Use Case: Welcome Story

Let’s 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.

To access an interactive tutorial demonstrating the creation of this Story, log into the CrossEngage platform, disable any ad-blockers, and click this link.

Prerequisites

  • 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. You can configure this in the Cappings section.

Story Canvas

  • Choose the event with which users enter the Story. In this case, the users should enter the Story once they register. You can choose the segment of users who must enter the Story. Here, we selected “All users” segment.

  • Welcome Email: The users who registered will receive a “Welcome Email”.

  • Real-time Trigger block: Let's add a Real-time trigger block to define the timeline of the next email. Drag & drop a Real-time trigger block onto the canvas and set the event as “Completed Order” with a wait of 3 days. Users who complete an order within 3 days will receive an NPS email and the users who don’t complete an order in the next 3 days will receive an “Offers email”. Just as before let's send an NPS email if they complete an order after receiving the second email.