Scenario

This topic describes how to identify your VIP customers depending on the number of purchases they have completed and how long they have been a member of the group.

When

Then

Contact has been a group member for 1 year and made 5 purchases.

Store the value ​True​ in the user attribute ​VIPShoppers​.

Contact has been a group member for 2 years and made 10 purchases.

Store the value ​True​ in the user attribute ​VIPShoppers​.

Contact has been a group member for 3 years and made 15 purchases.

Store the value ​True​ in the user attribute ​VIPShoppers​.

Default

Store the value ​False​ in the user attribute ​VIPShoppers​.

Benefits

  • Identify your most loyal customers.

  • Send your VIP customers special offers, invite them to interact with you on social media and ask them to leave feedback about their experiences with your brand.

Prerequisites

  1. In the ​Administration​ > Attributes​ area, create the following new custom user attributes.

    Data Type

    Contents

    Name

    Boolean

    Stores whether the contact is a VIP customer (yes/no).

    ​VIPShoppers​

    Number

    Stores the number of total purchases.

    ​TotalPurchases​

    Date

    Stores the date when the contact joined the group.

    ​GroupMembershipDate​

  2. In ​Automation​, create a new whiteboard. Create two new event-based automations. The first stores the total number of purchases in your shop. The second stores the date of subscription to group. For more information, see ​Profile Enrichment​.

    Tab. : Automation 1

    Event

    Job

    Conversion Registered (C)​​​

    Increase or Decrease Profile Value (C)​

    Tab. : Automation 2

    Event

    Job

    ​Subscribed to Group (C)​

    Store Data in Profile Attribute (C)​

Procedure

  1. In ​Automation​, create a new profile-based automation with the type ​Mapping​.
  2. From the ​Target Attribute​ drop-down list, select the attribute ​VIPShoppers​.

  3. The mapping has three conditions.

    Explanation

    When

    Then

    Contact has been a group member for 1 year and made 5 purchases.

    ${user.CustomAttribute['TotalPurchases'] >= 5 && ecm:greater(user.CustomAttribute['GroupMembershipDate'], ecm:addInterval(date['Today'], '-12M'))}

    True

    Contact has been a group member for 2 years and made 10 purchases.

    ${user.CustomAttribute['TotalPurchases'] >= 10 && ecm:between(user.CustomAttribute['GroupMembershipDate'], ecm:addInterval(date['Today'], '-24M'), ecm:addInterval(date['Today'], '-12M'))}

    True

    Contact has been a group member for 3 years and made 15 purchases.

    ${user.CustomAttribute['TotalPurchases'] >= 15 && ecm:between(user.CustomAttribute['GroupMembershipDate'], ecm:addInterval(date['Today'], '-36M'), ecm:addInterval(date['Today'], '-24M'))}

    True

  4. From the ​Default​ drop-down list, select ​False​.
  5. Click the ​Save​ button.
  6. Select the profile-based automation and click the ​Activate​ button.
    ⇒ The profile-based automation is now active.
  7. Click the ​Apply Automations​ button.
    ⇒ Engage applies the automation to all contacts in the system. This can take a long time. An email notifies you when the automation is finished.