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Real-time campaigns, run by your marketers

Payerbee Engagement Studio turns card transactions into campaigns: who to reach, when, with which message and reward, and what it changed.

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Every part of a campaign, in your marketers' hands

A campaign is an audience and a set of rules. Each rule has a trigger, conditions and a message, and can hand out an incentive. Your marketers set every part in Engagement Studio.

Audience
Who it reaches: segments kept current as transactions arrive.
Rules
Each rule reacts on its own, from the first day of the campaign to the last.
Trigger
A card purchase, a date or a schedule.
Conditions
Merchant, amount, country, channel or the cardholder's history.
Message
A push, SMS or email in the cardholder's own language.
Incentive
A voucher or code, issued the moment the cardholder qualifies.

Built for marketers, not developers

Four steps in Engagement Studio, with no code and no technical background needed. Start from a template or one of our campaign suggestions, and duplicate a campaign that worked to run it again.

  1. 1Basics

    Name the campaign and set when it runs.

  2. 2Audience

    Choose the segments it reaches.

  3. 3Rules

    Say when it sends, to whom, and what it says.

  4. 4Go live

    Review it, test it on your own staff, then start it.

See what it changes while it runs

Engagement Studio shows spend, transactions and active cardholders for everyone messaged, against the same cardholders before the campaign, as transactions arrive. Your team sees what works without waiting for a report.

Reach cardholders wherever they look

Push, SMS, email, wallet passes, WhatsApp or your own app. You choose the channel for each message, and Engagement Studio sends it the moment a payment matches.

Push

Welcome to your new card

now

Make four card purchases in November and your coffee is on us.

SMS

Payerbank

Text Message
Today 12:31

Thanks for your first purchase. Three more by 30 November and your coffee is on us. Reply STOP to opt out.

Email

Payerbank

17:42

To: You

Your coffee coupon

Payerbank
A cup of coffee

Your coffee is on us

Thanks for four purchases with your new card. Show the code at the till.

Get your coupon

Wallet pass
Payerbank

Valid until

31 Dec

A cup of coffee

Reward

Coffee

Value

€3

WOL-003314

WhatsApp

Payerbank

Business account

Today

One more to go

One more card purchase and your coffee is on us.

14:06

Your app
Payerbank

Messages

Your coffee is on us

17:42

Four purchases with your new card. Your coupon is on its way by email.

One more to go

Tue

One more card purchase and your coffee is on us.

Welcome to your new card

1 Nov

Make four card purchases in November and your coffee is on us.

Campaigns across the cardholder lifecycle

What banks run in Engagement Studio, from a new card's first purchase to the day it goes quiet.

  1. Activate

    Get a new card into use

    New card activation
    Reward the first purchases in a card's first 30 days.
    Wallet adoption
    A reward for the first payments with Apple Pay or Click to Pay.

  2. Grow

    Make it the everyday card

    Everyday spend
    A monthly streak that keeps the card in daily use.
    Merchant campaigns
    Rewards for shopping at a partner café or supermarket.
    Instalments
    An offer to split a large purchase, sent right after it.

  3. Serve

    Help at the moment it matters

    Card benefits
    A reminder of travel insurance the moment a flight is booked.
    Travel and FX
    The exchange rate and a tip against dynamic currency conversion, abroad.

  4. Win back

    Wake a card that went quiet

    Dormant cards
    A time-limited reward for cardholders inactive for three months.

Already connected to Visa and Mastercard

Payerbee receives your cardholders' transactions straight from the schemes, the moment each one is made.

There is nothing to connect to your card processor or your core banking systems. The IT work on your side is small, and your first campaigns can run within weeks rather than after a project.

    Questions about Engagement Studio

    Do we have to build campaigns from scratch?

    No. Engagement Studio comes with templates and campaign suggestions for the common cases, such as activating a new card or waking a dormant one. Your marketers adjust the audience, the messages and the reward.

    Can we test a campaign before cardholders get it?

    Yes. Every campaign can run on a test segment first, usually your own staff, so you see each message arrive as a cardholder would before it goes live.

    Which markets and cards does it work with?

    Any card issued on Visa or Mastercard. There is no geographical limit, as long as the scheme processes the card's transactions.

    Can it connect to our own systems?

    Yes. Messages can go out through your own app, and Engagement Studio can send events to your systems through webhooks and report in the shape you need.

    Start with a free proof of concept

    Tell us about your card portfolio and we will suggest the first campaigns to test.

    Contact us