With so many Tactics to choose from, it's hard to know where to start.
Here is a step-by-step guide to help you get your first Tactics up and running with the minimum of effort.
Using the Strategic Dashboard
Tactics are designed to be used with the Strategic Dashboard. You can select the objective you want to focus on, then look at the strategies that support that objective, and then click through to download the Tactics that have been created for the selected strategy.
However, you may want to start with some basic Tactics to get used to how they work and the steps required to activate them.
Choosing your first Tactics
1. The basic Tactics
First of all, check what automated programs or recurring campaigns you already have. There is no need to replace programs with Tactics if they are already active and bringing in revenue - focus on the gaps in your coverage instead.
You most likely already have programs covering these use cases:
If you do, you can skip them and move on to low-risk scenarios which you probably don't address, such as:
Setting these up will give you plenty of hands-on experience with Tactics and they won't impact your existing marketing strategies should they fail to perform as expected.
2. Customer lifecycle Tactics
Once you have covered the basic scenarios you can move on to the main course - our intelligent lifecycle Tactics.
These use prepared segments to target only those customers you are in danger of losing, or those most likely to convert.
- Leads likely to go cold
- Win back inactive leads
- Win back defecting customers
Win back inactive customers
3. Follow-up campaigns
Once you have all your critical conversion use-cases covered, you can move on to the post-purchase scenario.
- Repeat purchase gamification
- Post-purchase feedback
- Post purchase upsell
- Post-purchase cross-sell
- Post-purchase category cross-sell
And finally, you can keep your loyal customers up to date with your inventory thanks to these product Tactics.