Add a Kiosk Personalized Welcome Screen

Use the steps below to create a kiosk workflow that provides an alternative, personalized kiosk welcome screen based on the license plate reader at a kiosk terminal identifying a customer who belongs to a specific customer segment. For example, a site can configure a welcome screen that is only displayed for previous plan members when they're identified by the license plate reader at a kiosk terminal.

See Promotions to learn more about kiosk terminal personalized promotions.

Tools Required

  1. License plate recognition
  2. Kiosk terminal(s)
  3. Patheon Promotion Flows feature enabled for the organization

Configuration Steps

Important: A site can create multiple customer segments, for example a Plan Terminated segment, Plan Expired segment, and Plan Discontinued segment, and then set up  a corresponding trigger for each (Plan Terminated trigger, Plan Expired trigger, and Plan Discontinued trigger) and then assign all three triggers to the same personalized welcome screen.

Create a "Plan Terminated" Customer Segment

  1. Open Patheon Portal.
  2. Select Configuration. The Configuration page opens.
  3. Select Segments. The Segments panel opens.

  1. Select Add Segment. The Add Segment panel opens.

  1. In Name*, enter Plan Terminated.
  2. In Short Name*, enter Plan Term.
  3. In Status, select Active.
  4. In Visibility, select Shared.
  5. In Select rule, select Customer.
  6. Select Has name.
  7. Select Yes.
  8. Select Save. The customer segment is saved.
  9. Repeat these steps to create a Plan Expired customer segment and Plan Discontinued customer segment if needed.

Create a Trigger

  1. Open Patheon Portal.
  2. Select Configuration. The Configuration page opens.
  3. Select Kiosks. The Flows List panel opens.
  4. Select Promotion Flows. The Promotion Flows panel opens.
  5. Select Triggers. The Triggers panel opens.
  6. Select Create Trigger. The Create Trigger panel opens.
  7. In Name*, enter Customer Recognition - Any.
  8. In Type, select On customer recognition.
  9. In Audience, select Existing customers.
  10. In Status, select Active. 
  11. Select Save.

Create a "Plan Conversion Promotion" Promotion Flow for the "Customer Recognition - Any" Trigger

  1. Open Patheon Portal.
  2. Select Configuration. The Configuration page opens.
  3. Select Kiosks. The Flows List panel opens.

  1. Select Promotion Flows. The Promotion Flows panel opens.

  1. Select Create Flow. The Create Flow panel opens.

  1. Navigate to the Flow tab.
  2. Navigate to the Details section.
  3. In Flow name*, enter 2-Personalized Welcome.
  4. In Status, select Active.
  5. Navigate to the Triggers section.
  6. Select Add trigger. The Select Trigger* setting opens.

  1. In Select Trigger*, select Customer Recognition - Any. This is the name of the trigger created in the previous steps.
  2. Navigate to the screen design panel.
  3. For New Screen 1, select Edit. The New Screen 1 panel opens.

  1. Navigate to the New Screen 1 tab.
  2. Use the Details section, Actions section, and Background section to configure the new personalized welcome screen, with widgets for each plan sale option.

  1. Add a No Thanks button to navigate to a new screen or use the widget form actions Decline Promotion type to exist the personalized upsell screen and open the unified menu.
  2. Select Save & Close. The Promotion Flows panel opens.
  3. Select Prioritize. The promotion flows priority editor opens.
  4. Set the priority for the personalized welcome screen promotion flow. It should be higher (e.g., 2), relative to the other promotion flows.