Email Set Up Guide for Listrak

If you want to send a different copy to different customers based on whether they have an account, leverage the segment filter Swell_has_account.

Set up segment filter Swell_has_account:

1. Click on the Authoring tab > Listrak Conductor > Conversations
2. Click New Conversation
3. In the Conversation Editor click New Trigger
4. Check the box “No Events Required”
5. Go to the Segment Filter tab
6. Select Profile Field Group > swell_attributes > swell_has_account > Equals > 1
7. Click Update
8. Add a new thread 
9. Repeat steps 3-5.
10. Select Profile Field Group>swell_attributes>swell_has_account>Equals>0
11. Click Update
    Once you have one thread for those with an account and those without an account:
12. Click the plus (+) sign between New Trigger and Terminate, and select Message Step
13. Click on New Message Step, click Create New Message
14. Customize each email according to account status.
15. Click Commit Message, then Commit Message to Conversation on each of the threads.
16. Publish the conversation.

Example Email:

Title: Introducing {Your brand} Insider

Text: Join us like never before with our exclusive rewards communityProgram details: As a member, you'll unlock rewards & gain access to {{Your Brand}} exclusives! Earn points towards store credit with every purchase, as well as with small actions like engaging with us on social media, and more. You can even earn birthday points and score extra credit on double-point days.We've already given you an instant 50 points to get started!

CTA: Login/Sign up

Property to include:

<<swell_attributes\swell_referral_link>>
This is the advocate’s unique referral link

Event:
Swell Referral Share

Set up:

1. Click on the Authoring tab > Listrak Conductor > Conversations
2. Click New Conversation
3. In the Conversation Editor click New Trigger
4. From Available Events, select “Swell Referral Share”
5. Click Update
6. Click the plus (+) sign between New Trigger and Terminate, select Message Step
7. Click on new message step > Create New Message
8. Scroll to the Personalization Control Panel to copy “<<swell_attributes\swell_referral_link>>“ and paste it to your email body.
9. Click Commit Message, then Commit Message to Conversation
10. Publish the conversation.

Email content guidelines:

Here is some example copy:

Title:  Hey you!

Body: I thought you might be interested in what this shop has to offer. If you spend more than $20, we will both get $10 off :)Just use my link <<swell_attributes\swell_referral_link>>, and they'll give you a discount code to use at checkout.Happy shopping!

XOXO

CTA: SHOP NOW!

Guidelines:

• Do not try and include the recipient's name in this message

(if they are a new customer to your store this will likely result in a blank field)

• Make sure that any CTA’s (“Shop Now” buttons, etc) include the referrer’s link so you can track the referral. Do so by adding "?e" to the end of your referral link. <<swell_attributes\swell_referral_link>>?e
• Make sure the mention how much is the referral coupon worth, and the minimum spend requirement.
• Include brief instructions on how it works (shop through the link, discount code will appear in a - pop-up)
• Keep in mind if you change your rewards you'll need to update your copy in your email templates.

Property to include:
<<swell_attributes\swell_referral_link>>
This is the advocate’s unique referral link

Event:
Swell Referral Share Reminder

Set up:

1. Click on the Authoring tab > Listrak Conductor > Conversations
2. Click New Conversation
3. In the Conversation Editor click New Trigger
4. From Available Events, select “Swell Referral Share Reminder”
5. Click Update
6. Click the plus (+) sign between New Trigger and Terminate, select Message Step
7. Click on the new message step, click Create New Message:
8. Scroll to the Personalization Control Panel to copy <<swell_attributes\swell_referral_link>>  and paste it to your email body.
9. Click Commit Message, then Commit Message to Conversation
10. Publish the conversation.

Example copy:
Title: Don't miss out!
Subtitle: You still have [insert amount] towards your first purchase of [insert amount].
Body: “Use this link <<swell_attributes\swell_referral_link>> and they'll give you a coupon for [insert discount] you can use at checkout.
CTA: SHOP NOW!

