To maximize engagement and conversion, break down the customer journey into manageable lifecycle stages, each with a clear objective. Instead of creating one overly complex workflow, use multiple workflows to optimize specific stages and measure performance effectively.
Example One: New Customer Onboarding (First 7 Days)
Objective: Convert new registrations into paying customers within the first 7 days.
Workflow Setup:
- Trigger – Enrollment begins when a customer registers on your website.
- Engagement Path (Days 1-7):
- Day 1: Send a welcome email/SMS introducing the platform.
- Day 2-3: Highlight key features and benefits through follow-up messages.
- Day 4-5: Offer a limited-time deposit bonus to encourage first purchase.
- Day 6-7: Send a final reminder with a compelling incentive (e.g., extra bonus for first deposit).
Goal Completion: The workflow ends early if the customer makes a deposit or completes a purchase before Day 7.
Next Stage: If the goal is met, enroll the customer in a loyalty or referral workflow.
Why This Works?
- Keeps the journey focused on the critical conversion window.
- Prevents overcomplicated workflows by handling each lifecycle stage separately.
Example Two: Weekly Challenge Campaign for Loyalty Tiers
Objective: Keep customers engaged by offering weekly challenges with rewards tailored to their loyalty tier.
Workflow Setup:
- Trigger – Enroll customers into the workflow at the start of each week based on their loyalty tier (Bronze, Silver, Gold, etc.).
- Engagement Path:
- Day 1: Send a challenge announcement based on tier (e.g., “Play 100 spins this week to win a reward!”).
- Midweek Reminder (Day 4): Send a progress update to encourage participation.
- Day 7 Check:
- If the customer completed the challenge, assign the promotional reward (bonus, free spins, cashback).
- If the challenge was not completed, send a last-chance message before the deadline.
Re-enrollment:
- Customers can re-enter the workflow each week to participate in the next challenge.
- Use event-based triggers to track challenge completion and ensure only eligible customers re-enroll.
Why This Works?
Encourages ongoing engagement while reinforcing loyalty program benefits.
Automates the entire campaign—no need for manual processing each week.
Manages both communication & reward distribution based on challenge completion.