Stay AI's ExperienceEngine allows you to offer your customers free products or special offers on their subscriptions.

Free Gifts and Specialized Discounts enable you to drive lifetime value and customer satisfaction by creating unique experiences for your customers as they progress through the subscriber journey.

You can think of it like a super powered workflow.

After a subscription processes an order in Shopify, Stay AI checks to see if that promotion is eligible for any Experiences you've created. If that subscription meets any Experiences' criteria, we add the free gift product(s) to the subscription which they'll receive on their next order and show them Experience deal(s) which they can opt-into before their next through your customer portal.

In the Stay AI app, click on "Tools," then select "Experience Engine," and click the "Create A Promotion" button.

Next select if you are going to Use AI for your promotion or create it manually (Do It Myself.)

We created a machine learning model that takes data points from your customers, and determines if the are likely to churn, or if they are seemingly pleased with their subscription. Our machine learning model takes actions like the following to determine which segment your consumers belong to:

This is where we are able to start targeting segments based on what determination is made by machine model learning. We can now specify that this segment should receive a free gift to retain their business.

Manually set exactly how you'd like your promotion to work.

After creating promotions, you can edit, pause, or resume them by clicking "View My Promotions" in the ExperienceEngine tab of the Stay AI App. Clicking the "Edit" button allows you to change the promotion's name, conditions, products, and status. Clicking the "Details" button opens the analytics for that specific promotion.

Clicking the details button will open the analytics for that specific promotion.

Please note, a customer can only be entered into a promotion once even if you've updated the promotion with new details. If the customer accepts or the declines the promotion, they will not be reentered.

We've carefully crafted an email that will be sent to customers after their most recent subscription order is completed and they've become eligible for a promotion.

Example: You've set up a promotion for order 2. The customer would receive the Promotion Offer Email after checking out as they are receiving their promotion on their second order.

Remember, when crafting transactional subscription emails, especially those with opt-in promotions, ensure the primary purpose remains transactional and relevant to your existing subscription relationship. This helps maintain compliance and a positive experience for your recipients. Email laws like CASL have strict rules on commercial messages. Opt-in promos may fall under these laws.

The merge tags will render the following text for each promotion applied to the customers subscription. The merge tags text cannot be edited, but the styling can be to your liking.

"As a token of our appreciation, we're including a {{PRODUCT TITLE - VARIANT TITLE}} in your next order. Enjoy!"

"We have a special offer for you! You can add {{PRODUCT TITLE - VARIANT TITLE}} at {{SET PROMOTION PRICE}} before your next order by by logging into your portal using the link below."

Discount Promotion Start/End and Free Promotion Start/End will not display for customers. They are used as markers in the code to render the merge tags correctly.

When a subscription's order is created in Shopify, Stay AI checks to see if the subscription is eligible for any active promotions. If eligible, the promotion(s) will apply to the subscription and the customer will be sent the promotion email if enabled.

Let's take a look at how it looks from the customer's perspective.

Customers eligible for a Free Discount promotion will automatically receive the product in their subscription without taking any action.

When a Free Gift Promotion is applied to a customer's subscription, the customer will receive an email including a message about the free gift promotion.

"As a token of our appreciation, we're including a {{PRODUCT TITLE - VARIANT TITLE}} in your next order. Enjoy!"

If the product doesn't have a variant title, then only the product title will display.

In the email builder under Promotion Offer Email, this text is created by the merge tag {{free_promotion_block}} and will render for each free promotion the customer eligible for. This text currently cannot be customized.

Any other text outside the promotion merge tags can be customized to your liking, but please note that the majority of the email should be transactional in nature.

When the customer visits their subscription with a free gift promotion, they will be greeted with a modal letting them know they've received a free gift and our optional promotional confetti which can be enabled or disabled under the Customize Portal > Design Interface in the Stay AI app.

