Saku Engage

Connect with your members using Saku Engage. You can easily send them messages in 5 simple steps!
  • Go to the Saku Engage section to set up your communications. You can check the messages you've sent by clicking on either List View or Calendar View under Saku Engage.


STEP 1 - Engagement Setup

    Input the Engagement Name.
    Choose how you would like to reach your members under Service Type. Then, click ,

STEP 2 - Engagement Reward (Optional)

In this section, you can reward users when they get your message. The rewards will be given to them right away when you send the messages.
    To set up your Engagement Reward, click on Add Engagement Reward.
    Fill in the necessary information and then click Apply next to the reward you created.
    If you want to add more rewards, just repeat steps 1 and 2.
    Once you have set up all your rewards, click Next.

What kind of Rewards can I give?

Field Name
Description
Points

*You can only set up one Points Reward for each Engagement Setup
Type in how many points you want to give to the new member. You can also choose how long these points will last by selecting a validity type and inputting a validity period.
For the points to expire 5 days after the messages are sent, choose Validity Type = Day and Validity Period = 5.
Credit

*You can only set up one Credit Reward for each Engagement Setup
Type in how much credit you want to give to the new member. You can also choose how long these credits will last by selecting a validity type and inputting a validity period.
For the credit to expire 5 days after the messages are sent, choose Validity Type = Day and Validity Period = 5.
Vouchers

Pick a voucher and decide how many to give to the new member.
Only vouchers with voucher type - On Demand can be selected.


STEP 3 - Member Setup (Optional)

Here, you can pick which members will receive your messages. You can just skip and click Next if you want every member to get the messages.
  • Total Members Selected shows the number of users who will receive your Saku Engage messages. Initially, this number will contain your whole member base, but it will update once the filters are applied.


Automatic Filtering

    Several Filtering Suggestions are available. These are pre-set member segments that can be used to quickly select a group of users. You can select one of these suggestions to target predefined segments without manual filtering.
    Click Next to setup your Saku Engage message.


Manual Filtering

    If you'd like to target users outside of the predefined segments, click Add Member Filtering.
    Start by selecting the Filtering Type from the dropdown menu. Available filtering types include:
  • Total Visits: Number of visits a member has made.
  • Total Spends: Total amount spent by a member.
  • Register Date: Date the member registered.
  • Age: Member’s age.
  • Birth Date: Member’s birth date.
    After choosing a filtering type, select a Filtering Method from the next dropdown menu. The available methods include:
  • More Than: Members with values greater than the specified value.
  • `More Than or Equal To: Members with values at or above the specified value.
  • Less Than: Members with values less than the specified value.
  • Less Than or Equal To: Members with values at or below the specified value.
  • Equal To: Members with values exactly matching the specified value.
  • Not Equal To: Members whose values do not match the specified value.
    After selecting the filtering method, input the Filtering Value. For example, if you are targeting members with more than 5 visits, enter "5" in this field.
    Optionally, you can apply a Start Date and End Date to narrow down the time range for the filtering. This is particularly useful for targeting members based on activities during specific time periods.
    If needed, click Add Member Filtering to apply multiple filtering criteria. For example, you can filter based on both Total Visits and Total Spends.
Example
To target users who visited your store more than 3 times in the last 30 days:
1. Set Filtering Type to "Total Visits."
2. Choose Filtering Method as "More Than."
3. Set the Filtering Value to "3."
4. Set the Start Date to 30 days ago and the End Date to today.
5. Click Apply to see the filtered members and proceed.
    After applying filters, you can further refine your selection by sorting the members using the Add Member Sorting option.
    Begin by selecting the Sorting Type from the dropdown menu. The available sorting criteria are:
  • Total Visits: Sorts members by the total number of visits.
  • Total Spends: Sorts members by the total amount spent.
  • Register Date: Sorts members by their registration date.
  • Age: Sorts members based on their age.
  • Last Visit Date: Sorts members based on the date of their last visit.
  • Birth Date: Sorts members by their birth date.
    Select whether you want to sort the members in Ascending or Descending order:
  • Ascending: Sorts from the lowest to the highest value.
  • Descending: Sorts from the highest to the lowest value.
    You can further limit the number of members being targeted by entering a value in the Limit Member field. For example, if you only want to target the top 10 members based on the sorting criteria, you would enter "10" in this field.
    Once you have selected the sorting type, value, and optional limit, click the Apply button to implement the sorting. The selected members will now be arranged according to the criteria you specified.
Example
To sort members by their total spending in descending order (highest spenders first):
1. Choose Total Spends in the Sorting Type dropdown.
2. Select Descending in the Sorting Value dropdown.
3. If you want to target only the top 10 spenders, input "10" in the Limit Member field.
4. Click Apply to sort and limit the members accordingly.
    You can find the list of members who will be included in the Member List section. Click Next when you're ready to move on with the setup.


STEP 4 - Message Setup

    Title:
  • The first field is Title, which is required.
  • Enter a concise and engaging title for your message. This will appear as the notification title (e.g. "Exclusive Deal Just for You!").
    Content:
  • The second field is Content, which is also required.
  • Enter the main message that will be delivered to the user. This message should be clear, direct, and attention-grabbing (e.g. "Earn 20% off on your next purchase. Offer valid for a limited time!").
    Suggested Keywords:
  • Below the content section, there is a Suggested Keywords area. Just drag and dorp the suggested keywords to either title or content.
    Templates:
  • Predefined templates are available to make message creation easier and provide a starting point for crafting your message.
  • Click on any of the templates to automatically populate the title and content fields with sample text.
    Preview:
  • As you fill in the Title and Content fields, you will see a real-time preview of the message on the right-hand side. This preview simulates how your message will appear on your customers' devices. Every communication channels will have a preview in it's respective format.
    Next Step:
  • After finalizing the message, click the Next button to proceed with the setup,

STEP 5 - Summary

    This page is for your review the details of the setup.
    Click on Confirm and Create Engagement and the messages will be sent to the selected (or all) members.
Please make sure that you have sufficient credit for the engagement. Just like in the video, you will be shown an error screen if there is insufficient credit for the engagement.