Common Use Cases

• Tiered Post-Purchase (High-Value Customer Thank You):

  • Trigger: On Purchase

  • Condition: Receipt Amount greater than 5000?

  • Yes Branch: Add Points (100 bonus points) -> Send SMS ("Thanks for your big purchase! Here are 100 bonus points.").

  • No Branch: Stop (or send a standard, non-bonus SMS).

• Welcome Series with Branching:

  • Trigger: Loyalty Enrolment

  • Action: Send Email (Welcome Email #1).

  • Action: Defer (Wait 3 days).

  • Condition: Tier Name equals Gold?

  • Yes Branch: Send Email (Email #2 for Gold members).

  • No Branch: Send Email (Email #2 for standard members).

• Lapsing Customer Win-back:

  • Trigger: On Purchase

  • Action: Defer (Wait 45 days).

  • Action: Load Contact (to refresh their data).

  • Condition: Last Purchase Date greater than 44 days ago? (i.e., they haven't purchased again).

  • Yes Branch: Issue Coupon -> Send Email ("We miss you! Here's 10% off.").

  • No Branch: Stop (The customer purchased again, so the win-back is not needed).