Using effects

Define effects in the Rule Builder. They are triggered when all (or at least one) of the conditions of a rule are valid, following the logic WHEN <this happens> THEN <do this>. You can set them in many different ways. For example, effects can consist in displaying a notification, applying a discount to your customer’s session or creating a referral code. 

This page lists the available effects. Once you have set one or more effects via the Campaign Manager, the rest of the workflow happens via the Integration API.

For technical users: The effects triggered by Talon.One are returned to your application, such as your e-commerce website, and it is up to you and your development team to decide how to apply them. Learn how to process effects in the Developer Docs and see the JSON structure of each of them on the API effects page.

Listing effects

To list the available effects:

1. Create a new rule in the Campaign of your choice.
2. In Effects, click Add Effect. 

The list of available effects in your campaign is displayed. Most of them are always available, some are only available when you enable specific features in your Application:

Effect category	Effect name	Description
Discount	Discount session total	Applies a discount to the total value of a customer’s session.
	Discount individual items	Applies a discount to certain items in the customer's cart.
	Discount additional cost	Applies a discount to an additional cost, such as shipping costs or transaction fees.
Reward	Add free item	Adds one or more free items to a customer's session.
	Add loyalty points	Adds loyalty points to a customer’s wallet. The loyalty feature must be active in the Campaign.
	Redeem loyalty points	Allows a customer to use the loyalty points they have in their wallet. The loyalty feature must be active in the Campaign.
	Award giveaway	Grants a giveaway code to the customer. The giveaways feature must be active in the Campaign.
Create	Create notification	Displays a notification to the customer.
	Create referral code	Generates a referral code for your customer. The referrals feature must be active in the Campaign.
	Create coupon code	Generates a coupon code for your customer. The coupons feature must be active in the Campaign.
Update	Update attribute value	Updates the value of a custom attribute you added to the Rule Builder palette.
	Update cart item attribute value	Updates the value of a custom attribute for the items in the customer’s cart.
Webhooks	Send ExactTarget email creditcard	Uses a template for calling an external API and sending ExactTarget email creditcard.
	Send coupon code via email	Uses a template for calling an external API and sending a coupon by email.
	Mailgun	Uses a template for calling an external API using Mailgun.
	Send coupon by MailChimp	Uses a template for calling an external API and sending a coupon by MailChimp.
	Send coupon via email	Uses a template for calling an external API and sending a coupon by email.
	Other custom webhooks you created.	To learn how to create your own webhooks, see the Developer docs.

 

Using discount effects

Discounting session total

It allows you to apply a discount to the total value of a customer session. For example, use it to offer a discount when customers reach a certain minimum amount or redeem a coupon.  

1. Open the Rule Builder for your Campaign.
2. Click Add Rules.
3. In Effects, click Add Effect.
4. In Discount, click Discount session total. 
5. In Discount name, type a suitable name for your effect. 
6. In Discount value, enter the value of the discount. It can be a number or a formula including attributes from the palette such as the total value of the session. 
7. Click the check mark to the right of the effect.

The effect is saved. 

Discounting individual items

It allows you to apply a discount to certain items in a customer’s cart. For example, use it to run a promotion on some specific item categories or have part of your catalog on sale.  

Before you start, you can create a cart item filter to define which items you want to apply the discount to. Otherwise, the only list available includes all the items in the customer’s cart. 

This effect is often used in conjunction with cart item flattening.

You can then discount individual items in your rule:

1. Open the Rule Builder for your Campaign.
2. Click Add Rules.
3. In Effects, click Add Effect.
4. In Discount, click Discount individual items. 
5. In Pick a list of items, select a list. 
6. In Discount name, type a suitable name for your effect. 
7. In Discount value, enter the value of the discount. It can be a number or a formula including attributes from the palette such as the value of the item.  
8. Click the check mark to the right of the effect.

The effect is saved. 

Discounting additional costs

It allows you to discount additional costs. Additional costs are extra costs such as shipping costs or other additional fees that you want to charge to customers. 

Before you start, create one or more additional costs.

