Wheelio Guide

Why wheelio

Wheelio stands as the pioneering force behind spin the wheel popups, boasting a seamless one-click installation process.

Our pricing model is designed to align with your growth trajectory, ensuring that you only pay in accordance with your monthly impression metrics.

Our platform offers intuitive navigation paired with robust analytical tools, facilitating clear insights into your performance metrics. With a sleek design incorporating top-tier animations and graphics, Wheelio provides an unparalleled user experience.

Our advanced editor offers a plethora of customization settings, allowing you to tailor your storefront precisely to your preferences across a range of themes. Seamlessly integrating with over 90 applications, Wheelio ensures seamless compatibility with your existing ecosystem.

Additionally, our dedicated 24/7 customer support, available both on our website and within the app, ensures that assistance is readily available whenever you need it.

Installation

Installing through Shopify

With Wheelio, integrating seamlessly into your Shopify store is just a single click away from becoming a reality. All it takes is one effortless click to initiate the installation process, and you're done.

Installing on other platforms

To install Wheelio on other platforms, you should navigate to Setup Instructions in dashboards header and choose your open-source software, if your desired software isn’t there, navigate to Custom section where you copy the code and paste it right before body end tag of your HTML code.

Creating New Campaign

Creating your new campaign, you are represented with currently four options of gamified popups.

Wheelio 2.0

General

Campaign Settings:

Campaign Name: Choose a name that will only appear in your dashboard for easy reference.

Campaign Status: Use the ON/OFF switch to activate or deactivate your campaign.

App Visibility Delay: Set when the app will reappear after a customer successfully engages with it.

Allow Duplicate Emails: Enable to allow customers with the same email address to spin the wheel multiple times.

Allow Duplicate IPs: Permit users from the same IP Address to spin the wheel multiple times, only effective when "Allow Duplicate Emails" is turned off.

Auto-Inject Coupon: Automatically insert won coupons into customers' carts to streamline their checkout process.

Allow Free Spin: Offer customers a demonstration spin to showcase what they could win.

User Management:

Reset Cookie For All Users: Reset all customers' cookies, allowing them to spin the wheel again. This prevents multiple spins from users with the same cookies and IP.

Campaign Scheduling:

Choose between "Ongoing" to keep Wheelio available continuously during your campaign or "Fixed Date" to schedule specific times for it to appear.

URL Filtering:

Simple Filtering: Select specific URLs where your campaign will be displayed.

Advanced Filtering: Customize which elements an URL should contain or match to trigger the app's appearance.

Country Filtering:

Specify the countries where your app should be displayed, from all countries to only selected ones.

Email Segmentation:

Automatically add tags based on the current campaign. These tags can be utilized in your Email Marketing provider to segment emails based on the URL where the email was collected.

Appearance

In this section, you can fine-tune the appearance of Wheelio to seamlessly integrate with the overall look and feel of your store. This ensures a smooth and uninterrupted customer journey.

Small Logo:

Upload a PNG file that represents your brand. To maximize coverage, it's recommended to trim any excess space around your logo image.

Pick Theme and Colors:

Choose from a variety of pre-designed themes such as Default, Valentine, Easter, and more.

Alternatively, unleash your creativity by crafting a new theme tailored to your preferences. Customize background colors, button styles, font colors, wheel appearance, pointer design, and select from four slice colors.

Choosing Information to Collect:

You have control over what information you want to gather from your customers.

You can toggle ON/OFF options for different collection boxes depending on what you need.

Add Custom Field:

If you want to collect standard information like Phone number, First Name, Last Name, or Address, you can simply click on "Add Custom Field" and choose from these options.

Create Custom Field:

Now, let's say you need to collect some specific information that's not covered by the standard fields. Here's where "Create Custom Field" comes in handy.

Click on "Create Custom Field" to design a field that collects exactly what you need.

You'll be prompted to:

Name the field: This is just for your reference, so you know what information it's collecting.

Label it: This is what the customer will see in the input box, so make sure it's clear and descriptive.

Choose the type: You can select whether it's a text field or a checkbox.

Decide if it's required: You can make it mandatory for customers to fill out this field before they can spin the wheel.

Important Note:

If any of the fields you've marked as required, customers will need to fill them out correctly before they can use the app to spin the wheel.

Scarcity Bars:

Choose between two scarcity bar options: Scarcity bars after accepted offers and scarcity bars in popups.

Scarcity Bars After Accepted Offer:

This tab allows you to display scarcity bars after customers have accepted an offer.

