Mountain Warehouse - Welcome Automations
- Regular price
- Price on Application
- Sale price
- 31 Service Credits Sale
Project Overview
- Welcome program with regional replications
- Creation of marketing preferences/ fields
Project Notes
- For the programs, I would suggest splitting in to three routes to cover purchasers + subscribed, subscribed only and keeping the dynamic content for language variations only – this just future proofs any changes that may need to be made for each of the routes moving forward and will be clearer on campaign reporting
- Three of each campaign will need to be created to differ the messaging
- Purchased and signed up in-store
- Signed up online and has not made a purchase
- Signed up online and made a purchase
- The language groups look good for the programs
- NA = CA & US
- Europe 1 = UK, IE, PL, FR, ES
- Europe 2 = DE (needs an additional step for DOI)
- ANZ = NZ & AU
- Preferences, we’ll need confirmation on Marketing Preferences/ Data Fields that need creating and set public – we’ll create up to 10 for this
o Worth noting, preferences do not change per the contacts locale, so the page will display in the default language (EN) – for preferences that need to change dynamically, this’d be a custom preference centre (CTS) - Simplified program outline
- Contacts enrol (enrolment TBC – ideally no scheduled enrolment either API or address book join action)
- Last_subscribed date occurs ‘today’
- Decision for the three routes as above, each route to then follow:
- Decision to determine the Validation_Code
- If it’s containing V, they get sent welcome email 1.1
- If it’s not containing V, they get sent a DOI email (welcome 1.2) – contacts will then be held for X days (5 perhaps) and we then check whether they are double verified. If they aren’t, we delete them from the account
- Send welcome 2.0 after X days
- Decision: did they open?
- Yes, send welcome 3.0 after X days
- No, resend campaign 2 with a change in subject line (a duplicate campaign will be needed here)
- For DE, we can follow the above but make sure DOI is the step 1 for all contacts, any contact not DOI will then be deleted
- Keep this program separate
Quote outline + costs:
1x Program Build (region group TBC) = 12 credits
3x Program replications with adjustments for = 4 credits per program (12 total)
- Updated campaigns
- Updated locale rules
- Additional step for DE
Creation of up to 10 preferences/ data fields to be added to this page = 2 credits
Program walkthrough on screenshare once signed off and follow up documentation = 5 credits
Programs include
- Build
- Internal testing
- External testing
- 2x rounds of amends
- Final round of testing
- Activation
Preferences include
- Preferences creation
- Form testing
- 1x round of amends (re-naming fields)
**for any visual changes to the form/page, this requires creative studio/ CTS
Client to
- Provide all campaigns for the programs – where not available, placeholder nodes will be used
- Confirm enrolment for the programs
- Address books contacts enter and how they enter (single/ bulk)
- If it’s possible to push via API
- Provide fields for preferences
- Confirm data field(s) for sign-up source and purchase date for the three routes in the programs
Cost and additional information
- Turnaround within 30 working days once confirmation of the above outstanding has been provided, and any additional assets required to complete the project
- Quote ref: #2002560886
- Number of credits = 31
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/