Cumulus Bank and Financial Services want to send an SMS message to customers who have earned a new loyalty status.
Let's review the solution steps for this campaign.
Establish Campaign Requirements
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Identify campaign goals
- Send an SMS notification when a customer’s reward status has changed.
- The campaign is ongoing, regularly adding customers who meet the criteria.
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Identify personalization components
- SMS includes the customer’s first name and their previous and new loyalty status.
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Identity audience and data sources
- Active customers whose loyalty level has changed in the past 7 days.
- Unified Individual, Loyalty Program Member, and Loyalty Member Tier data sources.
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Gather campaign materials
- Compose the copy for the SMS message in Marketing Cloud Engagement.