Once the rules are defined, the next step is to define an action. Each rule requires an action that will execute when the rule conditions evaluate to "true". With 99minds Rules builder, you can build actions with the following options -
- Apply discount
- Free shipping
- Waive processing fee
- Send item
- Send gift card
- Call webhook
- Change existing fact
- Send notification
- Send SMS
- Send email
- Add loyalty points
- Create coupon
- Upgrade Tier
- Downgrade Tier
Note: You need to add Coupon Code and Referral Code under the Settings tab in your campaign.
Let's take a detailed look into the available actions in detail -
Apply Discount
You can use the Apply Discount action on a customer order if the value of the order is greater than a specific value. For example, if the order value is greater than $100, give the customer a 10% discount. You can build the rule and action as shown below -
Free Shipping
The Free Shipping action can be used if you want to waive off the shipping charges for a particular order. For example, the customer can redeem their loyalty points and get free shipping for their order. You can build the rule and action as shown below -
Waive Processing Fee
The merchant can waive off the processing fee for the customer when they meet a specific business requirement. For example, for the very first purchase of the customer, the merchant can waive off the additional processing fee that is associated with the order. The rule and action can be developed as shown below -
Send gift card
The merchant can send a gift card for $$ when the customer's order cart exceeds a specific value. The rule and action can be developed as shown below -
Call Webhook
As part of the action, you can call a Webhook. The webhook will execute the action outside the 99minds API and automatically trigger email or SMS.
You need to configure the Webhooks in the Manage section under Settings. Only then Webhooks will appear as part of the action.
The action can be developed as shown below -
Change Fact
As part of your rule action, you can change an existing fact (i.e.) update the attribute values.
Send Notification
You can notify customers of special offers or rewards on your site by using the Send Notification action. To send a notification message, select the "Send Notification" action from the drop down. You can customize the notification for Android devices and also generate web push notifications. The action can be developed as shown below -
Web Push Notifications
Send Email
When a customer makes a first purchase of say, over $50, the merchant can send an email to the customer's registered email id with a special discount coupon, say 15% coupon that the user can redeem in the next order.
The Create Coupon action will create a coupon code when the rule condition is satisfied. In the Send Email action, the merchant can select the pre-defined email template (defined in the Notifications section) and customize the email subject line with "run-time" parameters using the attributes that are stored in the database.
For example, the email message can be personalized with the name of the customer such as "Congratulations {{name}}, You've unlocked a special coupon code". When the rule condition matches, the action will create the coupon code and send the personalized email template to the customer with their name on the email subject.
Note: Be cautious when defining the run-time attributes. Make sure to use the syntax correctly; otherwise, the run-time attributes will not be displayed as expected in the email.
Note: You must design the email template in order to be able to send email notifications. Click Notifications at the top of the screen. This article should help you get started with designing an email template that can be triggered to the user. There are pre-defined email templates readily available that merchants can take advantage of to send email notifications.
Send SMS
In addition to push notifications, you can send SMS notifications to your customers from the engine about special offers and discounts. Similar to sending emails, merchants can customize the body of the SMS with "run-time" attributes that are available in the database (such as customer name etc.,).
Add Loyalty Points
One way of rewarding customers and making them as repeat customers is by awarding them with loyalty points. The customer can redeem it for their future purchases. The primary step to add loyalty points to the customer is to create the loyalty program itself for the application. Refer this article to Create a New Loyalty Program.
Once the Loyalty Program is created, create the campaign with the loyalty program. For example, for every order that has order value greater than $150, 10% of the order value will be credited as loyalty points. The rule and action can be created as shown below -
Create Coupon
You can generate a coupon code on the go as a part of your marketing campaign. For example, if a customer has added items to the shopping cart but did not complete the purchase. As a marketing technique to win the customer, merchant can trigger an email with a discount coupon code that can be used by the customer on their pending order in the shopping cart. The action can be developed as shown below -
Upgrade / Downgrade Tier
When the customer loyalty points exceed a certain threshold value, the customer should automatically be upgraded to the next tier. Similarly, when a sufficient loyalty points balance has not been maintained for a specific period of time, the customer should be downgraded to a lower tier as appropriate. The rule and action can be developed as shown below -
