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How do I create a complimentary credit automation?

Written by Jason Wiese

Complimentary credits are a great way to surprise and reward your customers, whether you're celebrating birthdays, welcoming new members, or running a special promotion. With Mariana Tek and Xplor Growth working together, you can automatically deliver these offers to the right audience.

This guide provides a general framework for setting up complimentary credit automation. Your specific setup may require adjustments based on your business needs, campaign goals, and customer experience.

Before you begin, you'll need access to Mariana Tek and Xplor Growth. Some features may require higher-level or admin permissions to complete setup.


Create a Credit

In Mariana Tek, create the credit that customers will receive, or use an existing one. This credit is attached to the discount that customers redeem through your landing page.

If creating a new credit, set the price to greater than 0. This will ensure you can limit the quantity on the landing page.


Create a Discount

Create a discount in Mariana Tek that applies to the credit. This discount will be used on your Xplor Growth landing page.

When configuring your discount, the following fields should be set as:

  • Discount Type

    • Use Discount Code if: You're offering an existing credit, such as a free single class.

    • Use an Automatic Discount if: You're creating a unique promotional credit, such as a Birthday Credit.

  • Discount Value: Fixed Amount

    • The value should match the price of the credit.

  • Products: Selected Products > add the credit package


Create a Promotional Tag

Create a new tag in Xplor Growth specifically for this promotion. This tag controls which contacts can access the landing page and redeem the complimentary credit.

For example, you might create a tag called Happy Birthday Credit.


Create a Landing Page

Create a new landing page in Xplor Growth.

When configuring the landing page:

  • What are you selling?: Select the credit package you created.

  • Do you want to add a discount to this package?: If you're using a discount code, apply the Mariana Tek discount.

    • Not required for automatic discounts

  • Under Permissions > Do you only want specific contacts to be able to purchase through this Landing Page: Select Yes, check permissions before buying, and pick the new promotional tag.

    • Requiring the promotional tag ensures only eligible contacts can access and redeem the complimentary credit.


Configure the Automation Entry Rules

Create a new automation and configure the entry rules based on the audience you'd like to receive the complimentary credit.

Examples include:

  • Happy Birthday

  • Anniversary rewards

  • Win-back campaigns

Choose the entry conditions that best fit your campaign.


Configure Exit Goals

Add exit goals so contacts automatically leave the automation after redeeming the offer.

Examples include:

  • Contact purchased the complimentary credit

  • Contact completed a purchase through the landing page

Exit goals prevent customers from receiving reminder emails after they've already redeemed the promotion.


Create Your Email

Create the email your automation will send.

In your email, include:

  • Details about the complimentary offer

  • A clear call-to-action

  • A button or hyperlink to your landing page


Automatically Apply the Promotional Tag

Add an auto-task that applies the promotional tag to the customer's account. Without the tag, they won't have permission to access the landing page or redeem the complimentary credit.

Configure the following:

  • Choose when to create this Tag: Select Time Delay > Immediately.

  • Tag Details: Select the promotional tag

The tag must be applied before setting the automation live. Once completed, the automation can be set live.


Best Practices

Keep these recommendations in mind after launching your automation:

  • Monitor the automation to ensure contacts are entering and exiting as expected.

  • Update messaging, timing, and entry conditions based on campaign performance.

  • Review landing page permissions if customers report they cannot access the offer.

  • Continue refining your automation to improve customer engagement and redemption rates.

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