Implementation Consultancy - West Midlands Trains | Re-activation Journey for 'Leisure' Commuters

• Implementation Consultancy (IC) project following a Strategic Consultancy workshop WMT had late 2023 for customer re-activation journeys
  
• IC will deliver the 'Leisure' part of the project, and provide a screenshare post sign-off which the client can then replicate across to 'commuter' journeys

Delivery summary: 

• 11 triggered email campaigns = 25 credits
• 2 custom AP building blocks = 8 credits
• 1 leisure automation = 12 credits
• 2 landing pages (surveys, pages & forms) = 2 credits
• 1 form (surveys, pages & forms) = 3 credits 
• 1 project walkthrough (screenshare) = 2 credits

Triggered email campaigns:

1. Campaign 6a + 4b (Update Preferences)
   This campaign may not be needed. At present, the custom preference centre is only capturing 'Newsletter' and 'Travel updates' communication preference requests. Changes to this preference centre would need to go through CTS which has been communicated. 
2. Campaign 5c (Do you want to continue hearing from us) 
   The campaign will contain 3x CTAs: "Stay" "Snooze" "Unsubscribe". "Stay" should be a DOI link, "Unsubscribe" will link to unsubscribe link, "Snooze" will link to a Dotdigital survey capturing how long they want to snooze for - one, three and six months suggested

Custom AP building blocks

1. access order insights to query past purchases and display a summary of previous bookings. Sort by latest purchase_date first and show things like the latest outbound destination, total outbound and return journeys made, total number of passengers, if child tickets have been purchased 
2. access order insights to query whether the contact is a solo or group/family traveller using 'passengers_total', 'adult_passengers' and 'child_passengers' available in order insights. In decision blocks, show targeted content (to be supplied) for the traveller type 

Leisure Automation: 

A mock workflow has been visualised in the Strategic Consultancy proposal which can be viewed here. For illustration purposes only, a Dotdigital version has been built as a guide for the full automation build - that can be viewed here. 

WMT will need to confirm if the automation enrolment segment should have any additional include or exclude conditions: 

Landing pages (surveys, pages & forms): 

Two branded landing pages will need to be built which are for email 1. Email 1 contains two CTAs asking the contact whether they've made an offline booking. 

1. Contact clicked 'Yes': Thank them for offline booking - showcase benefits for online booking management, CTA on page to go to WMT booking
2. Contact clicked 'No': showcase benefits for online booking management, CTA on page to go to WMT booking. Show 1-2 customer testimonials

These should be very light pages with some easy-to-scan key messages and strong CTAs to booking page. 

Snooze survey (surveys, pages & forms): 

A short survey capturing whether the contact wishes to snooze for 30, 90 or 180 days (1, 3 or 6 months).

• Email address will need to be captured on the form in order to submit responses back to a contact record - email question can be hidden as we already have the data for the contact 
• Data field will need to be created for 'snooze' 
• Question type will need to be 'multiple choice' (radio) so only one option can be selected
• On submit, a confirmation message should be shown e.g., "Your snooze preferences have been updated" 

Project walkthrough: 

On completion and sign-off of the above, the Dotdigital IC team member will have a two hour screenshare with WMT to cover off the automation logic, and AP set up in the two custom building blocks. No more than 6 members should be present from WMT. The session will be recorded and circulated. 

What we need from WMT: 

• For all triggered campaigns we will need
• Subject line
• From address (if multiple are present in the account)
• From name
• Campaign tags (tags to give the campaign for reporting purposes)
• Inbox preview text
• Main email copy
• CTAs and links
• Images
• Variation content for dynamic/AP elements
• For 2x landing pages, and snooze survey
• Form title 
• Section header
• Any banner images
• Copy 
• CTAs and links
• Name to publish the page as e.g., myurl.com/snooze-preferences 
• Subdomain to publish the page on (if multiple are present in the account)

Dotdigital can provide access to a Dropbox secure share space for assets to be loaded to, or WMT can collate content on a word doc/excel sheet and share with the IC team member - providing image assets separately. 

Estimated timeline: once assets have been provided by WMT we expect eight-ten weeks for delivery, this includes a week for testing, and one-two weeks where we are awaiting campaign / landing page / form amends from WMT. If we foresee any delays, we will communicate this with WMT as early as possible.