Guidelines:

• Include the discount value
• Include the minimum purchase required
• Include the Referral link by using <<swell_attributes\swell_referral_link>>
• Do not try and include the recipient's name in this message (if they are a new customer to your store this will likely result in a blank field)
• Make sure that any CTA’s (“Shop Now” buttons, etc) include the referrer’s link so you can track the referral. Do so by adding "?e" to the end of your referral link: <<swell_attributes\swell_referral_link>>?e
• The “amount of days passed” is a setting you can adjust in your admin portal under “Programs” -> “Triggered Emails” -> “Trigger Referral Reminder Notification” Default is 3 days
• This email can be similar to the referral share email but make sure the copy expresses a sense of urgency
  “Don’t miss out!”
  “Don’t forget!”
  “Can’t wait to see what you buy!”

Event:
Swell Referral Completed

Set up:

1. Click on the Authoring tab > Listrak Conductor > Conversations
2. Click New Conversation
3. In the Conversation Editor click New Trigger
4. From Available Events, select “Swell Referral Completed”
5. Click Update
6. Click the plus (+) sign between New Trigger and Terminate, select Message Step
7. Click on the new message step, click Create New Message:
8. Scroll to the Personalization Control Panel to copy the relevant personalization field and paste it to your email body.
9. Click Commit Message, then Commit Message to Conversation
10. Publish the conversation.

Example copy:
Title: Points Activated
Subtitle: Thanks for referring a friend!
Body: A friend used your link <<swell_attributes\swell_referral_link>>. As our way of saying thank you, your account has been credited with points!
CTA: SIGN IN

Guidelines:

• Provide specific instructions on how and where they can redeem rewards
• Link back to your rewards page if there are other ways a customer can earn rewards
• Include their unique referral link to encourage them to share again. Insert by using <<swell_attributes\swell_referral_link>>

Event:
Swell Tier Earned

Set up:

1. Click on the Authoring tab > Listrak Conductor > Conversations.
2. Click New Conversation.
3. In the Conversation Editor click New Trigger.
4. From Available Events, select “Swell Tier Earned”.
5. Click Segment Filter.
6. Select Profile Field Group > swell_attributes > swell_vip_tier_name > Equals > (enter your tier name).
7. Click Update.
8. Add a new thread.
9. Repeat steps 3-7.
   Once you have one thread for each one of your VIP tiers:
10. Click the plus (+) sign between New Trigger and Terminate, select Message Step.
11. Click on new message step, click Create New Message.
12. Customize each email according to the VIP tier it belongs to.
13. Click Commit Message, then Commit Message to Conversation on each of the threads.
14. Publish the conversation.

Example copy:

Title: Welcome to the next Tier!
Body: Congratulations, we're thrilled that you've just leveled up to <<swell_attributes\swell_vip_tier_name>>.
As a <<swell_attributes\swell_vip_tier_name>> member, you can enjoy all of these benefits:
- Earn 1.5x points for every $1 spent
- Exclusive access to sales
- Better Birthday Gift
CTA: SHOP NOW!

Guidelines:

• Include in the email body:
  - Tier name earned
  - Benefits & perks unlocked
  - Tier entry reward (if applicable)

Event:
Swell Redemption Created

Set up:

1. Click on the Authoring tab > Listrak Conductor > Conversations
2. Click New Conversation
3. In the Conversation Editor click New Trigger
4. From Available Events, select “Swell Redemption Created”
5. Click Update
6. Click the plus (+) sign between New Trigger and Terminate, select Message Step
7. Click on the new message step, click Create New Message
8. Scroll to the Personalization Control Panel to copy “<<swell_attributes\swell_coupon_code>> “ and paste it to your email body.
9. Click Commit Message, then Commit Message to Conversation
10. Publish the conversation.

Example copy:
Title: “Congrats on earning your coupon!
Body: Here is your coupon code: <<swell_attributes\swell_coupon_code>>To redeem your reward please enter the code on the checkout page when you make your next purchase at <your Store Name/Link>.”
CTA: SHOP NOW!

