9983470455 - Key Retirement Group - Confidence Check - Bulk Tactical Sends - Implementation Consultancy
- Regular price
- Price on Application
- Sale price
- 10 Service Credits Sale
Bulk tactical sends
The bulk tactical sends program sends out a campaign to contacts after they have already completed an enquiry for equity release and after some time has elapsed. The goal is to encourage the contact to revisit their enquiry.
The program determines:
- If contacts should be contacted according to their membership of various lists
- If they have indicated that they can be emailed via a contact data field (ALLOWEMAIL)
- If they have opened any email campaign in the last year
- If they were added to the account in the last year
- If they have made an enquiry in the last year
There are then random split nodes so that contacts receive the emails at various points during the day.
Contacts are added into the Bulk Tactical Sends program via the Bulk Contact Management program in the same account.
Confidence check
The Dotdigital Implementation Consultant will perform a confidence check on the Bulk Tactical Sends program.
The following outcomes will be tested:
|
ID |
Scenario |
Expected behaviour |
|
01 |
ALLOWEMAIL is "Do Not Allow" |
Exits at first exit node, or exits at final exit node |
|
02 |
Present in list "V2.0 - Deceased in CRM" |
Exits at first exit node |
|
03 |
"V2.0 - Do Not Email" |
Exits at first exit node |
|
04 |
"V2.0 - Equity Release Customers" |
Exits at first exit node |
|
05 |
"V2.0 - ER Sale in progress" |
Exits at first exit node |
|
06 |
"V2.0 - ER underage enquirers" |
Exits at first exit node |
|
07 |
"V2.0 - Referred to WOM" |
Exits at first exit node |
|
08 |
are present in the 'V2.0 - Lost Opportunity' address book |
Proceeds to lost opp exclusions decision node |
|
09 |
ERLOPPSTATUSREASON is "Adviser recommended should not proceed" |
Exits at second node |
|
10 |
ERLOPPSTATUSREASON is "Client deceased" |
Exits at second node |
|
11 |
ERLOPPSTATUSREASON is "Closed as restricted" |
Exits at second node |
|
12 |
ERLOPPSTATUSREASON is "Declined alternative mortgage product" |
Exits at second node |
|
13 |
ERLOPPSTATUSREASON is "Marital waiver refused" |
Exits at second node |
|
14 |
ERLOPPSTATUSREASON is "Mortgage desk not proceeding" |
Exits at second node |
|
15 |
ERLOPPSTATUSREASON is "Property unsuitable" |
Exits at second node |
|
16 |
ERLOPPSTATUSREASON is "Referred in error" |
Exits at second node |
|
17 |
ERLOPPSTATUSREASON is "Residency waiver refused" |
Exits at second node |
|
18 |
ERLOPPSTATUSREASON is "Third party on deeds" |
Exits at second node |
|
19 |
Have been sent any campaign* |
Exits at third exit, provided the contact does not meet the exclusion rules included in the decision node labelled "All Openers or new within 12 months" |
|
20 |
Have not opened any email campaign in last 365 days* |
Exits at third exit, provided the contact does not meet the exclusion rules included in the decision node labelled "All Openers or new within 12 months" |
|
21 |
Email created date does not occur in last 395 days* |
Exits at third exit, provided the contact does not meet the exclusion rules included in the decision node labelled "All Openers or new within 12 months" |
|
22 |
ERLENQDATE does not occur in last 365 days*
|
Exits at third exit, provided the contact does not meet the exclusion rules included in the decision node labelled "All Openers or new within 12 months" |
|
23 |
Not present in "Daily uploads DWH" list |
Exits at fourth exit |
|
24 |
Present in V2.0 - 5% control |
Exits at final exit node |
|
25 |
Present in V2.0 - Date Cleansed is empty |
Exits at final exit node |
|
26 |
Present in V2.0 - Deceased in CRM |
Exits at final exit node |
|
27 |
Present in V2.0 - Do Not Email |
Exits at final exit node |
|
28 |
Present in V2.0 - Equity Release Customers |
Exits at final exit node |
|
29 |
Present in V2.0 - ER Sale in progress |
Exits at final exit node |
|
30 |
Present in V2.0 - ER underage enquirers |
Exits at final exit node |
|
31 |
Present in V2.0 - Referred to WOM |
Exits at final exit node |
|
32 |
Present in V2.0 - Unsubscribed in CRM |
Exits at final exit node |
The Implementation Consultant will also test the custom exit conditions present in the program:
|
ID |
Exit condition |
Expected behaviour |
|
01 |
ALLOWEMAIL is "Do Not Allow" |
Exits at exit condition |
|
02 |
ERLENQCAMPAIGN contains "kas" |
Exits at first exit node |
|
03 |
ERLENQCAMPAIGN contains "sunlife" |
Exits at first exit node |
|
04 |
ERLENQMEDIATITLE contains "sunlife" |
Exits at first exit node |
|
05 |
ERLENQMEDIATITLE contains "kas" |
Exits at first exit node |
Program rebuild
Once the confidence check has been carried out, the Implementation Consultant will restructure the program according to the findings of the test.
The rebuild will include:
- Additional annotations
- Clearer exit node labelling
- A layout adjustment to make the structure more readable
Key Retirement Group will need to confirm a time where the program can be deactivated so that the Implementation Consultant can make the agreed upon changes.
Courtesy period
A 10-working-day support window will begin once project documentation has been delivered to Key Retirement Group. During this period:
- Key Retirement Group will monitor the program and report any issues
- The Implementation Consultant will triage reported issues
At the end of the 10-day period, the Implementation Consultant will formally close the project.
Things to note
- Anything in addition to or outside of the above will require a rescope and may incur additional costs
Timelines are estimated at point of this document being created. Delays in assets being provided, or increased changes will extend the delivery. Where possible, Dotdigital will always aim to deliver ahead of schedule.
| Task | Week |
|
Call to confirm deliverables |
0 |
|
Replication of programs made with adjustments Test plan shared with Key Retirement Group |
1 |
|
Test plan carried out |
2 to 3 |
| Documentation shared | 4 |
|
Structural amends made |
5 |
|
Courtesy period ends Project formally closes |
7 |
- Quote ref: 9983470455
- Number of credits: 10
Professional Services Terms