Create a loyalty status welcome email - Challenge
The story
Luma offers a loyalty program as a way to attract and retain their customers. The program offers four different tiers: Bronze, silver, gold, and platinum. Each loyalty tier receives different rewards, discounts, and other special incentives as a reward for their repeat business.
To underline the special platinum status, Luma wants to send a welcome email to customers when they reach the platinum tier.
Your challenge
You have been asked to set up a journey that automatically sends a welcome email to customers when they reach the platinum loyalty tier.
When a loyalty customer qualifies for the platinum tier, they should receive an email to congratulate and inform them of their new benefits. The creative team has provided an HTML file Luma - status upgrade - welcome eMail with the email body.
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Create a segment in Journey Optimizer called
Luma - platinum status
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Create a journey called
Luma - New Status - platinum
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A customer moves into the journey when they qualify for the platinum loyalty tier.
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The customer should receive an email message labeled
Luma - Platinum Status - Welcome
, with the subject lineWelcome to Platinum Status, {firstName}!
with the email body provided by the creative team. This is a transactional email. -
When uploading the HTML file, you notice that the email is referring to “diamond” status, rather than “platinum”. Rather than requesting a new file from the creative team, update the email in the Email Designer.
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Test your journey:
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Ensure that the Read Segment Activity has the namespace set to Luma CRM id(lumaCrmId).
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Override the default email parameters and set it to your own email address:
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In the Email parameters, click the T symbol (enable parameter override)
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Click the Address field.
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On the next screen, add your email address in parentheses:
"yourname@yourdomain"
in the expression editor, then click OK.
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Set the journey to test mode.
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Select Trigger an event.
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Add the following
CRM ID
forStanleigh Stooke
in the Profile Identifier field:4f34057d9d9e792c28ba18ecae378e98
Result: You should receive the personalized Luma - platinum Status - Welcome email.
This is what the email should look like:
This is what the segment should look like:
This is what your journey should look like: