Tutorial: How to set up Customer Loyalty Rewards

Use the Customer Loyalty Rewards app to create a registration form where users submit their personal details in exchange for an online promotional code, linked to exclusive free gifts or discounts. To set up your Customer Loyalty Rewards promotion, follow the steps below: 

 

Step 1. Create promotion

1. Access the Easypromos Control Panel and log in with your email address and password to manage and create promotions.

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2. Click the green button to Create a new promotion.

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3. You’ll see a list of all the products available. Choose Customer Loyalty Rewards to set up an online promotion, in which participants register for gift or discount codes.code1.jpg

4. Choose which platform version you want to use: Premium or White Label. Click Continue.

 

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You’ve created your promotion! In the background, you’ll see the Promotion Management Page. A pop-up window will ask for some extra information to help with pre-settings. If you're not interested, click “Skip this step”.

  • Default language: This is the language in which the promotion is usually displayed. Edit it to suit your audience.
  • Country. You can select a target country or countries for the promotion. The platform will filter entries so that only users with an IP address from these countries can take part. Learn more about country restrictions.
  • Would you like to link this promotion to a Facebook Page? If you’d like to link the promotion to a Facebook Page, you can do so here. This makes your promotion easier to manage.

6. After saving or skipping this step, you’ll find yourself on the Promotion Management Page, with all your promotion settings. Below, we explain the most important sections:

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  1. Header. This displays the title of the promotion, the version (Premium or White Label), and the promotion ID number. You'll also see the promotion status, which indicates whether the promotion is Draft, Active or Expired, as well as if it’s about to start. Once the promotion period has ended, this field will be marked in red saying: Status: Expired. You can choose what to show on an expired promotion page.
  2. Link to the promotion. Use this URL whenever you share the promotion. Learn more about sharing here. The copy link button instantly copies the link, to make sharing even easier.
  3. Activate Promotion. When the promotion is ready to launch, click this button to activate it. You'll be taken to the activation page, where you can review billing information and make payments.
  4. Side menu. All your promotion settings in one place.
  5. View tutorial. This tutorial guides you step by step through the creation and management of your promotion.
  6. Promotion dates controls the timezone and phases of the promotion.
    Languages indicates the default language of the promotion. You can edit this if you wish.
    Localization enables you to limit participation to one or several countries. Learn more about country restrictions.
  7. Next steps: Practical recommendations to guide you in the creation and management of your campaign.
Top tip: The promotion ID number (#) is a unique identifier for each promotion. Quote this number if you need to contact the Easypromos team with any issues. This will make it easier for us to review your settings and help you out.

Step 2.  Upload codes

The next and most important step is to upload the codes for your promotion. The system will be able to verify whether participants are registering with valid codes. If they do not have a valid code, they will not be able to finish the registration process.

Note: The Easypromos system can load and validate alphanumeric codes, but the codes must be created outside the Easypromos platform. If you do not have your own code generation system, you can use an online tool or software like this popular free tool.

The process of uploading codes and setting up validation has 2 steps:

 

Step 1: Create a codeset to contain your codes

The codeset is where you will upload all your valid codes. If you have a very large number of codes, you must upload them in batches of 20,000. The total maximum number of codes is 2 million.

In order to create the codeset, follow the steps below:

1. Go to the promotion Editor.

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2. Click Codeset, in the Tools section of the left-hand menu. Next, click on the New codeset button to start uploading your codes:

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Uploading the codes is very simple. Just copy and paste them into the corresponding field.

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Remember:

  • You can upload codes in batches of 20,000, with a maximum limit of 2 million codes. 
  • You can add new codes at any time via Editor > Tools > Codeset.

Step 2: Set up the registration form to validate codes

Next, add a field to the registration form where users can enter their codes for validation. Follow the steps below:

1. Without leaving the Editor, go to Pages > Entry Form and choose Additional Text Field. Complete the following sections:


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  • Title: This will be displayed on the registration form, for instance: "Write your code here".
  • Short title: If you export the promotion data as an Excel file, this will be the title of the column which shows users' codes.
  • Text length field: You can edit the size of the text box available for codes. 
  • Method of validation: Because you are using the Customer Loyalty Rewards app, choose By a codeset as the method of validation. Then, in the drop-down menu, select the codeset which you created in the previous step.

Note: Alternatively, you can choose to validate codes By a regular expression. This means that your codes will be validated by pattern recognition. For example, you can create a regular expression which dictates that valid codes must be numeric and have 10 digits.

  • One-time use values: Enable this option to check that codes are valid and are only used once. Participants will not be able to reuse codes.
  • Mark it as a mandatory field. Mark the text field as mandatory, so that users cannot register without validating their code.
  • Make this custom field public. Customer Loyalty Rewards entries are not displayed publicly, so you do not need to enable this option.

