Customers with a high RFM or who have purchased in previous years’ Hot Sales have a high probability of making a new purchase in the current Hot Sale 2023 campaign. By telling them about the start day before your other contacts, you’ll be able to increase their loyalty and grow eCommerce sales during this period.
In this article, you'll learn how to create a priority access announcement for high-value customers.
Objective: Loyalty.
Difficulty: Intermediate.
When to use it: Four hours before the Hot Sale starts.
This strategy is part of our pool of templates. To implement it in your account, log in to your Connectif account and go to "Workflows Create new workflow". In the Create from template section, enter the name of the workflow in the search engine (Priority access for high-value customers), click Select and Create.
How it works
This workflow checks if the contacts belong to the segments "RFM - Champions" and "Subscribers with purchase in HS 2022" to send them an email and a priority push notification announcing the start of the Hot Sale campaign.
— If they belong, it sends the priority email and push notification immediately.
— If they don't belong, it waits four hours before sending them the content.
Workflow configuration
Before configuring your workflow, create the following elements:
— The dynamic plus segment of subscribers with purchase in HS 2022, to group the contacts you want to receive the email.
— Two emails, to send the notifications.
— Two push notifications, to send the notifications.
STEP 1. “Start” node
(This node will set the target audience for the action).
1. Click (Edit node settings) for the “Start” node.
2. Under Select limitation, check "All my list" and select "Contacts with email".
3. Under Select data source, check "All existing".
4. Click Update.
STEP 2. First "Check value" node
(This node will identify whether the contact belongs to the "RFM - Champions" segment).
5. At the junction of this node with the previous one, click on the circle until "Yes" appears.
6. Click (Edit node settings) of the "Check value" node.
7. Drag the "RFM-segment" field from "Contact" to the block on the left.
8. Under Operator, select "Is equal to".
9. Drag the "Literal" value to the block on the right and select "Champions".
10. Click Update.
If you want to learn more about the "Check value" node, click here.
STEP 3. Second "Check value" node
(This node will check if the contact is subscribed to the newsletter).
11. At the junction of this node with the previous one, click on the circle until "Yes" appears.
12. Click (Edit node settings) of the "Check value" node.
13. Drag the "Newsletter subscription status" field from "Contact" to the block on the left.
14. Next, under Operator, choose "Is equal to".
15. Drag the "Literal" value to the block on the right and select "Subscribed".
16. Click Update.
STEP 4. "Is in segment" node
(This node will check if the contact belongs to the dynamic plus segment created, of "Subscribers with purchase in BF 2021").
17. At the junction of this node with the "Check value" node, click on the circle until "No" appears.
18. Click (Edit node settings) for the "Is in segment" node.
19. Under Select a segment, choose the segment to check.
20. Click Update.
STEP 5. First “Send email” node
(This node will send the email to priority contacts).
21. At the junction of this node with the previous two nodes, click on the circle until "Yes" appears.
22. Click (Edit node settings) in the “Send email” node.
23. Select the email you want to send and click Next .
24. In the Send to section, select "Contact".
25. Indicate the "Newsletter" type of email.
25. Configure the parameters section of "Send to contact".
26. Under Google Analytics, click "Enable Google Analytics" then Next .
27. In the Variables step, link any variables there may be.
28. Click Complete .
STEP 6. Third “Check value” node
(This node will identify if the contact is subscribed to push notifications).
29. Click (Edit node settings) of the "Check value" node.
30. Drag the "Has push subscriptions" field from "Contact" to the left block.
31. Under Operator, select "Is equal to".
32. Drag the "Literal" field to the block on the right and activate the "Yes” box.
33. Click Update.
STEP 7. First "Show push" node
(This node will send a push notification to priority contacts.)
34. At the junction of this node with the previous one, click on the circle until "Yes" appears.
35. In the "Show push notifications" node, click (Edit node settings).
36. Select the web push you want to send and click Next .
37. In Mappings, click Finish .
STEP 8. "Wait" node
(This node will initiate a waiting period for contacts that don't belong to the previous segments before continuing through the workflow.)
38. At the junction of this node with the previous one, click on the circle until "No" appears.
39. Click (Edit node settings) for the “Wait” node.
40. Under Set the time delay, select "A period of time" and enter "4" Hours.
41. Click Update.
STEP 9. Fourth “Check value” node
(This node will check if the contact is subscribed to the newsletter).
42. At the junction of this node with the previous one, click on the circle until "Yes" appears.
43. Click (Edit node settings) of the "Check value" node.
44. Drag the "Newsletter subscription status" field from "Contact" to the block on the left.
45. Next, under Operator, choose "Is equal to".
46. Drag the "Literal" value to the block on the right and select "Subscribed".
47. Click Update.
STEP 10. Second “Send email” node
(This node will send the email to non-priority contacts.)
48. At the junction of this node with the previous one, click on the circle until "Yes" appears.
49. Click (Edit node settings) in the “Send email” node.
50. Select the email you want to send and click Next .
51. In the Send to section, select "Contact".
52. Indicate the "Newsletter" type of email.
53. Configure the parameters section of "Send to contact".
54. Under Google Analytics, click "Enable Google Analytics" then Next .
55. In the Variables step, link any variables there may be.
56. Click Complete .
STEP 11. Fifth “Check value” node
(This node will identify if the contact is subscribed to push notifications).
57. Click (Edit node settings) of the "Check value" node.
58. Drag the "Has push subscriptions" field from "Contact" to the left block.
59. Under Operator, select "Is equal to".
60. Drag the "Literal" field to the block on the right and activate the "Yes” box.
61. Click Update.
STEP 12. Second "Show push" node
(This node will send a push notification to non-priority contacts.)
62. At the junction of this node with the previous one, click on the circle until "Yes" appears.
63. In the "Show push notifications" node, click (Edit node settings).
64. Select the web push you want to send and click Next .
65. In Mappings, click Finish .
Success!
Your workflow for sending a communication with priority access to high-value customers is now ready.
Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.
Keep learning!
To make the most of your Connectif account, we recommend reading these articles next:
- Sale announcement, to display an ad for your sales.
- Optimized email campaign, to optimize the way you send out your email campaigns.
- Priority access to sales, to give early access to sales to specific segment of contacts.
- Countdown, to display a countdown.