Overview
This article will cover the creation and use of the 1-to-1 Nurturing Filter.
What should I know before I get started?
NOTE: Before you start, you will need to be signed in with Paytronix for the Loyalty and Messaging product lines to take advantage of this feature.
If this is your first time configuring the 1-to-1 Nurturing filter, you should navigate to Marketing Tools > Account Filter > Create New. This will allow you to determine if you have the 1-to-1 Nurturing condition available in the Account filters.
How do I set up my messaging strategy?
You will need to create messaging for each campaign that is configured for each touchpoint. Each campaign can send any combination of email, push, pull, and SMS messages. (See the Email Builder article for email configuration; see Campaign Message Template article for Push, Pull and SMS.) If you are unsure of what messaging services are available to you, reference your contract with Paytronix for those details.
You will need to determine the messaging and reward (where applicable) for each 1-to-1 Nurturing campaign
Since coming up with 9 different sets of messages may be unduly time-consuming, we recommend that customers start by putting together campaign ideas for the first message on each timeline. This limits the setup to 3 emails and campaign ideas. Once the messages are set up, clients can monitor their success and add more touchpoints over time.
Here are some campaign ideas to use for inspiration:
If you need to create a new reward to use for the 1-to-1 Nurture campaign, contact support with the following details:
Reward name
Point of sale and online ordering provider(s)
Reward type
Discount ID/eligible Item(s)
This is a separate request that may carry a charge depending on the number of offers requested and the complexity of the configuration.
How do I create the segment?
1-to-1 Nurturing works by referencing the segment of members eligible to receive each of the nine daily campaigns. To identify the segment, an account filter will need to be created for each of these campaigns. The base conditions that need to be included in all account filters are the loyalty card template and the 1-to-1 Nurturing – with the specification of which group of members to target.
It is possible to add other conditions, but that will add additional constraints on the segments, which will decrease the eligible population. We recommend keeping account filters to these two conditions. See Account Filters for additional details on conditions that can be added.
Next, put all this together by creating nine recurring campaigns:
1. In Paytronix, in the upper left corner click on the Access log, Products, and then clicking Messaging.
2. Select Campaigns and Create Campaign.
3. Under Details, give your campaign a memorable name. Example: “Daily 1-to-1 Nurture V0T1” (Visit 0, Touchpoint 1).
4. On (1) Details, under Target Segment, at the end of Control Group Size (%) toggle to enable.
After toggling, specify a 90% of guests to place into the control group. These control group guests will be selected at random from the original account filter audience and left off of this campaign.
5. Once set, select the customer segment to target. You can use the "Search by segments by name" and also use the new filter options.
6. Click Next to move to Message. Here you can select your Campaign Type - a Single Message, Multi-Message (Journey) or Split Test.
Single Message - Send a one-off or recurring message to a selected segment
Split Test - Test multiple variants to find the best performing message
Admin Campaign - Send a reward only, with no message content
Multi-Message (Journey) - Create a multi-step campaign with delays and conditions
Select your Message channel - Email or Mobile, and then select the appropriate template and click Save Configuration.
7. Under Reward, click Select Reward, if applicable.
8. Under (3) Schedule, change the Campaign Type and select a recurring schedule. In the example below the campaign would start on August 27, 2025 and run daily at 9:00am ET.
Please be aware that all times in the PXS system are in Eastern Standard, so adjust accordingly if you need to.
9. Click Next to go to the Final Review screen. Review all the details and when you are ready to launch your campaign click Launch Campaign. It will now be live and ready to launch based on the schedule.
What are some additional considerations?
If there is already one or more Nurturing recurring campaigns running, you should pause those campaigns prior to configuring the 1-to-1 Nurturing series. You can check your current active recurring campaigns by navigating to the Campaign Center, and checking through the recurring campaigns tab. You can pause the old Nurturing campaign(s) by pressing the pause button.