How To Use CherryPie: Creating Offers

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CherryPie_featureCreatingOffers

CherryPie is a simple yet powerful mobile marketing automation platform, meticulously designed and crafted for marketers and agencies. CherryPie enables businesses to propel customer engagement, drive physical world transactions/revenue, and stimulate sustainable loyalty by leveraging native mobile wallet applications and beacon technology.

CherryPie is now upon us, meaning that marketers now have access to an entirely new form of mobile marketing automation. Each week, I’ll walk you through a tutorial on how to get the most out of your experience with CherryPie. This week, I’ll cover creating offers within CherryPie.

First, create a contact list in CRM.

It’s important that you create a contact list in the CRM, even if it’s blank. This is so that when you launch your campaign and distribute passes, you are able to store customer data and see their history of actions in that contact list.

Go to CRM —> Create Contact List

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I don’t have existing contacts

Enter a name for this contact list and save the contact list if you don’t have contacts to upload at this time.

I have existing contacts

Download the CSV template to use as a template for uploading your existing contacts. We’ve provided default headings for each column but feel free to also add your own. These variables can be used in distributing passes and email templates (i.e. personalizing the email by name).

Unique fields

Unique fields are used to identify whether there is a duplicate in your contact list. For example, if you specify ‘email’ as the unique field, CherryPie will check to see if they are already in the contact list. This will help identify if a contact on the landing page or in the CSV is the same as the contact in the list or not. If you don’t specify a unique field, CherryPie will not be able to check for duplicates.

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Create Segmentations

Use the headers in your CSV to create segmentations of customers. For example, male/female, silver/platinum, status July birthdays, etc. Having customer segmentations allow you to send targeted content to the relevant contacts.

Once you’ve created your contact list, click on ‘Segmentations’ to create different segments. You can add multiple rules and conditions for each segment.

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Creating Offers

Design beautiful and engaging mobile wallet content with the WYSIWYG designer tool. Determine offer details, build content, customize the design upon scan/redemption, add proximity notifications, and even translations to localize the pass to your demographic.

Go to Offer —> New Offer

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1. Offer Info

Specify the offer details and information here, including a start and end date (if applicable). This is particularly useful for coupons or event tickets that will expire after a certain date. If your offer will never expire, then leave the ‘end date’ blank. The timezone is based on GMT and is used for delivering time based notifications. You can also choose to limit the quantity of passes to issue here.

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2. Design [Front]

1. Type

Select the type of wallet content you want to create (transport, coupon, store card, membership, or event ticket).

2. Colors

Adjust the colors of the pass by entering in a HEX code or selecting from the color picker tool

3. Images

Click on the area to the top left of the pass to add your logo image. Select from your image library or upload a new image here. Then scale, reposition, and crop if necessary. Follow the same steps to add the strip image, background image, and icon image.

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4. Text

Hover over the pass design and click on the green + button to add text fields to a row. You can also click on existing text fields to edit the text.

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Here are the different types of text fields you can create: Variable, Fixed, Lockscreen

VARIABLE FIELD

(Customers cannot edit this field but it will change in the future): i.e. points balance, stored value balance, etc.

For example, a customers’ point balance will change over time but you will not allow them to edit this field. Use #{PointsBalance} to denote this variable. The # means that this variable is not editable by customers. Again, the content inside the curly braces {} is case insensitive. The data collected here will be stored in your CRM (if you have set this up)

Variable field (to collect data from customers & allow them to change this field): i.e. name, email, mobile, etc.

If you want customers to enter their name, simply use this shortcode ${FirstName}. The $ means that this variable is editable by customers. The content inside the curly braces {} is case insensitive. The data collected here will be stored in your CRM (if you have set this up).

FIXED FIELD

Fixed field (most likely won’t change once you’ve created a pass):
i.e. expiration date, label for ‘points’, venue, etc.

Simply type in the field name (i.e. Name)

LOCKSCREEN

Use the shortcode %@ so that whenever content changes on the pass (i.e. points balance, promotion, etc.), your customers will see a message on their lock screen.

Examples:

  1. You now have %@ points.
  2. This week’s special: %@
  3. %@ (This will just show the entire text /value you have changed)

5. Barcode

a. Barcode types: choose a barcode type to use. CODE128 is a new feature in iOS9 which allows you to scan 1D barcodes. If you select CODE128 you will need a fallback 2D barcode for users not on iOS9.

b. Encoded message: Leave this encoded with the Pass ID to enable redemption of that pass. The Pass ID is the unique identifier for that pass.

c. Alternative message: This appears below the barcode.

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3. Design [Back]

Click on ‘Back’ to flip to the back of the pass and add additional content.

1. Add an App

Add an App: Click on the ‘Add App’ button and search for a relevant app you want to add to the back of the pass. This is a great way to promote downloads of your app through passes.

2. Text

Text: Click on the green plus button to add text to the back of the pass.

a. HTML links: Use HTML to add hyperlinks to text like this <a href=“https://website.com/“>Click here</ a> to visit our website.

b. Lock screen message: Use the back of the pass to share promotions/news to your customers. Always add a %@ to the lock screen message so that when you update that content, it will show up on the lock screen of the user’s device.

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4. Design Redeem [Optional]

If you want to change the pass upon redemption, you can do so here. For example, removing the barcode, changing the color of the pass, replacing the image, adding content, etc.

1. Simply tick the ‘Enable Redeem Pass’ box to enable this function and you can tweak your design.

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5. Proximity Notifications

Add up to 10 locations and 10 beacons to trigger location & proximity based lock screen messages.

1. Locations

Make sure you have already saved your location(s) under
‘Assets —> Locations’. Select the relevant location(s) and
enter a relevant lock screen message to display when your 2 customers are near that location (maximum 30 characters).

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2. Beacons

Make sure you have already saved your beacons(s) under ‘Assets —> Beacons’. Select the relevant beacon(s) and enter a relevant lock screen message to display when your customers are near that beacon (maximum 30 characters).

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6. Localization

Passes can be translated to display in the language of your customers’ phone setting – text and even images. Add translations for up to 35 different languages.

 

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7. Saving & Activating Your Offer

Once you’ve filled in all the required fields, click on the ‘Save’ button to save this offer. This will save the offer in draft mode so that you can still go back and make changes. When you’re happy with your design, click on ‘Mark as Ready’ so that you can add it to your campaign.

Creating a mobile wallet offer has never been this easy. CherryPie allows everyone from marketing agencies to small business owners the ability to offer mobile wallet content. No need for coding or even someone with an IT background. With the easy to use designer, you are able to design a pass by simply inserting the necessary information and images. It doesn’t get any simpler than that.

Want to see everything CherryPie has to offer? Check it out here. If you’re already using CherryPie and want access to the full user guide, download that here.

If you have any comments or questions let me know in the comments below!

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