Bar Status: This indicates whether the scarcity bar is currently turned on or off.

Text: Decide what message appears before revealing the customer's won coupon, like "Your coupon code: ".

Countdown Text: Set what the timer should say before it expires, for example, "Reserved for: ".

Countdown Time: Choose how long the countdown timer should last, typically around 15 minutes.

Bar Position: Select where you want the scarcity bar to appear on your page.

Color: Customize the color of the bar to match your store's theme.

Live Preview: See a real-time preview of how your chosen settings will look.

Scarcity Bars in Popup:

This section deals with scarcity bars that appear within popups.

Bar Status: Similar to before, this shows if the scarcity bar is active or not.

Text: Define what message should appear under the scarcity bar.

Bar Value: This represents the percentage of offers claimed and is used in conjunction with the text you set.

Bar Position: Choose where you'd like the scarcity bar to be positioned within the popup.

Color: Customize the color of the bar to match your popup's design.

These scarcity bars help create a sense of urgency, encouraging customers to take action before time runs out.

Texts

Let's delve into the Texts customization options in the Wheelio app, where each function and button has its own unique purpose:

Main Texts:

Main Title: This is the headline message that grabs your customers' attention. For example, "{{ShopName}} Secret bonus unlocked!".

Guiding Text: Use this message to guide your users or entice them to engage with the wheel. An example could be, "You have a chance to win a nice big fat discount. Are you ready?".

Disclaimer: Specify any important information or limitations here. For instance, "* You can spin the wheel only once. * If you win, you can claim your coupon for 10 mins only!".

Additional Texts:

Error Messages:

Invalid Email Message: Custom message displayed when a customer enters an invalid email. For example, "Please enter a valid email".

Invalid or Already Used Email: Message shown when a customer tries to use an invalid or already used email. Example: "Email is invalid or already used".

Invalid Phone Message: If the phone number field is toggled ON and a customer enters an invalid phone number, this message appears. Example: "Please enter a valid phone number".

Messenger Mode Checkbox: If a customer forgets to tick the checkbox, this message reminds them. For instance, "You have to tick the checkbox first".

Button Messages:

Spin the Wheel Button: Call-to-action button for customers to start spinning the wheel. Example: "Try your luck".

Close Button: Allows users to close the Wheelio popup. Example: "No, I don’t feel lucky".

Continue Button: After spinning the wheel, this button helps users proceed with their shopping. Example: "Continue & use discount".

Copy Button: Clicking this button copies the won discount code. Example: "Copy discount code".

Notice Messages:

Hit Coupon Code Notice: Message displayed when a customer hits a coupon code. Example: "Congratulations! You've hit a coupon code. It's your lucky day!".

Win Text Reminder: Reminder message to encourage customers to use their discount code. For example, "Don't forget to use the discount code at checkout!".

Discount Code Title: Text displayed before the discount code. Example: "Your discount code is:".

With these customizable options, you can tailor every message to suit your brand's tone and effectively engage your customers throughout their Wheelio experience.

Triggers

When you are working in the triggers section of wheelio you are offered 3 different types of triggers:

DESKTOP TRIGGERS

MOBILE TRIGGERS

On Desktop: This toggle enables or disables the spin wheel on desktop devices.

On User’s Leave Intent: When activated, the spin wheel will appear when it detects that a user is about to leave the page. You can set a delay (in seconds) before triggering this action.

Show Pull-Out Tab: This option displays a tab that users can pull out to access the spin wheel. You can customize the text displayed on this tab.

Pull-Out Tab Size & Position: Adjusts the size and location of the pull-out tab on your webpage.

Persistent Pull-Out Tab: Determines whether the pull-out tab remains visible persistently. If enabled, you can set a delay before showing the persistent tab.

Link Trigger (URL): Allows triggering of Wheelio via URL parameters. If you want the spin wheel to appear based on specific URLs, you can activate this option.

On Page Scroll, After: This setting triggers Wheelio after users scroll through a certain percentage of your webpage.

On Event Click: If you want the spin wheel to pop up upon clicking a specific event (e.g., a button), you can enable this option and specify the relevant class or ID.

Notification Toggle: The toggle switch labeled “Show popup” determents if the trigger is set to ON or OFF, which means the notification popup won’t appear unless this setting is turned ON.

Popup Text Fields:

The customizable text for the popup includes placeholders like:

{{ State }}: This dynamic value will be replaced with the state (e.g., California) of the user who triggered the notification.

