Send Welcome Campaign to New Members

This use case describes how to send a welcome message to a new customer that has decided to join a loyalty program. It's important to acknowledge new customers that have taken the time to register for a new loyalty program. Their actions allow an organization to not only attract new customers, but build customer profiles for them.

A critical aspect of this use case is that it features a welcome message that can be constructed with the customer profile content the customer generated when they signed up for the loyalty program.

Customer Journey

One helpful way of understanding this use case is to consider how it reflects the customer's experience, or journey, in the "real world."

Customer signs up for loyalty program at home goods retailer website

Client middleware builds profile on SessionM using customer's loyalty program signup data

SessionM campaign listens for custom event triggered by loyalty program signup at retailer website

Message with profile content provided to messaging provider

Provider sends welcome message describing loyalty program opportunities to customer

Platform Configuration

Before implementing this use case, ensure the following have been configured:

Campaigns

Evergreen campaign configured to listen for __platform.user.created, the pre-configured/default event fired for new SessionM account registrations. Define behavior for campaign that targets customers engaging in sign-up custom event.

Webhook pointing to client's messaging provider. Please consult with the SessionM team for guidance on this work.

Webhook variant for custom event using client's webhook provider. Note that in its body, the variant should contain all the information defined in the interface contract with the client, such as customer ID and the amount of points issued as part of the campaign. In short, all of the data to be included in the welcome message.

Economy Rules

Economy rules.

Sequence Diagram

See the overall flow for this use case below.

CUSTOMER CUSTOMER CLIENT MIDDLEWARE CLIENT MIDDLEWARE SESSIONM SESSIONM MESSAGING PROVIDER MESSAGING PROVIDER SEND WELCOME CAMPAIGN TO NEW MEMBERS 1 Sign up for loyalty program and create profile 2 Create  standard profile andcustom profile 3 Fire event for customer defined in campaign 4 Trigger message featuring profile data 5 Provide message content to external messaging provider 6 Send welcome message with content to customer

General Constraints

Generally, this use case should not encounter or generate any performance issues. The events and corresponding messages are triggered in real time and process very quickly. But, when migrating a large set of customers (users) to a new loyalty program in batch mode, numerous messages can be generated simultaneously. If this happens, a messaging queue might develop, one that places any new messages - those created on the platform - in the queue and then sent only when the queue is emptying.