Category: Customer Journey

The little rules engine that could: Creating the ultimate customer journey

The little rules engine that could: Creating the ultimate customer journey

Amrith Ganesh

SVP, Marketing & Customer Analytics | May 17, 2022


When dealing with customers digitally, it’s important to create a well-planned-out journey. This ideal set of interactions will keep people on the right track as they engage with the brand and deepen their loyalty over time. Creating this journey, however, can be a challenge.

Too many companies are spending excessive amounts of money to keep their customers on a preferred path. Rather than using an automated rules engine that will set rewards and triggers for loyalty and rewards programs, they’re working with expensive and restrictive manual efforts. These major expenses cut into the return on investment, offsetting the value and usefulness of loyalty programs and other engagement features.

What your organization needs to get out of this pattern is an effective, affordable rules engine. With the right rules in place, you can lay out a suitable path for your customers while keeping up a strong ROI.

More time conceptualizing, less time executing

Getting customers to engage with a brand in a specific way can be difficult and time-consuming if there are too many manual processes involved. When a business doesn’t have much automation in place and customer outreach is handled on a case-by-case basis, employees are investing time that could be better spent elsewhere.

A business that is manually guiding customers from one engagement to the next may be losing its ability to pull back, look at the big picture and form a strategy. Ironically, these companies spending more time controlling the customer journey end up with less control, because they can’t create an overarching plan.

Creating a smooth customer experience, where users are guided naturally from one interaction to the next, should be a major priority for businesses today. This is especially important because Gartner research has found that customer expectations are rising and 81% of marketers envision CX as the competitive battlefield of the future.

How can your business create a positive CX while performing less manual outreach? It all comes down to automation, powered by a strong rules engine. The custom triggers and outcomes programmed into the engine determine the path of a customer’s journey, with less intervention from your team. No matter how sophisticated your customer engagement strategy is, there’s an automation solution for you.

An continuous customer journey

When designing an automated, rules-based customer journey, you should make sure there are no obvious off-ramps for your customers. This means eliminating the inconveniences that may make a person stop engaging with the brand.

An off-ramp can be anything that hurts a customers’ enjoyment, such as an irrelevant reward, a long wait before re-engagement or a bad mobile experience. Ideally, each contact will lead to further engagements, with the customer setting their chosen pace. Each micro-experience is strung together into the next, creating a continuous and seamless journey.

Each time a customer engages with a brand, the interaction should be positive and resonant. CMSWire quoted Harvard Business School’s Gerald Zaltman, who states that 95% of customers’ buying decisions are emotional, rather than coldly logical. If your brand is making people feel good, they’re more likely to stay loyal.

CMSWire added that personal touches are a valuable element of the customer journey, as long as they are added seamlessly into the journey, and in ways that improve interactions. This is another area where automation is better than heavy manual intervention. Customers should be getting tailored experiences by default.

A rules engine is the behind-the-scenes technology that makes a never-ending, personalized customer journey possible. A good engine will allow your team to create an intricate system of triggers and outcomes to keep customers engaged indefinitely through earn and burn or loyalty points, rewards and hyper-personalized experiences that are immediately relevant to them.

With varied game mechanics for earning and using points on customized rewards, you can win the CX war and keep your audience interested.

Actions equal triggers, milestones equal rewards

Building out a loyalty strategy on a rule engine means creating customized loyalty actions. Common interactions serve as triggers, and when customers reach milestones in their engagement with the brand, they receive rewards.

These reward allotments and the triggers that activate them will differ for each brand, and they give you the chance to lead customers down ideal paths for long-term loyalty. Salesforce noted that rewards can be more interesting than just discounts on future purchases. Your brand can offer free subscription services to customers who reach a loyalty threshold, or even invite them to exclusive events.

When you’re using a rules engine to plan out a strategic loyalty and rewards program, you’re free to go more in-depth about what you offer to your most engaged customers. Your choice should reflect customer data and intensive research, so you can be sure you’re giving them rewards and experiences that fit their goals and lifestyles.

