CREATE NEW CUSTOMER CAMPAIGN

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1.0 What Is A New Customer Campaign? #

A New Customer Campaign is a marketing strategy aimed at welcoming and converting new customers. It typically includes rewards, discounts, or exclusive offers to encourage their first purchase or sign-up. The primary goal is to deliver a positive first impression and build long-term customer loyalty.

1.1 Step 1: Create Rewards For The Campaign
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  1. Click “New Reward” to set up a reward for your campaign. Fill in all the required details, such as the reward name, type, and value.

Refer to the How to Create Rewards tutorial for step-by-step guidance.

2.0 Edit An Existing Reward #


Go to the Rewards section, locate the reward you want to update, and click “Edit” to modify its details.

    Step 2: Enable Distribution #

    In the Configuration section, turn on the “Distributable” setting to allow customers to redeem the reward.

    Step 3: Get the Reward Link #


    There are two ways to share the reward with customers. One of the most common is Direct Link Access.

    2.1 First Way: Direct Link Access #

    1. This option automatically redirects customers to the reward after they sign up for your membership.
    2. To set it up, go to the Configuration section of the reward.
    3. Enable the “Customer Direct Link” option.
    4. Copy the generated link, you’ll use it in your campaign message later.
    • To make the reward exclusive to customers who receive the link, disable the “Display in Customer Portal (Marketplace)” option in the Configuration settings.
    • This ensures the reward won’t be visible or accessible to the general public through the customer portal.

    Second Way: Link to Your Membership Portal #

    1. After signing up, customers will automatically receive the reward but instead of being redirected directly, they’ll first explore your membership page.
    2. To enable this flow: turn on “Auto Assign to New Customers” in the reward’s automation settings.
    3. Copy your membership URL directly from the address bar of your membership site.
    4. Make sure to disable “Display in Customer Portal (Marketplace)” in the reward configuration to keep the reward exclusive.

    2.2 Step 4: Go to the Campaigns Section #


    Once your rewards and configurations are complete, navigate to the “Campaigns” section from the dashboard to start creating your new customer campaign.

    2.3 Step 5: Click “Create Templated Campaign” #


    Select “Create Templated Campaign” to use a pre-built template and streamline your campaign setup process.

    2.4 Step 6: Select “New Customers” #


    From the list of campaign templates, choose the “New Customers” option to target and engage newly registered users.

    2.5 Step 7: Fill In Campaign Details #


    Enter the necessary information, including the campaign name, message content, and delivery method (Email, WhatsApp, or both), to complete your campaign setup.

    2.6 Campaign Fields Overview #

    • Name: Enter a clear and descriptive name for your campaign.
    • Broadcast Channel: Choose one or more channels to send the campaign (Email, SMS, or WhatsApp). To remove a channel, click the “X” next to its name.
    • Delay Duration: Set the time delay for when new customers will receive the message after signing up for your membership.
    • Message: Use or customize the default welcome message template provided by Pixalink. You can also paste the reward link here to direct new customers to their reward.
    • Attachment: Upload an image, PDF, or short GIF to enhance your message. You may also include an image of the reward for better engagement.

    2.7 Show Variables #

    The Show Variables feature provides dynamic placeholders that personalize each message by automatically inserting customer-specific details. Simply copy and paste the variables into your message content.

    1. Available Variables:
    2. {{CUSTOMER_NAME}}
      Inserts the customer’s name.
      Example: If the customer’s name is Ali, the message will display “Ali”.
    3. {{RANDOM_TAG}}
      Generates a random 4-digit number (0001–9999).
      Useful for making each message unique and reducing the risk of WhatsApp bans.
      Example Output: #0185
    4. {{CURRENT_POINT}}
      Displays the customer’s current loyalty points.
      Example: If the customer has 500 points, the message will show “500”..

    2.8 Step 8: Click “Create” #


    After completing all campaign details, click “Create” to save and launch your New Customer Campaign.

    2.9 Step 9: Setup Complete #


    Your campaign is now active and will be automatically sent to every new customer. No manual broadcasting is required, as long as the templated campaign remains enabled.

    Note:
    A Templated Campaign will automatically generate and send a broadcast.
    In contrast, a Custom Campaign requires you to manually create and send the broadcast.

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