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
  • Necessary User Attributes
    • Email Address (
    • 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)


Cappings and Exclusions

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