Customer experience | Sales, Customer Insights,...

Entering a customer journey several times - after a journey is finished

(0) Share

Report

Posted on by CGI DEV

Hi again,

I see that this question have been asked before, but not in the same context as my client wants it.

It is regarding whenever a member/contact becomes a member, and it starts the welcome journey, where the welcome email is sent. However, if the contact then unsubscribe as a member, and then later lets say a year after sign up again, i want it to have the possibility to enter the welcome customer journey again. I guess this is a recurring question and a feature many clients/consultants are missing.

Is there any solution for this?

I know real time marketing have some function when it comes to event triggers, but i want it to start with segment and not a event trigger. Also I need to have the ability to set in a custom workflow in the journey.

Second question is:

Are there any solutions regarding scheduling of how many emails a contact could receive? Make it possible that if they have reseived X amount of emails that day/month etc, they should not be able to get more, and also differentiate if you have received this Xemail you are not gonna receive this Xemail?

Thank you!

All responses (2)

Answers (0)

Sort by

Suggested answer

Nya 29,064 on at

Like (0)

Report
Copy link

Link copied!

Hi,

For the first question:

As we know, the recurring customer journey allows to repeat the processing of contacts that have already been processed.

Reference Doc: Set up a recurring journey

So you just need to set the customer journey as a recurring one. For example, it can be set as recurring once a day.

However, if the contacts sign up again in the same day, it is impossible to deal with this situation as the minimum unit of the recurrence is one day.

In addition, to avoid a recurring customer journey sending another email to a contact that has already been processed, you need to add a time limit to the segment.

The following segment allows to filter out the contacts who registered an event in the last day and ensures that the recurring customer journey will only process the contacts who registered within a day.

For the second question:

You can create a segment to filter out the contacts who have been delivered X amount of emails.

e.g. who have been delivered 5 emails in a month.

Then when you send a email with customer journey, the above segment can be set as the exclusion audience of the journey, so that they will no longer be sent the email.
CGI PROD 10 on at

Like (0)

Report
Copy link

Link copied!

Thank you very much for your answer.

But I could not see how this would solve the issue regarding the welcome journey. Because when a contact has been through that journey they do not need to go there again, unless they becomes a member again at a later point. Not on the same day. That we have taken into consideration in the segment. You are not going to be able to join the journey if it has been 15 days since you last were a member.

so my question is:

How would i set up the recurring journey if I want contacts to be able to join it again after been through it a year ago. Or lets say to days for testing purpose?

And how would the segment be? will it be email delivered the last 15 days or so?

The scenario would be:

This is regarding the issue of when a member sign up and out. You become a member sign up, you become a contact in the CRM system, but then you sign out, still a contact in CRM but either inactive or deleted, depends on the membership or if it has any transactions, but after a year you want to become a member again, and you sign up, and want to go through the welcome journey again.