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Using effects

Using discount effects

Discounting session total

It allows you to apply a discount to the total value of a customer session. For example, use it to offer a discount when customers reach a certain minimum amount or redeem a coupon.

  1. Open the Rule Builder for your campaign.
  2. Click Add Rules.
  3. In Effects, click Add Effect.
  4. In Discount, click Discount session total.
  5. In Discount name, type a suitable name for your effect.
  6. In Discount value, enter the value of the discount. It can be a number or a formula including attributes from the palette such as the total value of the session.
  7. (Optional) In Allow lower discount value if budget is insufficient, select:
  8. Click Done.
API effect

This effect returns the setDiscount API effect

Discounting individual items

It allows you to apply a discount to certain items in the cart or to any additional costs applied to them. For example, use it to run a promotion on some specific item categories or have part of your catalog on sale.

Before you start, you can create a cart item filter to define which items you want to apply the discount to. Otherwise, the only list available includes all the items in the customer's cart.

This effect is often used in conjunction with cart item flattening.

You can then discount individual items in your rule:

  1. Open the Rule Builder for your campaign.
  2. Click Add Rules.
  3. In Effects, click Add Effect.
  4. In Discount, click Discount individual items.
  5. In Pick a list of items, select a list.
  6. In Discount name, type a suitable name for your effect.
  7. In Discount value, enter the value of the discount. It can be a number or a formula including attributes from the palette such as the value of the item.
  8. (Optional) In Discount scope, select where you want the discount effect to be applied:
    • Price (default): The price of the item without taking into account additional costs.
    • Additional costs: The total value of any additional costs applied to the item.
    • Item total: The price of the item together with any additional costs.
  9. (Optional) In Allow lower discount value if budget is insufficient, select one of the following options:
  10. Click Done.
API effect

This effect returns the setDiscountPerItem API effect

Discounting individual items pro rata

It allows you to apply a pro rata discount to certain items in the cart. The value of the discount is divided among the eligible items in direct proportion to the price of each of them.

note

Prorated discounts are always rounded to the nearest hundredth. If the sum of all rounded individual discounts does not equal the total discount, the difference is automatically subtracted or added to the value of the largest individual discount.

Before you start, you can create a cart item filter to define which items you want to apply the discount to. Otherwise, the only list available includes all the items in the customer's cart.

This effect is often used in conjunction with cart item flattening.

You can then discount individual items in your rule:

  1. Open the Rule Builder for your campaign.
  2. Click Add Rules.
  3. In Effects, click Add Effect.
  4. In Discount, click Discount individual items pro rata.
  5. In Pick a list of items, select a list.
  6. In Discount name, type a suitable name for your effect.
  7. In Discount value, enter the value of the discount. It can be a number or a formula including attributes from the palette such as the value of the item.
  8. (Optional) In Allow lower discount value if budget is insufficient, select:
  9. Click Done.
API effect

This effect returns the setDiscountPerItem API effect

Discounting additional costs

It allows you to discount additional costs applied to the entire customer session. Additional costs are extra costs such as shipping costs or other additional fees that you want to charge to customers.

Before you start, create one or more additional costs per cart (session).

You can then discount an additional cost in your rule:

  1. Open the Rule Builder for your campaign.
  2. Click Add Rules.
  3. In Effects, click Add Effect.
  4. In Discount, click Discount additional cost.
  5. In Select additional cost, choose the cost you want to discount.
  6. In Discount name, type a suitable name for your effect.
  7. In Discount value, enter the value of the discount. It can be a number or a formula including attributes from the palette such as the value of the additional cost.
  8. (Optional) In Allow lower discount value if budget is insufficient, select:
  9. Click Done.
API effect

Discounting additional costs per item

It allows you to discount additional costs applied to individual cart items. Additional costs are extra costs such as shipping costs or other additional fees that you want to charge to customers.

Before you start, create one or more additional costs per item.

You can also create a cart item filter to define which items you want to apply the discount to. Otherwise, the only list available includes all the items in the cart.

This effect is often used in conjunction with cart item flattening.

You can then discount an additional cost in your rule:

  1. Open the Rule Builder for your campaign.
  2. Click Add Rules.
  3. In Effects, click Add Effect.
  4. In Discount, click Discount additional cost per item.
  5. In Select additional cost, choose the cost you want to discount.
  6. In Pick a list of items, select a list.
  7. In Discount name, type a suitable name for your effect.
  8. In Discount value, enter the value of the discount. It can be a number or a formula including attributes from the palette such as the value of the additional cost.
  9. (Optional) In Allow lower discount value if budget is insufficient, select:
  10. Click Done.
API effect

Using reward effects

Adding a free item

It allows you to add a free item to the customer's session. For example, if customers purchase a certain number of items, such as in Buy two Get One Free promotions.

