Gift Reminders

After the Mantiki release on 2nd February. Customers are now able to add Reminders to their account on the Website, meaning they get a notification on the Website and email communication when the event is coming up. 

Website

When a customer logs in on the Website, the My Account drop down will look like this - 

If a customer clicks the 'Gift Reminders' section, then it will look like one of the following based on whether they are logged in with upcoming reminders, logged in with no reminders, or have an expired session

When viewing the My Account, a customer will see a new section called 'NEW Gift Reminders' 

When the customer clicks this, they will be shown the Gift Reminder page and any reminders for the year, organised by months - 

By default, the notifications tick box is turned on, meaning that unless a customer unticks this, they will receive a website notification, and emails reminding them about upcoming reminders. 

When a customer adds a notification, a popup will appear with various pre-set Occasions, including some 'fixed date' reminders such as Mother's Day, and the option to add their own. Some options show a 'Relationship' field when selected. 

A customer cannot add a Reminder that is due more than 12 months in advance. 

'Fixed Date' reminders do not have a name or relationship field and the date cannot be amended. 

By default, all Occasions are recurring Yearly, with the exception of Wedding - where the customer can choose to convert to an Anniversary after the event has passed, or Other, where the customer can choose to make it recurring or not. 

For Weddings, if a customer chooses to convert it to an Anniversary, then after the day of the reminder has passed, when the customer next logs in they will see it has changed to an Anniversary. 

Notifications

When it gets to within 14 days of a Reminder's due date, providing the customer has Notifications enabled, then when they log in they will see a Notification Dot over their account section 

When clicked, they will see a red dot on the Gift Reminders icon 

If the customer clicks it, the red dot disappears and they can see the upcoming reminders 

Then the notification is marked as 'Seen' and the customer won't see the notification again until the next year (if it's recurring) 

The customer will also receive a number of emails generated by Exact Target at various points in the run up to the Reminder being due. 

Telesales 

Agents will not be able to Add, Edit or Delete reminders on behalf of a customer, however they will be able to view them. There is a tab on the customer account called 'Gift Reminders' 

The agent will see this when they click on the tab