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Contact Point and Activation Membership Filtering
Personalize marketing communications by having more control on who you’re reaching out to through contact points and the activation membership in Data 360. Use filters to control the volume and variety of data to use in marketing segments.
To understand how Contact Point and Activation Membership Filtering works, review these use cases for the fictional insurance company, Cumulus Bank and Financial Services.
Use Case: Email a Contract Renewal Notification (B2B)
Email decision-makers at a specific business about an expiring contract using their primary work email address.
Use Case: Email a New Service Promo Notification (B2C)
Email customers about new services that have provided consent and opted in to receive advertisements.
Use Case: Text a Policy Change SMS Notification (B2C)
Send an SMS message to customers living in California about their upcoming policy changes that have consented and provided their phone number.
Related Content
To guide you through these use cases, we suggest these resources.
- Email a Contract Renewal Notification (B2B) Use Case
Cumulus Bank wants to email decision-makers at a specific business about an expiring contract. Before sending the email, the bank ensures that it has consent for each email address to receive emails about contract renewals. - Email a New Service Promo Notification (B2C) Use Case
Cumulus Bank wants to send an email message to customers about new services. They want to ensure that only customers who have provided consent and opted in to receive advertisements are the ones receiving the emails. - Text a Policy Change SMS Notification (B2C) Use Case
Cumulus Bank wants to send a SMS message to notify their customers living in California to check their account about upcoming policy changes. They want to ensure they’re including all phone contact points available for their customers that have provided consent.