Guidelines:

• Link back to the rewards page so customers can see how they can earn or redeem more points
• Turn on “smart send” if your customers
  - Earn a coupon upon entering a tier
  - Receive a coupon for their birthday
• Provide specific instructions on how and where a customer can use their coupon

Event:
Swell Redemption Created

Set up:

1. Click on the Authoring tab > Listrak Conductor > Conversations
2. Click New Conversation
3. In the Conversation Editor click New Trigger
4. From Available Events, select “Swell Redemption Created”
5. Click Update
6. Click the plus (+) sign between New Trigger and Terminate, select Message Step
7. Click on the new message step, click Create New Message
8. Click Commit Message, then Commit Message to Conversation
9. Publish the conversation.

Event:
Swell Customer Birthday

Set up:

1. Click on the Authoring tab > Listrak Conductor > Conversations
2. Click New Conversation
3. In the Conversation Editor click New Trigger
4. From Available Events, select “Swell Customer Birthday”
5. Click Update
6. Click the plus (+) sign between New Trigger and Terminate, select Message Step
7. Click on the new message step, click Create New Message:
8. Scroll to the Personalization Control Panel to copy the relevant fields and paste to your email body.
9. Click Commit Message, then Commit Message to Conversation
10. Publish the conversation.

Event:
Swell Customer Anniversary

Set up:

1. Click on the Authoring tab > Listrak Conductor > Conversations
2. Click New Conversation
3. In the Conversation Editor click New Trigger
4. From Available Events, select “Swell Customer Anniversary”
5. Click Update
6. Click the plus (+) sign between New Trigger and Terminate, select Message Step
7. Click on the new message step, click Create New Message:
8. Scroll to the Personalization Control Panel to copy the relevant fields and paste to your email body.
9. Click Commit Message, then Commit Message to Conversation
10. Publish the conversation.

Property to include:

• If you have a points system, use: swell_point_balance
• If you points-as-credit system, use: swell_credit_balance (if you do not have a variable redemption set up, this property will show $0.)

Event:
Swell Reminder

Set up:

1. Click on the Authoring tab > Listrak Conductor > Conversations
2. Click New Conversation
3. In the Conversation Editor click New Trigger
4. From Available Events, select “Swell Reminder”
5. Click Update
6. Click the plus (+) sign between New Trigger and Terminate, select Message Step
7. Click on the new message step, click Create New Message:
8. Scroll to the Personalization Control Panel to copy the relevant property and paste it to your email body.
9. Click Commit Message, then Commit Message to Conversation

Publish the conversation.

Event:
Swell Redemption Reminder

Set up:

1. Click on the Authoring tab > Listrak Conductor > Conversations
2. Click New Conversation
3. In the Conversation Editor click New Trigger
4. From Available Events, select “Swell Redemption Reminder”
5. Click Update
6. Click the plus (+) sign between New Trigger and Terminate, select Message Step
7. Click on the new message step, click Create New Message:
8. Click Commit Message, then Commit Message to Conversation
9. Publish the conversation.

Here is some example text:

Title: Don't forget!
Body: You have points to use - now it's time to treat yourself by cashing in. Login to your account to redeem a discount on your next order!
Every 100 points is $10 off.
CTA: SHOP NOW!

Guidelines:

• Provide specific instructions where a customer can redeem rewards
• Include how a customer can redeem rewards
• Include the value of the points OR breakdown of the various rewards available E.g. “100 points = $10”
• Include a strong CTA like "shop now" / "buy now"

Swell Points Earned
This event is triggered any time a customer earns pointsThis event is commonly used for: keeping a customer's point balance up to date in your CRM or email marketing platform.

Swell Redemption Created
This event is triggered any time a customer redeems points and receives a coupon code. When the customer does not explicitly receive a coupon code, like during redemption at checkout, this event will not fire.This event is commonly used for: sending an email with the coupon code to the customer.

Swell Points Reminder
This event is triggered after a certain amount of days of inactivity. The Points Reminder events will be triggered each day at 5 pm UTC.This event is commonly used for: sending an email to remind the customer that they're close to earning a reward.

Swell Redemption Reminder
This event is triggered after a certain amount of days of inactivity.This event is commonly used for: sending an email to remind the customer that they have enough points for a reward.

