In order to welcome new members to your loyalty base, you can use marketing automation to pay attention to and activate your new members into the customer lifecycle. This is a good start for a good relationship.
Read more about loyalty programs here.
Follow this step-by-step guide to set up marketing automation flows that covers:
- How to use the trigger New contact registered 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
Step-by-step guide1. Entry conditionsCreate a new automation and choose the trigger “New contact registered”. Define the rules by hovering over the entry criteria and click on the pencil. |
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How-to
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2. AssignmentsIf you want to exclude customers from other dialogues you can assign them a label. Then you can easily track them to exclude or why not personalize an email module based on the specific label. |
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How-to
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We will try to activate our new members by assigning them a multi-channel promotion. |
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How-to
(You need to have 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. CommunicationFirst and foremost we will communicate 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 to “Reachable by email” and “Reachable by SMS”. |
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Send email messagesWe will now send emails to those who are reachable by email. |
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How-to
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Send text messagesWe will also send SMS to customers who aren't reachable by email but are by SMS. |
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How-to
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This is how the automation looks like in this stage:![]() |
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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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Curious about how to analyze the results of the automation? Read more here |
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