AXIS powered by Gearfire: Setting Up Custom Automations using AXIS data – Otter

Introduction: This guide will walk you through setting up custom automations in the AXIS and Otter Text integration. With recent updates, you can now create tailored messages and promotions based on customer type, department, and purchase history. This is ideal for maximizing engagement, promoting memberships, and increasing sales through targeted incentives.

1. Understanding the Rewards Platform:

Feature Overview: The rewards platform now allows you to choose whether to offer rewards to members only, retail customers, or all customers. This flexibility enables you to stack rewards with membership programs or offer incentives exclusively to members.

2. Setting Up Custom Automations Based on Purchase Data:

Example 1: Non-Member Shotgun Purchase Automation

Step 1: Start by creating a new automation for a shotgun purchase made by a non-member.
Step 2: Set the trigger to "New Purchase Completed with AXIS."
Step 3: Under Schedule, select "Send When Trigger is Received" to ensure the message is sent immediately after the purchase.
Step 4: Define your audience by selecting "Customer Type" as "Retail Customer" (indicating non-members).
Step 5: Add a filter under "Sales Info" to match the department (e.g., Shotgun).
Step 6: Craft your custom message (e.g., "Thank you for purchasing your shotgun from Saddle River Range! Show this text for one free basic firearm cleaning. Reply STOP to unsubscribe.").

Example 2: Member-Only Promotion

Step 1: To target members, go back to the audience definition and change "Customer Type" to "Member."
Step 2: Adjust the department filter as needed.
Step 3: Customize the message to reflect the offer (e.g., discounts on specific training courses based on the purchase).

3. Creating Automations for Range Visits:

Step 1: For automating messages related to range visits, set "Customer Type" to "Retail Customer."
Step 2: Set the department to "Range Products" to target those who visited the range.
Step 3: Design a message encouraging membership sign-ups or promoting range-related services (e.g., "Join the Shoot Smart family! Save on rentals, merch & more with a Shoot Smart membership. Visit 2x a month & it will pay for itself. Type MEMBERSHIP to learn more.").

4. Requesting Google Reviews:

Step 1: To ask for Google reviews, create an automation triggered 24 hours after a purchase.
Step 2: Target members who made a purchase in the "Firearms" department.
Step 3: Schedule the automation to send once per year and customize the message (e.g., "Thank you for purchasing a firearm from Venture Outdoors! Please leave us a five-star review. Show this text for 30 minutes of free range time within 30 days of your purchase. Reply STOP to unsubscribe.").

5. Using Otter Waiver Integration:

Feature Overview: If you’re using Otter Waiver, you can create automations based on customer check-ins. For example, setting up a digital punch card that rewards customers after a certain number of visits.
Step 1: Set the trigger to "Check-In" inside Otter Waiver.
Step 2: Define the audience based on the number of check-ins (e.g., 9 visits).
Step 3: Craft a message offering a reward (e.g., "Thank you for coming to our range nine times! Please show this text for a free range pass.").

TEMPLATES:

SHOTGUN

SHOTGUN Purchase Non Member

{{first_name}} Thank you for purchasing your Handgun from River Range! Show this text for one FREE Basic firearm cleaning! 🔥. Reply STOP to unsubscribe

RIFLE

RIFLE Purchase Member

{{first_name}} Thank you for purchasing your Rifle from River Range! Show this text for 10% off your next ammo and or accessory purchase! 🔥. Reply STOP to unsubscribe

RANGE PRODUCTS

Encourage Membership

{{first_name}}, thanks for visiting River Range! Enjoy perks like waived fees, discounts & more. 🌐 VIEW MEMBERSHIPS: {{add linke}} Text us to learn more. Reply STOP to unsubscribe

Encourage Membership

{{first_name}}, thanks for visiting Adventure Outdoors Range! Enjoy perks like waived fees, discounts & more as a member for 29.99 per month. 🌐 VIEW MEMBERSHIPS: https://www.adventureoutdoors.us/Range.html Text us to learn more. Reply STOP to unsubscribe

Google review + range time

{{first_name}}Thank you for purchasing your firearm from Adventure Outdoors! Please leave us a 5 ⭐⭐⭐⭐⭐ review : https://maps.google.com/maps?cid=6276684769228704095. Show this text for 30 minutes of free range time within 30 days of your purchase!. Reply STOP to unsubscribe

Memberships

SHOOT SMART: Join the Shoot Smart family! Save on rentals, merch, training, gunsmithing & more with a Shoot Smart membership. Visit 2x a month & it will pay for itself. Type MEMBERSHIP to learn more.. Reply STOP to unsubscribe

6. Conclusion:

These new automation features allow you to create highly targeted and effective marketing campaigns based on customer behavior and purchase history. If you need further assistance or have questions, please reach out to our support team.