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Punchh: Create a Punchh loyalty texted-a-keyword (TAK) journey

Updated

Punchh loyalty texted-a-keyword (TAK) journeys let you automatically enter subscribers into your loyalty program when they text you the keyword “loyalty.” This journey also creates and adds the Punchh Loyalty Signup attribute to subscriber profiles, which is used in the Punchh Loyalty Signup journey. Once subscribers flow through this journey, they are added to the Punchh Loyalty Signup segment, which you can use in journeys and campaigns in the future.

Notes: This article assumes that you’ve already:

Create a loyalty texted-a-keyword journey

  1. Go to Journeys and click + Create journey.
  2. Click Start from scratch.
  3. Select Texted a keyword, and then click Get started.
  4. In the Add keywords to respond to panel, enter “LOYALTY”.
    Attentive's 'Add keywords to respond to' pop-up with the keyword 'LOYALTY' entered into the text field.
  5. Click Save.
  6. Click the dot below the Incoming text is step, then click Add custom attribute.
    Attentive journey builder. The trigger 'Texted a keyword' shows 'Incoming text is: LOYALTY.' A pointer highlights 'Add custom attribute' from the menu of subsequent actions.
  7. Configure the Add custom attribute step:
    • Choose attribute category: Click + Create new. The Create new custom attribute window appears.
      • Attribute name: Enter Punchh Loyalty Sign-up.
      • Values: Enter True for the first value and delete the other two values by clicking the X next to each.
        Attentive's 'Create new custom attribute' pop-up. The 'Attribute name' is 'Punchh Loyalty Sign-up.' Under 'Options,' 'True' is entered as the first value, and a pointer is shown clicking the 'X' to delete 'Option 2'.
    • Click Create attribute.
  8. In the Add custom attribute panel, click Choose value and select True, then click Save.
    Attentive's 'Add custom attribute' panel. 'Punchh Loyalty Sign-up' is the selected attribute, and a pointer highlights 'True' from the 'Choose value' dropdown.
  9. Click the dot after the Add custom attribute step, then click Send text message.
    Attentive journey builder after an 'Add custom attribute' step. A pointer highlights 'Send text message' from the menu of subsequent actions.
  10. Write a message welcoming subscribers to your loyalty program. You can optionally include an offer for a free or discounted reward.
    Attentive's 'Send text message' interface. The message reads 'Thanks for signing up! Here’s a coupon for a free order of fries: {{offer.code}} Text back if you have any questions!' A mobile preview of this message is shown to the right.
    When you’re done, click Save.
  11. Click Turn on in the upper right corner.

Your journey is now set up to enter subscribers into your loyalty program when they text you the keyword “loyalty.”

Use the loyalty keyword to allow visitors to subscribe

If someone who isn’t yet a subscriber texts the loyalty keyword, they won’t receive a response. If you want these visitors to be able to receive a response, you can set up a text-to-join campaign that allows visitors to opt in to receive messages from you by texting a keyword. Be sure to use the same keyword (e.g., LOYALTY) as your text-a-keyword journey for subscribers.

If you set up a text-to-join campaign for your loyalty program, we also recommend creating a loyalty-specific welcome journey that mirrors your loyalty text-a-keyword journey. This way, new subscribers who text your keyword will receive a response.

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