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Retailer-issued, personalised
mobile coupons for offline use
Product Summary
February, 2013




Copyright Incentivated Limited 2013   www.incentivated.com
It’s easier to do than you might think
Retailers are issuing personalised mobile coupons & vouchers for use in-store now




                                                                    Copyright Incentivated Limited 2013
Is this the situation with your current set-up?
 Probably your EPOS does not support:
    Creation of millions of personalised promotion codes
    Distribution of these targeted offers to consumers via mobile
    Real-time validation at till with appropriate mis- and mal-redemption
    checks
 In addition, maybe you wish to cut the cost of an existing
 coupon/voucher programme or introduce one without the
 associated over-head of plastic cards and paper offers
    You want to go digital (mobile) but think that you need new hardware



     If so, we can help – we have a software solution, compatible with most EPOS

                                                                  Copyright Incentivated Limited 2013
How does it work?
Upon presentation of a personalised offer your EPOS queries our platform for validity

  The Incentivated platform delivers:
      Real-time (fast) coupon/voucher validation
      End-to-end campaign management including creation and distribution
  All that is required:
      Upgrade your EPOS software (during next planned release) to allow the
      till (spoke) or central system (hub) to query the Incentivated platform for
      details about the personalised offer
      General (non-personalised) offers are created within the EPOS and the
      Incentivated platform then personalises these for each consumer
      Compatible with SMS, mobile sites and apps, including barcodes and
      NFC should you later upgrade your hardware


                                                                    Copyright Incentivated Limited 2013
Contents

      Background
      Scenarios
      Solution design
      Features
      Reporting




                        Copyright Incentivated Limited 2013
The coupon/voucher universe
Today most coupons/vouchers are physical in format and redeemed in-store




Where redeemed?                   In-store            Online




Type?          Physical            Digital           Physical                      Digital




Success?

             Important        The opportunity              Small but growing
                                                                 Copyright Incentivated Limited 2013
The opportunity
Can offline use of retailer coupons/vouchers be enhanced through mobile?

  Redemption of a physical coupon/voucher in-store has been going
  on for decades but involves a long lead time, is expensive to do and
  open to abuse (mis- and mal-redemption)
  Redemption of both physical and digital coupons/vouchers via an
  ecommerce platform is easy to manage and growing in use but most
  sales are still in-store
  Redemption of a digital coupon/voucher in-store or at a physical
  venue is more difficult yet also where the opportunity lies
  Once the retailer issues own offers then manufacturers can join in

       Retailer-issued mobile coupons/vouchers for offline use are possible

                                                                    Copyright Incentivated Limited 2013
How does the EPOS know that it’s you?
The consumer’s mobile number is the key to targeting

  Personalisation is required for targeted marketing
      Each person can be targeted with different i.e. personalised offers
  Ecommerce platforms do this easily but you can’t ‘login’ at till
  Paper coupons/vouchers are personalised by virtue of being physical
      But these are expensive, involve a long lead-time and suffer mis- and
      mal-redemption
  Linking the Incentivated Campaign Management Platform to your
  EPOS gives it the ‘leg-up’ that it needs


      All you need is an online EPOS – our platform creates and validates the offers

                                                                     Copyright Incentivated Limited 2013
Contents

      Background
      Scenarios
      Solution design
      Features
      Reporting




                        Copyright Incentivated Limited 2013
What do we mean?
This solution applies to retailer- (or venue-) issued coupons/vouchers for offline use

                                         Issuance

                                         •   Retailers (or venues)
                                         •   Third party partners, affiliated and
                                             aggregators
                                         •   Manufacturers (not covered here)



 Display                                                                            Redemption

 •   Text string in SMS                                                             •   Manual entry by till operator or
 •   Text string, barcode or NFC token                                                  self-service
     on mobile site/web-app or in an      Retailer-issued mobile coupons/           •   Chip & Pin
     application                              vouchers for offline use              •   Scanning (barcode)
                                                                                    •   NFC swipe




                                         Validation

                                         •   Real-time
                                         •   Basket validation by EPOS
                                         •   Coupon/voucher validation by
                                             Incentivated



                                                INSERT PARTNER LOGO IN MASTER                  Copyright Incentivated Limited 2013
All mobile formats covered
Consumers with the retailer’s app might get a push notification, others an SMS




                                                                   Copyright Incentivated Limited 2013
For both acquisition and retention cases
Coupons and vouchers created and redeemed in the same way

