How to Set Up a Double Points Campaign

Offering Double Points is a proven marketing strategy for driving growth. 

By scheduling these campaigns during off-peak hours, businesses can successfully incentivize customers to visit during typically slower periods, resulting in significantly higher foot traffic.
 

Step 1: Create the Double Points Customer Group

① Log in to your TapMango Portal account and navigate to Customers > Customer Groups. 

② Click Create New to create a new customer group and fill out the following details:

Customer Group Name: Call the group "Double Points," "2x Points" or something similar

Description: Optional field. Leave blank or add notes for your own clarity

How will customers be grouped?: Select Using System Campaigns in the dropdown.

Override $1 to point conversion: Select Point Factor to open the override field Points per dollar. Enter double the points per dollar value that customers will receive during the event.

For example, if the point per dollar ratio is normally 10 points per dollar spent, you will enter 20 in that field.

Step 2: Create a New Campaign Folder

③ Navigate to Campaigns > Automations.

④ Click the Create New button in the bottom left corner of the page.

You will be redirected to a page where you can enter the details for your new campaign folder:

Campaign Name: Call your folder "Double Points Campaign" or something similar. Just make sure it's clear what this folder is for

Effective Date: This date defines when the campaigns within the folder become eligible to go active. In most cases, you can simply set this to today's date.

Restrict to Groups: You may restrict the double points event to a specific group of customers. For example, only VIP customers will get double points during this event.

Exclude Groups: You may exclude groups of people from being eligible for double points during the event. For example, you want to exclude your list of employees from receiving double points.

Restrict to Locations: Select specific locations to participate in the double points event. Transactions occurring at any non-selected sites will automatically earn points at the standard rate. If all locations are eligible, you do not need to select any in the drop down.

Active: Check this box to enable the folder and set the campaigns live.

Once complete, click Submit. You will be redirected back to your list of campaign folders under Manage Campaigns.

Step 3: Create a Campaign to Add Customers to Double Points Group

Summary: In this step, you will create a campaign that automates adding customers to the Double Points group. Due to the point override set on this group, customers will receive double points on transactions as long as they exist in the group.

⑤ Click on the Double Points folder you just created

⑥ Once in the folder, navigate to the bottom left corner of the page and click the Create Activity button

⑦ On the Trigger page, you will be prompted to select a Trigger Type. Choose the On Specific Date trigger. This will open several additional setting fields.

Targeting: You may select specific locations and customer groups that will be eligible for the double points (optional)

Date & Time: The specific date and time you want to add customers to your Double Points group. If it's an all day event, you can set the time before the store opens.

Advanced Settings: To run a Double Points campaign on a regular schedule (ex. a weekly Double Points event), select the Recurring option and configure to your desired frequency. This eliminates the need to manually recreate the activity each time.

Click Submit to save your settings and redirect back to the Double Points Campaign folder.

⑧ Next you will create your campaign action. Navigate towards the second column and click + Add Action.

⑨ On the Action page, you will be prompted to select an Action Type. Choose the Add Customer to Group action and select the Double Points customer group you created in Step 1. Then click Submit.

Step 4: Create a Campaign to Remove Customers from the Double Points Group

Summary: In this step, you will create a campaign that automates removing customers from the Double Points group. Once removed from the group, the point override will no longer have an effect on customer transactions.

⑪ Repeat steps ⑥ to ⑧ to create a second Date and Time trigger before navigating to the Action page.

⑫ On the Action page, you will be prompted to select an Action Type. Choose the Remove Customer from Group action and select the Double Points customer group you created in Step 1. Then click Submit.

You will be redirected back into the Double Points campaign folder and will see the two campaigns you've created (two blue triggers & two orange actions)

Step 5: Activate the Two Campaigns

⑬ Click the 3 vertical dots on the right side of each campaign and click Activate. The campaigns will automatically start running at their set date and time.

Tips

---

If you need to end your double points event immedietly, you can delete your Double Points group. 

Customers will not be deleted from your database - they will only lose the point override set on the group.

Additional Questions?

As always, if you have any additional questions that isn't covered in this guide do not hesitate to contact us and we'll be happy to help.