How it works
Trigger and data needed
Trigger: account created, policy issued or first order event
- Sign-up or account-opened event
- Activation milestone events
- Preferences and consent
- Product or plan held
Audience and journey logic
- Enter on the account-created event
- Send a welcome message on day 0
- Branch on whether the first milestone happened
- Send a how-to nudge if not
- Ask for preferences to personalise later messages
- Exit when the customer reaches active status
Channels
- SMS
- Push
- In-app
How to measure it
- Time to first value
- 30-day activation rate vs holdout
- Preference capture rate
Guardrails
- Respect quiet hours and consent
- Avoid overlapping with transactional messages
- Exit on complaints or opt-outs
See it in a case study
This use case is implemented in the related case study.
Last updated: