Encourage customers to join your loyalty or rewards program through timely, personalized outreach. In this campaign, you'll detect visitors not yet enrolled and present them with an incentive (points, discount, or perk) to opt in. Use BlueConic listeners and segments to identify and convert eligible users into loyalty members.
Focus area | Ideal For | Difficulty | Key Success Metrics |
Lead Generation | Organizations looking to:
Convert high-intent non-member visitors into loyal repeat purchasers through data driven engagement strategies | Intermediate |
|
Skills Required
Prior to beginning, ensure you can:
Create and modify:
Profile properties
Listeners
Segments
Connections
Dialogues
The Simulator
Identify and involve your internal marketing teams/decision makers
Track KPIs and metrics using Insights and external systems
Before you begin: complete the 8-box
Answer all of the questions in the 8-box to provide clarity and direction for your use case. This ensures that all stakeholders/decision makers are aligned and enables seamless creation of each CDP object. For example:
Define Your Objective: Increase signups to the loyalty program by identifying and targeting high-value, non-member visitors with personalized incentives (e.g., discounts, points, early access).
Identify your target audience:
Non-members who are frequent visitors, purchasers, or highly engaged
Visitors who have browsed or clicked on “Loyalty Program” content but have not joined.
Review Existing Customer data: Loyalty member status, and where that is located.
Identify customer data gaps and how Blueconic listeners can fill them: Do we currently store when users visit the loyalty page? Can we track specific offer interactions (e.g., clicked but did not submit the form)?
Define your segment definitions: To target visitors that do not belong to the loyalty program with an engagement score greater than 50 or a visit count that is greater than 2. (Optional: to include those who have viewed the loyalty signup page) while suppressing the activation from current loyalty program members and those who have declined the loyalty program offer.
Marketing Program scope: Identify which teams are needed to integrate with your loyalty program, set up listeners, segments, and connections, Create creative content, configure dialogues, and create dashboards. ,
Consider activation options: Lightbox, slide-in panel, or embedded CTA on key pages (home, checkout)
Define success metrics: Loyalty sign-up rate, offer clickthrough rate.
Create Profile Properties
You need three profile properties for this use case. You may already have a profile property that suits your needs (for example, an existing email address property). You can use existing properties so long as the settings are configured as needed/outlined below. Otherwise, create the following profile properties to store data.
Email Address
Name: Enter a name that follows your company's naming conventions.
ID: Enter a custom ID if needed, or use the generated ID
Type: Email
Segmentation: Available for segmentation
Merge strategy: Keep both
Unique Identifier: Check for "is"
Loyalty Offer Accepted
Name: Enter a name that follows your company's naming conventions.
ID: Enter a custom ID if needed, or use the generated ID
Type: Text
Segmentation: Available for segmentation
Merge strategy: Most recent
Unique Identifier: No
Loyalty Join Date
Name: Enter a name that follows your company's naming conventions.
ID: Enter a custom ID if needed, or use the generated ID
Type: Date
Segmentation: Available for segmentation
Merge strategy: Most recent
Unique Identifier: No
Loyalty Member Status
Name: Enter a name that follows your company's naming conventions.
ID: Enter a custom ID if needed, or use the generated ID
Type: Text
Segmentation: Available for segmentation
Merge strategy: Value of current profile
Unique Identifier: Do not check for "is"
Visit Count
Name: Enter a name that follows your company's naming conventions.
ID: Enter a custom ID if needed, or use the generated ID
Type: Text
Segmentation: Available for segmentation
Merge strategy: Value of current profile
Unique Identifier: Do not check for "is"
Gather Data with BlueConic Listeners
To personalize and activate the campaign, you need to collect signals that show visitor intent. BlueConic Listeners allow you to capture behaviors like form submissions, page views, or button clicks that signal interest in your loyalty program.
Visit Listener
By default, the Visit Listener is not installed in BlueConic. To install it, navigate to BlueConic Settings > Plugins, click the Add plugin button, and register the following external URL:
In the BlueConic navigation bar, click Listeners > Add listener> Visit Listener.
On the Visit Listener page that opens, configure the listener according to the instructions on the Visit Listener page.
Add to any required Objectives
Turn ON and Save.
Gather Data with Connections
Bring existing loyalty data into BlueConic to make sure that current loyalty members do not receive the activation.
Select Connections > Add connection and choose your loyalty program platform (CRM), or file system SFTP, Amazon S3, with your loyalty program data.
Name your connection: Loyalty Program
Set up and run: Authenticate your connection by entering API keys and secrets as required by the connection.
Import goal:
Define a linking identifier to match email addresses between BlueConic and Loyalty Platform (CRM)/ File (e.g., map BlueConic's 'Email address' identifier to your Loyalty platform’s email field).
Activate the checkbox to create new profiles in BlueConic.
Map data to BlueConic Profile Properties:
Email address
Loyalty Status
Products Purchased
Add the connection to any required Objectives.
Click Save.
Click Run now to initiate the connection and verify successful record creation in BlueConic.
Create Audience Segments
Before you can deliver a targeted offer, you need to identify which profiles are eligible and likely to convert. This means finding visitors who aren't already enrolled in your loyalty program but show signs of interest or engagement.
In the BlueConic navigation bar, click Segments.
Click Add segment.
Set the conditions to include:
Loyalty Member Status is empty or equals non-member
Engagement Score greater than 50, or Visit Count greater than or equal to 3, or Page viewed includes your loyalty program page
Email Consent equals 1
Tip: Use Last Visit Date or First Seen Date to create urgency-based segments (e.g., users returning after 7 days).
4. Add Segment to any required Objectives.
5. Click Save.
Determine the carrot
To motivate visitors to join your loyalty program, you need a compelling incentive—the "carrot" that makes signing up feel worthwhile. This could be a discount, bonus points, free shipping, or early access to new products. The key is to align the offer with what your audience values most and what drives meaningful engagement for your business. A strong incentive increases conversion rates and helps create lasting customer relationships from the start.
Some examples:
10–15% off first purchase for joining
Free shipping on next order
Double points on first purchase
Early access to sales or product drops
Exclusive “members-only” pricing
Free gift with first purchaseBirthday reward (e.g., $5 coupon or % off)
Create the Dialogue
Once you identify the right audience, it's time to present the offer. Dialogues help convert engaged visitors by delivering a timely message that captures attention and makes it easy to join your program.
In the BlueConic navigation bar, click Dialogues.
Click Add dialogue and select a format:
Choose a Lightbox or Slide-out panel for high visibility
Under the Who tab, target the segment you created in Step 1.
In the When tab, set rules to control how often and when the dialogue appears.
Use the Where tab to define relevant web pages where the offer will display.
In the What tab, configure content: Add a clear, benefit-focused headline (e.g., “Join now and earn 500 bonus points”), and provide a short description of the loyalty benefits.
In the dialogue form settings, include form fields like:
Email address
Zip code (for geographic targeting)
Map each field to a corresponding profile property:
Loyalty Member Status
Loyalty Join Date
Loyalty Offer Accepted
Optional: Add A/B variants to test different offers or calls to action.
Add a checkbox for marketing consent, and confirm it maps correctly to your consent property.
Add the dialogue to any required Objectives.
Set the dialogue to On when you're ready to launch.
Configure an export Connection
With new members joining, it's important to pass this data to your email service provider (ESP) or customer relationship management (CRM) platform for activation. This ensures timely follow-up and personalized lifecycle messaging.
In the BlueConic navigation bar, click Connections. Navigate to the Loyalty Program Connection created to import loyalty data Into BlueConic
Add Export Connection: Create export that includes:
Email address
Loyalty Offer Accepted
Opt-in Source (e.g., “Loyalty Sign-up Lightbox”)
Engagement Score
Schedule the connection to run in real time or at regular intervals.
Testing and Validation
Thoroughly test all configurations to ensure accuracy and expected behavior.
Use the Simulator in BlueConic: Set a test profile with Loyalty_Member=no and high engagement/purchases to verify the dialogue appears.
Test a profile with Loyalty_Member=yes to confirm the dialogue is suppressed.
Submit the form and verify the profile property updates and conversion is recorded.
Validate the export to your loyalty system if configured.
Do a live A/B control (optional) where a portion of the segment does not get the offer, to measure uplift.
Measure Your Success
Success for this experience hinges on acquiring new loyalty program members. You can start by leveraging built-in metrics and expand your measurement approach.
Create an Insights Dashboard to Measure Success
Report on use case success with Dashboard Insights of your campaign by tracking key performance indicators.
Select Insights> Add dashboard.
Name the dashboard: e.g., Loyalty Program Sign-ups.
Click Add insight and choose the Dialogues Table Insight.
Use the Text filter (e.g., "Loyalty Program Sign up” to display relevant dialogues.
The Insight table will show views, clicks, and conversions for your dialogues.
Level-up: Track engagement and ROI with external tools and other Insights:
Number of new Loyalty program subscribers added per month (use Segment Size Over Time Insight).
Use insights and dashboards to monitor your customer recognition ratio (known vs. unknown customers) and work to gather more identifiers.