Create a loyalty status welcome email - Challenge
| Challenge | Create a loyalty status welcome email |
|---|---|
| Persona | Journey Manager |
| Required skills | |
| Assets to download | StatusUpgradeEmail.zip |
The story
Luma offers a loyalty program as a way to attract and retain their customers. The program offers four different tiers: Bronze, silver, gold, and platinum. Each loyalty tier receives different rewards, discounts, and other special incentives as a reward for their repeat business.
To underline the special platinum status, Luma wants to send a welcome email to customers when they reach the platinum tier.
Your challenge
You have been asked to set up a journey that automatically sends a welcome email to customers when they reach the platinum loyalty tier.
When a loyalty customer qualifies for the platinum tier, they should receive an email to congratulate and inform them of their new benefits. The creative team has provided an HTML file Luma - status upgrade - welcome eMail with the email body.
-
Create a segment in Journey Optimizer called
Luma - platinum status. -
Create a journey called
Luma - New Status - platinum.-
A customer moves into the journey when they qualify for the platinum loyalty tier.
-
The customer should receive an email message labeled
Luma - Platinum Status - Welcome, with the subject lineWelcome to Platinum Status, {firstName}!with the email body provided by the creative team. This is a transactional email. -
When uploading the HTML file, you notice that the email is referring to “diamond” status, rather than “platinum”. Rather than requesting a new file from the creative team, update the email in the Email Designer.
-
Test your journey:
-
Ensure that the Read Segment Activity has the namespace set to Luma CRM id(lumaCrmId).
-
Override the default email parameters and set it to your own email address:
-
In the Email parameters, click the T symbol (enable parameter override)
-
Click the Address field.
-
On the next screen, add your email address in parentheses:
"yourname@yourdomain"in the expression editor, then click OK.
-
-
Set the journey to test mode.
-
Select Trigger an event.
-
Add the following
CRM IDforStanleigh Stookein the Profile Identifier field:4f34057d9d9e792c28ba18ecae378e98
Result: You should receive the personalized Luma - platinum Status - Welcome email.
This is what the email should look like:
This is what the segment should look like:
This is what your journey should look like:
