Introduction:

Brij’s Email Rebate solution offers a simple, efficient way to launch and manage rebate campaigns without any SMS compliance concerns. Designed for ease of use, it enables brands to set up campaigns immediately while providing customers with a seamless and intuitive redemption experience.

This guide outlines the essential steps and key considerations for creating your first rebate experience. For more information about Rebates, see the rest of our Rebate articles.

An Overview of The Brij Email Rebate Experience

Step 1: Customer scans the QR Code or clicks a Short Link and is brought to your customized Brij landing page where the terms of the campaign are outlined. Please refer to the section later in this document labeled ‘Plan your Rebate Communication Strategy’ for ideas and inspiration.

Step 2: The customer signs up for the Rebate Campaign by entering their email address and phone number. Their phone number is only used to send a one time code. This verifies they are a real person and have not already redeemed this rebate with a different email. A confirmation email will be sent to them confirming they've signed up and initiated the rebate process.

Step 3: The customer makes the purchase and uploads a copy of the receipt. The first sign up email contains a link to upload the receipt. Once uploaded, a second email is sent to the customer acknowledging the receipt is received and that they will be notified again when it's approved.

Step 4: The receipt is verified by AI within the Brij platform, ensuring the receipt matches the terms of the program. A person will double check that the rebate terms are met and approve it for payout. If the rebate is denied, the customer will be notified to upload again with a valid receipt.

Step 5: The customer receives an email when the receipt is approved and is notified that the rebate payment will be sent within 48hrs to the contact info provided. If Customer Choice payouts are being used, a redemption link will be emailed to the customer for them to choose their payout method. If Venmo direct payouts are being used, they will receive the payment to the phone number used to receipt their one time passcode during sign-up.

Step 6: Live campaign performance is reported in the Brij Analytics dashboard where metrics such as Scans, Rebate Initiations, Receipt Submissions, Approval and Payouts are tracked.

Step 7: Retarget and Repeat. Following the campaign, import the contacts collected through Brij into your CRM to retarget and re-engage.

Take a look at this short video that highlights the Rebate experience flow for customers.

Setting Up your Brij Rebate Experience

Below outlines the key steps and requirements when setting up your Rebate Experience in Brij:

1. Align on launch date and general terms of the Rebate
2. Create your Rebate Experience in Brij
3. Plan your Rebate communication strategy (in-store, at shelf, social, SMS, email, etc)

Email communication rebates do not require 

Align on Launch Date & Terms of the Rebate Program

Campaign Dates: What date do you plan to launch the program? How long will the program run?

Purchase Requirements: What are the unit purchase requirements? Any product, certain sizes? Be sure to consider the products carried in each of the stores that are part of the program. For example, if your rebate is limited to certain sizes that are not carried in all stores, this could frustrate consumers.

Offer Value: What is the value of the rebate reward? The perceived value to the customer is one of the most important variables for a successful rebate program. If you have a strong DTC business, consider how the in-store offer compares to the value you provide online. Is there enough incentive to make that in-store purchase? Using the word ‘FREE’ often drives higher conversion. Similarly, programs that can include a high $ value reward, specifically in the double digits typically perform well. It is not recommended to use a ‘% off’ offer like "15%" off due to price variation in retail.

Location: What retailers and or marketplaces will be included in the campaign? Is it national or regional?

What is considered One (1) Rebate campaign? One campaign is counted as a consecutive campaign with one offer and a single set of terms. If you have 2 different offer values or terms OR have an on/off gap in time of a program, these will be counted as 2 separate campaigns.

Create your Rebate Experience in Brij

Navigate to the ‘Experiences’ tab on the left sidebar of the dashboard and select ‘+New Experience’, then click on ‘Rebate’. Enter a name for your Rebate Experience, click ‘Save’.

P.S. If you need some inspiration before you get started, take a look at this example experience that we love!

Rebate Signup Page

Select the drop down arrow under the ‘Rebate Signup Page’ section and select ‘+New Rebate Signup Page’. Here you will be able to customize the landing page that customers see when scanning the QR Code or clicking on the Short Link. Refer to the preview image on the right to view all edits live.

• Background Image or Video: Import a video or image to be shown or played in the background. You can utilize an existing video or figma file from your website or other creative assets.
  • Videos: Supported file format: MP4 or WebM. 9x16 , maximum 30mb
  • Images: Supported file format: PNG, JPEG or WebP. Optimal size 1000 x 1000 pixels. The final aspect ratio is typically 6:5.
• Rebate Instructions: Check the box for ‘Show Instructions’ in the ‘Rebate Signup Page’ section to use Brij’s pre-set template. If you prefer to use your own format or creative asset, you may also choose to create your own customized image. Using the Brij template, give your card a Title then move onto the details for the campaign. Make sure you clearly define:
  • The purchase requirements
  • The offer value
  • How the customer redeems - i.e. ‘Text us your receipt’
  • How the customer receives their reward - i.e. ‘Get a $1 Venmo to your phone no.’
  • You can also customize the icon image for each step.
• Additional Content & Spacing: Use the rich text content block to further customize the Signup Page. To create spacing above the ‘Enter phone number’ section, click into the content block and hit your ‘space’ key. You may also add any additional text or images in this section.
• Marketing Consent: Select this box to display the Marketing Consent checkbox on the signup page.
• Customize Button CTA: The default CTA is ‘Text Me & Get Started’. This is the button under the “Enter phone number’ section. Select this box to edit the CTA displayed.
• Terms & Conditions: Brij has default legal text displayed. You may edit them in Advanced Settings. Brands are responsible for their legal compliance.
• Advanced Settings: Select the gear icon at the top of the selection to access Advanced Settings. You can customize legal text, dim the background, add social media icons, disable ‘text to opt in’ and send mobile users directly to messaging app.

