Program Overview:

In order to address operational capacity constraints as well as improve customer engagement, we designed a process for automating recurring campaigns and delivering treatments to any channel the customer engages in.  Triggering the campaigns through automated business rules limits the number of manual processes and shortens time to market, creating a near real-time customer experience.

Strategy:

• Establish desired communications & treatment by life stage.
• Create business rules to limit both type and volume of messages by life stage.
• Automate list pull to be triggered vs. manual list pull.
• Use decisioning engine to arbitrate business rules across all channel interactions.