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How To Set Up Smart Offers

Use Alia's Smart Offers feature to give dynamic discount amounts based on projected buying intent.

Written by Cory Gill

Smart Offers allows you to dynamically change the discount amount shown on your popup based on a shopper’s projected buying intent when they land on your site.

Using Alia’s proprietary machine learning model, Smart Offers analyzes known information about the visitor and groups them into different intent categories. Based on these categories, shoppers are automatically shown different reward amounts that you configure.

The result:

  • Higher signup rates

  • More first-time purchases

  • Less unnecessary discounting

  • Improved profit margins

For example, instead of offering every shopper 10% off, Smart Offers might show:

  • 5% off to high-intent shoppers who are likely to purchase anyway

  • 15% off to lower-intent shoppers who may need a stronger incentive

This allows you to save margin on shoppers who don’t need a larger discount, while still maximizing conversions from visitors who do.


How Smart Offers Work

Smart Offers use a combination of:

  • Alia’s predictive intent modeling

  • Dynamic rewards

  • Dynamic popup copy

  • Custom profile properties

  • Conditional welcome messaging in your email and SMS platforms

Because shoppers may receive different offers, you’ll need to configure both:

  1. Your popup setup inside Alia

  2. Your welcome flows inside your email/SMS provider


Part 1: Setting Up Smart Offers in Alia

Step 1: Create a Smart Reward

Go to the Rewards section on the Campaigns page and click + Create to make a new Smart Reward.

We generally recommend creating 3 reward variants:

  • Your current reward amount

  • A smaller reward amount

  • A larger reward amount

For example:

  • 5% off

  • 10% off

  • 15% off

This gives the machine learning model a better range of reward options to optimize across.

You can use either:

  • Static discount codes

  • Unique discount codes

for each reward.


Step 2: Duplicate Your Current Popup Variant

Duplicate your existing live popup variant.

You’ll then want to update all copy that references the reward amount to use the new reward expressions instead of hardcoded text.

For example, instead of:

"Use this code at checkout for 10% off", you would use the Smart Reward expression so the “10% off” dynamically changes depending on the reward assigned to the shopper.

  • Click on the <+> button next to the expressions text field on the righthand side of the editor

  • Add a Reward > Your Smart Reward > Change the "Code" field to "Text"

    • This refers to the reward's text name that gets assigned to the shoper

You should update this anywhere the reward amount appears, including:

  • Headlines

  • Subheadings

  • CTA text

  • Confirmation screens

  • SMS steps

  • Onsite discount code displays


Step 3: Pass the Reward Information to Your Email and SMS Platforms

Next, you’ll need to add Smart Offer profile properties to your email and SMS submit buttons.

This ensures the assigned reward is passed into your connected integrations and welcome flows at the point of submission.

You should use the following labels:

Property

Purpose

alia_offer

The assigned discount code

alia_offer_text

The assigned reward text (example: “10% Off”)

These properties are what your email and SMS platforms will use to determine:

  • Which welcome message to send

  • Which discount code to display

  • Which reward messaging the shopper should receive


Step 4: Update Your Onsite Reward Display

If your popup displays the discount code directly onsite, make sure the reward variable is updated to use the new Smart Reward.

If you are not displaying the code onsite, you only need to complete the profile property setup mentioned above.


Part 2: Configuring Your Email and SMS Platforms

Since shoppers may now receive different offers, your welcome flows also need to account for the different reward variants.

Below are setup recommendations for some of the most common integration combinations.


Klaviyo for Email and SMS

There are two primary ways to configure Smart Offers in Klaviyo.

Option 1: Conditional Splits (Recommended)

The simplest setup is to keep your existing welcome flow and add conditional splits using the alia_offer_text profile property.

This allows subscribers to branch into different messaging paths depending on the reward they received.

For example:

  • 5% Off path

  • 10% Off path

  • 15% Off path

You can then duplicate your existing welcome messages and adjust the copy for each reward amount.

You should also update your email and SMS content to use the dynamic profile properties so the correct code automatically populates.

For more information on using profile properties in Klaviyo messages, refer to this article:


Option 2: Separate Welcome Flows

Another option is to create entirely separate welcome flows for each reward amount.

You can then add flow trigger filters using the alia_offer_text property so subscribers only enter the correct flow for their assigned reward.


Klaviyo for Email, Postscript for SMS

For the Klaviyo email setup, follow the steps mentioned above.

For Postscript SMS:

Step 1: Update Your Onsite Opt-In Message

Make sure your Onsite Opt-In message inside Alia uses the Smart Offer expressions for:

  • alia_offer

  • alia_offer_text

This ensures shoppers receive the correct reward in their initial SMS message.


Step 2: Configure Your Automations

Inside Postscript automations, you can either:

  • Use conditional splits within a single automation

  • Create separate automations for each reward amount

Within your messages, use the:

  • aliaoffer

  • aliaoffertext

merge tags to dynamically populate the assigned reward information.


Klaviyo for Email, Attentive for SMS

For the Klaviyo email setup, follow the Klaviyo instructions above.

For Attentive SMS, setup depends on whether you’re using static or unique discount codes.


Static Discount Codes

If you’re using static discount codes (example: WELCOME5, WELCOME10, WELCOME15):

  1. Create three separate welcome journeys inside Attentive

  2. Create three separate API Signup Units connected to those journeys

  3. Override the integration settings on each reward inside Alia to point to the corresponding Signup Unit API

This ensures subscribers are routed into the correct journey based on the reward they received.


Unique Discount Codes

If you’re using unique discount codes, you can still use the same setup above, but there’s an important limitation:

Attentive does not currently allow custom profile properties to appear directly inside the new subscriber welcome journey.

Because of this, there are two possible setup approaches.

Option A: Use Attentive-Generated Codes (Recommended)

With this setup:

  • The popup and Klaviyo emails use Alia-generated codes

  • The Attentive welcome journey sends Attentive-generated codes

This is the simplest overall setup.


Option B: Trigger Journeys from Dynamic Segments

Another option is to:

  1. Send a generic initial welcome text without a discount code in your Welcome New Subscribers Journey

  2. Create dynamic segments using the alia_offer_text property

  3. Trigger separate journeys when subscribers join those segments

This allows you to use:

  • alia_offer

  • alia_offer_text

inside the follow-up journeys.

This setup results in an additional SMS send, but allows fully dynamic reward messaging using the same Alia code.

With this setup, you do not need reward-level integration overrides in Alia.

We generally recommend Option A for simplicity.


QA and Testing

Before launching Smart Offers live, we strongly recommend QA testing the full experience.

This includes:

  • Submitting multiple test profiles

  • Confirming different rewards are assigned correctly

  • Verifying popup copy updates dynamically

  • Checking email and SMS flows

  • Confirming the correct codes appear in all messages

Once testing is complete, you can safely launch the popup or A/B test live.

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