How To Create Segment Based Promo?

  • On Enalito Dashboard, Click “Promo” in the left menu. It will lead to Promo Dashboard, where all promos (promotions) can be accessed.

  • In the upper left corner of Promo Dashboard, you can select to view All Promo,
    Segment-based Promo, Cluster-Based Promo and Trigger Based Promo.

  • To create a New Promo, Click  “CREATE’ in the upper right corner of the Promo Dashboard and Select the type of promo you want to create (Segment-based, cluster-based or trigger-based promo).

  • Let’s create a Segment-based Promo to understand the procedure. The first thing to do will be to ‘Enter Promo Name’ (it can be a custom name, or else system generates one).

  • Select a ‘Customer Segment’ from the list of all customer segments, to whom the promotion is meant to be sent.

  • Once selected, the selected customer segment appears in line with the Select Segment option.

  • Choose whether you want to add a product cluster (from which the products will get campaigned to the selected customer segment) or not. If not, the system will campaign products from ‘Default Cluster’ i.e New arrivals.

  • If a cluster is selected, choose the cluster from which you want to campaign the products. Also, select the number of products to campaign from the cluster.

  • After selecting the customer segment and product cluster, customize the “Recommendation Widget”.

  • Select the name of predefined Recommendation Widget from the dropdown list.

  • Enter the title for the recommendation widget you want to display.

  •  Set the priority for the Recommendation Widget, i.e at what priority the widget will be placed on the store’s webpage.

  • Enter the number of products you want to recommend through the widget.

  • Click on the ‘Add’ button to create the Recommendation widget. The created Recommendation Widget will show right beneath. Click Next.

  • Select whether you want to offer a Discount in the promo or not. If yes, then Select Start Date, End Date, Start Time and End Time for the discount to be applicable for.

  • Select if you want to send a ‘Personalized Dynamic Coupon’ or not.

  • Select which type of Discount you want to offer.

  • Enter the percentage or fixed amount of discount you want to offer. In the case of Customer Optimal and Product Optimal, you can set the limit of Max Discount % to be offered.

  • Enter a ‘Coupon Prefix’ that a customer should feed in order to gain a discount. 

  • Set the ‘Minimum Order Value’ as the eligibility for discount and Click ‘Next’.

  • The next window asks to ‘Change Template’ for the email campaign. You can choose the preset ‘Layout’.

  • You can also use a template from ‘Saved Templates’.

  • You can also use ‘Code your own’ template. The suite allows to Paste a code, Import HTML Template or create an Email template through Email Editor.

  •  By using Email Editor, you can create an email template by using a simple and intuitive Drag and Drop email editor.

  • The elements and content of a preset ‘Layout’ can also be edited and customized as per your need and want.

  • Once the template is finalized, Promo asks to review and confirm the created promotion. Before saving, enter the ‘Subject’ you want to provide for your emails. Also, check if you want to use email policy in the email or not.

  • You can ‘Save & Preview’ or ‘Save & Exit’ from the confirmation page. Promo also allows to directly ‘Schedule or Send’ to send it at the time or schedule it for later.

  • Promo gives a preview of the created promotion. You can run a check by sending a test email from the list of customers given on the left side.

Related Articles