Rewards and vouchers for a specific group of contacts
You can make a reward visible only to one group of contacts, such as employees, partners or locals. It runs alongside your tiers, so your program can have Silver and Gold members and also a reward just for staff. The easiest way to mark who's in the group is an attribute.
Create a group attribute
- Click the gear icon at the top right of the dashboard to open Settings, then click Attributes under Management. Click Add attribute.
- In Create attribute, fill in a Label, choose Select as the Data type, and click Create.
- The new attribute opens. Under Selection options, click New option for each group, for example Employee, Partner and Local. A single "Yes" option works too.
Put contacts in the group
Set the attribute by hand on the contact's Data page, under Attributes. For a group that signs up through its own form, add the attribute to that form as a hidden field with a default value, so everyone who signs up there lands in the group.
Show a reward to the group only
- Go to Loyalty → Rewards and open the reward, or create one.
- Go to Visibility filters and click Add filter group. If the reward already has filters, the button says Filter group.
- Choose Contact, then Select an attribute. Pick your attribute, set Operator to is equal to and pick the option for the group.
- Click Save filter.
For a handful of people, choose Select contacts instead and search for them. For a bigger group you already keep in a list, choose Relations and then Contact lists. Both have an Operator too.
A Contact filter passes when there's no identified contact, so someone who isn't logged in, for example on your widget, also sees the reward. See Showing a reward only to certain contacts for all filters.
Give the group a voucher
To hand everyone in a group a voucher, put them in a contact list and create an issuance on the promotion: go to Loyalty → Promotions & Vouchers, open the promotion, go to Issuances and click New issuance. Under Audience, choose Narrow down and then Contact lists. A dynamic list has to be switched on before you can pick it there. For one person, see How to send a voucher to one contact.