Creating a 'Frequent Buyer Purchase Progress' Marketing Automation

This guide provides a step-by-step approach to setting up a marketing automation specifically designed to engage frequent buyers, ensuring they are reminded of their progress towards rewards. By leveraging this automation, businesses can enhance customer loyalty and drive additional sales by notifying customers when they are close to redeeming their rewards. With customizable messaging options and dynamic templates, it's an efficient tool for maximizing customer engagement while simplifying the communication process.

Katherine Carbonaro
39 steps
5 minutes

Astroloyalty

Log in to your Astro Dashboard as an **Admin User**<https://secure.astroloyalty.com/?pg=1pHgiXkbZstUGHWTWac%2BxuyZfUNqjh9InG6eCT8JQeRThjfVByUvr4Qvx%2F3BPkzrWGEZXpY8I2Xy>

Click "**Marketing**"

Click "**Campaigns**"

Click "**Marketing Automations**"

Click "**New Automation**"

Configure Automation

Select the "**X-Punches Left on FB Card**" option.

Make your "**Frequent Buyer Selection**" You can choose **ALL Frequent Buyer Programs** or **Specific Frequent Buyer Programs**.

Tip! Choosing **ALL Frequent Buyer Programs** will allow your automation to alert any customer when they are close to completing any Frequent Buyer Card at your store/s. If a customer is close to completing more than one Frequent Buyer Card, they will receive one communication per card.

Choose "**Punches Left**" This is the number of required purchases left on their card that they must complete before their card is considered eligible to be redeemed for a reward. **Ex.** *If a customer has an open Buy 10 Get 1 Free card, and you select "1 Punch Left," that customer will receive a message when they complete their 9th purchase.*

Choose the "**Sending Time Frame**" This determines how long after the qualifying event the message will be sent. Options include "Send Immediately" up to "30 Days After." **Ex.** *If you select the "5 days after event" option, a customer will receive this message 5 days after they make their qualifying loyalty purchase.*

***NOTE:*** *If "Send Immediately" is chosen, the message will be sent to the customer 5 minutes after they complete their qualifying loyalty purchase.* *However, if a delayed option is chosen (1 day to 30 days after the Event), you can set the Send TIME and TIME ZONE.*

Choose your **Send Time**, if applicable. (Be mindful of AM and PM)

Set your Send **Time Zone**, if applicable.

You can skip the "**Recipient List**" drop-downs since Astro Automation does that heavy lifting for you. **Alert:** If you select a Recipient List *other* than **All Pet Owners**, this Automation will *only* send messages to the customers included on that specific list. **Note:** *If you have more than one location and want to limit this automation to just customers who shop at one of your stores, you can use the "Locations" drop-down to limit this automation's reach.*

Choose your "**Communication Type**" (select all that apply).

Click this text field, and type out your **Subject Line**. (Repeat for your other chosen methods of delivery)

**Subject Line Suggestions:** - "Almost there! Your reward is within paw’s reach 🐾" - "Almost done! Your loyalty card is nearly full 🐾" - "You're so close your pet can nearly taste it—just one more purchase! 👅💧"

Click "**Continue to Step 2 - Template Selection**" to enter the Template Library.

Choose Your Template

"**My Automated Templates**" will collect all of your previously edited templates specific to your "X-Punches Left" Automation Event. **TIP:** Give your My Templates descriptive titles to help you tell them apart. **ALERT:** Currently, there is no way to delete a My Template. We will remedy this shortly. If this is your first X-Punches Automation, this section will be empty.

"**X-Punches Left Templates**" contains options available for import.

Click on any Template to preview it.

Click "**Choose This Template**" to select this template. If you want to make a different selection, click "**Keep Exploring**"

Edit Template (Optional)

If you are happy with your template as it is, you can skip ahead to "**Send Preview**".

Click "**Edit Selected Template**"

Frequent Buyer Element

Click "**Shop Local | Fauget Dry Food - Buy 12 Get 1 Free**" placeholder Frequent Buyer Card Element In your template, this element will display placeholder data so you can get a feel for how it will appear to your customers. A **Frequent Buyer Card Element** will show the program image, program details, and how many punches a customer has, based on the event you selected—like *“1 punch away from a free item.”* It updates automatically to match each customer’s real Frequent Buyer Card. For example, one customer might see 7 out of 8 punches, while another sees 9 out of 10, but they are both 1 punch away! **You can’t edit this element because it changes on its own.**

**To Edit your Template:** - Click the TEXT to open the Text Editor to edit the message. - Click an IMAGE to open the Image Libraries and choose a replacement image. - **Drag-and-Drop** to **move** your Elements around your template. - Click on the **GEAR** icon at the top right of an Element to **adjust formatting**, alignment, and padding. - Click the **X** icon at the top right of an Element to **delete** it. - Double-click on a grey Element Icon from the Element Library to add it to your template.

Editing the Message

**To edit the Messaging:** Click anywhere on the text element to open the text editor.

Make your edits in the editor on the right. The template will display a preview of your edits to the left.

Click the **arrow \[ < \]** to close the text editor.

Replacing an Image

**To switch out the Image:** Click on any image that you wish to replace.

Click "**My Media**" if you want to use one of your own images.

Choose the image you want from your [My Media](https://support.astroloyalty.com/portal/en/kb/articles/my-media-image-library-marketing-suite), or upload a new one.

Or click "**Astro Media**" to select one our preloaded images.

To exit the image library, click "**Back to Image Attributes**"

Click "**Save**" to lock in your image choice.

Adjusting Formatting

**To adjust an Element's formatting:** Click the **gear icon** at the **top right-hand corner** of any element to open its formatting editor.

For **Text Elements,** you can: - Add/Remove **padding** with the sliders - Add/Remove **colored borders** with sliders and color fields - Adjust **alignment** (Left, Right, Center) - Adjust **foreground** (text color) and **background** color For **Image Elements**, you can: - Add/Remove **padding** with the sliders - Adjust the **image size** (max width) - Adjust **alignment** (Left, Right, Center) - Add a **clickable URL** - Adjust **background** color

When finished, **click here \[ < \]** to close the formatting editor.

Name Your Edited Template

**To name your template:** Click the "**Template name**" field to give your newly edited template a name. This is important, since this will help you locate a specific version in your Library when making a new Automation of this event type. **Note:** At this time, you cannot delete a template you edited. We will be adding this feature in the coming months.

You can type something like, "**X-Punches Left with Offers Button**" or "**X-Punches with Dog & Cat Images**"

Click "**Save & Finished**" to add your edited Template to your Automation.

Send Preview

Tip! We recommend sending yourself a preview of your automation template to see exactly how it will look to your customers. In your Preview, you will still see the placeholder version of the Frequent Buyer Card Element.

Click "**Send Preview**"

Enter your email address and click "**Send Preview**"

Click "**Close Window**"

Publish Automation

Tip! If you are not ready to publish, click "**Save as Draft,**" so you can finish editing later.

Click "**Save Automation**" to publish your automation.

This will bring you back to your **Automation Dashboard**, where you can monitor and manage your published automations. From here, you can: - Monitor "Impressions" - Set an Automation "Inactive" or "Active" - Remove/Retire an Automation by clicking the File icon to archive.