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  • 📔Documentation Guide
  • 📨Data & Engagement Platform
    • Data Model
      • Customer Data
      • Product Catalogue
      • Events
        • Onsite Events
        • Outbound Events
        • Transactions
    • App User Management
      • User Roles
      • App Users
    • Data Management
      • Data Management with API
      • Data Management with Data Feeds
        • Users
          • Import Users
          • Update or Delete a User Trait via File Upload
          • List of Standard User Traits/Attributes
        • Products
        • Events
          • Import Orders
          • Import Events
          • List of Events and Properties
      • Data Export
    • Web Tracking
      • Web Tracking v1 (Legacy)
        • Setup
        • Set up business Units
        • Tracking User Behavior
          • Identify Method
          • Page Method
          • Track Method
          • Opt-Out from Tracking
        • Testing & Debugging
      • Web Tracking v2
        • Setup using Google Tag Manager
        • Setup without a Tag Manager
        • Configuration & Config Commands
        • Tracking User Behavior
          • Identify Method
          • Update Method
          • Page Method
          • Track Method
          • Opt-Out from Tracking
        • Testing & Debugging
      • Migrate Tracking SDK v1 -> v2
      • Mobile Web Tracking
    • User Segmentation
      • Creating a Segment
      • Conditions
      • Combining Segments
    • Messages
      • Frequency Capping
      • Templates
        • Template Builder
      • Integrations
        • Channels
          • SMS
            • Twilio
              • Set up a Twilio Account
              • Set up Twilio Integration
              • Create a Campaign Message
            • Link Mobility
              • Set Up Link Mobility Account
              • Set up Link Mobility Integration
              • Create a Campaign Message
          • SFTP
            • Set up SFTP Integration
            • Create a Campaign Message
          • Direct Mail
            • Optilyz
              • Set up Optilyz Integration
              • Create a Campaign Message
          • Webhooks
            • Single Webhook
              • Set up Webhook Integration
              • Create a Campaign Message
              • Response Data and Custom Events
            • Batch Webhook
              • Set up Batch Webhook Integration
              • Create a Campaign Message
            • Zenloop via CrossEngage Webhook
              • Set up Zenloop Integration (via CrossEngage Webhook)
              • Set up Zenloop Survey
              • Create a Campaign Message
              • Set up Zenloop Survey via ESP
              • Obtain Response Data
            • Google Analytics via Webhook
          • Segment Transfer
            • Facebook
              • Set up Facebook Developer Account
            • Optimizely
              • Set up Optimizely Account
            • Google Analytics
              • Set up Google Analytics Integration
              • Create a Campaign with Google Analytics
              • Using the Google Analytics Integration
            • Airship
              • Set up an Airship Account
              • Set up an Airship Integration
              • Create a Campaign Message with Airship
          • Onsite Display
            • Trbo
              • Set up Trbo Integration
              • Create a Campaign Message in CrossEngage
              • Configure Campaign Message in Trbo
              • Obtain Response Data
          • Email
            • Mailjet
              • Set up Mailjet Integration
              • Obtain Response Data via Webhook
              • Create a Campaign Message
              • Personalize Preview Texts in Mailjet
            • Mandrill (by MailChimp)
              • Set up Mandrill Integration
              • Obtain Response Data via Webhook
              • Create a Campaign Messege
            • Inxmail
              • Set up Inxmail Integration
              • Create a Campaign Message
            • Sendgrid (by Twilio)
              • Set up SendGrid Integration
              • Obtain Response Data via Webhook
              • Create a Campaign Message
            • Mailgun
              • Set up Mailgun Integration
              • Obtain Response Data via Webhooks
              • Create a Campaign Message with Mailgun
            • Episerver (Optimizely)
              • Set up Episerver Integration
              • Create a Campaign Message with Episerver
          • Push Notifications
            • Airship
              • Set up an Airship Account
              • Set up an Airship Integration
              • Create a Campaign Message with Airship
        • Attachments
        • Delete an Integration
      • Personalization
        • Import Data
          • User Profile Data
          • Campaign Data
          • Cart Data
        • Formatting Functions
          • Date Formatting
          • Number Formatting
          • String Formatting
          • Hash Functions
        • General Helper Functions
          • Conditional Functions
          • Filtering Arrays
        • Product Helper Functions
          • Fetch from Product Feed
          • Fetch from Tracking Event
          • Fetch from User Journey
        • Misc. Helper Functions
          • Voucher Helper Function
            • Vouchers: Use Case
          • Event Helper Functions
          • Opt Out Helper Functions
        • Operators
      • Vouchers
        • Creating Vouchers
        • Using Vouchers
    • Campaign Management
      • Campaigns
        • Create an Audience Campaign
        • Create a Real-Time Campaign
        • Control Group
      • Stories
        • Building a Story
        • Use Case: Welcome Story
      • Segment Transfer
        • Create a Segment Transfer Campaign
    • Consent Management
      • Subscription/Consent Management
      • System Opt-Out/Opt-In
      • System Blacklist/Whitelist
    • Prediction Models
      • Create a new Model
      • Feature Engineering
      • SQL Filter
    • System Monitoring
      • Dashboard
        • Segment Tracker
      • Events Overview
      • Activity Log
      • Slack Notifications
        • Setting up Slack Notifications
    • Help & Support
      • System Status
      • Reach out to Customer Support
      • Suggest an Improvement
      • Privacy Policy
    • Glossary - Data & Engagement
  • 📈Predictions Platform
    • Data Model
      • Customer Data
      • Transactions
      • Activities
    • Overview
      • Data Tab
        • Data Tables in the Predictions Platform
      • Insights Tab
      • Model Builder Tab
        • Feature Engineering
        • Custom SQL Filter
        • Model Report
      • Prediction Tab
      • Selections Tab
    • Tutorials
      • Prepare and Validate Data
      • Analyze RFM Customers
      • Create a new Model
      • Predict Campaign Profit
    • Glossary - Predictions
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On this page
  • Pre-requisites
  • First Steps to Story Creation:
  • Story Set-up
  • Story Canvas
  • Activate your Story
  1. Data & Engagement Platform
  2. Campaign Management
  3. Stories

