OrderGroove Subscription Management

Overview

CrowdTwist has an integration with OrderGroove platform which allows mutual clients to award their loyalty members points for subscription orders. Members can be awarded for starting reoccurring subscription and/or receive bonus point on subscription orders.

Note: This requires the client to have their own OrderGroove instance for this integration. A CrowdTwist instance can only integrate with a single OrderGroove instance.

Actions to Award

Loyalty member can subscribe to receive recurring shipments of products. The subscription details (product, price, frequency, etc) is managed between the client & OrderGroove. OrderGroove places an order on the member’s behalf, for which the client may want to incentivize in the loyalty program.

Two methods in awarding loyalty members:

  • Member is awarded for Starting Reoccurring Subscription & Placing Reoccurring Order (fixed number of points)

  • Member receives multiplier bonus on all subscription orders (variable number of points based on item value)

Integration Setup Process

Overview

Integration can be achieved via daily batch files from OrderGroove or by identifying the purchase as a Subscription Order in the CrowdTwist Purchase call.

Method 1: Identify the Purchase as Subscription in Purchase Call

Leveraging your existing commerce integration with CrowdTwist and identifying which purchases are placed automatically via a subscription will allow for additional multipliers to be applied. For this:

  • CrowdTwist receives purchase via standard commerce flow (batch or API)

  • Items are flagged as transaction_id=15 (Subscription Order)

  • In CrowdTwist Commerce Configuration, set a multiplier for those transactions (ie: 1.5x, 2x, etc).

Note: This method of integration can support OrderGroove as well as other subscription management systems as well.

Method 2: Batch files from OrderGroove

CrowdTwist receives two files from OrderGroove directly via the OrderGroove SFTP. The CrowdTwist platform will award when they start a new subscription and when an order is placed for that subscription on that member’s behalf. Both award a fixed number of points and can be frequency capped. For instance, the platform can award 500 points for starting a new subscription and 200 points each time an order for that subscription is placed.

As the purchase will flow through the clients normal order management system, CrowdTwist would also award a variable number of points (based on configuration) for the order items itself.

Subscription File – who is enrolled in the subscription orders

This file details the subscription information for the user within the OrderGroove platform. The file has 10 columns of data and includes details about the user (customer ID, email address), the subscription (start date), product subscribed and quantity. Records in the file are matched to records in the loyalty program on email address.

File Frequency: Daily

File Naming Convention: [client_name]_crm_subscription_MMDDYYYYHHMMSS.csv

The header row is as follows:

OG_SUBSCRIPTION_ID, OG_CUSTOMER_ID, OG_CUSTOMER_EMAIL_ADDRESS, SUBSCRIPTION_CREATE_DATE, SUBSCRIPTION_ORIGINATING_ORDER_ID, PRODUCT_ID, QUANTITY, FREQUENCY, SUBSCRIPTION_STATUS, NEXT_ORDER_DATE

Subscriber Events – what actions enrolled members are taking

This file contains the activity of the subscription; essentially what activity changed on the subscription. For instance, if the subscription is initialized, renewed, canceled, etc. The file has 5 columns and is matched back to the Subscription File on OG_SUBSCRIPTION_ID.

File Frequency: Daily

File Naming Convention: [client_name]_crm_subscriber_events_MMDDYYYYHHMISS.c

The header row is as follows:

OG_SUBSCRIPTION_ID, OG_CUSTOMER_ID, OG_CUSTOMER_EMAIL_ADDRESS, SUBSCRIPTION_EVENT_ID, DATE_EVENT_OCCURRED