  1. Open the Rule Builder for your campaign.
  2. Click Add Rules.
  3. In Effects, click Add Effect.
  4. In Reward, click Add a free item.
  5. In SKU, enter the SKU of the item you want your customer to receive.
  6. In Discount name, type a suitable name for your effect.
  7. In Quantity, enter the number of free items. You can use the + symbol to the right to create a formula including attributes from the palette.
  8. Click Done.
API effect

This effect returns the addFreeItem API effect

Adding loyalty points

It allows you to reward your customers with points that they can later exchange for different items or use in future purchases. Points are added for the session total.

Before you start, ensure you have:

You can then add loyalty points in your rule:

  1. Open the Rule Builder for your campaign.

  2. Click Add Rules.

  3. In Effects, click Add Effect.

  4. In Reward, click Add Loyalty points.

  5. In Select loyalty program, choose the loyalty program.

    note

    If you select a loyalty program where you enabled subledgers, type in Subledger the name of the subledger where you want to add the points.

  6. In Recipient, select who will receive the points. Your current customer is the default option. If the Referrals feature is active in your campaign, you can choose:

    • Current customer (friend)
    • Advocate
  7. In Reason, type a description for this effect.

  8. In Amount of points, set the value of the reward.

  9. (Optional) In Allow lower amount of points if budget is insufficient, select:

  10. (Optional) Click Reward Settings to set start and expiration dates for the reward.

  11. Click Done.

API effect

This effect returns the addLoyaltyPoints API effect

Adding loyalty points per cart item

It allows you to reward your customers with points that they can later exchange for different items or use in future purchases. Points are added for individual cart items.

Before you start, ensure you have:

You can create a cart item filter to define which items you want to give loyalty points for. Otherwise, the only list available includes all the items in the cart.

This effect is often used in conjunction with cart item flattening.

You can then add loyalty points in your rule:

  1. Open the Rule Builder for your campaign.

  2. Click Add Rules.

  3. In Effects, click Add Effect.

  4. In Reward, click Add Loyalty points.

  5. In Cart items filter, select an item or a list of items.

  6. In Select loyalty program, choose the loyalty program.

    note

    If you select a loyalty program where you enabled subledgers, type in Subledger the name of the subledger where you want to add the points.

  7. In Recipient, select who will receive the points. Your current customer is the default option. If the Referrals feature is active in your campaign, you can choose:

    • Current customer (friend)
    • Advocate
  8. In Reason, type a description for this effect.

  9. In Amount of points, set the value of the reward.

  10. (Optional) In Allow lower amount of points if budget is insufficient, select:

  11. (Optional) Click Reward Settings to set start and expiration dates for the reward.

  12. Click Done.

important

The awarded loyalty points are revoked if the item that triggered the effect is returned.

API effect

This effect returns the addLoyaltyPoints API effect

Redeeming loyalty points

It allows your customers to use their loyalty points in different ways, such as direct discounts.

Before you start, ensure you have:

You can then add loyalty points in your rule:

  1. Open the Rule Builder for your campaign.

  2. Click Add Rules.

  3. In Effects, click Add Effect.

  4. In Reward, click Redeem Loyalty points.

  5. In Select loyalty program, choose the loyalty program.

    note

    If you select a loyalty program where you enabled subledgers, type in Subledger the name of the subledger where you want to add the points.

  6. In Reason, type a description for this effect.

  7. In Amount of points, set the number of points to redeem.

  8. Click Done.

API effect

This effect returns the deductLoyaltyPoints API effect

Awarding a giveaway

It allows you to offer direct rewards to your customers. For example, you can grant them vouchers generated outside of Talon.One, such as Amazon gift cards.

Before you start, ensure you have:

  1. Created a giveaway pool and connected it to the Application containing your campaign.
  2. Imported codes into the pool.
  3. Enabled the giveaway feature in your campaign.

You can then award a giveaway in your rule:

  1. Open the Rule Builder for your campaign.

  2. Click Add Rules.

  3. In Effects, click Add Effect.

  4. In Reward, click Award giveaway.

  5. In Giveaway pool, select the giveaway pool.

  6. In Recipient, select who will receive the giveaway. Your current customer is the default option. If the Referrals feature is active in your campaign, you can choose:

    • Current customer (friend)
    • Advocate
    note

    To give a reward to both of them, create a second Award giveaway effect.

