Beans Emails keeps customers engaged with automated email notifications about their rewards program activity. This Beans’ integration informs members about earning and redeeming loyalty points through welcome emails, transaction alerts, points balance reminders, referral invitations, and more.

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Setup

To connect to the Beans Emails integration:

  1. From the Beans admin page, navigate to Integrations.
  2. Locate and select Beans Emails from the available integrations.
  3. Click Connect to enable the integration.

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Sender details

Sender details define the information displayed about your brand when customers receive an email. Properly configured sender details ensure your emails match your brand, are delivered to the inbox, and comply with email regulations.

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Sender Info

Sender Info includes all information about your business such as your professional email address, official business name, complete physical address, and location details.

It is mandatory to fill in and configure the sender details before any notifications are sent.

Enhance customer engagement by connecting your social media presence. You can fill in links to your TikTok, Instagram, Facebook, and Twitter (X) profiles. These links appear in email footers, helping grow your social following.

Once you’ve completed the configuration, review all entered information and click the Save button to apply your settings.

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Notifications

Beans Emails provides several types of automated notifications, each triggered by specific customer actions.

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Email log management

The Email log provides comprehensive tracking of all sent email notifications, ensuring you have full visibility and control. The log includes:

  • Date and time of email send.
  • Triggering event.
  • Recipient email address.
  • Delivery status.

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Status

The Status page gives you control over the status and data synchronization between the loyalty program and Beans Emails. From here, you can monitor the connection status and reset synchronization if needed.

To access the status page:

  1. Navigate to the Email Notifications integration home page.
  2. Click on Status in the integration navigation menu.

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Reset synchronization

You may need to reset synchronization if:

  • Email notifications aren’t being sent as expected.
  • There are discrepancies in customer data.
  • You’ve recently made significant changes to your loyalty program settings.

To reset synchronization:

  1. Click the Actions dropdown in the top right.
  2. Select Reset Synchronization.

This process will re-establish the connection between your loyalty program and Beans Emails without affecting existing customer data or email settings.

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Replacement tags

Replacement tags are dynamic placeholders used in email templates to personalize content for each recipient. When an email is sent, these tags are automatically replaced with actual customer data such as names, points balances, and transaction details.

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Global tags

Global tags work across all email notifications and help personalize emails to each customer:

  • [%first_name%]: Customer’s first name.
  • [%last_name%]: Customer’s last name.
  • [%beans_balance%]: Customer’s current points balance.
  • [%beans_value%]: Monetary value of the customer’s current points balance (in store currency).
  • [%tier_name%]: Customer’s loyalty tier level.
  • [%unsubscribe_link%]: Mandatory unsubscribe link for customer to opt out of receiving emails.
The [%tier_name%] tag will only display data if the tier feature is activated.

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Notification-specific tags

Each email notification has unique tags for personalizing content based on specific events.

Points transactions (debit or credit)

  • [%transaction_delta%]: Amount of points credited or debited.
  • [%transaction_description%]: Description of the transaction.

Referral invitations

  • [%referral_reward%]: Points awarded for the referral.
  • [%referrer_name%]: Name of the referring customer.
  • [%referral_link%]: Unique referral invitation link.

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Important note

Beans Emails is designed specifically for loyalty program notifications. While it effectively handles automated loyalty program communications, it is not intended to be a comprehensive email marketing solution.

For advanced email marketing features and fine tuned notifications, we recommend using dedicated email marketing platforms that we integrate with.