This lifecycle Tactic helps you onboard your customers by providing essential information about your service.
It supports the Active customers objective and contributes to the following strategy:
- Increase Retention
Channels
Basic workflow
- Customers with new contracts receive a welcome message.
- Contacts receive a payment scheme setup message.
- Contacts receive a customer satisfaction survey.
- Contacts who have not engaged with the survey receive a reminder.
Automation Center program
This is how the email-only program looks like:
Activating the Tactic
Prerequisites
- Email campaigns
- Personalization tokens
Steps
- Swap the emails in the Tactic with your campaigns.
- Add the personalization tokens.
- Check and adjust the settings of the Wait nodes if needed.
- Activate the Tactic.