  7. Click Done.

API effect

This effect returns the awardGiveaway API effect

Using creation effects

Creating a notification

It allows you to trigger a message that can be displayed to the customer if you want. For example, use this effect to inform a customer about a special discount when they are close to reaching the minimum necessary amount to obtain it or to debug a rule during the testing phase.

  1. Open the Rule Builder for your campaign.
  2. Click Add Rules.
  3. In Effects, click Add Effect.
  4. In Create, click Create notification.
  5. In Type, select the kind of notification you want to display.
  6. In Title, type a name for the notification.
  7. In Message, type what your customer will read. You can include attributes from the palette such as coupons in the message.
  8. Click Done.
API effect

This effect returns the showNotification API effect

Creating a referral code

It allows you to grant your customers referral codes that they can give to their friends so that they too become customers.

Before you start, ensure you have enabled the referrals feature in your campaign.

You can then create a referral code in your rule:

  1. Open the Rule Builder for your campaign.
  2. Click Add Rules.
  3. In Effects, click Add Effect.
  4. In Create, click Create referral code.
  5. Choose where you want to create a referral code:
    • In the current Campaign.
    • In a specific Campaign. If you choose this option, select the campaign in the drop-down menu.
  6. In Redemption limit, set how many times the code can be used. Set it as 0 for unlimited redemptions.
  7. In Code pattern, define the characteristics of the coupon code:
    • Use campaign settings code pattern.
    • Use custom code pattern allows you to define a specific code length, the characters appearing in the code, a prefix and a suffix.
  8. (Optional) In Set start time and end time, define start and expiry dates for your coupons.
  9. (Optional) In Referral attributes, define the value for any available referral attributes.
  10. (Optional) Click Store generated value in session to save the code in the current session and be able to display it in another effect, such as a notification, by using the Generated referral in session attribute from the palette.
  11. Click Done.
API effect

This effect returns the referralCreated API effect

Creating a coupon code

It allows you to generate a coupon code or a gift card. The code can be generated for the campaign of your choice in the current Application, as long as they have the coupons feature enabled.

Before you start, ensure you have enabled the coupons feature in your campaign.

You can then create a coupon code in your rule:

  1. Open the Rule Builder for your campaign.
  2. Click Add Rules.
  3. In Effects, click Add Effect.
  4. In Create, click Create coupon code.
  5. Choose where you want to create a coupon code:
    • In the current Campaign.
    • In a specific Campaign. If you choose this option, select the campaign in the drop-down menu.
  6. Set the details of your coupon code:
    • Recipient: The customer that should receive the code.
    • Redemption limit: How many times the code can be used. Set it as 0 for unlimited redemptions.
    • Code pattern: The specific code length, the characters appearing in the code and any prefix and suffix.
    • Start time and end time: Start and expiry dates. You can also type a certain number of days in Discount limit.
    • Coupon attributes: The value for any available coupon attributes.
  7. Click Store generated value in session to save the code in the current session and be able to display it in another effect, such a notification, by using the Generated coupon in session attribute from the palette.
  8. Click Done.
API effect

This effect returns the couponCreated API effect

Using update effects

Updating an attribute value

It allows you to set a new value for a custom attribute.

Before you start, ensure you have defined one or more custom attributes.

You can then update them in your rule:

  1. Open the Rule Builder for your campaign.
  2. Click Add Rules.
  3. In Effects, click Add Effect.
  4. In Update, click Update attribute value.
  5. In Set attribute, select a custom attribute from the palette.
  6. In To new value, type a value or select an attribute from the palette to define yours.
  7. Click Done.
API effect

This effect returns the updateAttribute API effect

Updating a cart item attribute value

It allows you to set a new value for a custom attribute affecting only certain items in the customer's cart. Use the Integration API to set a cart item custom attribute.

Before you start, ensure you have:

You can then update them in your rule:

  1. Open the Rule Builder for your campaign.
  2. Click Add Rules.
  3. In Effects, click Add Effect.
  4. In Update, click Update cart item attribute value.
  5. In Pick a list of items, select a list.
  6. In Set attribute, select a custom attribute from the palette.
  7. In To new value, type a value or select an attribute from the palette to define yours.
  8. Click Done.
API effect

This effect returns the updateAttribute API effect

Creating webhooks

Use webhooks to share information from Talon.One with external tools relying on their APIs. For example, create a webhook that triggers an email to a customer when their friend redeems a Referral Code. You can also define your own webhooks, and they will appear as an effect.

Learn more about webhooks in the Developer docs and learn how to use them in this tutorial.

API effect

This effect returns the triggerWebhook API effect