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Using the Welcome Program Template

Welcoming your new customers is an essential part of building a lasting relationship with them. This relationship, among other things, allows the increase of their loyalty to your brand.

To support you in welcoming your new customers, Actito has designed a Welcome Program scenario template.

This fully customizable template, allows you to :

  • introduce your brand to new customers,
  • present your loyalty program,
  • foster the new customers to visit your website,
  • thank the new customers for their first purchase,
  • …
Good to know

This template is accessible by default in your license.

Using the template scenario​

To create and customize your scenario, go to the 'Manage Scenarios' app (Catalog > Automation > Manage Scenarios).

Manage scenarios

Click on 'Create a scenario'.

From 'The essentials' tab, choose the 'Welcome Program' template and click on 'Next'.

Welcome Program template

note

The templates that you see in 'The essentials' tab, are the templates activated by default in your license. The templates available in the 'More inspirations' tab, are templates you can add to your license. To activate one or several of these templates, please contact your account manager.

Once you have chosen your template (or if you start from blank), you will then have to name and link your scenario to a database.

Create scenarios

You will then have access to a pre-defined welcome program scenario that you can modify to link your e-mail campaigns to it and that you can customize to suits your needs.

Scenario structure

By default, this scenario includes:

  • A subscription start block: which triggers the scenario each time a profile subscribes to one of the subscription linked to the database of your license
  • A first e-mail campaign sending block: to link to a welcome e-mail campaign created and activated beforehand. You can find more information on the creation of scenarized e-mail campaigns, here.
  • A waiting block: whose timing has to be determined according to the futures actions of the life cycle you imagine for your profiles.
  • A second e-mail campaign sending block: to link to an introduction e-mail campaign about your brand, an exclusive offer, ... created and activated beforehand.
tip

You can replace the start events block, according to your needs:

  • A new profile block that will trigger the scenario when a new profile is created in the profile table
  • An interaction block based on the commands, to welcome your new clients after their first purchase
  • A targeting block to welcome again former inactive/unsubscribed profiles
  • …

Once you have set up your scenario, you can save it and activate it.