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Launching a Brij Rebate Campaign

This playbook walks you through the full lifecycle of launching a Brij rebate campaign — from planning and building your experience to driving engagement and post-campaign optimization.

Why Run a Rebate Campaign?

Rebate campaigns drive in-store purchases while building direct customer relationships. Unlike traditional promotions, rebates create a post-purchase engagement moment — turning each transaction into a measurable, repeatable growth opportunity.

Use Cases

  • Drive Purchase & Trial: Incentivize customers to try your product and increase retail velocity without permanent price reductions.
  • Capture First-Party Data: Collect verified phone numbers or emails and purchase data through receipt submission, enabling future retargeting and lifecycle marketing.
  • Work Across Any Retailer or Channel: Launch campaigns via QR codes, packaging, social, email, or in-store displays — no retailer system dependency.
  • Create Ongoing Engagement: Use the post-purchase moment to educate customers, reinforce product usage, and introduce new content.
  • Turn Promotions Into a Growth Engine: Track performance in real time, understand where purchases happen, and re-engage customers after redemption.

Bottom line: Rebate campaigns don't just drive a sale — they create a direct connection with your customer, giving you the data and touchpoints needed to turn one-time buyers into long-term brand loyalists.

Watch this short video to see it from the customer's perspective →

Goals & Objectives

By the end of this playbook, you will have:

  • Launched a fully functional email or SMS rebate campaign
  • Delivered a smooth customer experience from scan to payout
  • Captured and activated customer data for future marketing

Who This Is For

  • Brand Marketers looking to drive product trial and build a direct customer relationship from the shelf or pack
  • Trade & Retail Marketing Teams running in-store promotions, endcap campaigns, or retailer-specific activations
  • Growth & Lifecycle Teams who want to capture first-party data at the moment of purchase and activate it downstream

Prerequisites

Don't skip this section. Campaigns that skip prerequisites are the ones that get stuck on launch day. Complete every item below before you start building.

Account & Integrations

Campaign Decisions

  • Campaign offer finalized: copy, language, value, qualifying products, and eligible retailers
  • Launch timeline confirmed: campaign start date and end date
  • Internal approval on terms & conditions

Assets

  • Creative assets ready: QR code placement designs, landing page visuals, on-pack and in-store graphics

Compliance

  • SMS Rebates Only: Complete the SMS Compliance Form 2–3 weeks before your planned launch date. SMS campaigns cannot go live without it.

Phase 1: Plan Your Rebate Campaign

Step 1: Define Your Campaign Structure

  1. Choose your rebate method: Email or SMS. This determines how customers receive their rebate and how you communicate with them post-campaign. The method affects setup requirements, compliance timelines, and retargeting strategy.
  2. Set your campaign dates. A defined window creates urgency for customers and gives your team a clear timeline for production, launch, and reporting.
  3. Define your offer structure. "Buy X Get Y Free" or "Cash Back." Dollar amounts outperform percentage discounts. "FREE" is especially powerful. Avoid low-value offers — "$1 back" creates friction without meaningful motivation.
  4. Define purchase requirements. Specify qualifying products, retailers, and regions precisely. Misaligned SKUs are one of the top causes of customer frustration and support tickets.

What good looks like: The offer is simple and easy for a customer to understand in under 5 seconds. The value feels meaningful. There is zero confusion about eligibility.

Step 2: Define Your Distribution Strategy

A great offer buried in a hard-to-find location will underperform every time. Use both physical and digital channels.

  • Physical (QR Code): On-pack QR code, shelf talkers, endcaps, register displays, product inserts
  • Digital (Short Link): Paid ads, email & SMS campaigns, influencer content, website banners, social link in bio

Sample CTA Copy:

  • Scan to get $X back on your purchase
  • Try it risk-free — claim your rebate now
  • Buy today, get $X back. Scan to redeem.
  • Get paid to try it — scan to claim
  • Scan + submit your receipt for $X cash back

Best Practice: Use BOTH a QR code and a short link. Using only one channel cuts your reach in half.

Phase 2: Build Your Rebate Experience in Brij

  1. Create your rebate experience in the Brij Dashboard. Follow the setup guide for your method:
  2. Key configuration items to verify:
    • Campaign offer and terms are clearly defined within the experience
    • Messaging is on-brand and consistent with POS materials and digital ads
    • Age gate is enabled if your product requires it
    • Product limitations and exclusions are explicitly stated
    • Reminder messages are enabled to help customers complete the submission flow

What good looks like: A customer who lands on the experience understands the offer immediately, knows exactly what to submit, and encounters zero friction from scan to submission.

