Challenge | Create a loyalty status welcome email |
---|---|
Persona | Journey Manager |
Required skills | |
Assets to download | StatusUpgradeEmail.zip |
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.
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 line Welcome 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 ID
for Stanleigh Stooke
in 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: