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Summary of Plexure Software Modules

Base Platform

At the heart of Plexure are some base capabilities that are required by all modules.  These capabilities are included in the Base Platform as a minimum requirement for any Plexure solution.

Plexure Web Based Management Portal: This provides a secure web portal where all other Plexure modules are managed from. This includes:

  • Portal Authentication: Manage who can access the portal and the rights that they have. Standard sign on is with email and password. Single sign-on using Active Directory also available.

Data Pipeline & Analytics

  • Event Engine: This provides the ability to collect high volume event data . For example it will automatically capture mobile app starts, the location of the start, the device and the consumer details. Other modules leverage this engine for capture, storage and analytics of customer behavior and return on investment.
  • Live Stream Aggregation: Aggregate reporting data live from inbound events
  • Reporting: Reports based on aggregated data.
  • Data Storage: The ability to capture and archive big data sets.

Custom Functions

  • Allows development teams to write, operationalize and execute highly scalable serverless custom logic
  • Cuts the development cycle to build, release and maintain custom code requirements
  • Can be exposed via API's
  • Can be leveraged to process live streaming data
  • Trigger workloads either on a timer schedule or based on events (app activity, purchase transaction activity etc)
  • Can access Plexure API's or call 3rd party API's

Here are a number of examples of where this is valuable:

  1. Providing custom backend decision (API) to a mobile app
  2. Initiating a decision when a consumer makes a purchase, for example apply a loyalty point if the customer purchased a specific product, and send them a quick message update with their latest points balance
  3. Apply a behavioral tag to a consumer when they look at a specific product category in the app more than twice

Custom Tools

  • Tools provides the ability to surface unique UX in the Plexure web portal for building custom features. Tools can be connected to Functions for processing unique requirements.
  • An example is building unique tool for a Helpdesk team. They could login to the Plexure portal and have a set of unique tools built just for their security rights. They could for example lookup a consumer record and give them an Offer back that they accidentally burned (un-redeem).

Custom Events

  • Define a unique data object using a JSON schema
  • Event ingestion point available on an API
  • Events are all stored in the Data Archive and Data Store for Queries (HDFS)

Venues

  • Storage and management of Store information such as the store name, Address, GPS location, store features, opening hours.
  • Any custom fields can also be stored against a Store. API's are available to consumer devices (like mobile phones) to search for store information.

Media CDN Service

  • This provides the underlying media storage and distribution API's for digital channels. For example storing image files. This includes built in features such as auto resizing of images based on the request of a digital device for a smaller size image.

Offers Module

The Offers Module provides the ability to provide unique promotions to specific consumers.

Unlike standard promotional content, like an advert, these offers are transactional in the fact that a consumer can request a code that provides them with the right to redeem the offer.

The Offers Module comes with:

  1. A web based content management interface for authoring offers.
  2. API's and SDK's (Android and iOS) for digital channels like Mobile Apps to present a personalized list of offers to a consumer.
  3. API's to validate the validity of offer codes and burn offer codes for single (or restricted) use.

Offers are managed by content managers using the Plexure web based management platform. Consumer facing devices such as mobile apps can request a specific set of offers for a specific consumer, at a specific time from a specific location.  The Plexure service then delivers offers unique to that instance of time, location and consumer profile based on the configuration of offers in the Plexure platform. 

For example, an offer can specifically target consumers that are tagged as belonging to a "Football Fan" tag, but only available at a specific geo-location such as a sports stadium.  

Offer targeting (only showing to people at specific times, locations and profiles) include:

  1. By Consumer Tag (e.g. demographic, consumer behaviour)
  2. By Weather (Weather module required)
  3. By Geofence (Geospacial module required)
  4. By Beacon (Beacon module required)
  5. Specific time of a day (day part)
  6. Day of the week
  7. Start and end dates and times
  8. Ability to hide if there is a conflicting offer of greater weighting

The order the offers are shown to a consumer can be manipulated. This is done via a weighting process:

  1. Overall base weight compared to other offers
  2. Adjust the order weight based on the consumers tags (for example +10 if the person likes sports)
  3. Adjust based on the weather (for example +10 if it is hot)

The weighting of offers means that the more relevant offers show first which impacts the success of the offer.

