New Loyalty Short Codes & Filters in Campaigns & Workflows
Introduction
AiTrillion now includes two new Loyalty short codes and customer filters — Annual Loyalty Points and Annual Loyalty Spent. They are available across Email campaigns, WhatsApp campaigns, SMS campaigns, and all Workflows, so you can segment customers by their annual loyalty activity and personalize every message with the points they have earned or spent this year.
This helps you identify, segment, and reward your most loyal customers with relevant offers, and build automations that recognize loyalty milestones and engagement levels.
Use the Annual Loyalty Short Codes in a Campaign
Step 1: Go to [Email marketing >>
Campaigns] and click + Create to create a new campaign. You can do the
same from [SMS marketing >> Campaigns] or [WhatsApp Marketing >>
Campaigns].
Campaigns — Email marketing module
Step 2: In the message or template editor, open
the Short code menu and select Annual loyalty points or Annual
loyalty spent to insert the customer’s annual loyalty value directly into
your message.
Annual loyalty points and Annual loyalty spent short codes
💡 Idea: Use the short codes to personalize at scale — for example, “You’ve earned {Annual loyalty points} points this year — here’s a reward!”
Filter Customers by Annual Loyalty Metrics
Step 3: Go to [Customers >> All customers],
scroll to Create your own segment, and click + Add filters.
Search for “annual” and select Annual loyalty points or Annual
loyalty spent under the Loyalty group.
Annual loyalty filters in the segment builder
Step 4: Set your condition (for example, Annual loyalty points greater than 500) and save the segment. Use this segment as the target audience in your campaigns, or as a condition in your workflows, to trigger automations based on annual loyalty metrics.
Step 5: Review your audience and content, then launch your campaign or activate your workflow.
📝 Note: The new short codes and filters are available across all channels — Email, WhatsApp, and SMS — and in all workflows.
Next ⏭️
Learn how to trigger workflows on membership events with membership short
codes.
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