Objective

React to changes made to a contact's profile data, send them a message to confirm the changes, or explain what the changes will mean.

Whiteboard

When a contact makes a purchase on the website, the loyalty points they earn are automatically added to the existing total in their profile. If they have reached the limit allowing them to be upgraded to the next level, you want to send them an email notifying them of their new status, outlining the benefits and letting them know how many points are needed to progress even further.

 Show detailed configuration
  1. Create an event-based whiteboard with three paths. Rename these paths as Platinum, Gold, and Silver for every loyalty level in the loyalty program.
  2. Define the event for each path:
    • Platinum - Changes Profile Attribute to Platinum
    • Gold - Changes Profile Attribute to Gold
    • Silver - Changes Profile Attribute to Silver
  3. Add one more step to each path: Send Email. Select the relevant email messages outlining the benefits of the level they have just reached.

Related Topics

Whiteboard Components