The free gift promotion will show with it's own special card under the one time products section. If the customer would like to remove the product, they can do so by clicking the three dots in the top right corner and clicking the Delete button.

If the subscription hub page is enabled, the customer will see the Free Gift Promotional product added to their order with the Free Gift text and badge.

When a customer is eligible for a discount promotion (Percentage or Fixed discount), they'll be able to add the product to their subscription from the customer portal. If the promotion discounts the product to be free (100% off or a fixed value equal to or greater than the price of the product), it won't get automatically added to the customers next order like a Free Gift Promotion.

When a Discount Promotion is applied to a customer's subscription, the customer will receive the Promotion email including a message about the Discount Promotion.

In the promotion email, the customer will see the the following text:

"We have a special offer for you! You can add {{PRODUCT TITLE - VARIANT TITLE}} at {{SET PROMOTION PRICE}} before your next order by by logging into your portal using the link below."

If the product doesn't have a variant title, then only the product title will display.

In the email builder under Promotion Offer Email, this text is created by the merge tag {{discount_promotion_block}} and will render for each discount promotion the customer eligible for. This text currently cannot be customized.

Any other text outside the promotion merge tags can be customized to your liking, but please note that the majority of the email should be transactional in nature.

When the customer visits their subscription with a discount promotion, they will be able to accept the promotion offer, decline it, or decide at a later date.

This modal will open if a customer clicks the clicks the Accept Special Offer button on the subscription card found under one time products (seen below).

If the customer clicks Accept Special Offer, the promotion item will be added to their subscription.

If the customer clicks Decline, the promotion modal will close and the promotion card under one time products will be removed.

If the customer closes the window, they can make their decision at a later date.

When a subscription is eligible for a promotion, this promotion card will allow the customer to open the accept promotion modal or the customer can remove the card by clicking the decline button.

Once accepted, the promotional product will display similar to that of a one time product with additional text indicating the discount and a small badge over the top right corner of the product image.

If the subscription hub page is enabled, the customer will see a View Special Offers badge that they can click to be taken directly to the Discount Promotion Cards on that subscription.

Please note that the opt-in cards and View Special Offers badge in the customer portal will disappear once a promotion ends or is paused even if the customer has received an email stating they are eligible for a special offer that has now expired. The opt-in cards will reappear for any opted in subscriptions if the promotion is reenabled.

Customers eligible for multiple promotions will receive all Free Gift Promotions and can opt into each Discount Promotion.

Information about all promotions will be included in the email.

The merge tags described above will render for each Free Gift and Discount Promotion.

Each promotion card will render under the onetime products for both Free and Discount promotions.

On the subscription hub page (if enabled), the Free Promotion Products will be added and the the View Special Offers badge will be displayed.

Under Customer Portal > Design in the Stay AI app, you can toggle whether or not to display a confetti animation when customers trigger the Free Gift Promotion modal or if they accept a Discount Promotion.

Since promotions on trigger when a subscription successfully completes an order, there may be situations in which customers are eligible for a promotion, but it hasn't applied to their subscription. For example, you may have just created a promotion that triggers for subscriptions that have reached their second order, but customers who recently checked before that promotion was created will not have it applied it yet.

You can sync any active promotion causes it to apply to all subscriptions that would have previously qualified on their last order using the Sync function on the View My Promotions page.

Syncing only applies the promotion to Active and Paused subscriptions.

Syncing does not cause the promotion email to trigger.

Syncing applies to all subscriptions that meet they criteria regardless of when they were created.

Please reach out through chat if you'd us to enable this feature.