Swell Birthday Captured
This event is triggered when a customer set their birthday through your storefront.

Swell Customer Birthday
This event is triggered on the birthday of a customer. The Customer Birthday events will be triggered each day at 1 pm UTC.

Swell Customer Anniversary
This event is triggered on the anniversary of a customer.The Anniversary Birthday events will be triggered each day at 11 am UTC.This event is commonly used for: sending an email to congratulate them and update them if they were awarded points or a coupon according to an existing Anniversary Campaign.

Swell Anniversary Captured
This event is triggered when a customer set their anniversary through your storefront.This event is commonly used for: sending an email to congratulate them and update them if they were awarded points or a coupon according to an existing Birthday Campaign.

Swell Referral Share
This event is triggered when a customer shares their referral link to their friends.This event is commonly used for: telling new customers that someone they know likes your store.

Swell Referral Completed
This event is triggered any time a customer refers a friend that satisfies the referral program requirements.

This event is commonly used for: sending an email thanking the customer for the referral.

Swell Referral Share Reminder
This event is triggered after a certain amount of days that a referred customer had not submitted a purchase inThis event is commonly used for: sending an email to remind the referred customer to use their friend's referral link to give both the referring and referred customer a reward.

Swell Tier Earned
This event is triggered when a customer meets the requirement for a new tier.This event is commonly used for: letting a customer know they reached a certain status level.

Swell Tier Lost
This event is triggered when a customer fails to meet the requirement for a tier after the specified period of time has passed.

Swell Tier Status Changed
This event is triggered when a customer gets closer or farther from retaining their current tier, and from entering the next tier.This event is commonly used for: creating incentive by notifying customers "You only need X more points to reach the next tier"

Swell Referral Discount Code Updated
For code referral programs when the customer’s code gets manually updated

Loyalty opt_in/opt_out
This event is triggered when a customer opts in or out to the loyalty program. A customer that is opted in can earn points, get into tiers, redeem points, etc. As opposed to a customer that is opted out that cannot participate in any of these activities. Read more about Loyalty Opt-in

This event is commonly used for: Segmenting customers based on if they are loyalty members if they have an account

Swell Newsletter Signup
This method takes an email address to capture and will record it as having participated in the newsletter signup campaign.This event is commonly used if you want to use an existing newsletter signup form but still record the capture in Swell.

If you're using Loyalty & Referrals' Cash Payouts feature, you'll also see the following events for these Loyalty & Referrals emails:

Swell Purchase Payout Scheduled
This email notification is triggered when a referred friend makes a purchase using an influencer link and a cash payout is created.

Swell Redemption Payout Scheduled
This email gets sent to the influencer responsible for the referral and serves as a notice that the influencer has earned a coupon/reward payout for referring a customer to your store.

Swell Purchase Payout Received
This email notification is triggered when PayPal notifies Yotpo that a customer successfully received their cash payout into their PayPal account. This allows you to reach out directly and remind them the value of their payout or the date it was sent.

Swell Redemption Payout Scheduled
This email gets sent to the influencer responsible for the referral and serves as a notice that the influencer has earned a coupon/reward payout for referring a customer to your store.

Swell Redemption Payout Received
This email notification is triggered when a customer successfully received their payout in the form of a coupon/reward.

Swell Redemption Payout Unclaimed
This email notification is triggered when PayPal tells us that payment is unclaimed because the email address used to send the payment does exist on PayPal.

swell_point_balance
(if you are using points-as-credit, see below)The customer's current available points balance that they can use now.

swell_credit_balance
(only relevant if you display points as credit)The customer's current available credits. This will equal the dollar value of the customer’s point balance, based on the logic set in the variable coupon.

swell_points_earned
The customer's total historical points earned.

swell_referral_link
The customer's unique referral link. (If you are running a code-based referral program, see below for attributes for Code-based referrals.)

swell_referral_discount_code
The customer's unique referral code (if you are using a link-based referral program, see above)

swell_first_name
The first name of the customer, this only will only populate if the customer has an account with your platform.

swell_last_name
The last name of the customer, this will only populate if the customer has an account with your platform.

