Punchh: Create a Punchh loyalty journey

The Punchh Loyalty Signup journey lets you send triggered messages to subscribers after they sign up for your loyalty program. That message includes a link for the customer to complete their Loyalty Profile via the Punchh iFrame. You can optionally include a welcome message and redeemable offers to new loyalty subscribers. The iFrame can be customized.

Subscribers can sign up for your Punchh Loyalty program in several ways:

  1. By signing up for your loyalty program via an Attentive sign-up unit
  2. By texting you “LOYALTY” or another preferred keyword
  3. By signing up for your loyalty program with your app or another Punchh-integrated app

Each of these sign-up methods enters a subscriber into the journey featured in this guide. If subscribers sign up with a sign-up unit or text you “LOYALTY” or another preferred keyword, they’re sent a shortlink where they can complete their loyalty profile. If they don’t click the shortlink after the first prompt, they’re reminded after a brief delay. If subscribers sign up from within your app, they’re sent a welcome message with a redeemable coupon code for signing up.

Notes: This article assumes that you’ve already:

Create a Punchh Loyalty Signup journey

  1. Go to Journeys and click + Create journey.
  2. Click Start from scratch.
  3. Click Punchh Loyalty Signup and then click Continue.
  4. Click Send a message about something else, then click Get started.
  5. Click the dot below the Punchh Loyalty Signup trigger and select Send text message.
    Clicking the dot below the Punchh Loyalty Signup trigger and clicking Send text message.
    The Send text message panel opens.
  6. Write a new message that welcomes subscribers to your rewards program with an optional bonus reward incentive if they complete their rewards profile. Click the button and select {punchhLoyaltyProfileCreationUrl} to add a shortlink to the subscriber’s profile to the message.
    Clicking the Personalization button and adding the punchhLoyaltyProfileCreationURL personalization to a message.
  7. Click Save.
  8. Below the Send text message step, click the dot, then click Branch.
    Clicking the dot below Send text message and clicking Branch.
    The Branch panel opens.
  9. Configure the branch:
    • For Choose condition, select What segment the subscriber is in.
    • For Choose segment, select Punchh Loyalty Sign Up.
  10. Click Save.
  11. Click the dot on the left side of the branch you created, then select Send text message.
    Clicking the dot on the left side of the branch you created, then clicking Send text message.
  12. Write a message reminding subscribers to complete their profile. Include the {punchhLoyaltyProfileCreationUrl} shortlink.
    Writing a messae that reminds subscribers to complete their profile that includes the punchhLoyaltyProfileCreationURL personalization.
  13. Click Save.
  14. Click the dot after the Send text message step on the left side of the branch you created in step 9 , then click Branch.
    Clicking the dot after the Send text message step on the left side of the branch you created in step 9, then clicking Branch.
  15. Configure the new branch to branch on subscribers who've already clicked the shortlink you sent earlier in this journey:
    • For Choose condition, select What action the subscriber has taken.
    • For Choose subscriber action, select Has clicked a shortlink.
    • Leave frequency and time period set to their defaults.
      Setting up a branch for subscribers who clicked a shortlink at least once since starting the journey.
  16. Click Save.
  17. Click the dot on the Else (right side) of the branch you created in step 9 and select Send text message.
    Clicking the dot on the Else (right) side of the branch you created in step 9 and clicking Send text message.
    The Send text message panel opens.
  18. Write a message that will be sent to subscribers who completed the Punchh loyalty signup, but didn’t send you a text message to sign up. Optionally, click the Offer icon and select a new or existing offer to incentivize returns to your site.
    Writing a message to subscribers who completed Punchh loyalty signup but didn't send a text mesage to sign up. The message includes an offer.
  19. Click Save in the lower-right corner of the Send text message panel.
  20. Click the dot on the Else (right side) of the shortlink branch you created in step 14, then click Send text message.
    Clicking the dot on the Else (right) side of the shortlink branch you created in step 14, then clicking Send text message.
  21. Write a new message prompting subscribers who haven’t completed their profile by clicking on a shortlink sent with this journey to do so.
    Writing a new message prompting subscribers who haven't completed their profile by clicking on a shortlink sent with this journey to do so.
  22. Click Save.
  23. Click the dot at the bottom of the journey, then click End journey.
    Clicking the dot at the bottom of the journey, then clicking End journey.
  24. Click Save.
  25. Click Turn on in the upper-right corner of the page to enable your journey. When you’re finished, your journey should look like this:
    The full view of a Punchh Loyalty Signup journey in Attentive.

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