REC & REC+

Automatically send emails on each anniversary of the customer's first order being placed with a coupon promotion to encourage repeat sales. 

A single coupon is set up ready for use on each anniversary and on that date the system automatically assigns it for a single use via the assignment rules. Once used the assignment rule is deleted so it cannot be used again. Each subsequent year a new assignment rule will be automatically added for the coupon.

A period of days can be set within which the coupon must be used.

To set this up:

Set up the coupon that will be assigned to customers, for example call it Anniversary.

In Admin > Order Anniversary System:

• Run 'Generate Users First Order Dates' (this works out and stores the anniversary day/month)
• Leave "Enable generating coupon" unticked as we are not ready to make this live until all the set up is complete and the system timer has been set up
• Select the coupon you have set up that is to be used e.g. "Anniversary"
• Set the number of days within which it can be redeemed
• Set any other rules for customer countries and user smart types that it can be used with (e.g. only UK retail customers, 'ungrouped' = retail). 

In Email Tasks > Add/edit new event dropdown option for Anniversary Order.

• Set up your email details and content.
  Note: If setting content up in a Page rather than a template, make sure in Page Manager under the content box on the right to tick the field:
  

Example content for sending email task:

<p>It's your order anniversary!! First order placed: {{ first_order_date | date('d-m-Y') }}</p>

<p>Use this code at checkout today to get 10% off!</p>

<p>Code: {{ coupon_code }}</p>

<p><em>Expires {{ coupon_end_date | date('d-m-Y') }}</em></p>

<p>See our Terms & Conditions page for qualifying conditions needed to redeem this coupon</p>

• We recommend to set any  filters for country and user group again here.
• Set the time delays to zero and tick 'Replace'

Now everything is set up, go back into the Order Anniversary System and tick "Enable generating coupon" to make this live after first ensuring the system timer has been set up by a developer.

Reporting

You can use the existing Report function in Coupon Manager to see coupon usage.

Marketing Your Order Anniversary Promotion

The Email Task you have set up will automatically email the customer with the promotion.

However, ensure you check and update your terms and conditions with any qualifying conditions that apply such as whether it can be used in conjunction with other coupons.

Changing The Coupon Discount Percentage (e.g. during special promotion periods)

You might wish to change the value of the loyalty discount particularly during certain periods, for example during Black Friday you might want to give a higher percentage on the coupon.

To do this, either:

1. Create a new coupon and use this in the Loyalty Coupon System instead of the initial one set up. 
   Existing users still have the initial coupon assigned and receive the original discount. 
   New users are assigned to the new coupon and get the new discount.
   To revert back to the original discount, simply switch back to the initial coupon in the Loyalty Coupon System.
   
   
2. Update the coupon itself but note this will affect all existing assignments meaning when a qualifying purchase happens again the customer will get the new discount.

Developer Notes
Cron can be tested locally with: make scheduled-task CODENAME=order_anniversary_system