New discount 

The notification is sent after the client’s discount has changed, in accordance with the rules and settings in Clients > Loyalty Program.

Used to increase customer loyalty and promote discount campaigns.

Cancellation of discounts, importance classes, and adding/removing clients from customer categories is performed after the specified number of days has passed. No notifications are предусмотрены for the client at the moment a discount is cancelled.

Important

For campaigns created in the chain-level Loyalty section, notifications are configured at the chain level.

Setup and editing #

1. In the main menu, go to Settings > System settings > Notifications, then open the Notification types tab.
2. In the Client > Retention section, select New discount by clicking the notification name or the pencil icon.

On the General settings tab, configure how notifications will be sent via multiple channels. For more details about multi-channel notification scenarios, see the article. Available channels:

• SMS / chat-bots
• Email
• Branded app

Templates #

After setting up the sending scenarios, configure templates for different channels. More details on setting up notification templates are available here.

1. When editing the notification on the Notification templates tab, you can set different text for each available sending channel.
2. For the SMS template, variables are available — they will automatically insert visit, service, client, orlocation data. To add a variable to the template, click Add variable, then choose the one that fits the context.

After adding a variable, use a space to separate the variable from the main text and other variables.

In SMS notification templates, you can use emoji. To do this, click the smiley button and choose one from the list or add your own.

Standard templates with variables

Client name, you have been assigned a discount Client discount at Company name. To keep the discount active, make your next visit within Discount expiration period (days)

You have been assigned a discount Client discount at Company name. To keep the discount active, make your next visit within Discount expiration period (days)

You have been assigned a discount Client discount at Company name


Example

“Liana, you have been assigned a 5% discount at HappyGio. To keep the discount active, make your next visit within 20 days”

3. For the Email channel, editing the template is not available, but you can add additional information. To do this:

• When setting up notification templates, go to the Additional information in email tab.
• Enter additional text, upload an image, or add a link.
  Click Save.
  More details on setting up notification templates are available in the article.

For all notification templates, preview is available — how the message will look when sent to a client, team member, or receptionist taking variables into account.

Finishing setup #

1. After completing the configuration, click Save in the bottom-right corner of the page.
2. To enable the notification, return to the Notification types tab and switch the toggle to the active state. To disable the notification, switch the toggle to the inactive state.
   To the right of the notification name, the enabled sending channels for this type will be displayed.