To meet the requirement of targeting loyal and engaged customers (platinum-tier customers visiting investment pages more than three times in 24 hours) and sending an immediate email offering a private consultation, the best solution is to use a streaming insight with a data action into a journey in Marketing Cloud Engagement . Here's why:
Understanding the Requirement
The company wants to identify platinum-tier customers who visit their Investment pages more than three times within a 24-hour period.
Once identified, these customers should immediately receive an email offering a private consultation.
This requires real-time monitoring of customer behavior and triggering an automated response.
Why Streaming Insight with a Data Action?
Streaming Insights for Real-Time Monitoring :
A streaming insight in Salesforce Data Cloud monitors customer interactions in real time.
It can detect when a platinum-tier customer visits the Investment pages more than three times within 24 hours.
Data Actions for Immediate Response :
A data action allows you to trigger specific actions based on the insights generated.
In this case, the data action would send the customer's information to a journey in Marketing Cloud Engagement to initiate the email campaign.
Journey in Marketing Cloud Engagement :
Marketing Cloud Engagement journeys are designed to automate personalized marketing activities, such as sending transactional emails.
By integrating the streaming insight with a journey, the system can immediately send the email offering a private consultation.
Steps to Implement This Solution
Step 1: Create a Streaming Insight
Navigate to Data Cloud > Insights > Streaming Insights .
Define the criteria for identifying platinum-tier customers who visit the Investment pages more than three times in 24 hours.
Step 2: Configure a Data Action
Set up a data action that sends the identified customer's information to Marketing Cloud Engagement.
Ensure the data action includes relevant details (e.g., customer ID, email address).
Step 3: Build a Journey in Marketing Cloud Engagement
In Marketing Cloud Engagement, create a journey that listens for incoming data from the data action.
Configure the journey to send a personalized email offering a private consultation.
Step 4: Test and Deploy
Test the entire workflow to ensure that the streaming insight triggers the data action and that the email is sent immediately.
Why Not Other Options?
A . Calculated insight with a data action to a Marketing Cloud Engagement transactional email :
Calculated insights are not designed for real-time monitoring. They are better suited for batch processing or periodic calculations, making them unsuitable for this use case.
B . Rapid segment to a data action journey in Marketing Cloud Engagement :
While rapid segments are useful for quickly grouping customers, they do not provide the real-time detection required for this scenario.
C . Standard segment with activation into Marketing Cloud Engagement :
Standard segments are static or periodically updated and cannot respond to real-time customer behavior.
Conclusion
By using a streaming insight with a data action into a journey in Marketing Cloud Engagement , Cumulus Financial can achieve real-time monitoring and immediate engagement with its loyal customers.