Once you have completed the Signup Page, hit ‘Save’.

Rebate Campaign

Select the drop down arrow under the ‘Rebate Campaign’ section and select ‘+New Rebate Campaign’’.  In this section you will enter the details and parameters of the Rebate campaign as well as refine directions for the automated text responses.

• Rebate Campaign: If this is your first campaign you are creating in Brij, you will give this campaign a name. In the future, you can use this campaign as a template. To do so, select campaign name on the prior screen instead of New Rebate campaign. You will then select the image of the two squares to the right of the text box to duplicate the campaign.
• Campaign Communication Method: Choose "Email" to avoid SMS compliance and only communicate with customers via Email. There is an option to communicate using both "Email & Phone", but this is similar to doing just SMS where a compliance application is required in order to get an approved phone number assigned.
• Campaign Window: Select the purchase date range that aligns to the campaign dates.
• Redemption Grace Period: Enter a number that represents the amount of days after the campaign ends that a customer may text in their receipt. A typical grace period is 3-5 days.
• Rebate Terms: Select the format of the offer. You can choose from two common preset forms ‘Buy X Get Y Cash Back’ or ‘Buy X Get Y Free’. Your select will help pre-populate the text responses. You may also create a ‘Custom’ form. After selecting the format, please add the following additional details. You can preview how your entered details will be displayed in the text messages on the right side of the screen.
  • Quantity required to purchase
  • Payout amount/ value
  • Product purchase requirements
  • Maximum rebate amount -> How many rebates can a customer redeem?
• Email Messages: This section is auto-populated with the default message language however you may edit or add details to any message. A few common customizations to messages may include a link to a Store Finder through your website in the Intro message or a link to another Brij experience in the Rebate Paid message to continue the engagement post campaign.
  • Intro Message
  • Receipt Received Message
  • Rebate Approved Message
  • Rebate Paid Message

Pro Tip: Link another Brij experience to the message template to encourage your customers further engage with additional brand touchpoints. A few opportunities include email registration, product education, shop other products, reviews, FAQs and more! Take a look at this example experience that we love!

There are additional ‘Advanced Settings’ that you can enable for this section by selecting the ‘gear icon’. These include:

• Rebate Auto-Approval: All receipts by default go through an internal review. If you would like to provide instant verification to customers you may add a ‘New Verification Criteria’ that can auto-verify receipts off of imputed criteria such as Retailers, Line Items, Purchase Date window and Uniqueness.

Once you have completed the Rebate Campaign page, hit ‘Save’.

Advanced Settings

There are additional ‘Advanced Settings’ that you can enable. These include:

• Enable Content Gate: Select ‘New Content Gate’ to customize a content gate screen before a customer enters your rebate experience. Select ‘Verify Age’ to add an age gate. You can add a minimum age or select the ‘Require Birthdate Entry’.
• Use Alternative Logo: Upload an alternative logo to use for this specific experience
• Auto-Verify Receipts: This section copies over any details entered above in the Rebate Auto-Approval Advanced Setting mentioned above.
• Override Theme: Here you can edit the Theme styles set for your Brij account during your account set up. Edit the Primary, Secondary and Background colors or change the button styles.

Plan your Rebate Communication Strategy

This is one of the most important elements to a successful Rebate Campaign. The Brij platform provides brands with a unique QR Code and Short Link for every rebate experience. It is highly encouraged for brands to utilize both assets to communicate a rebate campaign to your customers.

• QR Codes: Suggested communication ideas for the QR Code are at shelf using shelf talkers, hang tags on your product, on endcaps, at the register, on in-store digital coupons or even on-pack. Check out vendors that specialize in displays for additional ideas and examples.
• Short Links: We suggest the Short Link to be attached to paid digital advertisements, social posts, promoted through your influencers, included in your email and SMS marketing blasts and on your brand website.

Take a look at a few visual examples of Brij customer executions for inspiration!

Review Performance of the Campaign

Brij’s Analytics Dashboard can be found on the home screen of the Brij web-app. To review performance for a specific Rebate campaign, hover over the ‘Analytics’ tab on the left side of the dashboard and select ‘Rebates’. Select the dropdown under the ‘Experience(s)’ selected,  then select the name of the rebate campaign. Here you can review metrics such as Scans, Rebate Initiations, Receipt Submissions, Approval and Payouts as well as top Retailers and States shopped.  All metrics can be further analyzed within a specific date range.