Offers can be restricted to only be used at specific stores. Restriction can both be by visibility (close to the store Geofence) as well as when scanned at the Point of Sale the validation system can validate that the correct store is scanning the redemption code.

Offers have a number of mechanisms to validate redemptions, these include:

  1. Plexure generating a unique code that can be presented as text or a QR code to the consumer. This can be scanned at a point of sale or kiosk to be validated.
  2. Unique codes can also be generated by a 3rd party system (e.g. a POS system) and loaded into Plexure.
  3. A simple static single text based code can be used

This provides a way to use Offers on either of the following methods:

  1. Closed Loop: This is the most reliable method to validate a code is valid. It involves presenting a unique code at the Point of Sale or Kiosk at the code being validated live. This can also attaches the information about the code to the purchase transaction data providing a direct match (closing the loop) of analytics around promotion of this offer to analytics of basket information (exactly who was influenced, what else was purchased etc.)
  2. Show and Go: This means a consumer simply shows a code (which can be simple text or complex) to a clerk at the Point of Sale which then manually visually validated. This does not provide the closed loop analytics data and is more prone to fraud situations however it requires no technical integration or additional devices at the Point of Sale so is very quick to implement.

 

 

Content/Advert Module

The ability to author and distribute content via digital channels such as mobile apps and websites. Content contains text and images as well as a wide range of targeting capabilities such as:

  • By Consumer Tag (e.g. demographic, consumer behaviour)
  • By Weather (Weather module required)
  • By Geofence (Geospacial module required)
  • By Beacon (Beacon module required)
  • Specific time of a day (day part)
  • Day of the week
  • Start and end dates and times

This includes the ability manipulate the order of the returned content (aka. Content Weight) by:

  • Overall base ordering compared to other offers
  • Adjust the order based on the consumers tags
  • Adjust based on the weather

 

Push Message Module

This module provides the ability for consumers to opt in to receive mobile app notifications from the marketing team.  This requires that consumers have an Android or iOS mobile app and have opted in with push messaging turned on.

The marketing team can configure the following types of push messages:

  • Broadcast: This sends out a push message to consumers to consumers at a specific time but can be filtered to target consumers with specific tags.
  • Geofence Triggered: A push message can be sent when a consumer arrives at a specific location for the first time.  For example, arriving at a store during a specific week.  
  • Beacon Triggered: A push message is sent to a consumer when the are in the proximity of a specified beacon for the first time.  For example, being in specific part of a store on a specific day.
  • Recurring: Push messages can be configured to be sent daily for scenarios such as where consumers have a birthday on that day.

The push messaging is timezone sensitive and push events can be configured to be related to a specific global time (such as 9am EST) for universally time sensitive events, or can be relevant to the consumers time zone (such as 9am for that consumer).

Content managers can configure specific safe times of the day to send push messages.

The event engine receives notifications on items such as consumers clicking on a received push message for analytics purposes.

Geo-spatial Module

This provides the ability to monitor mobile phones entering and existing geographic locations, geofences. For example, an area around a physical store.

Geofences are defined by Latitude, Longitude and Radius. They can also be placed around points of interest such as a Sports Stadium or competitor stores.
This solution includes mobile SDK's for Android and iOS. This automatically downloads the closest geofences to the consumer and sends an Event to Plexure when a consumer with their phone enters and exists those locations.

Push Messages can be setup to be automatically sent to a consumer when they enter a geofence (Push Message module required).

Geofences can be used by modules such as Offers, Content and Loyalty for targeting consumers specifically in those regions. For example, letting people check-in to earn a point when they get to a store in the Loyalty module. Or only showing specific content and offers if the consumer is at a sports stadium.

