With well-functioning automated journeys, you can keep your customers engaged and active over time. You can build automations triggered by different parameters and this is easily set up by selecting a trigger and entry criteria. Which triggers and entry criteria that is possible for you to use is based on how your Voyado is set up and which data is loaded into the system.

Start frequency

By deciding on a start frequency, you will set the rule for how often a contact can enter a specific automation. You can choose between days, weeks, months, quarterly, half year or annually – you can also choose to use a calendar period or rolling period.

Calendar period

This means that the contact will get triggered in to the automation sometime during the set calendar period, e.g, one time every six months means that the contact can enter the automation once sometime between Jan 1 – June 30, and then again during next calendar period of 6 months. Potentially the contact can enter the automation on the last day of June, and next time in August.

Rolling period

This means that the contact will get triggered in to the automation on a rolling time period, e.g, one time every six months means that if the contact enters the automation on the last day of June, the next time will be after exactly six months.

Triggers

Contact’s birthday

Use this trigger to congratulate your customers on their birthday. It is up to you if you want the flow to start on the contact's birthday, X number of days before the contacts birthday or X number of days after the contacts birthday.

Contact's child’s birthday

This can be used in case we have activated the possibility to add children to the contact profile. You set the number of days before the child's birthday that the journey should be triggered and potential other criteria that must be met. You can also choose whether it should be possible to start over even if the contact is already in this journey, such as when you have several children who have birthdays around the same date.

Contact redeems promotion

This trigger is used to start an automated flow when a contact has redeemed a promotion. You set the entry conditions that decide if the trigger should apply to all promotions, a certain kind of promotion or the usage of a specific promotion.

Voyado offers the possibility to assign specific promotions and personal offers to customers. They are multi-channel compliant and can be setup/configured separately for both POS or ecommerce. Read more about Multi-channel promotions here

Answered a NPS-survey

Activate a journey when a contact has answered a NPS-survey in Voyado and set entry criteria that limit your journey to contacts that has submitted a specific score. This allows you to take different actions for your promoters, passives and detractors. The NPS-module needs to be activated for this to work.

New contact registered

This flow is triggered when a new contact of this specific contact type (e.g. Member or Contact) is added to Voyado. The input value is that it is triggered on all sources but one can also set it to be triggered only on one or more specific sources, such as API, cash window, registration form, event registration etc. The selections are based on your specific set-up.

The automation won't be triggered by:

  • Members created by the transaction import
  • Contacts imported via CSV-file in the UI

Contact adds email or mobile number

This flow is mainly used by those who have a simplified registration flow for members, such as SMS or simple web forms with either email or mobile numbers. The purpose is to simplify the collection of contact information and to activate the member.

This flow can also be used in a complementary campaign for existing members where you lack email or mobile numbers.

New contact with the status "unverified"

Used primarily by those who use simplified registration flows such as by SMS. It can only be triggered by a text message or in a registration form. In this flow, the customer does not become a member at the first registration (e.g. text message), you have to set up either a personal entry or an activity that invites / enables the customer to add more information and approve conditions before becoming a verified member. Those who do not proceed will be "unverified" members.

Accepted consent

This flow is triggered when a contact has accepted a consent – for instance if you need to update your terms and conditions or any other instance when you wish to monitor when a member delivers a consent. Now you can keep track on when/if they do, and take instant action automatically in Voyado.

The input value can be triggered on all sources, such as API, cash window, registration form, event registration etc. The selections are based on your specific set-up.

The automation won't be triggered by:

  • Members created by the transaction import
  • Contacts imported via CSV-file in the UI

Scheduled selection*

A Scheduled selection means that you can schedule a trigger based on an entire segment. The segment can be based on all data that is accessed via the Segment builder (contact fields, transactions, interactions in emails, promotions etc.). If a contact or group of contacts matches the selection criteria, the automation will start at the set time.

*Contact us to use this trigger! 🔐
To keep your Voyado swift and snappy we need to verify and perform tests before activating a scheduled selection. Contact our support team for assistance and activation - we are happy to help!

This trigger is in line with the data protection reform (GDPR) which came into force May 2018.

Clicked link in email

This trigger is as straight forward as it sounds. It is used to start an automated flow when a contact has clicked in a specific email sent from Voyado.

Product purchase

You can set up journeys based on purchases from specific item groups, specific items or purchases from specific stores. You can also set criteria for the specific contact and decide how often a contact can be triggered in this journey.

This journey is triggered when the purchase lands in Voyado, not backdated.

New return

This journey is triggered by a return in the transaction-/receipt import. You can set up journeys based on returns from specific item groups, specific items or returns in specific stores. You can also set criteria for the specific contact and decide how often a contact can be triggered in this journey.

This journey is triggered when the return lands in Voyado, not backdated.

Abandoned cart

This flow is mainly used to send automated email reminders to customers who left your website after adding items to their shopping cart but failed to check out. It is a pre-requisite that Voyado Web Tracking is implemented on your ecom for this to be possible.

Member level changes

Member level triggers can be activated and used if you have an active member level program in Voyado. This includes a set of three triggers:

  • Level downgrade
  • Level upgrade
  • Level extended

New or updated order

This trigger is for sending transactional communication including order items, for example order- and delivery confirmations.

Custom trigger from an external source

It is possible to start an automation based on an event in an external system/source via the API - this is done using a Custom trigger. The data sent to Voyado can be used to set entry criteria in an automation, split the automation or to personalize content in your communication.

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