Conversions to Loyalty

This audience campaign targets customers who have purchased within a certain time window before dispatch, but who have not been active on the site since then. Seeks to convert coincidental customers into loyal customers.

• • Type of Campaign

    • Audience: This campaign is not triggered by any real-time future behavior of the user. Instead, it is triggered by a static attribute, the user’s date of birth.

    • For more on the distinction between Audience and Real-Time Campaigns, see our documentation on the subject: https://documentation.crossengage.io/faq/campaigns/when-should-i-use-audience-and-realtime-campaigns​

• • Necessary User Attributes

    • Email Address (traits.email)

    • Purchase History

  • Necessary Events and Properties

    • Registered

    • >= 1 Completed Order (between X time to dispatch and dispatch)

    • 0 Completed Order (between X time to dispatch and dispatch)

  • Campaign Set-up

    • Be sure to name and describe the Campaign clearly.

    • “Groups” and “Labels” are optional features allowing a Campaign to be associated with similar campaigns for organizational purposes.

• • Dispatch Timing

    • How many times will this campaign run?

      • Daily. Presumably, you wish this campaign to run every time a customer has a birthday. Thus, this campaign ought to be repeated

• • • Within which period will this campaign run?

      • Because customer birthdays will continue to occur indefinitely, we suggest that you set the campaign to run indefinitely as well.

    • When should CrossEngage dispatch your messages?

      • No more than one dispatch per day is needed.

• • Control Group

    • The use of a control group is a matter of personal judgment. The advantage is that, given a statistically significant sample size, you can ascertain the effect of the campaign on user behavior. The disadvantage is that fewer users will be reached by an effective campaign.

• Target Group: One convenient aspect of CrossEngage is that you can segment users both via the “User Segments” button on the Navigation Bar, or from within the Campaign Creation interface.

  • Create or Add Segment

    • Customers have the choice of targeting all users, using a pre-defined segment, or defining a new segment during the campaign-building process

  • The segment in this case must meet the following conditions

    • Greater than or equal to 1 “Registered” event must have taken place

    • Greater than or equal to 1 Completed Order (between X time to dispatch and dispatch)

    • 0 Completed Order (between X time to dispatch and dispatch)

Messages

• First, you must choose which communication channel you wish to utilize. For more information, check out our documentation on the subject: https://documentation.crossengage.io/integrations​

• To personalize your message, read through our documentation here: https://documentation.crossengage.io/personalisation​

• Bonus: Include a Voucher! https://app.crossengage.io/vouchers, https://documentation.crossengage.io/personalisation/voucher-helper​

Cappings and Exclusions

• Be sure to configure cappings to control the number of times customers receive marketing communications.