Process

Process Steps

Here’s how we do it.

Step 1: Discovery Meeting

We know every campaign has a lot of moving parts, so we’ll host a discovery meeting and sit down with you and your team to define the requirements, pain points and objectives for each project.

We’ll then create a step-by-step plan to get us where we need to go, including milestones – for us and for you – as well as deadlines and a launch date.

This plan will include:

Identifying any API or other integrations
Defining which merchants you want to work with
Understanding what demographic targeting to use
Outlining the marketing collateral required to get the custom-branded email and landing pages templates designed

Gratiflow is also proud to be audited for best practice in data protection, and we’ll work with your internal team to ensure that we’re aligned on your specific security and privacy requirements.

Step 2: Campaign Set-Up

This is where the magic happens. After we’ve defined the campaign requirements, our team of talented and experienced developers will get to work on setting up your campaign in the backend.

We’ll work with your merchants of choice to ensure the rewards you’ve selected are appearing correctly and that the demographic targeting you’ve set up is working properly.

If you want to give your audience the opportunity to donate to a charity of your choice (or if you’re a non-profit, your own charity), we’ll ensure this feature is available, including the option to send out automated tax receipts.

We’ll also provide you with mock-up designs (following your brand guidelines), so you can get a sense of how the assets will look and how the campaign will function.

Lastly, we’ll set up an escrow account to manage the financials of your incentive campaign.

Step 3: Client Onboarding & Training

We assign every client their own project manager who will act as their single point of contact throughout the campaign.

We want to give you complete control of your incentive fulfillment campaigns. We’ll show you and your team how to use our intuitive dashboard and control panel to manage your campaigns.

You’ll quickly learn how to:

Review campaign performance
Pull custom reports
View and update a contact’s information (including offer fulfillment status)
Access admin settings
View marketing assets

While we want to put the control in your hands, your project manager and our technical support team are always available to answer any questions or provide any support you need throughout the lifetime of your campaign.

Step 4: Launch Campaign

We don’t launch the campaign until you’re 100% satisfied. We’ll continue to provide revised mock-ups until everything is working as expected and the project has been approved and signed off by all levels of your organization.

Once the campaign is live, we’ll work with your team to iron out any bumps, and your project manager will be available to answer any questions or concerns you may have.

Step 5: Performance Review

Once your campaign is complete, we can review the performance together.

There are various reports we can use to help improve the targeting of your next campaign, including:

Overall campaign performance over time
Which merchants had the highest uptake overall
Which merchants in which locations had the highest uptake
Demographics reports

These insights can help you fine-tune future campaigns to maximize performance.

Process Steps

Here’s how we do it.

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