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.
    Attentive journey builder showing the 'Punchh Loyalty Signup' trigger, with a pointer selecting 'Send text message' from the menu of subsequent actions.
    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 { } Personalization button. In the Insert variable window, choose punchhLoyaltyProfileCreationUrl to add a shortlink to the subscriber’s profile to the message.
    Attentive's 'Insert variable' pop-up, with the 'Triggering event' category selected and 'punchhLoyaltyProfileCreationUrl' highlighted by a pointer.
  7. Click Save.
  8. Below the Send text message step, click the dot, then click Branch.
    Attentive journey builder after a 'Send text' message step, with a pointer selecting 'Branch' from the menu of subsequent actions.
    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 (Loyalty Checkbox). You can also set up branches for segments of subscribers who joined via a text-a-keyword journey or text-to-join campaign if those are set up.
  10. Click Save.
  11. Click the dot on the left side of the branch you created, then select Send text message.
    Attentive journey builder focusing on a branch step. The condition is 'Segment is Punchh Loyalty Signup (Loyalty Checkbox)'. A pointer selects 'Send text message' for this branch path.
  12. Write a message reminding subscribers to complete their profile. Include the punchhLoyaltyProfileCreationUrl shortlink.
    Attentive's 'Send text message' interface. The message 'Click here to redeem your $3 reward triggerEvent.custom'punchhLoyaltyProfileCreationUrl' is displayed, alongside a mobile preview of the message.
  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.
    Attentive journey builder after a 'Send text message' step, with a pointer selecting 'Branch' from the menu of subsequent actions.
  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.
      Attentive's branch configuration screen. 'What action the subscriber has taken' is selected, and 'Has clicked a shortlink' is chosen as the specific action.
  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.
    Attentive journey builder, focusing on the 'Else' path of a segment-based branch. A pointer selects 'Send text message' for this path.
    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 { } Personalization button and add an offer code or link to incentivize returns to your site.
  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.
    Attentive journey builder, focusing on the 'Else' path of a 'Has clicked a shortlink' branch. A pointer selects 'Send text message' for this path.
  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.
    Attentive's 'Send text message' interface. The message 'Don't forget to complete your loyalty profile! Click here triggerEvent.custom'punchhLoyaltyProfileCreationUrl' is shown, with a mobile preview.
  22. Click Save.
  23. Click the dot at the bottom of the journey, then click End journey.
    Attentive journey builder at the end of a branch path, with a pointer selecting 'End journey' from the menu of subsequent actions.
  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:
    Overview of a complete 'Punchh Loyalty Signup' journey in Attentive, detailing the flow from initial signup, sending a welcome message, and branching based on segment.

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