If you need help making the connection between Upzelo and dotdigital; read this article.

What data fields does Upzelo create in dotdigital?

Once you have connected your Upzelo account to dotdigital there are several data fields (UPZ prefix) that are sent to matching contacts in dotdigital:

• Upzelo Customer ID (UPZ_CUSTOMER_ID)

• Upzelo Membership state (UPZ_MEMBERSHIP_STATE)- if they are a guest or member of the loyalty programme

• Upzelo Points balance (UPZ_POINTS_BALANCE)

• Upzelo Referral URL (UPZ_REFERRAL_URL)

• Upzelo Tier ID (UPZ_TIER_ID)

• Upzelo Tier Name (UPZ_TIER_NAME)

How could I use these data fields?

There are many ways you can use the loyalty data from Upzelo as part of your marketing efforts. A few ideas include:

• Trigging branded notifications for loyalty program events in real-time.

• Creating loyalty-specific segments (different tiers)

• Personalise campaigns based on loyalty activity

• Use loyalty insights to make program decisions.

• Inject dynamic content into email campaigns.

What else should I think about when integrating Upzelo with Dotdigital?

Upzelo sends your loyalty program events to Dotdigital in real-time, for use as campaign triggers and dynamic personalisation attributes. This amount of data can grow quickly over time. For this reason, we advise that you set a "Data Retention Policy" to a limited period in the LoyaltyInsight record properties. For example, you can see here that the "Automatic data expiry" toggle has been set to Enabled, and the time window to 3 months after [creation] timestamp.