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  • Automation
  • Tactics
  • 0 Automation Tactics

In this section:

  • Tactics - Overview
  • Tactics - End-user guide
  • Lead re-engagement
  • Welcome (new contacts)
  • Abandoned browse
  • Abandoned cart
  • Post purchase upsell
  • Birthday
  • Win back defecting customers
  • Win back inactive customers
  • See more
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Purchase anniversary

Updated: October 11, 2019 00:00
360026377714
Purchase anniversary

Recognise and reward the anniversary of purchase to drive revenue and reward loyalty.

Packages: x Essential      Advanced      Max AI.
Location: Tactics are found under the Campaigns menu > Tactics.

Contents

  • Tactic details
    • Overview
    • Basic workflow
    • Automation Center program

Tactic details

Overview

This lifecycle Tactic is enhanced with an additional content block for personalized recommendations for the individual customer and an offer for leads, defecting and inactive customers.

It supports the Revenue objective and affects the following strategies:

  • First-time buyers to repeat
  • Retain active customers
  • Win back defecting customers
  • Win back inactive customers

Basic workflow

This tactic makes a simple check of the exact date of purchase and then uses a personalized voucher to drive repeated purchase.

Automation Center program

The program looks like this.

  • Entry node
    The program starts with a Recurring filter node that runs every day and uses a Smart Insight Days since last purchase segment that returns all customers who have made a purchase exactly 351 days ago and sends an email with a personalized voucher code (e.g. 10% off).
  • Email path
    The program then waits seven days after the initial email before filtering again to see if a purchase has been made in this period. If TRUE, the contact exits the program. If FALSE, a reminder email is sent.

 

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