  Acquisition offers (e.g. discount coupons) and loyalty rewards
  (vouchers) can be managed through the same solution
      Coupons have traditionally been ‘clipped’ from a newspaper by unknown
      customers
      Vouchers are usually issued as rewards to loyal customers
  Don’t have a loyalty programme because of cost reasons?
      As well as distributing rewards electronically the loyalty programme can
      be run virtually e.g. storing points against the consumers mobile number
      or in an app instead of on a platsic card


      We are good at solution design and systems integration – there will be a way

                                                                   Copyright Incentivated Limited 2013
Acquisition: mobile coupons
Instead of coupon-clipping the consumer texts or scans QR for discount coupon




        Consumer texts or     Displayed as SMS,    Redeemed by manual      Granular reporting in
        scans QR for coupon   barcode or NFC token entry, scanning or      real time
                              on site or in app    swiping



                                                  Redemption is a be a
                                                                will
                                                  legacy of the existing
                                                  hardware but future-
                                                  proofed for upgrades

                                                                                      Copyright Incentivated Limited 2013
Loyalty: mobile vouchers
Mobile vouchers sent to consumers based on past behaviour (reward)




Data selection made   Offer broadcast to   Displayed as SMS, on   Redeemed by manual         Granular reporting in
                      consumers            site or in app         entry, barcode or NFC      real time




                                                                  Redemption is a
                                                                  legacy of the existing
                                                                  hardware but future-
                                                                  proofed for upgrades

                                                                                           Copyright Incentivated Limited 2013
Contents

      Background
      Scenarios
      Solution design
      Features
      Reporting




                        Copyright Incentivated Limited 2013
High level solution design
         Marketing        EPOS            Incentivated             Consumer


                     Campaign created
   Promotion
      brief
                                                           Distributed

                                                Redeemed

                                    Checked
                                                                                   All in under 1s
                                    Validated

                                                 Applied

                           Confirmed or released

                         Reported
    Reports


                                                                              Copyright Incentivated Limited 2013
Technical architecture
Data synchronised to cloud-based Coupon Management System for low latency




      Alternate infrastructure hosted elsewhere for resilience and failover

                                                                     Copyright Incentivated Limited 2013
Information architecture
Compatible with CRM systems and “Single Customer View”




      Incentivated can tie data into CRM systemsin order to provide additional MI

                                                                   Copyright Incentivated Limited 2013
Contents

      Background
      Scenarios
      Solution design
      Features
      Reporting




                        Copyright Incentivated Limited 2013
Coupon Management module
 This module sits within our online platform ‘iris’
    both self-serve and managed service options
 Supports creati0n of all different offer types e.g.
    buy X get Y free, get X%/£ off for qualifying £Y spend etc
 Records different validation responses e.g.
    valid code, please honour
    invalid code
    presented beforehand (by same or another customer)
    offer not started or expired
    abandoned transactions also be reported
 Provides tabular and graphical reports for single or multiple
 campaigns
                                                                 Copyright Incentivated Limited 2013
Robust and resilient systems
Speed of response and system stability is of paramount importance

  Stability
      Use tried and tested methods for database & coding practices
      Thoroughly tested via unit testing and other test scripts
      Been creating communication systems like this for years
  Seamless integration with resilient interfaces
     Standards-based web services for communication
     Cloud based with ‘instant’ resilient resource
     DR exercise practiced and elimination of single points of failure to keep
     downtime to <5mins/month (i.e. >99.99% uptime)
  Performance
      Load tested to ensure at least 95% of responses in <1s
      Massive concurrency
      Monitored servers, interfaces and URLs to benchmark against various KPIs

                                                                       Copyright Incentivated Limited 2013
Scalability
 Distributed architecture to share the initial dimensioned load of 1M
 transactions/day per client (up to 100 hits/s per client during peak
 times – 10s of times more than expected for first few years)
 Flat database structure to initially accommodate 100s of millions of
 rows (codes)
 Hosted in the cloud (Microsoft Azure) for ultimate scalability
 Bandwidth usage is minimal through good design




                                                          Copyright Incentivated Limited 2013
Future proofing
 Our content management system has the ability to incorporate
 newer technologies when there is a requirement
    QR code (for scanning)
    NFC (via a compatible wallet app)
    app push notification (to a wallet app)




