This steps explains how to configure email notifications reminding customers about expiring Rewards in their Webplanex Wallet accounts.
Prerequisites:
Configured SMTP Settings: Webplanex Wallet relies on SMTP to send emails. You'll need to configure your SMTP settings beforehand to enable email functionality. Refer to this guide for setup
Access Settings: Locate the "Settings" menu within the application interface. Within the settings menu, find the "Email Settings" section and click on it.
Locate Rewards Reminder Template: You'll see a list of various email templates used for different notifications within Webplanex Wallet.Look for a template named " Balance Expiry Reminder".
Enable Reminder Switch: The Rewards Expiration Reminder template have an "Enable Notification" switch. Click on the switch to turn on reminder emails for customers with expiring balance.
Set Reminder Schedule (Optional):
- The template also have an "Edit" button or configuration options.
- Clicking this allow you to set the schedule for sending reminder emails.
- You'll likely see options like "No Reminder," "7 days," "15 days," and "30 days" before expiry.
- Choose the desired number of days before expiry when customers should receive the reminder email.
Outcome:
- By enabling the reminder switch and setting a schedule, Webplanex Wallet will automatically send emails to customers with expiring Rewards according to your chosen timeframe.
- This helps nudge customers to use their Rewards before it expires, potentially increasing customer engagement and redemption rates.