In BILLmanager you can set up special conditions for participation in promotions. The conditions determine the clients who will have access to the promotion.
Setting the condition
To create a condition, enter Marketing → Promotions → select a promotion → click Conditions → click Add:
- Select Condition — the criterion for selecting clients. Each condition has a set of parameters.
- Specify the parameters of the selected condition.
- Specify the Condition group. If the provider uses a group of conditions in the promotion, the client only needs to fulfill any condition from this group. If two groups of conditions or more are used, the client needs to fulfill at least one condition from each group.
There can be several groups of conditions. How it works: the provider in the promotion uses the group of conditions "A", which was specified in the settings of different conditions. To participate in the promotion, the client only needs to fulfill any of the conditions in the group. Provider adds the condition group "B" to the promotion. Now to participate in the promotion the client must meet any condition from group "A" and any condition from group "B".
You can create multiple conditions for a promotion without a group, then the client will need to fulfill all conditions to participate in the promotion.
For example, the provider launches a promotion in which it specifies the following conditions: -
- total client's expenses for the year are more than 10,000 rubles;
- total client's expenses for the month are more than 1,000 rubles;
- the number of services must be greater than three.
In this case, the conditions "amount of expenses for the year" and "amount of expenses for the month" belong to the condition group "Expenses", while "number of services" - to the condition group "Active services". Clients who fulfill one of the conditions in the "Expenses" group and one of the conditions in the "Active services" group will be able to participate in the promotion with such conditions.
Types of conditions
- No conditions;
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Period from the registration date — when checking the condition, the selected period is subtracted from the current date, the obtained value is compared with the client registration date. The selected criterion is used for comparison: greater than, less than, or equal to.
Example - Number of services — the promotion can be used by clients who have services in the statuses Active, Processing and Stopped. Specify the parameters: tariff plan, order periods for comparison, comparison condition, number of services of the selected type or tariff plan. Activate the "Only consider paid services" option to account for services for which there is at least one expense.
- Has product/service — the discount will be available once to clients who ordered a service of the selected type or tariff plan during the promotion period. The order date must fall within the promotion period. For example, the service was ordered last week, when the promotion was not yet in effect, but paid today - during the promotion period, the promotion will not be applied. If you extend the service during the promotion period, the promotion will not be applied. If you ordered a free service that is covered by the promotion, the promotion will be applied;
- Expenses over period — when checking the condition, the client's expenses made during the specified period at the provider of the promotion and only in a certain currency will be taken into account. Specify the parameters: comparison condition, period type, period length, amount, payment currency;
- Payments over period — when checking the condition, the client's credited payments for the specified period at the provider of the promotion and only in a certain currency will be taken into account. Specify the parameters: comparison condition, period type, period length, amount, payment currency;
- Promo code availability — the promotion will be available to clients who specify a promo code from the promotion promo code list;
- Affiliate program — the promotion can be used by clients attracted under the specified partner program;
- Client groups — the promotion will be available to clients who are members of the selected groups;
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Period from the ordering/activation of the first service — when checking the condition, the selected period is subtracted from the current date, the obtained value is compared with the date of activation of the first service. The selected criterion is used for comparison: greater than, less than, or equal to. If the client does not yet have services, the current date is used for comparison;
Example - Presence of recurring payment and auto-renewal — the promotion will be available to clients who have set up recurring payment and have services with auto-renewal;
- Service order/activation date — the promotion will be available to clients who ordered the service within the specified date range;
- Service expiration date — the promotion will be available to clients with services whose expiration date is within the specified date range;
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Use certificates to add funds to account balance — the promotion will be available to clients whose number of uses of the certificate fits the conditions.
Example - Date of order/activation of the first service — the promotion will be available to clients who ordered the first service during the specified period;
- Registration date — the promotion will be available to clients who registered during the specified period;
- Amount of expenses by the selected providers over the period — the condition check will include the client's expenses for the specified period on all available providers.
Promo code generation
To generate a promo code, enter Marketing → Promotions → select a promotion with the type "Providing discounts on services" → click Promo codes/certificates → click Add:
- Promo code — specify a promo code template. When generating more than one certificate code, add "?" characters to the template, which will be replaced by random values.
- Number of promo codes — specify the number of promo codes to generate. The system will generate them according to the specified template.
- Usage limit — specify how many times the client can use the promo code.
- Usage limit per client — specify how many times the client can use the promo code for the promotion.
- Only digits — activate the option to limit the allowed set of random values to digits.
- Period of possible activation of the promo code:
- during the promotion period — the promo code can be activated only during the promo period;
- set individually — set the dates on which the promo code can be activated. The promo code activation period may vary from the promo period.
- Promo code discount expiration date:
- for the period of service ordering — the discount by promo code will be valid during the whole period for which the service was ordered;
- for the specified period — set the Type and Length of the period during which the promo code discount will be valid.
Certificate generation
To generate certificates, enter Marketing → Promotions → select the promotion → Certificates → Create:
- Certificate — certificate template. When generating more than one certificate code, add "?" characters to the template, which will be replaced by random values.
- Only digits — this will limit the allowed set of random values to numbers.
- Number of promo codes — the number of certificates to be generated.
- Certificate amount type:
- fixed — the amount of the client's personal account top-up is indicated.
- based on the amount of the last payment — Percentage of the amount of the previously credited payment is indicated.
- Amount — amount of funds that will be added to the account balance.
- Usage limit — the time limit for using the certificate.
- Payment validity term — the period of time during which the funds credited by the certificate can be used.