Use Case: Welcome Story

In this Use Case, we create a simple Welcome Story. This Welcome Story consists of a series of messages sent to newly registered users based on their interactions with the shop.

Pre-requisites

  • Necessary user attributes:

    • Email Address

  • Necessary events:

    • Registered

    • Completed Order

First Steps to Story Creation:

  • Click ‘Stories’

  • Click ‘Create new Story’

Story Set-up

  • Be sure to name and describe the Story clearly.

  • ‘Labels’ is an optional feature allowing a Story to be grouped or tagged with other Stories, Campaigns, or Segments for organizational purposes.

  • Story Time Span: Choose the start date, as this is a Welcome Story set the end date to run indefinitely.

  • Cappings: Cappings allow you to define how often a user can enter the Story and the number of Stories they can be in simultaneously. Here, we do not allow a User to re-enter this story once they leave.

Story Canvas

  • Choose the event with which users enter the Story. In this case, the users should enter the Story once they register.

  • Choose the segment of users who must enter the Story. Here, we selected “All users” segment.

  • Add an Email Block. The users who registered will receive a “Welcome Email”.

  • Add a Real-time trigger block to define the timeline before the next email. Set the event as “Completed Order” with a wait of 3 days. Users who complete an order within 3 days will receive an NPS Survey and the users who don’t complete an order in the next 3 days will receive Offers.

  • Add Email Blocks for "Offers email" and "NPS Survey".

  • Just as before, let's send the user an NPS email if they complete an order after receiving the Offers email. Add another RT Trigger, configured similarly.

  • Click on Save Changes in the bottom left corner.

Activate your Story

Go to Story Summary, and click Activate to activate your story.

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Last updated 2 years ago

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