Implementation Consultancy - Fluent Money | Retention Journey

Implementation Consultancy - Fluent Money | Retention Journey

11 Service Credits
11 Service Credits

Project outline


Fluent Money would like to implement a new Retention Journey Automation within Dotdigital to support ongoing customer engagement and retention activities.
The solution will enrol contacts from the PED Contact List and guide them through a structured communication journey consisting of SMS messages and email campaigns driven from externally managed activities.
The automation will utilise existing customer data fields to determine progression through the journey, ensuring contacts receive the appropriate communication based on their status at each stage.
The project will be built in a child account (to be created). 


Project detail

    Data

    The automation will utilise the following custom data fields:

    • 1_PHONE_WHATSAPP
    • 2_PHONE_EMAIL
    • 3_PHONE_VM
    • 4_PHONE_WHATSAPP
    • 5_PHONE_EMAIL
    • 6_PHONE_VM
    • 7_PHONE_WHATSAPP
    • 8_PHONE_EMAIL

    These fields will be evaluated within decision nodes to determine whether a contact progresses through the journey.

     

    SMS campaigns

    Fluent Money will provide SMS campaign assets for use within the retention journey.

    If SMS assets are not available at the time of implementation, the Implementation Consultancy team will insert appropriately named placeholder SMS nodes to allow the automation structure to be completed.

     

    Email campaigns

    Fluent Money will provide email campaign assets for use within the retention journey.

    If email campaign assets are unavailable during implementation, the Implementation Consultancy team will insert appropriately named placeholder email nodes to allow the automation structure to be completed.



      Project schedule

       

      ID

      What

      Who

      Week

      01

      Professional Services introduced to the client

      Dotdigital Customer Success

      0

      02

      Automation build

      Implementation Consultant

      1

      03

      Internal QA and amends

      Implementation Consultant

      2

      04

      External testing

      Fluent Money

      2-3

      05

      Client to feedback amends (round 1)

      Fluent Money

      3-4

      06

      Round 1 amends implemented

      Implementation Consultant

      5

      07

      Client review and feedback amends (round 2)

      Fluent Money

      6

      08

      Round 2 amends implemented

      Implementation Consultant

      7

      09

      Client sign-off and go-live

      Client

      7-8

      10

      Two-week review period

      All

      8-9

      11

      Project closed and handover to customer success

      All

      10

      Cost and additional information

      • Quote ref: 11890513985
      • Number of credits: 11

       

      Professional Services Terms

      The work described hereunder must be redeemed within 12 months from purchase, on a date and time to be agreed with Dotdigital. Unless due to the availability of Dotdigital, any failure to instruct Dotdigital to commence or agree the work described (in whole or in part) will result in forfeiture of the entirety of the fee and no credits or refunds, pro rata or otherwise, will be provided. In addition to the Dotdigital Terms, this product is also subject to the terms found at: https://dotdigital.com/terms/ps-terms/