We've added a new metric to Klaviyo called Retextion - Promotion Applied which you can use to trigger Klaviyo flows. These flows can replace our out of the box emails and if you don't mark them as transactional, you can create copy that is more promotional that customers can opt out of.

free_promotion: A true/false value

free_promotion_count: The number of free promotions

free_promotion_itemNames: The product titles of the free promotion(s) in an array

free_promotion_items: An array for each title containing the product ID, product name, quantity, item price, image, and more.

opt_in_promotion: A true/false value

opt_in_promotion_count: The number of paid promotions

opt_in_promotion_types: The type of discount (Percent or Flat)

opt_in_promotion_discount_values: The numerical value of the discount

opt_in_promotion_itemNames: The product titles of the paid promotion(s) in an array

opt_in_promotion_items: An array for each title containing the product ID, product name, quantity, item price, image, and more.

opt_in_promotion_prices: The price of the promotion products(s)

opt_in_promotion_links: Links that you can embed to take the customer directly to the portal to opt-in or opt-out

To make the most of your subscription data, it's crucial to comprehend various metrics related to Experiences you offer. Here's a breakdown of key terms and how to interpret them:

The total number of subscriptions offered the experience.

The overall number of orders created for customers who accepted, declined, or took no action regarding the experience.

The total revenue generated by all orders offered the experience.

Calculated as "Total Order Revenue" divided by "Total Orders," this metric provides the average value of orders for the experience.

The number of subscriptions that accepted the offered experience.

Derived by dividing "Accepted Experience" by "Offered Experience," the acceptance rate signifies the proportion of subscribers who accepted the experience.

The number of orders completed by subscriptions that accepted the experience and completed the order with the experience product.

This is calculated from "Orders Completed (Accepted Experience)" divided by "Accepted Experience."

Total revenue from orders completed by subscriptions that accepted the experience.

Average Order Value for accepted experiences, calculated as "Total Order Revenue (Accepted Experience)" divided by "Orders Completed with Experience."

Revenue generated specifically from the products associated with the accepted experience.

The number of subscriptions that are active or paused after accepting the experience and completing an order.

Calculated by dividing "Subscriptions active/paused (Accepted Experience)" by "Orders Completed (Accepted Experience)," this metric indicates the percentage of subscriptions that are active or paused after accepting the experience.

The number of subscriptions that are cancelled after accepting the experience and completing the order.

Derived by dividing "Subscriptions Canceled after order (Accepted Experience)" by "Orders Completed with (Accepted Experience)," this metric shows the percentage of subscriptions that are cancelled after accepting the experience.

The number of subscriptions that declined the offered experience.

Calculated as "Declined Experience" divided by "Offered Experience," the decline rate represents the proportion of subscribers who declined the experience.

The number of orders completed for subscriptions that declined the experience.

Calculated as "Orders Completed (Declined Experience)" divided by "Declined Experience," this metric shows the percentage of declined experiences resulting in completed orders.

Total revenue from orders completed by subscriptions that declined the experience.

Average Order Value for declined experiences, calculated as "Total Order Revenue (Declined)" divided by "Orders Completed (Declined Experience)."

The number of subscriptions that are active or paused after declining the experience and completing the order.

Calculated by dividing "Subscriptions active/paused (Declined Experience)" by "Orders Completed without Experience (Declined Experience)," this metric indicates the percentage of subscriptions that remain active or paused after declining the experience.

The number of subscriptions that are cancelled after declining the experience and completing the subsequent order.

Derived by dividing "Subscriptions Still Canceled after order (Declined Experience)" by "Orders Completed without Experience (Declined Experience)," this metric shows the percentage of subscriptions that are cancelled after declining the experience.

Understanding these metrics will empower you to make informed decisions, optimize your offerings, and enhance overall subscriber satisfaction.

Yes, promotions only control a customers ability to opt in, they do not control the price of existing subscriptions or one-time add-ons.

No, once a subscription has been made eligible for a promotion, opt-in card will not change pricing if you change the discount or update the promotion.

No, promotions are always added as one-time add-ons.

If a customer doesn't accept or decline a promotion that applies to all orders, then the customer will be able to opt into that subscription per next order. If the promotion, applies to a specific order number, the customer will no longer see the opt-in card on subsequent orders.

Yes, you can update the copy under Customize Portal > Copy.