Unused Credit Reminder Program Template

Rachael Norris
Rachael Norris
  • Updated

You can use an Unused Credit Reminder Program to remind your Customers of any unused Account Credit balance they hold with you. 

Before you start, you should be familiar with:

 

Why set up a Unused Credit Reminder Program?

Reminding Customers about available credit can encourage them to make another purchase and demonstrate your commitment to providing excellent service.

There may be many Customers on your database who have unused credit on their account which they are unaware of and this is a great opportunity to get them back to your venue.

 

How does it work?

The Unused Credit Reminder Program works by identifying Customers with Account Credit and sending them an email encouraging them to return to your venue. 

The CREDITBALANCE calculated metric will let you find Customers who have unused credit and the WEEKSTILNEXTVISIT metric can be used to target Customers who have not purchased any tickets for Events in the future.  

You can also define a minimum value of credit. For example, you might only want to reach out to customers who have $10+ of unused credit. 

 

Before you start

Before you start to build any Dotdigital Program Template, you’ll need:

For the Unused Credit Reminder Program, you’ll need to prepare:

  • One triggered email campaign aimed at customers who have unused credit on their accounts. You may want to include the CREDITBALANCE calculated metric field in the email to include the credit balance. 
  • You can add @CREDITBALANCE@ in your email campaign text to include the personalised amount of credit balance the Customer has.

    For example, if your email says:

    • You have @CREDITBALANCE@ credit left on your account.

    This will display in the email to the Customer as:

    • You have $10.32 credit left on your account.

TIP: Consider using Dynamic Content and Personalisation to make your emails more effective.

For example, you could create different versions of your content which display dynamically based on the amount of unused credit the customer has. Customers with $0 - $20 could be asked if they'd like to turn their credit into a Donation, customers with $20-50 could be recommended Events or Merchandise items within this price range, and, customers with $50 - $100 could be recomemended a VIP ticket package with a welcome drink.

 

How to set up an Unused Credit Reminder Program

In your Dotdigital account, navigate to Automation > Programs. Click on the folder named Spektrix Templates.

 

Spektrix Templates.png

 

Find the Unused Credit Reminder Program template.

unused credit reminder template.png

 

1. Set the Spektrix Sync Exit Condition

Follow the instructions in the Dotdigital Program Templates article to set the Spektrix Sync Exit Condition.


2. Create a Start Condition

Click on the blue start node. 


Create a start condition.png

 

Apply the following settings.

mceclip0.png

 

 

Enrolment Scheduling

  • Click on Set Schedule. 
  • Choose daily. 
  • Set the time of day you want contacts to enrol.
  • Click Apply.

 

Enrolment Rule

  • Click Set Rule. 
  • Choose Segment, then click Create New. 
  • Drag and drop the Data fields metric into the Include contacts that match all the rules in this group: section. 

data fields, include contacts that match.png

  • Click on [click to select a datafield]

click to select a datafield.png

  • Choose CREDITBALANCE
  • From the dropdown, choose is more than and set the number to the minimum amount of credit Customers should have to receive this notice. 

 



  • Click OKAY.
  • Drag and drop another Data fields metric into the Include contacts that match all the rules in this group section. 
  • Click [Click to select a datafield].
  • Choose the WEEKSTILLNEXTVISIT data field.
  • Choose is empty from the dropdown. 

  • Combine them using the And option. 
  • Drag and drop a third Data fields metric into the Include contacts that match all the rules in this group section. 
  • Click [Click to select a datafield].
  • Choose the WEEKSSINCELASTVISIT data field.
  • Choose is equal to from the dropdown and set the number to the number of weeks since the Customer's last visit for whom you want to send the reminder.

 

  • Combine them using the And option. 

  • Click Apply twice.

 

Enrolment Limit

  • Click Set Limit. 
  • Choose Re-enrol contacts on the program if they meet the start criteria, but not if they have been enrolled in the last. 
  • Set the number to 365 days. 

 

 

  • Click Apply twice.

3. Add the Email Campaign

  • Select the green email campaign node. 

mceclip1.png

  • Select or create the triggered email campaign you want to send to customers to remind them about their credit.

 

4. Activate the Program

To start your Program, click the Activate button.

WARNING: You will not be able to start your Program if there are any validation issues.

Validation issues will be listed under the Validation menu.

You can't edit a program while it is active, but you can deactivate the Program at any time to make changes. 

 

Reporting

We recommend that you test and refine your Program to see which settings are most effective. You can use the Dotdigital Program report to evaluate this Program. 

 

Further Reading

To continue learning about Dotdigital, take a look at the Communicate with your Customers category on the Support Centre.