavior Segment (PBS) or a Live Behavior Segment.

For Past Behavior Segments or Custom List (PBS)

When you select Past Behavior or Custom List Segment, the When section shows the following options:

For Live Behavior Segments

When you select Live Behavior Segment, the When section shows the following options:

Publish Campaign

Once you define all the above sections, click Publish Campaign to activate or schedule the campaign.

Reward Types

Each reward type includes different configuration settings, described in the sections below:

Loyalty Points

Use Loyalty Points to incentivize users with loyalty points that can be accumulated and redeemed within your app or platform. This option requires that wallets be pre-created in your CleverTap account.

The following configuration options are available when Loyalty Points is selected:

📘

Points to Consider

• Custom Activation does not check user behavior. It delays redemption so businesses can increase net profit on orders.
• Wallet must be pre-configured in your account.

Coupons

Use Coupons to provide users with discount codes or special offers. Coupons must be pre-created in CleverTap and active.

The following configuration options are available when Coupons is selected:

Partner Vouchers

Use Partner Vouchers to distribute unique codes provided by third-party providers integrated with your account.

The following configuration options are available when Partner Vouchers is selected:

📘

Note

• Only active, unexpired voucher lists are displayed.
• No preview of voucher details is available.
• System ensures each user receives a unique, unused code.

Custom Rewards

Use Custom Rewards to integrate external reward systems. When a user qualifies, CleverTap triggers a webhook call to your configured endpoint, enabling you to issue rewards such as third-party gift cards, credits, or custom incentives.

The following configuration options are available when Custom Rewards is selected:

📘

Points to Consider

Before you begin:

• Ensure you configure the webhook endpoint before creating the campaign.
• Verify that the endpoint can handle campaign volume, retries, and logging.

During setup:

• Physical & Digital Rewards and Self-managed Wallet Credits have separate configuration options; choose the appropriate type based on your use case.
• The reward payload is fully customizable and scales automatically with campaign volume.
• Custom Rewards give maximum flexibility but require your external system to handle issuance and redemption.

JSON Payloads

The following is an example payload for both types of custom rewards:

{
  "profiles": {
    "email": "[email protected]",
    "identity": "foo",
    "phone": "+919538784114",
    "objectId": "g55b74fb10307"
  },
  "reward": {
    "clientRewardId": "110303",
    "clevertapRewardId": "20303",
    "rewardName": "PVR MOVIE TICKET",
    "rewardDescription": "Free PVR Movie ticket",
    "campaignId": 123494
  },
  "customMetadata": {
    "metadata key1": "value1",
    "metadata key2": "value2"
  }
}

{
  "profiles": {
    "email": "[email protected]",
    "identity": "foo",
    "phone": "+919538784114",
    "objectId": "g55b74fb10307"
  },
  "reward": {
    "clientRewardId": "110303",
    "clevertapRewardId": "20303",
    "rewardName": "PVR MOVIE TICKET",
    "rewardDescription": "Free PVR Movie ticket",
    "campaignId": 123494
  },
  "customMetadata": {
    "metadata key1": "value1",
    "metadata key2": "value2"
  }
}

Best Practices

Maximize campaign effectiveness and avoid common pitfalls with the following best practices for setup, execution, and management:

• Use Segments Wisely: Tailor rewards with meaningful segmentation.
• Test Before Scaling: Start small to validate campaign performance.
• Set Limits: Always define per-user and per-campaign limits.
• Reward Inventory: Ensure sufficient reward stock throughout the campaign.