You are here:
Update Contact Activity Use Cases
Review two common use cases for the Update Contact activity in Journey Builder.
NTO Loyalty Level Updates
NTO wants to reward customers who stick with them through the years. To set up a rewards program, NTO gives each customer a loyalty level: bronze, silver, or gold. After each customer’s first purchase, their loyalty level attribute is empty. Customers who remain in NTO’s rewards program for one year without opting out are automatically upgraded to bronze status using the update contact activity.
To update each customer’s loyalty program level, NTO configures their customer journey by placing an update contact activity after a Wait Until Attribute activity. NTO sets the Wait Until Attribute activity to use a Date-Based Attribute and selects the JoinDate attribute. NTO then sets the wait interval as 12 months after each contact’s join date.
After setting up the Wait Until Attribute activity, NTO selects the CustomerLoyalty data extension in the update contact activity. NTO selects the Loyalty attribute from the CustomerLoyalty data extension and types in Bronze as the value to add. The Loyalty attribute is thus updated one year after a customer makes a purchase.
Vaccination Status Updates
A healthcare provider tracks each patient’s vaccine status for each year. Patients enter a new care journey each year, which kicks off when their first appointment ends. When a patient has their first appointment of the year, the provider typically vaccinates the patient.
As the healthcare provider’s marketer builds the annual journey, they choose a data extension that includes information about each patient as their entry source. This data extension is linked to an Appointments data extension that includes a LastAppointment attribute and a VaccinationDate attribute. Patients are admitted to the journey each year. The healthcare provider wants to update the Appointments data extension with vaccination status when each patient’s LastAppointment attribute value equals today’s date.
To ensure that each patient’s vaccination status is kept up to date, the marketer places an update contact activity first in the journey. In the activity, the marketer selects the entry source data extension, then chooses the VaccinationDate attribute. The marketer then sets the value by selecting Use current time. As configured, this journey keeps each patient’s vaccination status up to date.
