Objective
Overarching Story
The customer meets the criteria for a Premium Account. Now SecurFinancial focuses on deepening the relationship — engaging them through personalized, consistent messaging and nudging them towards upgrading to a Premium offering.
Experience it first
Walk through this section as your customer would. This helps you understand what they experience. Next, you'll build the required elements in AEP to create that same journey.
If you don't have your test profile's ECID at hand, you can find your test profile in AEP using your email address.
Otherwise you can open the Profile Viewer in the Secur Financial website.
After 5 minutes since the begining, you should be a member of the audience [Example] Premium Loan Qualifiers. Open the Profile Viewer to see that you're qualified for [Example] Premium Loan Qualifiers audience.
Few days after his last action, the customer will go back on the Secur Finacial website. A web banner will be triggeered at the top of the page about to give him information about a premium loan.
After 5 minutes, you should be part of the audience [Example] Premium Loan Qualifiers. Open the Profile Viewer to confirm that you are qualified for the [Example] Premium Loan Qualifiers audience.
A few days after their last action, the customer returns to the Secur Financial website. A web banner is triggered at the top of the page, providing information about a premium loan.
- Launch the homepage.
You should see this banner:
IMAGE
Open the mobile app. In the home screen you should see this banner:
IMAGE
What is needed
- An audience To identify the Premium Loan qualifier
- A campaign To show the banner on the website and mobile app.
Why this matters for marketers
As a marketer, you want to retain customers and increase their lifetime value by rewarding loyalty. With AEP and Adobe Journey Optimizer, you can identify interesting user and activate personalized web and in-app experiences that motivate the next subscription — turning passive members into engaged, higher-value customers.