    The Model View Controller approach separates content from presentation

                                                               Copyright Incentivated Limited 2013
Contents

      Background
      Scenarios
      Solution design
      Features
      Reporting




                        Copyright Incentivated Limited 2013
Admin tool: campaign creation




                                Copyright Incentivated Limited 2013
Admin tool: management reporting




                                   Copyright Incentivated Limited 2013
Admin tool: customer service support




                                       Copyright Incentivated Limited 2013
Thank You


                                          info@incentivated.com


                                               Incentivated
                                             23 Curtain Road
                                            London EC2A 3LT
                                            Tel: 0845 130 3985




(No code reader? Text CODE to 62233 for
a link to a reader appropriate for your
phone)


Copyright Incentivated Limited 2013                               www.incentivated.com

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Incentivated product summary retailer-issued, personalised mobile coupons & vouchers for offline use

  • 1. Retailer-issued, personalised mobile coupons for offline use Product Summary February, 2013 Copyright Incentivated Limited 2013 www.incentivated.com
  • 2. It’s easier to do than you might think Retailers are issuing personalised mobile coupons & vouchers for use in-store now Copyright Incentivated Limited 2013
  • 3. Is this the situation with your current set-up? Probably your EPOS does not support: Creation of millions of personalised promotion codes Distribution of these targeted offers to consumers via mobile Real-time validation at till with appropriate mis- and mal-redemption checks In addition, maybe you wish to cut the cost of an existing coupon/voucher programme or introduce one without the associated over-head of plastic cards and paper offers You want to go digital (mobile) but think that you need new hardware If so, we can help – we have a software solution, compatible with most EPOS Copyright Incentivated Limited 2013
  • 4. How does it work? Upon presentation of a personalised offer your EPOS queries our platform for validity The Incentivated platform delivers: Real-time (fast) coupon/voucher validation End-to-end campaign management including creation and distribution All that is required: Upgrade your EPOS software (during next planned release) to allow the till (spoke) or central system (hub) to query the Incentivated platform for details about the personalised offer General (non-personalised) offers are created within the EPOS and the Incentivated platform then personalises these for each consumer Compatible with SMS, mobile sites and apps, including barcodes and NFC should you later upgrade your hardware Copyright Incentivated Limited 2013
  • 5. Contents Background Scenarios Solution design Features Reporting Copyright Incentivated Limited 2013
  • 6. The coupon/voucher universe Today most coupons/vouchers are physical in format and redeemed in-store Where redeemed? In-store Online Type? Physical Digital Physical Digital Success? Important The opportunity Small but growing Copyright Incentivated Limited 2013
  • 7. The opportunity Can offline use of retailer coupons/vouchers be enhanced through mobile? Redemption of a physical coupon/voucher in-store has been going on for decades but involves a long lead time, is expensive to do and open to abuse (mis- and mal-redemption) Redemption of both physical and digital coupons/vouchers via an ecommerce platform is easy to manage and growing in use but most sales are still in-store Redemption of a digital coupon/voucher in-store or at a physical venue is more difficult yet also where the opportunity lies Once the retailer issues own offers then manufacturers can join in Retailer-issued mobile coupons/vouchers for offline use are possible Copyright Incentivated Limited 2013
  • 8. How does the EPOS know that it’s you? The consumer’s mobile number is the key to targeting Personalisation is required for targeted marketing Each person can be targeted with different i.e. personalised offers Ecommerce platforms do this easily but you can’t ‘login’ at till Paper coupons/vouchers are personalised by virtue of being physical But these are expensive, involve a long lead-time and suffer mis- and mal-redemption Linking the Incentivated Campaign Management Platform to your EPOS gives it the ‘leg-up’ that it needs All you need is an online EPOS – our platform creates and validates the offers Copyright Incentivated Limited 2013
  • 9. Contents Background Scenarios Solution design Features Reporting Copyright Incentivated Limited 2013
  • 10. What do we mean? This solution applies to retailer- (or venue-) issued coupons/vouchers for offline use Issuance • Retailers (or venues) • Third party partners, affiliated and aggregators • Manufacturers (not covered here) Display Redemption • Text string in SMS • Manual entry by till operator or • Text string, barcode or NFC token self-service on mobile site/web-app or in an Retailer-issued mobile coupons/ • Chip & Pin application vouchers for offline use • Scanning (barcode) • NFC swipe Validation • Real-time • Basket validation by EPOS • Coupon/voucher validation by Incentivated INSERT PARTNER LOGO IN MASTER Copyright Incentivated Limited 2013
