Category: Behavioral Intelligence
Play, Learn, Empower The Multifaceted Impact of Gamification

Keep customer engaged through gamified micro-experiences

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ENGAGE & MONETIZE

Engaging, Educating, and Powering

through the Power of Gamification

Gamified elements like quizzes are crucial in educating customers as they make the usually tedious/ boring learning process more engaging, interactive, and informative.

Amrith G, SVP, Marketing & Customer Analytics

Journey Popularity Index: 

The Rationale

Gamified elements like quizzes encourage active participation and help customers better understand complex financial concepts. By making the learning experience less intimidating and more accessible, such elements help to increase customer satisfaction and overall loyalty.

Ideally Suited For

Industry: Telecom, Banking, Large-Retail
Mobile app: Yes
Drive Multi-Actions: Yes

The Benefits

These interactive tools not only foster engagement but also make complex financial concepts more accessible, catering to a more diverse audience. This helps to boost the potential of cross-selling and up-selling opportunities, all while providing valuable data insights to further refine the bank’s offerings and marketing strategies.

Key Performance Indicators

Increased engagement, confidence, and customer satisfaction

Push Notification

Sofia receives a push notification and want to learn more about it

1

Quiz Mechanic

Sofia engages in a quiz but selects the wrong answer, prompting her to watch a video for better understanding

CUSTOMER ENGAGED

2

Milestone Preview

As she likes learning more, she participates in more quizzes

3

Participation Reward

For her participation Sofia receives a personalised reward

4

Upsell Reward

Sofia starts filling her application and also connects with SME advisor to understand more details

5

Revenue Driving Action

Sofia discusses options with the advisor and chooses the right financial solution

6

Successful Upsell

Sofia's equipment financing application gets approved, and she receives bank confirmation with excitement

CUSTOMER MONETIZED

7

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Global businesses have driven over 3 billion customer-brand interactions on Perx.

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Boost Engagement 
& Drive Growth with Innovative Team Challenges

Design customer centric campaigns for enhanced Loyalty

RETAIN & GROW

Drive Customer Engagement &

Growth through Team Challenges

By encouraging collaboration within a group, team challenges create a unique and immersive experience that keeps customers actively involved with a brand. It helps retain current customers and attract new ones seamlessly.

Amrith G, SVP, Marketing & Customer Analytics

Journey Popularity Index: 

The Rationale

By creating a shared purpose and emotional connection among participants, team challenges enhance brand-customer relationships, boost customer engagement, and promote long-term retention, ultimately expanding the customer base through organic word-of-mouth marketing.

The Benefits

Team challenges are a valuable strategy for retaining and growing a customer base as they foster a sense of community, boost engagement, and encourage feedback collection. Together, this contributes to heightened customer satisfaction, increased loyalty, and organic growth through referrals.

Ideally Suited For

Industry: Telecom, Banking, Large-Retail
Customer Base: > 50k user base
Mobile App: Yes
Drive Multi-Actions: Yes

Key Performance Indicators

Elevated engagement, motivation, and referrals

SMS Notification

Lena received a push notification from UMBRELIFE inviting her to participate in a new team challenge.

1

Team-based Challenge

Lena invited her friends and formed a team of three

CURRENT CUSTOMER ENGAGED

2

Milestone Campaign

Lena’s team is eagerly striving to accomplish all the milestones for the rewards.

3

Leaderboard

Lena checks the leaderboard to understand other teams' performance.

4

Instant Gratification

Lena's team receives the reward for successfully completing all the milestones.

CUSTOMER RETAINED

5

Surprise & Delight

Andreas from Lena’s team receives a surprise reward from UMBRELIFE for his participation.

6

Survey Mechanic

Clicking the message, Andreas is asked to complete a survey to claim the reward.

NEW CUSTOMER ENGAGED

7

1st Party Data Collection

Andreas completes the survey

8

Up-Sell Opportunity

Based on his survey response, UMBRELIFE offers him specific discount plans.

9

Revenue Driving Action

Surprised by the offer, Andreas immediately claims it and registers for the health plan.

NEW USER GROWTH

10

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Global businesses have driven over 3 billion customer-brand interactions on Perx.

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Utilize Data-Driven Personalization to Boost

Keep customer engaged through gamified micro-experiences

ENGAGE & MONETIZE

Utilize Data-Driven Personalization to

Boost Cross-Selling & Up-Selling Opportunities

Gillian CX Consultant

Effective data-driven personalization can significantly improve the overall customer experience. This, in turn, drives engagement, loyalty, and increased sales.

Gillian Setiawan, CX Consultant

Journey Popularity Index: 

The Rationale

By analyzing data on customer preferences, behaviors, and purchase history, businesses can better identify complementary products or services that better resonate with them. This allows for customers to feel understood and valued, not only enhancing their experience but also drives them to make repeat purchases.

The Benefits

Personalizing via data collection not only enhances customer satisfaction and loyalty but also increases the likelihood of cross-selling and upselling. This ultimately leads to higher revenue and monetization opportunities.

Ideally Suited For

Industry: Telecom, Banking, Large-Retail
Mobile app: Yes
Existing Loyalty program: Not a must
Drive Multi-Actions: Yes

Key Performance Indicators

Enhanced customer engagement, personalization, and cross-selling & up-selling opportunities

SMS Notification

Daniel receives a notification about the offer.

1

Milestone Campaign

Daniel participates in the challenge to receive the reward.

CUSTOMER ENGAGED

2

Survey Campaign

After making each timely payment, Daniel is invited to participate in a survey or quiz to receive an instant reward.

3

Customer Education

Daniel answers the quiz with great excitement.

4

Instant Gratification

He receives the bonus points as a reward.

5

Driving Customer Actions

With great excitement, Daniel completes all the payments and secures the assured reward.

6

Reward-based Upsell

Daniel receives the reward.

UPSELL OPPORTUNITY

7

Policy Notification

Based on his responses to the surveys and quizzes, Daniel receives a personalized offer on the family health care plan. This convinces him to sign up.

CUSTOMER MONETIZED

8

Explore more Use Cases

Global businesses have driven over 3 billion customer-brand interactions on Perx.

Ready to join them?

Feedback From

Our Customers

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