You can then discount an additional cost in your rule:

1. Open the Rule Builder for your Campaign.
2. Click Add Rules.
3. In Effects, click Add Effect.
4. In Discount, click Discount additional cost. 
5. In Select additional cost, choose the cost you want to discount.
6. In Discount name, type a suitable name for your effect.
7. In Discount value, enter the value of the discount. It can be a number or a formula including attributes from the palette such as the value of the additional cost.  
8. Click the check mark to the right of the effect.

The effect is saved.

Using reward effects

Adding a free item

It allows you to add a free item to the customer’s session. For example, if customers purchase a certain number of items, such as in Buy two Get One Free promotions. 

1. Open the Rule Builder for your Campaign.
2. Click Add Rules.
3. In Effects, click Add Effect.
4. In Reward, click Add a free item. 
5. In SKU, enter the SKU of the item you want your customer to receive.
6. In Discount name, type a suitable name for your effect.
7. In Quantity, enter the number of free items. You can use the + symbol to the right to create a formula including attributes from the palette. 
8. Click the check mark to the right of the effect.

The effect is saved.

Adding loyalty points

It allows you to reward your customers with points that they can later exchange for different items or use in future purchases. 

Before you start, make sure to have:

• Enabled the loyalty feature in your Campaign.
• Created a loyalty program. 

You can then add loyalty points in your rule:

1. Open the Rule Builder for your Campaign.
2. Click Add Rules.
3. In Effects, click Add Effect.
4. In Reward, click Add Loyalty points. 
5. In Select loyalty program, choose the loyalty program.

   Note: If you select a loyalty program where you enabled subledgers, type in Subledger the name of the subledger where you want to add the points.

6. In Recipient, select who will receive the points. Your current customer is the default option. If the Referrals feature is active in your campaign, you can choose:
   • Current customer (friend)
   • Advocate
7. In Reason, type a description for this effect.
8. In Amount of points, set the value of the reward.
9. (Optional) Click Reward Settings to set start and expiration dates for the reward.
10. Click the check mark to the right of the effect.

The effect is saved.

Redeeming loyalty points

It allows your customers to use their loyalty points in different ways, such as direct discounts. 

Before you start, make sure to have:

• Enabled the loyalty feature in your Campaign.
• Created a loyalty program. 

You can then add loyalty points in your rule:

1. Open the Rule Builder for your Campaign.
2. Click Add Rules.
3. In Effects, click Add Effect.
4. In Reward, click Redeem Loyalty points. 
5. In Select loyalty program, choose the loyalty program.

   Note: If you select a loyalty program where you enabled subledgers, type in Subledger the name of the subledger where you want to add the points.

6. In Reason, type a description for this effect.
7. In Amount of points, set the number of points to redeem.
8. Click the check mark to the right of the effect.

The effect is saved.

Awarding a giveaway

It allows you to offer direct rewards to your customers. For example, you can grant them vouchers generated outside of Talon.One, such as Amazon gift cards. 

Before you start, make sure to have:

1. Created a giveaway pool and connected it to the Application containing your campaign.
2. Imported codes into the pool.
3. Activated the giveaway feature in your Campaign. You can do this in Settings > Features.

You can then award a giveaway in your rule:

1. Open the Rule Builder for your Campaign.
2. Click Add Rules.
3. In Effects, click Add Effect.
4. In Reward, click Award giveaway.
5. In Giveaway pool, select the giveaway pool.
6. In Recipient, select who will receive the giveaway. Your current customer is the default option. If the Referrals feature is active in your campaign, you can choose:  
   • Current customer (friend)
   • Advocate

   Note: To give a reward to both of them, create a second Award giveaway effect.

7. Click the check mark to the right of the effect.

The effect is saved.

Using create effects

Creating a notification

It allows you to trigger a message that can be displayed to the customer if you want. For example, use this effect to inform a customer  about a special discount when they are close to reaching the minimum necessary amount to obtain it or to debug a rule during the testing phase. 

1. Open the Rule Builder for your Campaign.
2. Click Add Rules.
3. In Effects, click Add Effect.
4. In Create, click Create notification.
5. In Type, select the kind of notification you want to display.
6. In Title, type a name for the notification. 
7. In Message, type what your customer will read. You can include attributes from the palette such as coupons in the message.
8. Click the check mark to the right of the effect.

