Behavioral Based Marketing Work Flow

Behavioral based marketing logic or rules written against available data that define conditions, which warrant action. Simply put…you leverage your data to present your potential and existing customers with the most relevant message and offer.

Transactional

Based on a customer's action such as a purchase of a product or service or even a sales inquiry without actually making the purchase, which trigger a corresponding marketing communication.

Recurring

Based on details of a consumer's personal profile. A birthday, anniversary, declined services, membership renewal date or scheduled maintenance on an A/C system would trigger an appropriate marketing communication.

Behavioral

Based on changes in a consumer's profile, for example a customer opening a new account, or changes in purchase patterns and and spending levels or account values, a cross-sell or up-sell based on a customer's activity.

Threshold

As a customer reaches a pre-determined threshold, for example: making a deposit over a certain dollar amount or exceeding mileage limits on a leased vehicle. This will trigger the appropriate marketing communications.