Phase 3: Launch & Drive Engagement

  1. Test the full redemption flow before going live.
    • QR code scans correctly on both mobile and desktop
    • Full redemption flow completed end-to-end by a real person
    • Messaging validated: offer details and terms are accurate
    • Confirmation/thank-you message is configured and correct
  2. Drive traffic across all planned channels simultaneously. Staggered launches reduce momentum.
    • Retail placements: on-pack, shelf talker, endcap, register display
    • Paid social and digital ads with the short link as destination URL
    • Email and SMS to existing customers
    • Influencer content with unique tracking links
    • Brand website, landing pages, and link in bio

Phase 4: Measure & Optimize

  1. Track campaign performance in Brij Analytics. Real-time analytics let you catch underperformance early.

    Metric What It Tells You
    Scans / Clicks Top-of-funnel health — how many customers are discovering the campaign
    Initiations Strength of your CTA and first impression
    Submissions Ease of the redemption experience
    Approvals Receipt quality and offer eligibility clarity
    Payouts True campaign conversion rate
  2. Retarget and re-engage participants after redemption. The rebate got them to try your product — the follow-up turns them into repeat customers.

Best Practice: Set up your retargeting flows before launch so they trigger automatically. Re-engage participants within 48 hours of approval for the best repeat purchase conversion rates.

Best Practices & Pro Tips

Offer Design

  • Keep the offer simple — complex eligibility rules cause drop-off
  • Dollar amounts outperform percentage discounts ("$3 back" beats "15% off")
  • "FREE" is the single highest-performing word in rebate CTAs
  • High perceived value drives action — "$1 back" creates friction without meaningful motivation

Customer Experience

  • Always test the full flow before launch — walk through it exactly like a customer
  • Enable reminder messages to help customers who started the flow but didn't finish
  • Ensure the submission experience is mobile-optimized
  • Match messaging precisely to what customers saw in the ad or on the shelf

Data & Post-Campaign

  • Don't wait until the campaign ends to set up retargeting — build your flows before launch
  • Use Brij Analytics to identify your conversion bottleneck
  • Re-engage participants within 48 hours of approval for the best repeat purchase rates

Live Examples

If you only remember three things: Keep the offer simple. Test the full flow before launch. Don't waste the data — retarget immediately after redemption.

Flow & Visual Summary

Stage What Happens Key Success Factor
1. Discover Customer sees QR code or short link on pack, shelf, or ad Prominent placement, compelling CTA
2. Scan / Click Customer scans QR code or clicks the digital short link QR code size ≥0.75", clear contrast
3. Land Customer arrives on the Brij signup page Offer is immediately clear and consistent
4. Sign Up Customer enters phone number (SMS) or email (Email rebate) Simple form, low friction, clear value prop
5. Submit Receipt Customer uploads their purchase receipt Clear instructions, mobile-friendly upload
6. Get Approved Brij or brand team reviews and approves the submission Fast turnaround; clear terms reduce invalid submissions
7. Receive Payout Customer receives their rebate via SMS, email, or digital wallet Speed matters — fast payout builds trust
8. Re-engage Brand triggers a post-redemption flow with a follow-up offer Personalized, timely, relevant to what they purchased

Launch Checklist

Prerequisites

  • Brij connected to email or SMS provider (Klaviyo, Attentive, or Postscript)
  • Campaign offer finalized: copy, language, value, qualifying products and retailers
  • Launch timeline confirmed with start and end dates
  • Creative assets ready: QR code placements, landing page visuals
  • Internal approval on terms and conditions
  • SMS Compliance Form completed (SMS rebates only — minimum 2–3 weeks before launch)

Phase 1: Plan

  • Offer is simple and easy to understand in under 5 seconds
  • Offer value is meaningful — dollar amount preferred over percentage
  • Eligibility (products, retailers, regions) is precisely defined with no ambiguity
  • Distribution plan confirmed: QR code placements, short link channels, promotion calendar
  • CTA copy is clear, benefit-led, and creates urgency

Phase 2: Build

  • Experience created in Brij with correct offer details and terms
  • Messaging in experience matches POS materials and digital ads
  • Age gate enabled if applicable
  • Product limitations and exclusions clearly stated
  • Reminder messages enabled

Phase 3: Launch

  • QR code scanned and verified from a physical device
  • Short link tested on both mobile and desktop
  • Full redemption flow completed end-to-end before launch
  • Confirmation and thank-you messages verified
  • All promotion channels activated simultaneously on launch day

Phase 4: Measure & Optimize

  • Brij Analytics bookmarked and reviewed at campaign start to establish baseline
  • SMS retargeting flows set up and active before launch (SMS rebates)
  • Email retargeting flows set up and active before launch (email rebates)
  • Post-campaign review scheduled: scans, initiations, submissions, approvals, payouts

Resources & Further Reading

Questions? Visit support.brij.it or contact your Brij Customer Success Manager.

 

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