If you want to surprise your best members with an offer or an additional perk, without tracking them manually, it's a good idea to set up an automation that ensures you're targeting the right customers at the right time.
Follow this step-by-step guide to set up marketing automation flows that covers:
- How to use the trigger New in target audience* including recommended entry conditions
- How to assign a label that enables tracking in other communication
- How to assign a multi-channel offer
- How to prioritize channels, where email is the first choice and SMS second
- How to send a reminder to customers who haven't redeemed their offer
- How to name and activate the automation
*This trigger will only include members who enter the target audience from the moment you activate the automation. Meaning, it will not include members that already fulfill the conditions.
Before you get started with building the automation we recommend you do some preparatory work.
Preparations
- Create a target audience based on what defines your best customers. In this case, we have used the RFM-criteria 5-5-5. Read more about the RFM model here
- Create a multi-channel promotion. You need to have an integration with your POS or ERP system and Voyado to use multi-channel promotions. Read more here and contact your client manager if you have any questions
Step-by-step guide1. Entry conditionsCreate a new automation and choose the trigger “new in target audience”. Define the rules by hoovering over the entry criteria and click on the pencil. |
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How-to
The entry criteria is now done. |
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2. AssignmentsSet labelWe want to track all members who have entered this automation since we also want to have the option to identify them in other communication. We therefore start off by assigning a label. Use the symbol + and the function Ad activity. |
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How-to
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Assign multi-channel promotionTo reward these contacts we will assign them a multi-channel promotion. |
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How-to
(You need an integration with your POS or ERP system to use multi-channel promotions. Contact your client manager if you have any questions.) |
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This is how the automation looks like in this stage:
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3. CommunicationPrioritized channelsFirst and foremost we will communicate to our customers by email. The entry criteria ensure that the rest of them are reachable by SMS.
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How-to
You can change the name on the splits (yes, no) by clicking on the symbol and change it to “Reachable by email” and “Reachable by SMS”. |
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Send email messagesWe will now send emails to contacts that are reachable by email. |
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How-to
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Send text messagesWe will also send SMS to contacts who aren't reachable by email but are reachable by SMS. |
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How-to
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4. Redeemed promotion?After 7 days we will follow up if the contact has redeemed the promotion. If not, we will send a reminder. |
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How-to
Repeat these steps on the left hand side. |
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We will now separate those who have used the promotion from those who haven’t. |
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How-to
Repeat the steps on the left-hand side. |
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This is how the automation looks like in this stage: |
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5. RemindersWe will send a reminder to contacts who haven’t redeemed yet |
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How-to
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Now we have finalized the automation and can remove the label from customers. |
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How-to
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This is how the automation looks like in this stage: |
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Name the automation
By clicking the dots in the upper right corner, you can change the name and a supplementary description for internal understanding. |
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The automation is now done and you can save and activate it. |
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Curious about how to analyze the results of the automation? Read more here |
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