The Moments tab allows you to trigger the deployment of relevant messages to Members related to their Punch Card. As Members progress through the stages of the Punch Card life cycle, the platform can be configured to automatically deploy these messages, if specified conditions are met. The process of using Moments provides a more integrated, streamlined method of creating and sending messages than using Triggered Actions.
Note: The use of Moments requires the use of Marigold Engage+ and the Engagement Data Platform (EDP). Please speak to your Client Services Representative if you have any questions about these Marigold applications.
Most of the Moments (such as Issued, Punched, and Completed for example), are triggered when changes occur to the Member's Punch Card in real-time. Other Moments (such as Opt-In Reminder and Hurdle at Risk) are designed to be evaluated and initiated based on a recurring schedule.
Note: The schedule-based Moments are not yet enabled.
Through the use of conditional logic, you can target content to different Members. For example, you could send different "Issued Punch Card" messages to your Members based on their current Tier. Or, you could limit messages to only Members who have a mailing address in the United States. The different versions of content and their associated conditions are referred to in the platform as variants. When a Moment is triggered, the platform will evaluate whether a variant applies based on the conditions specified, and if so, sends the message to the Member. If a Member qualifies for multiple variants, the platform will send the first one listed in sequence.
The features available on the Moments tab are described below.
Create a Content Variant To create a content variant:
SelectorThe Selector section allows you to define rule conditions to target messages only to specified Members. A Member must meet the conditions in order to receive the designated message.
Optionally, you can organize Rule Conditions into a Rule Group. The Rule Group has its own AND / OR operator which allows you to define more complex, sophisticated Rules. To create a Rule Group:
ContentThe Content section is used to edit or preview the message associated with this variant. To preview how the content appears within message content:
To edit how the content appears within message content:
ChannelsTo select the communication channel: Note: The Push Notification channel is not yet enabled.
To be available for selection in a Moment, the Email Campaign in Marigold Engage+ must be launched, and it must be configured with the following properties:
The actual content of the message that you send to your Members (including the email body element and the subject line) should be created within the Loyalty Content Editor, and not within Messaging. The Messaging Campaign is essentially an "empty" message that gets populated with the content passed over from Loyalty. To accomplish this, you must insert the following metadata Merge Symbols into Messaging:
The Messaging Campaign must also include the necessary HTML body wrapper and style information. As a best practice, you can put all of this HTML information into a Messaging Content Block, then add that Content Block to the Campaign. In this manner, the HTML information is easily repeatable across Campaigns. |
Edit a Content Variant To edit a variant:
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Delete a Content Variant To delete a variant:
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Rearrange Variants The Loyalty platform allows you to define multiple content variants for the same Punch Card Moment. When a Moment is triggered, the platform will evaulate whether a variant applies based on any conditions specifiied, and if so, sends the message to the Member. If a Member qualfiies for multiple variants, the platform will send the first one listed in sequence. Therefore, the sequence in which the variants are arranged on the screen is important. To rearrange the variants:
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