 

Step 3. Customize text and images for each page

The platform comes with many default features, based on which version (Premium or White Label) you have chosen. At this point, you can customize the default features of the design, including text, images, colors and typography.

1. Go to Editor > Welcome to format the text and images on each page of the promotion. You'll also want to edit the Entry form and Thank you pages:

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A) Welcome.

  • Change the provisional title for one that best describes your promotion.
  • Format the text and upload an image to make the page more dynamic.
  • Use the description to explain exactly how the promotion works. Make sure your followers know how to participate. You can also customize the “Participate” and “See Participants” buttons.

B) Entry Form.

C) Thank You.

  • Customize the final page with an optional image and thank you message. You can also customize the share buttons. Go to Thank you > Options to add a "Disconnect and start over" button.

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And you can customize the following features, which apply to all pages of the promotion:

  • Customize the name and icon of each section in the promotion menu. For example, you can change the default name of the "Welcome" page to "Start", with an icon to match.
  • Add new sections to the promotion menu for additional content. This new section can be set up in two different ways:
    • New page, for example, to present and explain the prizes of the promotion.
    • External link, to drive traffic to your website or microsite.

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Learn how to customize the promotion menu in this tutorial.

Note: download the Easypromos Design Guide for recommended image dimensions throughout the promotion design.

 

Step 4. Customize the design

You can completely customize the look and feel of the promotion to match your brand, product or campaign theme. The Design menu offers the following options:

  • Colors: Change the colors of text and action elements (such as buttons) in the promotion.
  • Typographies: Select the font used for text and action elements.
  • Buttons: Set the style of the promotion buttons to outlined or solid.
  • Container: Completely customize the container by setting the style, opacity, height or position.
  • Background: Customize the background of the promotion with your own image or choice of color. The background will be the same for each page of the promotion.
  • CSS Styles (White Label only): Use your own CSS styles to customize the template even further.

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Click here to discover all the possibilities of the Design menu.

 

Step 5. Insert legal texts

All promotions must include terms and conditions which explain all aspects of the promotion, contest or sweepstakes. If you collect users' data, you must upload a privacy policy to explain how and for what purpose you will treat their data. If necessary, you can also upload a Cookies Policy.

To add the terms and conditions, go to Editor > General > Legal content, where you will find the following sections:

  • Terms and conditions
  • Privacy Policy
  • Cookies Policy

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Note: Learn how to request consent to legal texts with simple checkboxes

 

Step 6. Configure My Networks and the promotion footer

Use My Networks to customize the page which participants see before finalizing registration. For example, you can encourage them to Like your Facebook Page. My Networks can be customized for Facebook pages, as well as Twitter, Instagram and Youtube accounts. Learn more.

To customize My Networks, go to Editor > General > My Networks:

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The Footer is a banner presented at the bottom of each page. You can customize the footer text, or deactivate it if you're not interested.

To edit or enable the promotion footer, go to Editor > General > Footer. You also have the following additional options:

  • Powered by: announce the brand or agency which is organizing the promotion.
  • Display terms and conditions, privacy policy, and/or cookies policy in the promotion footer.

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Step 7. Customize viral content

This section is very important if you want your promotion to go viral. The viral content is the message displayed when participants share the promotion with friends, or invite them to take part. You can customize the message for different social media channels.

To customize viral content, go to Editor > General > Share:

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A) Generic:

Set up the generic contents of the promotion here:

  • Viral image: This image will be displayed when participants use the share buttons on the main page or the registration form. To optimize for social networks, we suggest dimensions of 1200px by 630px. The same image will be shared on Facebook, Pinterest and Google+. If you don’t upload a specific image for this section, the main promotion image will be displayed.
  • Generic content: This text will be displayed when participants use the share buttons on the main page or the registration form. Learn how to edit it.

B) Recruitment.

This content is displayed when participants use the share buttons on the final page.

 

Step 8. Advanced settings

1. Go to Editor > Pages > Form > Options to access participation settings and anti-fraud tools.

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For a Customer Loyalty Rewards promotion, we recommend the following settings:

  • Max. users: Decide if you want to limit the promotion to a maximum number of participants. By default, there is no limit on participation.
  • Maximum entries per user: You can decide how many times the same user can participate. The default is 1 participation per user.
  • Enable premoderation: You can moderate entries before they appear in a public gallery. This option does not apply to a Customer Loyalty Rewards promotion, which has no public gallery.
  • Notification of new entrant: Enable this feature if you want to receive an email whenever a new participant registers.
  • Anti-fraud options: To help administrators organize top-quality contests, Easypromos has developed a range of tools to minimize bad practices. Learn more about anti-fraud tools.

2. Then go to Editor > Pages > Form > Social Login. You can choose to enable user identification via Facebook and Instagram. Social Login can be optional or mandatory.

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Step 9. Set promotion restrictions

You can choose to restrict access to the promotion for certain users. Specifically, the platform offers 2 forms of restriction:

  • Restriction by country: You can limit the promotion to a specific country or countries. Only those users who connect from the selected country or countries will see the promotion.

