Legacy Template Campaigns

Legacy Template Campaigns (also called Blueprints) are pre-built campaign configurations for common loyalty and promotional use cases. They remain available for existing configurations, but new plan-based campaign planning should use Intelligent Delivery.

Each template includes a pre-configured promotion type, a suggested audience definition, a recommended channel, and default win limits. All fields remain fully editable before activation.

Use Cases

Use Case
→ Launch a birthday campaign in minutes: the Birthday Blueprint already includes the audience (Customers with today's birthday), a free-product coupon, and daily scheduling.
→ Reactivate lapsed Customers using the Win-Back Blueprint: pre-configured audience (no purchase in 90 days) + escalating discount offer.
→ Welcome new members automatically with the Welcome Blueprint: triggered on first enrollment, 100 bonus points, delivered in-app.
→ Cross-sell seasonal products with the Seasonal Blueprint: product category condition + percentage discount + audience filter.
→ Run a high-value Customer recognition campaign with the VIP Blueprint: Gold-tier filter + points injection + personalized message.
→ Onboard new Customers to the rewards catalog with the Points Expiry Nudge Blueprint: filters for Customers with points expiring in 30 days + reminder notification.

Available Template Types

Navigate to Campaign Personalization → Template Campaigns and click Create Template campaign to see the six types:

Type	Business Objective	Audience Logic
Potential	Re-activate Customers who used to spend more; return them to their previous behavior	Segment calculated by expenditure: total per cart
Upselling	Move Customers to the next level by buying product families they already engage with	Customers currently buying in a category but below target spend
Recuperation	Re-engage Customers who were good shoppers but have stopped buying	Lapsed Customers with no recent purchase
Coupon reminder	Send a single coupon to a segment and inform them through multiple channels	Any saved audience; re-engages recipients who have not redeemed
Multicoupon	Reward a Customer segment with several coupons to increase purchases over time	Any saved audience; multiple coupons distributed per Customer
Custom	Link manual campaigns to a budget or incremental ROI report	Fully manual — select any audience and configure manually

info

For more advanced planning across multiple campaigns with forecast and ROI tracking, use Intelligent Delivery Plans instead of Template Campaigns.

How It Works

1. Navigate to Campaign Personalization → Template Campaigns in the Owner App.
2. Click Create Template campaign and select one of the six template types.
3. Fill in the campaign definition: Period (time window for audience calculation) and Attributes (type-specific parameters such as product category or expenditure threshold).
4. Configure the campaign deliveries: select the promotion types to deliver and schedule their send dates.
5. Optionally check Include in ROI? to include results in your ROI analysis. If yes, enter the expected high and low prize redemption percentages.
6. Click Save to save as a draft, or Schedule delivery to activate immediately.
7. Monitor campaign status from the Template Campaigns main screen.

The resulting campaign is identical to one built manually — the template pre-fills the most common configuration for that objective. All analytics, history, and auditability features apply equally.

Configuration

Field	Description
Campaign type	One of the six template types; defines the audience logic
Period	Time window used to calculate the audience for this campaign
Attributes	Type-specific settings (e.g. product taxonomy, expenditure tier, recovery period)
Deliveries	The promotion(s) to deliver and their scheduled send dates
Include in ROI?	Whether this campaign's results are included in incremental ROI reporting
High / Low redemption %	Expected redemption range; used for ROI calculation when "Include in ROI" is checked