swell_name
The full name of the customer (first name + last name), this will only populate if the customer has an account with your platform.

swell_tier_points_earned
The number of points the customer has currently earned that count towards earning the next tier.

swell_tier_points_needed
For points-based tiers, the number of points needed to advance to the next tier.

swell_tier_amount_spent
For tiers with an entry threshold of amount spent, this is the total amount spent that counts towards earning the next tier.

swell_tier_amount_spent_cents
For tiers with an entry threshold of amount spent, this is the total amount currently spent in cents that counts towards the next tier, in cents (typically used for converting to other currencies, if needed)

swell_tier_amount_spend_needed
For tiers with an entry threshold of amount spent, this is the amount needed in order to reach the next tier.

swell_tier_amount_spend_needed_cents
For tiers with an entry threshold of amount spent, this is the amount needed in cents in order to reach the next tier (typically used for converting to other currencies, if needed, in ESP)

swell_tier_purchases_made
For tiers that have an entry threshold of "number of purchases," this will be the number of current purchases the customer has made.

swell_tier_purchases_needed
For tiers that have an entry threshold of "number of purchases," this will be the number of purchases needed to advance to the next tier.

swell_tier_referrals_completed
For tiers that have an entry threshold of "number of referrals," this is the total number of referrals this customer has completed.

swell_tier_referrals_needed
For tiers that have an entry threshold of "number of referrals," this is the number of successful referrals needed to advance to the next tier.

swell_vip_tier_name
The name of the tier the customer is in now.

swell_tier_multiplier
This is the tier multiplier for the VIP tier the customer is currently in. This pulls from the "Point Earning Multiplier" field when adding/customizing a VIP Tier

swell_tier_reward_points
The number of points the customer will be awarded once they reach the next tier.

swell_tier_redemption_option_name
If VIP Tier is set to award a coupon, the name of the coupon will populate here. This pulls from "Award a Coupon" field when adding/customizing a VIP tier.

swell_next_tier_name
The name of the next tier available after the customer's existing tier.

swell_next_tier_multiplier
This is the Tier multiplier in the next tier up. This pulls from the Point Earning Multiplier field when adding/customizing a VIP Tier.

swell_next_tier_reward_points
If VIP Tier is set to award points, the number of points awarded in the next tier up will populate here. This pulls from the Award Points field when adding/customizing a tier.

swell_next_tier_redemption_option_name
If VIP Tier is set to award a coupon, the name of the coupon the customer will receive in the next tier will populate here.

swell_vip_tier_ends_at
The date this customer's eligibility for the tier ends.

swell_birth_month
The month the customer was born. This is captured via the "Happy Birthday" campaign or via API.

swell_birth_day
The day the customer was born. This is captured via the "Happy Birthday" campaign or via API.

swell_birth_year
The year the customer was born. This is captured via the "Happy Birthday" campaign or via API.

swell_points_expire_at
The date a customer's points expire. Use this data to remind them a set number of days before the points expire.

loyalty_opt_in
Whether the customer is opted into the loyalty program following the event trigger.

loyalty_opt_in_date
Date when the customer was opted into the loyalty program.

swell_has_account
True/False depending on if the customer has an account with the platform or not

You will only see values populate for the below attributes If you're using Loyalty & Referrals' Cash Payouts feature:

swell_is_affiliate
If this customer is "marked as an affiliate" in the Loyalty & Referrals admin, this value will be 1. Otherwise, it will be 0

swell_affiliate_email
If this customer has a separate email for their Paypal/affiliate commission, this will populate with that alternate email address

swell_payout_percentage
The payout percentage set for this customer. This will only populate if the customer is "marked as an affiliate"

swell_has_provided_tax_details
If the customer provided tax details for the influencer program and is marked as doing so in the Loyalty & Referrals admin, the value here will be 1. If they did not provide tax details this will be a 0. This will only populate with a number if the customer is "marked as an affiliate"

swell_total_amount_earned
If the customer is "marked as an affiliate", this will populate with the total amount in commission they've earned with Loyalty & Referrals