How to Create New Customer Campaign?

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What is a New Customer Campaign? #

A new customer campaign is a marketing strategy to welcome and attract new customers. It usually offers rewards, discounts, or special deals to encourage them to make their first purchase or sign up. The goal is to create a great first experience and keep them coming back.

Step 1: Create the rewards for the campaign. #

  1. Create Reward (Tutorial: How to Create Rewards )
    Click ‘New Reward’ to create the reward and fill in all the reward details.
  1. Edit Reward (if you have created it)

Step 2: Enable Distribution #

Enable the ‘distributable’ settings under Configuration to allow customers to redeem the reward.

Step 3: Get The Links #

There are two ways for customers to receive the reward:

  1. Direct Link Acess
    Direct Link Access means that after signing up for your membership, customers are instantly redirected to the reward.

    After creating the rewards, enable the ‘Customer Direct Link’ option under Configuration. Next, copy the link to include it in your message later.

To ensure the reward is only available to customers who receive the link, simply disable the ‘Display in Customer Portal (Marketplace)’ option in the configurations. This will prevent it from being accessible to everyone

  1. Link to Your Membership Portal
    After signing up, customers will automatically receive the reward. However, instead of being redirected straight to it, they will first explore your membership. (Note: you have to enable ‘Auto Assign to New Customers‘ in the reward automation)

    To get your membership URL, simply copy it from the address bar of your membership website.
    Note: Ensure to disable the ‘Display in Customer Portal (Marketplace)’ as well.

Step 4: Select “Campaigns” from the Dashboard. #

After you finish setting up the rewards and configurations, you can now start creating the campaign.

Step 5: Click “Created Templeted Campaign” #

Step 6: Choose the “New Customers” option #

Step 7: Fill in the information of the Campaigns #

  • Name: The name of the campaign.
  • Broadcast channel: Select the channel to broadcast the campaign (Email, SMS, or WhatsApp). To remove an option, click the “X” next to the channel name.
  • Delay Duration: Set the delay for when new customers, upon signing up for membership, will receive the message.
  • Message: You can use or edit the template message from Pixalink to write the welcome message. Here, you can paste the reward link you copied earlier.
  • Attachment: Insert an image, PDF, or short GIF. You can also use the image of the reward.

Show Variables offers a list of dynamic variables for messages. By copying and pasting these variables, you can easily insert placeholders, which then fill in customer-specific details automatically when sending messages. Here’s what each one does:

  1. {{CUSTOMER_NAME}}
    Returns the customer’s name in the message.
    Example: If the customer’s name is “Ali,” the message will display “Ali” instead of the placeholder.
  2. {{RANDOM_TAG}}
    Generates a random 4-digit number between 0001 and 9999.
    Helps reduce the risk of getting banned on WhatsApp by making each message unique.
    Example Output: #0185
  3. {{CURRENT_POINT}}
    Displays the customer’s current points in the message.
    Example: If the customer has 500 points, the message will show “500” instead of the placeholder.

Step 8: Click Create to save your campaign #

Step 9: Setup Complete #

Your campaign now automatically sends to every New customer. You don’t need to broadcast it manually as long as the templated campaign remains active.

Note: Templated campaigns send automatically; however, you need to send custom campaigns manually.

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