Patisserie Valerie - Occasion Dates Capture Project - Managed Services

Patisserie Valerie - Occasion Dates Capture Project - Managed Services

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Price on Application
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24 Service Credits

Project Deliverables

Recommendations & questions

  • Creation of a branded form to capture key dates + confirmation page
    • I’d suggest up to 8 dates to capture, as we’ll need to create 3 data fields for each: name, occasion e.g. birthday, anniversary etc. (PV to confirm) and event date
    • Mandatory field would be the contact email of the person entering key dates
    • ***note that pre-population of dates is only applicable if being clicked through on an email. If this form needs to be hosted on client-site and pre-populated with information on account login / my profile, this will require CTS involvement
  • Creation of 1x triggered email for event requests
    • Static email to send to
      • All contacts in the account, spread over X days so it’s not a large send volume
      • All new contacts moving forward
    • Creation of 1x program for event requests
      • To fulfil the above
    • Creation of 1 triggered email for event alerts
      • We could use AP or Dynamic Content to display the relevant event X days before event date e.g.
        “Here’s your X day reminder to let you know it’s event_name_1’s occasion_1 on event_date_1” Would output “Here’s your X day reminder to let you know it’s Jane’s Anniversary on 10/11/2021”
      • We can also change any image or content assets based on occasion type
    • Creation of a deadline ‘order by’ reminder email
    • Creation of 1 program for event alerts
      • Send email 1 X days before next event date, with a reminder X days after if no order is made (using order insight rules)


***I would also suggest that a banner is added in to all BAU comms moving forward that links through to this page so a contact can add to it at any stage


Quote breakdown

  • Creation of branded form + confirmation page
    • 7 credits
  • Creation of event request email
    • 3 credits
  • Creation of event request program
    • 4 credits
  • Creation of event alert email (AP or Dynamic Content)
    • 5 credits
  • Creation of event alert reminder email (duplication of event alert email with some updated copy)
    • 3 credits
  • Creation of event alert program
    • 2 credits


Client to provide

  • Copy, imagery and general campaign assets
  • To confirm how many days before the event date the alert should be sent
  • Form assets
    • Any copy
    • Image assets
    • List of occasions to use in a dropdown (we can also use an ‘other’ with manual input of occasion)
  • Confirm whether the event request email should be sent to all contacts, or just a segment of highly engaged

    Project cost and timeline
    • Expected turnaround within 30 working days from receipt of assets, any required data or 'else' as stated above
    • Quote reference: #1860340377
    • Number of credits = 24


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