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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.
Identify Requirements
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Goals
- Send email advertisements about new services only when a customer opts in and provides consent.
- The campaign is ongoing, regularly adding customers who meet the criteria.
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Personalization components
- The email includes the customer’s first name, last name, and their current services.
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Audience and data sources
- Active customers who have opened more than 3 emails in the last 3 months and have provided consent to receive advertisements.
- DMOs involved: Unified Individual, Email Engagement, Contact Point Email, Contact Point Subscription Consent
- Create the Audience Segment in Data Cloud
The audience segment consists of customers who have a high engagement rate with email campaigns. To create an automated email about new services, follow these steps in Data Cloud to create an audience segment. - Filter the Segment and Publish to Marketing Cloud Engagement
After you create a segment, you can narrow the audience by adding filters. For this use case, you filter by consent status and whether the person has opted in to receive emails.
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