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Common Use Cases

  • Post-Purchase Follow-up: Use the Purchase Date rule to send a feedback request or product review survey a few days after a customer's order.

  • High-Value Customer Segment: Combine a Customer Rule (Loyalty Tier = Gold) with a Purchase Rule (Total Purchase Amount > 5000) to create an exclusive group for early access to sales or special rewards. 

  • Re-engagement Campaign: Use a Purchase Rule (Days since last purchase > 90) to create a segment of customers who haven't shopped in over 90 days and target them with a special "we miss you" offer. 

  • Engaged Audience: Use an Interaction Rule to find users who have Read/Clicked any email in the last 30 days and send them an exclusive offer as a reward for their engagement.

  • Post-Purchase Follow-up: Use a Purchase Rule (Purchase Date is within last 3 days) to automatically send a feedback request or product review survey shortly after a customer's order. 

  • Coupon Redemption Reminder: Create a highly effective reminder campaign by combining two Coupon Rules: Coupon Name = [Specific Coupon Code] AND Redeemed on = Never.

  • Location-Based Promotions: Use a Customer Rule (City = [Specific City]) or a Purchase Rule (Store Number = [Local Store]) to notify customers about a store-specific event or a localized promotion. 

  • Birthday or Anniversary Offer: Use a Customer Rule like Birthday is in next 7 days to create an automated campaign that sends a celebratory offer to customers ahead of their special day.

  • Cross-Sell Opportunity: Use Purchase Rules to find customers who have purchased a primary product but not a related accessory. For example: Department contains Running Shoes AND Department does not contain Running Apparel.

 

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