---
schema_version: "1"
id: 6c4c661851e7c76098e1efc600ca79ec0d605826a774074cde63c26032196bc9
title: "Use Case 3: New Auto Policy Welcome Series"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/c360_a_ra_use_case_3.md
canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_ra_use_case_3.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f20ae01575f79f89bda31502ef9c417920fb5edc099baa5de79f049833f97231
description: Cumulus Bank and Financial Services wants to create a three part journey to welcome new auto policy holders that introduces them to their policy and benefits.
products:
  - Data 360
release: "264"
---
# Use Case 3: New Auto Policy Welcome Series

Cumulus Bank and Financial Services wants to create a three part journey to welcome new auto policy holders that introduces them to their policy and benefits.

Let's review the solution steps for this campaign.

## Establish Campaign Requirements

- **Identify campaign goals**
    - After a customer is added to the journey, send a welcome email to the new auto policy holder. Send a follow-up email 3 days later, and then a final email 5 days later.
    - The campaign is ongoing, regularly adding new customers.
- **Identify personalization components**
    - The first email includes the customer’s first name, auto policy number, and start date.
    - The second and third emails include the customer’s first name.
- **Identity audience and data sources**
    - Customers with an active auto policy created in the past 30 days.
    - Unified Individual, RA\_PolicyInformation\_02, RA\_PolicyProducts, and RA\_Account02 data sources.
- **Gather campaign materials**
    - Create the design for the three auto policy emails in Marketing Cloud Engagement.