Good Practices

In this section, you will find good practices for how you can set up a campaign and increase the members' engagement by completing the challenges.

Plan the budget and define campaign goals

What results do you expect? When will you assess the campaign as successful and when not? It is important to set up clear, measurable KPIs for a campaign's success (e.g. Increase of the loyalty transactions by X%, X promo products sold during the campaign). Calculate the break-even point and use it as a base for your estimations. The more campaigns you’ll run, the easier it will become to set up estimated KPIs based on historical data.

Inform the team

Staff in the stores, customer care team, social media moderators - make sure that all your colleagues who have direct contact with the customer, are informed about the campaign. Aware brand representatives, who can answer consumers’ questions, are the foundation of a great customer experience.

Plan the communication

Make sure you reach your target group at the right moment, via the best communication channel (online and offline). Verify your budget for additional support, if needed.

Secure promo terms & conditions

For more complicated promotions it is good (in some countries obligatory) to have terms & conditions in a written form, easily accessible for the users, but also for the staff. Get in touch with your legal team to secure this part.

Do not overlap

When planning your campaigns, make sure they do not overlap. Running multiple campaigns at the same time complicates their impact analysis and can create operational and communication chaos. In extreme cases, system settings for overlapping campaigns might exclude one another.

Use control groups

Where and when possible - use control groups. This is the perfect way to show a campaign's impact.

Analyze results & collect learnings

Before jumping into the next campaign, make sure you analyze the results of the previous one. It is essential not only to know a campaign's ROI but also non-financial learnings and observations. Collect them in accessible form - when planning new activities, you can always come back to your historical data.