Learn how to enable country restrictions here.

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  • Restriction by age: You can limit the promotion to users whose age is higher than the one indicated by the administrator. This establishes a minimum age for participation.

Learn how to enable the age verification window here.

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Step 10. Contact participants via the email platform

Use this section to create, personalize and send emails. You can send emails manually or automatically, both during and after the promotion. You might want to contact participants in order to:

  1. Thank them for registering.
  2. Send them a promotional code.
  3. Announce that the promotion is over, and thank everyone for participating.

Learn how to create an email with the Platform, communicate with participants right from the beginning, and increase your viral reach.

Important! The platform provides a "smart tags" feature to personalize automated emails. Use the "smart tag" {{user_promotional_code}} to display the promotional code assigned to each participant. You can also display the code in the body of the email, in QR or barcode format with the smart tag {{user_barcode}}.

 

Step 11. Publish the winners page (optional)

Before or during the promotion, you can choose to display the prizes available on a public page. The same page will show the winners of each prize, once there are winners. Choose whether to publish this "winners page" from the beginning of the promotion, or wait until the winners have been selected. To customize and publish the winners page, go to Editor > Pages > Winners.

Read the Prize management tutorial to learn more about administering prizes.

 

Step 12. Preview promotion

You can check what the active promotion will look like, before you publish it. You'll find the Preview button in the header of the Editor, on the left-hand side:

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Please keep in mind that the Preview is just to show how the promotion will look. It is not a functional test. That’s why you can click through the pages without filling in your data, for example. To test how the promotion works, you will have to activate it with password protection, while you try it out privately. Learn how to do that here.

Step 13. Activate promotion

Once you have set up the promotion to your taste, activate it from the management page. You can also review billing information and make payments from this page. Learn more here.

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Step 14. Publish promotion

Although your promotion is now active, you need to take one final step: publishing it.

When you created your promotion, a unique URL was generated. This URL is the main link to the promotion. By default, it leads to the microsite where the promotion is displayed. You can also publish the sweepstakes or promotion to a Facebook Page, or embed it into your blog or website. Manage where your promotion is published with the “Buzz” button. Learn more about this step.

 

Step 15. Share promotion

Share your promotion on as many different channels as possible, including all your social media. Always use the main promotion link, as it’s uniquely compatible with all devices.

You can share the promotion via the following methods:

  • With the main promotion link.
  • With the “Share” button on Facebook, Twitter and Pinterest.
  • Use Facebook Ads to advertize your promotion. Use the Easypromos Ads Campaign tool to promote your sweepstakes or contest to targeted audiences on Facebook and Instagram.
  • Feature your promotion. This adds your promotion to the list of Easypromos featured campaigns. Featuring a promotion carries an additional cost, calculated per day of the campaign. If you’d like to feature your promotion, then check out this tutorial.

We also recommend reading these 14 basic steps for sharing and drawing attention to your campaign on your Facebook Page.

 

Step 16. Manage the active promotion

While the promotion is active, you can monitor and manage participants and the promotional codes which they use.

1. Go to Editor > Tools > Codeset to see which codes are being validated by users. You can:

  • See and filter by the assignment status of the codes.
  • See the name of the user who has validated each code, and access their individual promotion entry.
  • Add new codes to the codeset, or delete codes which have not been validated.
  • Sort the list of codes by upload date (ascending or descending).

2. Go to View entries on the promotion management page to learn more about participants. You can:

Note: Information about participants will still be available even when the promotion has finished.

 

Step 17. View promotion statistics

Go to Statistics to find out more about participants and how they interact with the promotion. This information will become available as soon as the first participant registers, and remains available even after the promotion has finished. Learn more about the information available in this section.

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Step 18. Manage prizes and publish the winners

When the participation period of the promotion ends, you can use the prize management system to create prizes and choose how they will be awarded. You can assign prizes randomly or manually.

  • Randomly: Run one or more sweepstakes for all the participants, or a segment of participants. You'll receive a certificate of validity with the results.
  • Manually: Assign one or more prizes manually. We recommend this option for contests with voting or skills tests. It's also useful in promotions where the winners are selected by a jury, notary public, or the organizing brand.

Learn how to create prizes and select winners with the Prize Management tutorial.

Start the winner selection process from the Winners menu:

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Step 19. Finishing up the promotion 

The end of a promotion is controlled by the dates set up in the promotion Editor. When the "End of publication date" is passed, the promotion status changes from active to expired. By default, the promotion is unpublished and is no longer visible. If users try to access the promotion, a screen with the message "promotion expired" is displayed.

You can choose to edit the content of this "promotion expired" screen. You could republish the promotion so that it is visible again, show the winners of the promotion, or keep the contest gallery visible.

Learn more about your options for expired promotions. 

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