Automation Scenarios for Customer Lifecycle Marketing

​Contact Scoring​

Create a contact scoring program. A contact gets points when he opens a message (1 point), clicks a link (2 points) or completes a purchase (3 points).

• Identify your most and least engaged contacts.

• Use the score to build selections. Then send campaigns that target contacts with different levels of engagement.

​Profile Enrichment​

Set up an ongoing program that stores open, click, purchase and interest data in contacts' profiles.

• Build a solid data foundation for personalized, targeted marketing.

• Use data to build selections and create more focused campaigns.

Welcome Programs

Welcome Program (Subscribers)​

Create a welcome program that starts when contacts subscribe to your newsletter.

Create a three-step welcome program using a whiteboard template.

• Automatically respond to every new subscription to your newsletter.

• Get your customer relationship off to a great start with an enthusiastic, genuine welcome mail and a targeted follow-up.

• Encourage new subscribers to become purchasing customers.

Welcome Program (Import)​

Create a welcome program that starts when you import contacts from a server.

Engagement & Loyalty

Send Transactional Messages (Automations)​

Identify your most engaged customers. Then deepen your relationship with special offers and other targeted campaigns.

This scenario uses a profile-based automation of the type ​Mapping​.

• Build brand loyalty by deepening your relationship with enthusiastic customers.

• VIP customers have demonstrated how much they like your products. Leverage that interest with special campaigns.

Encourage Repeat Purchases​

Encourage existing customers to make another purchase: send a special message 90 days after a contact's last purchase.

• Encourage existing customers to make another purchase.

• Reach out to customers who haven't bought anything in a while.

• Increase sales of items purchased on a regular basis.

Post-Purchase Experience

Send Transactional Messages (Automations)​

Send Transactional Messages (API)​

Send an automated message when a contact completes a conversion.

Use transactional messages to send order confirmations, shipping confirmations, event registration confirmations and more.

• Respond immediately and automatically to recipient activity on your website or online shop.

Get Post-Event Feedback​

Send an email to request feedback after an event.

• Invite contacts to provide feedback about an event or conference.

• Encourage post-event engagement with your brand or company.

Get Post-Purchase Feedback​

Encourage contacts to leave feedback after a purchase.

• Invite contacts to leave reviews about your products.

• Encourage post-purchase engagement with your brand or company.

• Let your customers know that their feedback matters to you.

Special Occasions

Send Birthday Message​

Send a birthday message to contacts on their birthday.

• Show customer appreciation.

• Increase engagement with your brand.

• Generate additional sales with special offers.

Send Birthday Reminder​

Send a reminder to customers who didn't click the birthday email.

• Increase the effectiveness of your birthday messages.

• Set your offer apart from competitors' birthday messages.

• Generate additional sales with special offers.

Send Anniversary Messages​

Send a one-year anniversary email to your contacts.

• Express your appreciation for your contacts' loyalty to your brand.

• Celebrate milestones in your customer relationship.

• Use the opportunity for cross-selling or sending a special offer.

Holiday Sendout Series​

Send a series of related sendouts before a major holiday.

You will use the same prepared message to send all of the holiday emails.

• Send a series of related messages using the same prepared message.