{{ Discount }}: Represents the discount amount (e.g., 25% off) won by someone.

{{ Country }}: You can use this placeholder to display the country (if applicable).

{{ Minutes }}: Indicates the time elapsed since the notification was triggered. It can be a random number from 1 to 15 minutes.

Under Popup text form you can write what happened in the notification (example: Someone from {{ State }} just won a {{ Discount }} off coupon!)

Under Popup small text you can write when or how it happened in smaller letters (example: {{ Minutes }} minutes ago)

Users can select where the popup will appear on the screen in the Position lable.

Here’s a preview of how the notification would look:

Coupon Slices

Slice Row:

The slices determine the number of the slice that is being edited in that column

Type Row:

The “Type” column specifies the category or nature of the coupon slice. Here are the types explained for the first three examples:

This type indicates that the coupon is dynamic, meaning it can change based on certain conditions (e.g., user behavior, time, etc.).

A “losing” slice means that the user doesn’t win any coupon or discount. It’s essentially a non-reward outcome.

Name Row:

The “Name” column provides a brief description of what the coupon or outcome represents. Examples:

5% OFF - This slice offers a 5% discount.

No luck today - As mentioned earlier, this is a losing slice where the user doesn’t win anything.

Almost - The name suggests that the user is close to winning something (perhaps a larger discount).

Coupon Code:

A coupon code is a unique alphanumeric sequence or combination that customers can use during checkout to receive a discount, special offer, or other benefits.

When a user enters a valid coupon code, the associated discount or offer is applied to their purchase. Coupon codes can be specific to certain products, categories, or order totals.

For example, if you have a coupon code “SAVE10,” applying it during checkout might give you a 10% discount on your total order.

Gravity:

Gravity refers to the likelihood or probability of a particular coupon slice being selected or won by a user.

In the context of the coupon wheel or discount system, slices with higher gravity have a greater chance of being triggered or awarded.

For instance:

A slice with 80% gravity is more likely to appear when a user interacts with the system (e.g., spins the wheel).

A slice with 0% gravity (like the “Losing” slice) means there is no chance of winning anything; it’s essentially a non-reward outcome.

Wheelio will never stop on a losing slice. You don’t want that, trust us.

Edit:

Slice Configuration:

The Slice section allows you to select a specific slice number. Each slice represents a possible outcome when users interact with the coupon system (e.g., spinning a wheel).

For example, if you have 10 slices on your coupon wheel, you can customize the settings for each one individually.

Coupon Type:

The Type section lets you choose the type of coupon. In this case, the available options are:

Dynamic Coupon: This type indicates that the coupon can change dynamically based on certain conditions (e.g., user behavior, time, etc.).

Coupon: This type indicates a normal coupon

HTML link: This type redirects the customer to a certain URL

Gravity:

The Gravity dropdown allows you to set the likelihood or probability of a particular slice being selected or won by a user.

Higher gravity values mean that the slice is more likely to appear when users interact with the system.

Coupon Name:

The Name field is where you can enter a descriptive name for the coupon.

Discount Options:

The Discount section specifies the type and value of the discount. In this case, it’s set to a 5% OFF discount.

You can also choose to show a message instead of revealing the actual coupon code directly. This feature is useful for sending discount codes via email or SMS.

Redirection After Spin:

The Redirection option allows you to specify a URL where users will be redirected after winning the discount code. You can enter an HTTP link for redirection.

Coupon Configuration:

There are three types of coupons:

Percentage coupon: This type indicates that a coupon gives a discount in percentages

Fixed amount: This type indicates the exact amount of discount

Free shipping: This type indicates free shipping

The applies section determents on what products will the coupon work, as in All products, Specific collections or Specific products.

Minimum purchase requirements let you determent if there are no minimum requirements, if there is a certain minimum purchase amount or a minimum quantity of items required for this coupon to work.

If you want to limit a number of times the discount can be used in total you can write this amount in _ times or turn this option OFF.

You can also ON/OFF the limit to one user only and set up an expiration date for your discount code.

Remember to customize these settings based on your specific requirements to create engaging coupon experiences for your users!

The GDPR (General Data Protection Regulation) applies to all EU citizens and mandates that their personal data can only be processed with their explicit consent.

Consent must be specific, verifiable, and obtained through clear language.

Here are the key elements related to GDPR compliance in this segment:

Enable GDPR Consent:

The “Enable GDPR Consent” toggle allows you to turn GDPR consent on or off.

When enabled, users will be prompted to give their consent before their data is processed.

