Onboarding 04: Welcome Offer

Key Metric: Generated revenue
Average Result: €3 950 per 1 000 registrations

welcome_offer

Metric Detail: The total revenue generated from the first purchases of newly registered customers. The average result is € 3 950 per 1 000 targetted customers.

Workflow Detail: Welcome new customers with a special offer that will help them to make their first purchase. Incentivize them with a voucher or discount if they are hesitant to make the first purchase.

Workflow Preview:

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See the details of this workflow in CareCloud Platform Demo here or ask for your access details.

Pro tip: Make the voucher expire in a few days to really encourage the customers to make the purchase now.

Step by step description

Below is a description of each node with an explanation if needed.

Trigger

This workflow is triggered with an external "New Account Registered" event. It begins every time a customer registers a new account and completes it with the information. Set the "Send Email" node and send the customer the initial offer. Choose a design for the email from the dropdown.

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Note: The email and SMS have to be designed first in Campaign & Segmentation App

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There is a time delay between the customer opening the email and making the purchase. We set a "Waiting" node and set it for two days.

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Condition node

Now we check if the customer has already made a purchase. We set a "Condition" node and choose the event type as a new purchase. If the customer purchases, the system adds him into a segment, and the workflow ends for them. Set the "Add customer into segment" node and choose the right segment from the dropdown.

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If not, we set a "Waiting for time range" node and choose days and hours the system can contact the customer.

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Set the "Assign Campaign Voucher" node, choose the design of the voucher from the dropdown, and send it via email. We set a "Waiting" node for five days to give the customers some time.

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Note: The voucher has to be designed first in Loyalty Engine

Last interaction

Check the purchase with the condition node. If the customer has already made a purchase, the workflow ends.

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Otherwise, we send a voucher reminder email. We also check the phone number and send the same piece of information via SMS.

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