Implementation Consultancy - SEIB Insurance Brokers | liquid markup CTAs

Implementation Consultancy - SEIB Insurance Brokers | liquid markup CTAs

Price on Application
5 Service Credits

Project details

  • Account: koswald@wrsinsurance.co.uk
  • 2x triggered campaigns
  • Overview
    • The campaigns need to have a personalised URL e.g., https://feedback.wrsinsurance.co.uk/?id=@policykey@&type=1  
    • New Business liquid markup requirements
      • Using ‘policies’ insight data: termination date and reason must be empty, the inception date must be between 2-4 days ago
    • Renewal liquid markup requirements
      • Using ‘policies’ insight data: Termindation date and reason must be empty, the renewal date occurs in the next 330-362 days
    • In both cases, if the contact has two or more policies within the defined time period, the first matched result will be used
    • Only policy key and type should be personalised within the URL
      • Type is defined by a new policy, or a policy renewal
    • Review and make any small adjustments in the automation enrolment segment if required
Cost and additional information

  • Number of credits = 5
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 Engagement Cloud, 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/