Required Consent:

The “Required” toggle indicates whether obtaining consent is mandatory.

If required, users must explicitly agree to data processing before interacting with the spin wheel.

Text Next to Consent Checkbox:

Next to the consent checkbox, there should be a clear message that includes links to your Terms of Service and Privacy Policy.

Users need to be informed about how their data will be used and where they can find detailed information.

Example Consent Text:

The example consent text could look something like:

“By clicking ‘Spin,’ you agree to our Terms of Service and Privacy Policy.”

The hyperlinks for “Terms of Service” and “Privacy Policy” should lead to the respective documents.

GDPR and the Right to Erasure:

This section emphasizes users’ right under GDPR to request data erasure (the right to be forgotten).

It highlights the obligation to handle data for individuals who haven’t given their consent.

The “Remove All Collected Emails” button suggests a feature for mass deletion of collected email addresses.

Enable Email Consent Toggle:

Allows you to turn email consent on or off.

Required Toggle:

Indicates whether obtaining email consent is mandatory.

Text Next to Consent Checkbox:

The text next to the consent checkbox should include a link to your Terms of Service and Privacy Policy.

Example consent text:

“I agree to the Terms of Service and have read our Privacy Policy.”

Users must explicitly agree to receive emails based on the provided consent text.

The consent checkbox cannot be pre-checked.

Enable SMS Consent Toggle:

Allows you to turn SMS consent on or off.

Currently set to OFF.

Required Toggle:

Indicates whether obtaining SMS consent is mandatory.

Consent Text Example:

Pre-filled text stating:

“I agree to receive recurring automated text messages at the phone number provided. This consent is not a condition for purchase.”

Users must explicitly agree to receive SMS messages based on this consent text.

Integrations

If these functions are turned OFF for you, it usually means that you have no integrations connected.

Email Integration:

The Email Consent section allows you to configure how email consent is handled within Wheelio.

Here’s what each option means:

Enable Email Consent: This toggle allows you to turn email consent on or off. Currently, it’s set to OFF.

Required: When set to ON, users must explicitly agree to receive emails based on the provided consent text.

Text Next to Consent Checkbox: The text next to the consent checkbox should include a link to your Terms of Service and Privacy Policy.

Example Consent Text:

“I agree to the Terms of Service and have read our Privacy Policy.”

SMS Integration:

The SMS Consent section is similar to the email consent but specifically for SMS communication.

Here are the details:

Enable SMS Consent: This toggle allows you to turn SMS consent on or off. Currently, it’s set to OFF.

Required: When set to ON, users must explicitly agree to receive SMS messages based on the provided consent text.

Consent Text Example:

“I agree to receive recurring automated text messages at the phone number provided. This consent is not a condition for purchase.”

Statistics

Date Range Selection:

Users have the flexibility to choose a specific date range for viewing statistics.

Whether they want to analyse data for the past week, month, or custom period, the app accommodates their preference.

Device-Specific Insights:

The app caters to different needs by allowing users to focus on specific devices:

All Devices: Provides an overall picture of content performance across all platforms.

Desktop: Insights specifically for desktop users.

Mobile: Details relevant to mobile users.

Tablet: Specific data related to tablet users.

Displayed Content Trends:

The line graph visually represents how content has been displayed over time.

Users can track trends, identify peaks, and understand patterns.

Whether it’s content visibility, engagement, or user behaviour, this graph provides valuable insights.

Device Distribution Analysis:

The pie charts break down content distribution by device type.

Users can see which devices are most effective for content display.

Conversion Rate Insights:

The bar graph focuses on conversion rates across devices.

Users can gauge how successful their content is in driving desired actions (e.g., sign-ups, clicks).

Desktop tends to have the highest conversion rate, but other devices’ performance is also visible.

Collected Data

Overview:

The Collected Data section appears as a table within the app.

It focuses on coupon-related information.

Table Details:

The table contains the following columns:

Emails | Numbers: This column likely displays user contact information (email addresses or phone numbers).

Coupon Code: Shows unique codes associated with coupons.

Coupon Name: Indicates the name or type of the coupon (e.g., “15% OFF”).

IP: Represents the IP address from which the coupon was collected.

Collected Date: Displays the date and time when the coupon was obtained.

Export Option:

Users can export this list to a .CSV file format.

Look for the “Export List To .CSV” option.

Pagination:

Users can adjust the number of rows shown.

Remember, this section provides insights into coupon usage and helps track collected data.

Preview

By clicking on a preview button up right, you are redirected to your connected website.

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