Goal: Capture customer preferences to deliver targeted campaigns.
- Improve targeting
- Increase engagement
- Enable personalization
- Support geo-targeting
- Generate insights
Customer scenario
Customer industry: Applicable to all ecommerce businesses
Generic campaigns perform poorly. Capturing preferences enables personalized messaging and better results.
Implementation requirements
Product setup:
Engage widget sign-up forms configured for opt-in
Messaging channels enabled
CRM fields for preferences created
Data requirements:
Customer preferences (category, channel, location)
Mobile number and consent
Workflow summary
- Trigger: Customer sign-up
- Action: Collect and segment data
- Audience: Customers signing up receive an opt-in form to receive personalized offers.
- Result: Personalized campaigns
Key use case and setup guide
Business need: The business collects data at sign-up to deliver more relevant offers through SMS/WhatsApp/RCS.
Workflow setup:
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Opt-in form is created via the Engage widget and includes the following fields:
Favorite product categories
Preferred communication channel (SMS, WhatsApp, RCS)
Area code or geolocation for local deals
The form is added to store.
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Customers are presented with the form and when they complete it their responses are submitted to the business for review.
The business segments subscribers based on preferences and location.
Targeted campaigns are sent to each segment with personalized offers.
Results:
Personalized marketing increases engagement
Segmentation drives higher conversion rates
Ability to run geo-targeted campaigns
Insights for future marketing decisions
FAQs
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What data could I collect?
Preferences, location, and channel choice.
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Can segmentation be automated?
Yes, using rules and workflows.
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Why do we get low completion rate?
This could be due to have a form that’s too complex - try simplifying the fields.