Campaign Personalization

Personalization is how a loyalty program moves from generic promotions to relevant customer experiences. Instead of spending margin on the same benefit for everyone, Loyal Guru lets companies decide who should receive each promotion, why they qualify, how they should be contacted, and when the campaign should be delivered.

In Loyal Guru, promotional reach can go from broad to highly individualized:

Personalization level	What it means	Typical use
Massive	The promotion is available to every qualifying customer at checkout	Public commercial campaigns, weekly discounts, broad price actions
Loyalty members	The promotion is available to enrolled loyalty club members	Club prices, member-only points campaigns, loyalty-exclusive benefits
Personalized	The promotion is delivered to a specific audience, plan, or AI-selected customer group	Win-back, cross-sell, birthday, lifecycle, CPG, reward, game, or challenge campaigns

This page focuses on the personalized layer: the part of Campaign Personalization that connects a promotion to a selected audience or AI-selected customer group. Loyal Guru supports three main ways to do this:

Personalized delivery path	Best for
Targeted Delivery	Manual campaign delivery when the team already knows the audience and mechanic; includes direct trigger coupon API delivery when no campaign UI is needed
Intelligent Delivery	Plan-based campaign delivery with forecast and ROI review before activation
AI 1-to-1 Delivery	AI-driven coupon and promotion allocation from a business objective and Coupons Bank

What you can do with Campaign Personalization
→ Build an audience of customers who bought vegetables but not fish, then deliver a cross-sell challenge.
→ Schedule a daily birthday campaign that automatically sends a free coffee coupon to customers celebrating today.
→ Use AI to plan all August campaigns across acquisition, upsell, cross-sell, and retention with a 500,000 EUR revenue forecast.
→ Identify customers who received a voucher but have not redeemed it and re-engage them with a reminder.
→ Target lapsed customers (no purchase in 3+ months) with a reactivation challenge — AI identifies the best promotion per customer.
→ Deliver a CPG summer campaign for multiple brands and track real-time ROI vs. forecast.

Targeted Delivery

Targeted Delivery is the manual personalization layer. The marketing team chooses the audience, the promotional mechanic, the optional communication channel, and whether to send immediately or schedule the campaign.

Use it when the business already knows what it wants to send and who should receive it: a discount to lapsed Customers, fixed points for VIPs, a targeted points campaign, a reward, a game, a challenge, a promo reminder, or an informative message.

Targeted personalization can also happen without a campaign UI through the trigger coupon API, which assigns a Voucher directly when an external system already knows the Customer and the promotion to deliver.

What the team controls	Examples
Audience	Saved Audience, dynamic segment, or CSV upload
Mechanic	Discount, fixed points injection, points campaign, reward, game, challenge, reminder, or no promotion
Channel	In-app, email, SMS, push, or printed message
Timing	Immediate send, scheduled send, or recurrent campaign
Direct trigger	API-based Voucher assignment without creating a frontend campaign

Intelligent Delivery

Intelligent Delivery is the planning and forecasting layer. The team defines campaign goals, builds campaigns inside a plan, reviews the expected impact, and activates the approved delivery.

Use it when the business wants campaign planning support across acquisition, recovery, up-selling, cross-selling, retention, or custom objectives. The platform helps structure the plan and forecast expected reach, redemption, budget usage, incremental sales, and ROI before launch.

Planning step	What it answers
Define the campaign objective	What business goal should this campaign support?
Build the campaign inside the plan	Which audience, promotion, and dates should be used?
Review the forecast	What reach, cost, redemption, and ROI are expected?
Activate the plan	Should the plan be launched now or scheduled for later?

AI 1-to-1 Delivery

AI 1-to-1 Delivery is a separate AI-driven path from Targeted Delivery and standard Intelligent Delivery. Instead of manually defining every campaign action, the team starts from a business objective and Coupons Bank, and Loyal Guru uses predictive models, budget guardrails, and delivery timing to decide which promotion each Customer should receive.

1-to-1 promo personalization at scale

Deliver individualized experiences across millions of customers while reusing the same loyalty and promotion mechanics.

AI auto-pilot or human-led control

Choose the right balance between automated AI execution and marketer approval, review, and scheduling.

Real-time or pre-allocated delivery

Use immediate event-driven triggers when the context requires speed, or pre-allocate campaign rewards for planned delivery.

Powered by behavioral data

Use transactional, product, customer, and campaign history signals to predict customer response and future value.

Next-generation AI models

Apply predictive and prescriptive models to anticipate behavior, select the best action, and influence conversion.

Budget and ROI control

Set budget guardrails, forecast impact before launch, and compare actual ROI against the plan after delivery.

