Guides and Tutorials

Tutorials

End-to-end real-world examples of using Hatch to support the marketing program as a whole, as well as support specific initiatives.

Create a Behavioral Offer

How to compile and configure a complex behavioral marketing initiative with advanced custom segmentation in Hatch.

Create a Purchase-based Offer

How to compile and configure a complex purchase-based marketing initiative in Hatch.

Enroll Members

How to acquire new Memberships in your program with a tailored onboarding.

Retrieve Membership-Offers

Learn how to retrieve and present only those offers that are relevant to a member.

Process Transactions

Identify a Membership and record their activity at your store, online, or at other point-of-sale devices.

Redeem Rewards

Present available Rewards and allow Memberships to redeem them with the points they've accumulated.

Guides

Guides on how Hatch uses specific concepts to execute your loyalty program.

Program Configuration

Product Groups

Classify products for use in setting up Transaction-based Offers.

Custom Segments

Enable custom segmentation based on your own business intelligence systems.

Consumer Behavior

Offers

The primary tool to encourage a desired change in consumer behavior. Offers are composed of five components:

  • Earning Mechanism: The behavior that the marketing initiative promotes, as well as the incentive given to a member for engaging with it, e.g., the purchase of a specific product in exchange for points.
  • Constraints: Any pre-fulfillment actions or conditions that must be met in order for a member to engage with the Offer, e.g., "activating" the Offer.
  • Audiences: Any factors that dictate what subset of Memberships should be shown the Offer, e.g., that the Membership is in a required custom segment.
  • Limits: Any limits, either global or per-member, that fulfillment or engagement with the Offer must abide by, e.g., a limit of 4000 fulfillments total.
  • Marketing Contents: The locale-specific marketing copy that is shown to a member in a mobile application or digital signage, e.g., the title and an image.

Rewards

The tangible benefits that a member can purchase with their accumulated points. Rewards are composed of two components:

  • Marketing Contents: The locale-specific marketing copy that is shown to a member in a mobile application or digital signage, e.g., the title and an image.
  • Segmentation: The ability to target a subset of Memberships with a personalized Reward.