CLUB | Points system #WorkflowChallenge

This workflow was designed by Raquel Candón, winner of the #WorkflowChallenge, who created an innovative solution to build customer loyalty through a points system and a redeemable rewards catalog. Her strategy not only maximizes operational efficiency by centralizing all processes in Connectif, but also provides an optimized user experience, encouraging purchases and other key interactions. Keep reading to discover how to configure this workflow step by step in your online store and boost customer retention.

With the arrival of tools such as Omniwallet, the opportunity arose to design an innovative workflow based on a points system with a redeemable rewards catalog, specifically adapted to the Connectif platform.

The main advantage of this integration lies in centralizing all processes in a single tool, which not only simplifies management but also helps avoid additional costs. This optimizes the user experience and maximizes operational efficiency without incurring unnecessary expenses.

It is important to note that the case presented is entirely fictional. It was designed for illustrative purposes and does not represent real or existing situations. Any similarity to real scenarios or people is purely coincidental and unintentional.

In this article, you will learn how to establish a rewards strategy based on a points system. 

How it works

To develop this entire redeemable points system, we need to follow different steps and create 3 different types of workflows:

Step 1. ASSIGN POINTS WORKFLOW

1. Define the actions that will add or subtract points for customers.
Here is an example of the ones we selected for this customer:

a. FOR PURCHASES

1. Make a purchase under €20 = +5 points
2. Make a purchase over €20 = +15 points
3. Make a purchase over €50 = +20 points
4. Make a purchase over €80 = +25 points
5. Make a purchase over €100 = +30 points
6. Make a purchase over €120 = +35 points

b. FOR NEWSLETTER INTERACTIONS

1. Subscribe to the newsletter = +25 points
2. Open an email = +2 points
3. Click an email = +5 points
4. Unsubscribe from the newsletter = -25 points

c. FOR ACTIONS ON THE WEBSITE

1. Add 1 product to the cart = +3 points
2. Add 2–3 products to the cart = +5 points
3. Add 4 or more products to the cart = +10 points
4. Abandoned cart = -15 points
5. Leave a review = +10 points

2. Connectif contains different contact fields by default in its system. You can access them from the left sidebar under “Contacts” > “Contact fields” > “System fields.” Once there, we will see that we have a field called “Points” of the “Integer” type. This is the field where the points accumulated by customers will be added:

3. We can view each user’s points from their personal profile:

4. Our next step is to create the workflow based on the selected actions. Most of the nodes we will use will be of the “Trigger” type so that the action can be generated immediately and the customer data can be reliably tracked over time:

• 01 / Related to cart abandonment.
• 02/ Related to emails and newsletter subscriptions.
• 03/ Related to adding a certain number of products to the cart.
• 04/ Related to purchases for a certain amount of money.

5. As shown in the screenshot, all these actions are immediately followed by a “Set field” node so that we can assign the points we want:

6. From the left column, select “Literal” and drag it to the “Points” value in the right column. In the literal field, enter the number of points we want; in this case, we have 25 points.

IMPORTANT! We must specify whether we want these points to be ADDED / SUBTRACTED / ASSIGNED. By default, it is set to ASSIGN, but this option is not recommended because it replaces the existing points for the contact.

7. Once we activate this workflow, we can begin collecting data and assigning new points
to all users.

Step 2. ASSIGN LEVELS WORKFLOW

The second workflow we need is for defining the levels and their custom fields. Here is an example screenshot:

8. In our case, we defined the ranges using the following names and point ranges:

1. Basic (0–300 points).
2. Star (300–600 points).
3. Superstar (600–900 points).
4. Lover (+900 points).

The names we give the levels are entirely up to us. They are commonly known as bronze, silver, gold, and platinum levels. But of course, they can be hyper-personalized to give them greater meaning for the brand.

If we want the user to have a level tag and be able to use it as a {{variable}} , we must create a custom field of the “Checkbox” type called “Level.”

9. Therefore, the workflow consists of a “Schedule” node so that it checks the contacts’ points every day and keeps this data up to date.

10. This is followed by 4 branches, one for each level. “Has field” nodes determine the point ranges, and final “Set field” nodes assign the level:

Step 3. SYSTEM WORKFLOW

The third and final workflow for setting up this system is the one for the user interface and rewards catalog:

11. Create as many branches as we have rewards. In this fictional case for Sklum, we prepared 4 rewards to test the workflow:

12. The first part is to display an Inline to everyone who visits the page. This (fictional) design was prepared to show how we tried to keep the design faithful to the brand.

13. In this screenshot, we can see that the entire right side was created to explain the Points System. The most important thing is that when creating it in Connectif, we must enter the values {{puntos}} and {{niveles}} as variables.

In Connectif, it would look like this:

14. IMPORTANT! Each reward must have its own individual box and its own link so that the user’s click can be detected. In our case, we assigned it the value #premio_1.

15. This is linked to the URLs for visiting the rewards page. Therefore, we need to add several links to the “On visiting page” node, including the main landing page where we want to display this interface. This is followed by the 4 reward URLs that are generated once users click the rewards:

16. We then move on to the reward branches. We need one for each reward we want to display (we are showing REWARD 4):

17. First, we detect the click on Reward 4 (using our #Premio_4 link) with the “On clicking web content” node.

18. Next, we use “Check value” to determine whether the customer has enough points for Reward 4. In this case, it is 350 points.

19. Does the customer have enough points? = NO . We send a pop-up notifying them that they do not have enough points to claim that reward. Here is an example screenshot:

20. Does the customer have enough points? = YES . We send a confirmation pop-up to make sure that the customer wants to spend the points. In the button, we must place the same link where we display our Inline so that it forcibly loads the same page and updates the points and level.

21. “On clicking” the link in the web content. The following actions take place:

1. The points spent are subtracted (in this case, -350 points).
2. A coupon is assigned and an email is sent with the {{cupon}} variable.
3. When we add the link to the Inline web pages and reload the page, we can see
   the points interface again, but this time with the points subtracted and the
   new level we have earned:

Keep learning!

To take full advantage of your Connectif account, we recommend continuing with the following articles:

• Web push notification subscription, to capture subscribers to the web push notification channel.

• Mass email campaign, to send a newsletter to all your contacts.

• Cart recovery and newsletter subscription, to send an abandoned cart email to contacts who abandon a cart on the website.

• Remarketing , to send an email one day after visiting a product.

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