This Partner Tactic allows you to engage your customers with a personalized voucher code for their birthday and use Direct Mail as an additional channel.
It supports the Revenue objective by contributing to the following strategies:
- Increase Average Order Value
- Reduce Customer Churn
- Drive Purchase Frequency
- Increase Active Customer Revenue
This Tactic was created for clients using the optilyz Direct Mail partner channel. If you would like to learn more about this channel, see Direct Mail - Overview.
Channels
- Direct Mail
Basic workflow
- A Direct Mail is sent to contacts 7 days before their birthday.
- Contacts receive a congratulatory email with an incentive on their birthday.
- Contacts who didn’t make a purchase in the last X days receive a reminder email.
Automation Center program
This is how the email + Direct Mail variant of this program looks:
Activating the Tactic
Prerequisites
- Direct Mail campaigns
- Email campaigns
- Personalization tokens
Steps
- Prepare the Direct Mail campaign.
- Create the email campaigns.
- Check the Filter Switch node (optilyz - Direct Mail Opt-Out) to ensure only those contacts receive your Direct Mail campaign who have not actively opted out of receiving such marketing materials.
- Activate the program.