This Partner Tactic allows you to engage your high-value customers (e.g. with Gold and Platinum buyer statuses) who are newly classified as inactive (based on their lifecycle stage), directly by a personal contact from their preferred store (or preferred sales associate or personal shopper) with a personalized invitation.
It supports the Revenue objective by contributing to the following strategies:
- Reduce Customer Churn
- Drive Store Sales
- Increase Active Customer Revenue
- Increase Premium Customer Revenue
Channels
- Webhook (Task for Store or Sales Associate, e.g., WhatsApp)
Basic workflow
- The program filters for inactive customers (Smart Insight customer lifecycle stage) each day.
- Contacts continue their journey on different paths based on their preferences and buyer status:
- For customers who have a preferred store (or preferred sales associate or personal shopper) AND their buyer status is either Gold or Platinum (Smart Insight), a Mercaux Task (Webhook) will be created for the sales associates in the preferred store to have a personalized communication with the customer (it can be for example: via WhatsApp, SMS or a video call).
- Customers with a different buyer status receive an email with a voucher and product recommendations.
- Contacts who didn't make a purchase in the last <X> days receive a reminder email.
Automation Center program
This is how the Webhook and email variant of this program looks:

Activating the Tactic
Prerequisites
- Mercaux integration setup
- You need to be a Mercaux client and enable the public API endpoint
- Email campaigns
- Personalization tokens
- Create the Webhook node preset manually in your account
Steps
Configuration in Mercaux will be handled by your Technical Contact Manager upon agreement.
- Activate the program.
Creating the Webhook node preset
You need to create the Webhook node preset manually in your account.
For more information, see Creating a Webhook node preset.
- Configure the connection.
- Define the required data key-value pairs.
Here is an example Webhook node preset:

- Optionally, test the connection and authentication, then preview the data sent by the node.