Create a new Anniversary campaign

Before setting up a new Anniversary campaign, you may first need to create a redeemable (if offering a gift redeemable). If gifting points, a redeemable isn't required. To create a new Anniversary campaign:

1. Navigate to Campaigns (Beta) > Campaigns in your left-hand navigation toolbar.
2. Click the Ongoing drop-down tab and select Anniversary.
3. Click the blue New Campaign button on the right to open the 3-step new campaign wizard.

Step 1 – What

1. Enter a name for your campaign in the Name field.

2. Click the Gift Type drop-down and choose what type of reward the guest will receive on their big day. Depending on your choice, complete the following steps for: 

   Gift Redeemable

   For Gift Redeemable 

   • Click the Redeemable Reward drop-down and select the redeemable you want to associate with this offer.
     ^{A preview thumbnail for your redeemable will appear along with it title and description.}
     
   Gift Points

   For Gift Points 

   • Enter the amount of points to gift the guest in the Gift Points field.
     
   Gift Surprise Set

   For Gift Surprise Sets 

   • Click the Surprise set drop-down to select the surprise set you want to reward.
     
     
   For No Gift, Only Messaging

   For No Gift, Only Messaging 

   If choosing No gift, Only Messaging, you can attach an optional coupon along with your message. To add a coupon:

   • Click the Coupon drop-down and choose from one of your saved coupons to include with your message.
     

    

3. In the Gift Reason field, add a short message describing the type/purpose of this gift-giving campaign.
   ^{This message will appear in the guest's account history.}
4. Click Next to move on to Step 2.

Step 2 – Whom

1. Configure campaign settings such as audience targeting, membership level, anniversary type, and other options as described in the section below. 

   Campaign Settings

   • Membership Level – If you've set up Membership levels for your guests, you can use choose to target/limit a campaign to one of those levels.
     
   • Anniversary Reward Delay – When offering birthday rewards, there is a possibility that a guest may try to scam by setting their birthday as the day they are signing up (or the next day). To ensure that this doesn't happen, leave the Should this reward be given in the month of signup box unchecked. To allow this behavior, check it. Leaving this box unchecked will not award a guest in their initial signup month.
     
   • Segment – Click the drop-down to select from one of your guest segments this offer will be targeted to.
     ^{The Potential Reach gauge will show you how many guests are in that segment that could potentially take part in this offer campaign.}
     
   • Reference Date on Guest – This is where you choose the type of guest anniversary you are celebrating with this campaign. Birthdays and Anniversary are submitted by the guest based on questions during their initial signup. Program Anniversary is determined by the guest's signup date.
     
   • Lifespan Duration Function – This determines how long a guest has to redeem their anniversary reward, relative to the date they are gifted.
     ^{"Month of Reference Date" and "Week of Reference Date" means the guest must redeem their gift in the same month or week of their anniversary date, respectively; "Reference Date Only" means it must redeemed on the exact anniversary date; for "Fixed" you can enter a set number of days after anniversary date; and for "N Days from rewarding" you can choose a number of days before and after the anniversary date when the guest may redeem their gift.}
     Gifting:
     Month of Reference Date: As long as the anniversary is in place prior to the first of the month, guests will receive their reward on the first day of the month. There are times where a reward can be gifted after the first, however. Please see this article for an example. Gifts awarded with "Month of reference date" will be valid until 23:59 on the last day of the month.
     Week of reference date: 00:00 on Monday is the start of the week, where 23:59 on Sunday is the end. Applicable gifts will be awarded at the start of the week of reference. I.e. if this is for a Birthday campaign, and the guest's birthday is on a Wednesday, they'll be gifted on Monday and will have until Sunday to use their reward.
     
     
   • Survey (added module) – Use the drop-down to select one of your saved Surveys. This survey will trigger for a guest once they open the push notification message sent out with this campaign. The guest must complete the survey in order to receive their reward.
     

2. Add Messaging for each of the notification types you want to send:

   For Push Notifications

   For Push Notifications

   • Enter a Push Notification Title. 

   • Enter a Push Notification Subtitle. 
     
     Enter the messaging text in the Push Notification field. This text will comprise the body of the push notification, and will appear as the first few lines of preview text in the notification. You can see how your push notification will appear by checking out the Live Preview and switching between iOS and Android mobile views, as seen above.
     ^{Push Notification messaging is limited to 255 characters.}
     
     

     Click the Push Notification Retention Days field and enter a length of time (in days) for this push notification to remain in News & Offers section of a guest's mobile app.
     ^{Push notifications sent to a guest will remain in the News & Offers section of their mobile app indefinitely unless otherwise specified.}

   ^{Push Notifications
   Push Notifications will only be sent to guests who have your mobile app installed and have chosen to allow notifications. Because this will not include all applicable guests, we recommend sending your message via email and/or SMS as well.}

   For SMS Message

   For SMS Message

   1. Enter the campaign messaging text that will be sent to your guests via SMS (text) messaging in the SMS Body field. 
      ^{SMS is limited to 1600 characters, divided into 160-character parts that are delivered sequentially (Message 1 of 2, Message 3 of 5, etc).} 
      
      You may want to add a short message at the end informing the guest that to unsubscribe from receiving your SMS texts in the future they can respond with "STOP", text & data rates may apply.
   For Email Message

   For Email Message
   When drafting your email message, you can dynamic fields, deep linking, or use Punchh's email editor.

   • Enter a Subject for your email in the Subject Template field.
   • Enter the body text of your email in the Email Template and Html Email Template fields. You can see how your email message will appear on a guest's mobile device by checking out the Live Preview. The Email Template field is intended for guest's whose mail/device do not support html emails. Whereas the Html Email Template field is for (the majority of) guests who do. You can add html tags and/or copy+paste your company's default html code in here.
     
   • (Recommended) Enter a short summary of your message in the Preheader Text field. This will be shown to guests on many mobile devices and mail apps as preview text. Completing this field with a catchy and concise message can help improve open rates.
   • Enter your email address in the Test User Email field and click Send Test Notification to send yourself a preview of how your email message will appear to your guest once activated.
     

    
3. Once finished crafting your messaging, click Next to move on to Step 3.

Step 3 – When

1. Choose a Start Date and End Date for the campaign.
   ^{Leaving these fields blank will activate the campaign immediately, and it will run indefinitely until you deactivate it.}
   
2. Once satisfied with your campaign settings, click Finish to save and activate* your new Anniversary campaign.
   

* Scheduling must first be completed to determine how your Anniversary campaigns are treated, time-wise in order for any campaigns can be activated.