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This tactic helps you get personal information from your customers, which strengthens your relationship and allows you to offer a better experience.
It supports the Customer lifecycle objective by contributing to the following strategies:
- Reduce customer churn
- Increase retention
Automation Center program
Prerequisites
- Activate the action ‘’Complete your profile’’ in your Loyalty Admin (Complete your profile is a generic tactic action whose message can be changed based on the requested field).
- Create the email campaign.
- Create the personalization tokens.
Steps
- Create a segment of contacts who have not completed a relevant data field.
- Define participation (this program is predefined on one entry within 90 days)
- Swap the email in the Tactic with your ‘’Enhance customer data’’ campaign (be sure to include ‘’Complete your profile’’ action tokens).
- Add delay (this program is predefined with 3 days delay).
- Add Loyalty trigger node - select the relevant external loyalty event.
Segment
The program uses a segment with the requested contact criteria.
As this program runs daily, be sure to keep a reasonable period for re-entry into this program in the participation settings.
Be sure to set similar action validity (action setup) and program delay.