How Personalized Campaigns Reach Customers

The diagram starts with the promotion reach level, because not every promotion needs a campaign delivery step:

Reach level	How it reaches Customers	What happens next
Massive	The promotion is available to every qualifying Customer.	Loyal Guru evaluates it automatically at checkout.
Loyalty members	The promotion is available to enrolled loyalty club members.	Loyal Guru evaluates it automatically at checkout for enrolled Customers.
Personalized / targeted	The promotion must be connected to a selected audience, plan, AI-selected group, or customer action.	Loyal Guru creates a Voucher: the assignment between each Customer and the personalized campaign or benefit.

For the personalized layer, the operating flow is:

1. Create the promotion — Define the promotional mechanic in Discounts, Points & Wallet, Rewards, Games, or Challenges. This is the promotion specification: what the customer receives, under what conditions, and with what effect. At this stage, the promotion has no recipients.

2. Choose the personalized delivery path — Select the Audience manually in Targeted Delivery, build the campaign inside an Intelligent Delivery plan, let AI 1-to-1 Delivery select Customers and coupons, or use an interactive mechanic such as a Game or Challenge. When an external system already knows the Customer and promotion, the trigger coupon API can assign the Voucher directly.

3. Add a channel, if communication is needed — Choose how the campaign will reach the customer, such as in-app, email, or SMS. Some flows can create or assign the Voucher without an outbound message.

4. Send, schedule, or trigger the delivery — Activate it immediately, schedule it for later, or let the customer action/API event trigger it. Loyal Guru creates the required Vouchers, assigning each Customer to the personalized campaign or benefit they should receive.

The diagram summarizes the same decision: does the promotion apply automatically at checkout, or does Loyal Guru need to assign it to specific Customers?

Massive and loyalty-member promotions are evaluated automatically at checkout. Personalized promotions need a delivery path: Targeted Delivery for manual sends, Intelligent Delivery for plan-based execution, AI 1-to-1 Delivery for AI-driven coupon allocation, Games or Challenges for interaction-based assignment, or the trigger coupon API for direct backend assignment.

In every personalized delivery path, the functional output is a Voucher: the assignment between a Customer and a personalized campaign or benefit. That benefit can be a discount, Coupon, reward, game, challenge, points action, or any other personalized mechanic.

info

Personalization = Promotion + Audience + Delivery

You cannot "send" a personalized promotion directly to a Customer without a delivery path. Targeted Delivery, Intelligent Delivery, AI 1-to-1 Delivery, interactive mechanics, or the trigger API connect the promotion to specific Customers and generate the Vouchers that make the assignment possible.

How It Works

Campaign Personalization has three orchestration levels, from manual control to AI-driven 1-to-1 personalization:

1. Targeted Delivery — manual campaign delivery. You pick the audience, choose what to send, add a channel if needed, and send or schedule the campaign.
2. Intelligent Delivery — plan-based delivery. You define campaign objectives, configure campaigns inside a plan, review the forecast, and activate or schedule the approved plan.
3. AI 1-to-1 Delivery — AI-driven delivery. You define the objective and Coupons Bank; the model selects the best Customers and coupons, forecasts ROI, and prepares the plan for approval.

Interactive mechanics such as Games and Challenges can also generate Vouchers from customer actions, such as winning a game or completing a condition.

Campaign sends rely on Audiences (segments built with 34+ condition types) and can use configured Channels (in-app, email, SMS) when the campaign needs to notify customers.

Concrete example: 2x1 on Coca-Cola for a specific customer group

Step	Action	Where
1	Create a Discount with a Combo Price effect (2 units for the price of 1) targeting Coca-Cola products	Loyalty and Promotional engine → Discounts
2	Build an Audience (e.g. customers who bought soft drinks in the last 30 days)	Campaign Personalization → Audiences
3	Launch a Targeted Delivery campaign linking the Discount + Audience	Campaign Personalization → Targeted Delivery
4	Add a communication channel if the campaign should notify customers	Configuration → Company → Channels
5	Send immediately or schedule the campaign	Targeted Delivery
6	Loyal Guru generates a unique Voucher that assigns each Customer to that personalized discount campaign	Automatic
7	Customer presents the Voucher code at checkout	POS / online

Configuration

Sub-module	Owner App path
Audiences	Campaign Personalization → Audiences
Targeted Delivery	Campaign Personalization → Targeted Delivery
Intelligent Delivery	Campaign Personalization → Intelligent Delivery
AI 1-to-1 Delivery	Campaign Personalization → AI 1-to-1 Delivery
Channels	Configuration → Company → Channels
Template Campaigns	Campaign Personalization → Template Campaigns