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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.
Identify Requirements
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Goals
- Send an SMS notification to all customers living in California about their upcoming policy changes.
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Personalization components
- The SMS message includes the customer’s first name and last name.
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Audience and data sources
- Customers living in California who provided consent and their phone number.
- DMOs involved: Unified Individual, Individual, Contact Point Phone, Contact Point Subscription Consent, Communications Subscription Consent
- Create the Audience Segment in Data Cloud
To create an SMS message to notify California-based customers about their upcoming policy changes, 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 provided their phone number.
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