Beacons Module

Plexure Portal Capabilities:

  • Manage beacon identifiers for mobile apps to monitor.
  • Ability to set Offers, Content and Loyalty Cards to only be visible to consumers when a specific Beacon is in the proximity of the device. (Modules required)

Mobile SDK Capabilities:

  • Apps using Plexure SDK's then automatically receive the beacons and monitor them.
  • Apps will send a Beacon entry and exit event when the consumer enters and exists the Beacon proximity with their device.

Weather Module

Module provides the ability to target Offers and Content by weather. (Offers and Content Modules required). For example, only show a specific promotion if it is hot (Ice Cream) or cold (Hot Chocolate) or rainy (Umbrellas)

Loyalty / Gamification Module

The loyalty module is a gamification engine designed to encourage consumers to carry out specific desired behaviours and reward them for this.  This is used for a range of marketing solutions such as building games and stamp card reward programs.

The fundamentals is that a content manager can setup a bucket of points (a loyalty card) and provides API's for systems to add points to that bucket.  Specific levels of points are then required and the solution can then automatically distribute reward offers once a specific level of points is achieved.

There are a wide range of fraud prevention capabilities built in such as restricting the level of point allocation per api call and per time period. There is also white listing capability to only allow point allocation from specific IP addresses, be it from a web server or mobile devices on a specific wifi, such as store wifi.

Single Sign On (SSO) Module

Plexure's Base Platform provides the ability for a consumer to login to a single channel, this is typically a mobile app.  The SSO Module provides the ability for a consumer to leverage their login and password on other channels such as web, kiosk and wifi.  This module provides additional licensing for these additional channels to use the consumers login profile and provides them with unique tokens for accessing the Plexure API's.

 

Bulk SMS Module

This module provides the ability to send out bulk txt messages to a specific target audience where the customers mobile number has been entered against the consumer record.

Features include:

  • Enter the text that all consumers will receive
  • Specify date and time the messages will start to be sent.  Messages will take a period of time to complete depending on the gateway used and the size of the consumer base
  • Reporting on how many consumers were sent the message

Plexure uses 3rd party SMS gateways as the channel to send the message.  An example of a 3rd party SMS gateway is Twilio. The gateway costs are additional to the licensing of this module.

Bulk Email Integration Module

This module provides the ability to synchronize the consumer details with a 3rd party email marketing platform such as Sendgrid. This provides the ability for the respective email marketing platform to target consumers registered in the Plexure solution based on Plexure consumer tags, for example "customers that haven't used the app in 30 days" or "male".  This module ensures the email addresses and email subscription group options stored in Plexure are up to date in the email marketing system.  In reverse Plexure can also have tags that are influenced by email marketing subscription groups for example target people that have signed up to the "family club email newsletter".

Plexure Functions can be used for more advanced options such as targeting consumers from Plexure where a consumer has carried out a specific click / action from the email newsletter.

The email marketing platform costs are not covered by this module and it is assumed the customer pays this directly to the email marketing provider.

Analytics Add-on Modules

1. Data Export: This is an add-on to the Analytics module that provides the ability to get a daily extract of all raw individual data. Clients can then import the specific parts of the raw data they would like to analyze in their own Big Data analytics platforms. A secure FTP site is provided with a standardized data structure for access to the raw data.  There is a monthly charge for processing related to compiling this data daily and the data egress off this data from Plexure's data center.

2. Data Warehouse: This is an add-on to the Analytics module that provides a client with the ability to run real time queries against the individual raw data from a SQL Data Warehouse. This can be used for data exploration as well as live reporting into 3rd party reporting tools such as Microsoft PowerBI, Tableau or other systems. For more information visit https://azure.microsoft.com/en-us/services/sql-data-warehouse/.  There is a monthly charge related to the data processing to push data to the SQL Data Warehouse and monthly running costs of this solution.

 

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