The effect is saved.

Creating a referral code

It allows you to grant your customers referral codes that they can give to their friends so that they too become customers. 

Before you start, make sure to have:

• Enabled the referrals feature in your Campaign.

You can then create a referral code in your rule:

1. Open the Rule Builder for your Campaign.
2. Click Add Rules.
3. In Effects, click Add Effect.
4. In Create, click Create referral code.
5. Choose where you want to create a referral code:
   • In the current Campaign.
   • In a specific Campaign. If you choose this option, select the Campaign in the drop-down menu. 
6. In Redemption limit, set how many times the code can be used. Set it as 0 for unlimited redemptions.
7. In Code pattern, define the characteristics of the coupon code:
   • Use campaign settings code pattern.
   • Use custom code pattern allows you to define a specific code length, the characters appearing in the code, a prefix and a suffix. 
8. (Optional) In Set start time and end time, define start and expiry dates for your coupons.
9. (Optional) In Referral attributes, define the value for any referral attributes previously created.
10. (Optional) Click Store generated value in session to save the code in the current session and be able to display it in another effect, such as a notification, by using the Generated referral in session attribute from the palette.
11. Click the check mark to the right of the effect.

The effect is saved.

Creating a coupon code

It allows you to generate a coupon code. The coupon code can be generated for the Campaign of your choice in the current Application, as long as they have the coupon feature enabled.

Before you start, make sure to have:

• Enabled the coupons feature in your Campaign.

You can then create a coupon code in your rule:

1. Open the Rule Builder for your Campaign.
2. Click Add Rules.
3. In Effects, click Add Effect.
4. In Create, click Create coupon code.
5. Choose where you want to create a coupon code: 
   • In the current Campaign.
   • In a specific Campaign. If you choose this option, select the Campaign in the drop-down menu. 
6. Set the details of your coupon code:
   • Recipient: The customer that should receive the code.
   • Redemption limit: How many times the code can be used. Set it as 0 for unlimited redemptions.
   • Code pattern: The specific code length, the characters appearing in the code and any prefix and suffix. 
   • Start time and end time: Start and expiry dates. You can also type a certain number of days in Discount limit.
   • Coupon attributes: The value for any coupon attributes previously created. 
7. Click Store generated value in session to save the code in the current session and be able to display it in another effect, such a notification, by using the Generated coupon in session attribute from the palette.
8. Click the check mark to the right of the effect.

The effect is saved.

Using update effects

Updating an attribute value

It allows you to set a new value for a custom attribute. 

Before you start, make sure to have:

• Defined one or more custom attributes.  

You can then update them in your rule:

1. Open the Rule Builder for your Campaign.
2. Click Add Rules.
3. In Effects, click Add Effect.
4. In Update, click Update attribute value.
5. In Set attribute, select a custom attribute from the palette.
6. In To new value, type a value or select an attribute from the palette to define yours.
7. Click the check mark to the right of the effect.

The effect is saved.

Updating a cart item attribute value

It allows you to set a new value for a custom attribute affecting only certain items in the customer’s cart. Use the Integration API to set a cart item’s custom attributes.

Before you start, make sure to have:

• Defined one or more custom attributes.  
• Created a cart item filter to define the items whose attribute value you want to update. Otherwise, the only list available includes all the items in the customer’s cart. 

You can then update them in your rule:

1. Open the Rule Builder for your Campaign.
2. Click Add Rules.
3. In Effects, click Add Effect.
4. In Update, click Update cart item attribute value.
5. In Pick a list of items, select a list.
6. In Set attribute, select a custom attribute from the palette.
7. In To new value, type a value or select an attribute from the palette to define yours.
8. Click the check mark to the right of the effect.

The effect is saved.

Using webhooks 

Use webhooks to share information from Talon.One with external tools relying on their APIs. For example, create a webhook that triggers an email to a customer when their friend redeems a Referral Code. You can also define your own webhooks, and they will appear as an effect.

Learn more about webhooks in the Developer docs.

Related pages

• Learn more about how to use conditions. 
• Learn more about how to use cart item filters.