  • 11. All mobile formats covered Consumers with the retailer’s app might get a push notification, others an SMS Copyright Incentivated Limited 2013
  • 12. For both acquisition and retention cases Coupons and vouchers created and redeemed in the same way Acquisition offers (e.g. discount coupons) and loyalty rewards (vouchers) can be managed through the same solution Coupons have traditionally been ‘clipped’ from a newspaper by unknown customers Vouchers are usually issued as rewards to loyal customers Don’t have a loyalty programme because of cost reasons? As well as distributing rewards electronically the loyalty programme can be run virtually e.g. storing points against the consumers mobile number or in an app instead of on a platsic card We are good at solution design and systems integration – there will be a way Copyright Incentivated Limited 2013
  • 13. Acquisition: mobile coupons Instead of coupon-clipping the consumer texts or scans QR for discount coupon Consumer texts or Displayed as SMS, Redeemed by manual Granular reporting in scans QR for coupon barcode or NFC token entry, scanning or real time on site or in app swiping Redemption is a be a will legacy of the existing hardware but future- proofed for upgrades Copyright Incentivated Limited 2013
  • 14. Loyalty: mobile vouchers Mobile vouchers sent to consumers based on past behaviour (reward) Data selection made Offer broadcast to Displayed as SMS, on Redeemed by manual Granular reporting in consumers site or in app entry, barcode or NFC real time Redemption is a legacy of the existing hardware but future- proofed for upgrades Copyright Incentivated Limited 2013
  • 15. Contents Background Scenarios Solution design Features Reporting Copyright Incentivated Limited 2013
  • 16. High level solution design Marketing EPOS Incentivated Consumer Campaign created Promotion brief Distributed Redeemed Checked All in under 1s Validated Applied Confirmed or released Reported Reports Copyright Incentivated Limited 2013
  • 17. Technical architecture Data synchronised to cloud-based Coupon Management System for low latency Alternate infrastructure hosted elsewhere for resilience and failover Copyright Incentivated Limited 2013
  • 18. Information architecture Compatible with CRM systems and “Single Customer View” Incentivated can tie data into CRM systemsin order to provide additional MI Copyright Incentivated Limited 2013
  • 19. Contents Background Scenarios Solution design Features Reporting Copyright Incentivated Limited 2013
  • 20. Coupon Management module This module sits within our online platform ‘iris’ both self-serve and managed service options Supports creati0n of all different offer types e.g. buy X get Y free, get X%/£ off for qualifying £Y spend etc Records different validation responses e.g. valid code, please honour invalid code presented beforehand (by same or another customer) offer not started or expired abandoned transactions also be reported Provides tabular and graphical reports for single or multiple campaigns Copyright Incentivated Limited 2013
  • 21. Robust and resilient systems Speed of response and system stability is of paramount importance Stability Use tried and tested methods for database & coding practices Thoroughly tested via unit testing and other test scripts Been creating communication systems like this for years Seamless integration with resilient interfaces Standards-based web services for communication Cloud based with ‘instant’ resilient resource DR exercise practiced and elimination of single points of failure to keep downtime to <5mins/month (i.e. >99.99% uptime) Performance Load tested to ensure at least 95% of responses in <1s Massive concurrency Monitored servers, interfaces and URLs to benchmark against various KPIs Copyright Incentivated Limited 2013
  • 22. Scalability Distributed architecture to share the initial dimensioned load of 1M transactions/day per client (up to 100 hits/s per client during peak times – 10s of times more than expected for first few years) Flat database structure to initially accommodate 100s of millions of rows (codes) Hosted in the cloud (Microsoft Azure) for ultimate scalability Bandwidth usage is minimal through good design Copyright Incentivated Limited 2013
  • 23. Future proofing Our content management system has the ability to incorporate newer technologies when there is a requirement QR code (for scanning) NFC (via a compatible wallet app) app push notification (to a wallet app) The Model View Controller approach separates content from presentation Copyright Incentivated Limited 2013
  • 24. Contents Background Scenarios Solution design Features Reporting Copyright Incentivated Limited 2013
  • 25. Admin tool: campaign creation Copyright Incentivated Limited 2013
  • 26. Admin tool: management reporting Copyright Incentivated Limited 2013
  • 27. Admin tool: customer service support Copyright Incentivated Limited 2013
  • 28. Thank You info@incentivated.com Incentivated 23 Curtain Road London EC2A 3LT Tel: 0845 130 3985 (No code reader? Text CODE to 62233 for a link to a reader appropriate for your phone) Copyright Incentivated Limited 2013 www.incentivated.com