Objective
Overarching Story
You are back in the customer's shoes. The loan application is complete, and loan repayment will begin shortly — giving Secure Financial a precise window to engage at the right moment, with the right message.
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.
Upcoming repayment notification
You will have your first reimbursment sooner. Two weeks before the order arrives at the store, you receive an email from Secur Financial with how it works and personalized content about additional services.
- Open your email client.
- Open the email with the subject {{profile.person.name.firstName}}, becareful the 1st payment of your loan will happen in 2 weeks
At the bottom of the email, you will find two cards highlighting additional services.
Payment reminder
It's just a reminder email to alert you about the futur amount that will be collected.
What is needed
- An audience That contains all customers with a payment in the next 2 weeks.
- A set of offers To recommend additional services to the customer.
- A journey To orchestrate all the activities.
Why this matters for marketers
As a marketer, you want to maximize engagement during high-intent moments — when a customer is actively expecting an interaction from your brand. With AEP and Adobe Journey Optimizer, you can trigger timely, personalized communications based on real-time delivery data, turning a logistical touchpoint into a commercial opportunity that drives additional subscription and strengthens customer loyalty.