Loyalty programs may even include offers that don’t go directly into your customers’ pockets: Salesforce added that some compelling engagement programs involve charitable components. By engaging with your brand, people are contributing to worthy causes they care about.

Perx has the rules engine you need

To get started building the automation-driven customer rewards journey of your dreams, you can invest in the Perx Loyalty and Engagement Platform.

The rules engine enables deep customization without time-consuming and difficult manual adjustments. You can design compelling reward earning and redemption scenarios that encourage customers to interact with your business in specific ways, leading them on a journey that suits both their preferences and your objectives.

Customized rules can be based on the real-time information coming in from real customer interactions. This means you can tweak and optimize the program based on actual information rather than assumptions. Such a level of precision allows you to shape the customer journey and experience in ways that will deliver results.

Rather than having to build a rules engine from scratch, the Perx Lifestyle Marketing platform gives you this capability right out of the box. Request a demo to learn exactly how it works.

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Global businesses have driven over 5 billion customer-brand interactions on Perx.

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Leveraging the Critical Stages of Customer Loyalty Marketing

Leveraging the Critical Stages of Customer Loyalty Marketing

Grace Alexander

MarTech Blogger | April 14, 2022


When does the work of customer loyalty building take place? For companies that have achieved best-in-class retention and customer experience, the process starts before someone has made a purchase and continues for as long as that consumer is interacting with your brand.

Starting early means you can gather the maximum amount of data on your prospective customers and continue presenting them with experiences that will delight them. This creates a positive feedback loop, as each time you deal with that individual, the interaction can be better tailored, utilizing all the data you’re collecting.

Defining the stages of interaction

Though customer loyalty marketing is an ongoing process, it doesn’t always proceed at the same speed. Rather, there are important points on the timeline. First, there’s the preliminary work that goes on before a consumer buys from you. Then, there are the everyday activities as they become part of your customer ecosystem. Finally, there are the outreach opportunities to keep people from disengaging from your brand.

With the right strategy and technology, your brand can master all these stages and create a loyal, ever-growing customer base to support your bottom line. By breaking down each of the three key phases of customer contact, as well as demonstrating how a lifestyle marketing platform can assist you at these moments, it’s possible to envision a better approach to loyalty marketing.

1. Focusing on pre-acquisition steps for loyalty and retention

Is it possible to build loyalty before a prospect has even become a customer? If you take a modern approach based on positive customer experiences, you’re well on your way to winning people over before their first purchases.

Pre-acquisition prep work to stream prospects into loyalty programs starts with customer engagement. By running the data on your prospective customers’ wants and needs — the components of their lifestyle — you can create offers that will match their deeply held long-term goals.

Once you’ve segmented your prospective audience based on your current customers’ profiles, it’s time to generate incentives and offers that will bring in business. These should involve no-strings-attached benefits for first-time engagements. Follow these gifts up with gamification and positive, enjoyable interactions and you’ve captured new customers for your lifestyle marketing ecosystem.

Gamification is a critical element, as these enjoyable and digital experiences have been proven to keep users more engaged. Gartner stated that gamification can boost both customer retention and new business acquisition.

Why use Perx to create your loyalty ecosystem?

Perx’s recently launched lifestyle marketing platform is the perfect technology tool for brands hoping to capture business through the power of customer experience. How does it work?

The Perx Loyalty Engagement Platform enables brands to lead with engagement and not loyalty, innovate beyond their core business models and create monetizable lifestyle ecosystems around their closed-loop network of consumers, partners, and merchants. This approach not only allows brands globally to better address and solve customer lifestyle wants and needs but also builds a moat around those customers by drastically increasing brand touchpoints. With advanced gamification and campaign automation capabilities, hyper-personalized and instantly gratifying incentives, the platform has proven to be an effective enabler of the digital lifestyle ecosystems for enterprises and digital natives.

Anna Gong, Perx CEO and founder

2. Leveraging a customer loyalty program for first time and repeat buyers

Customer loyalty programs work best when they encourage consistent engagement between your audience and your brand. This means rewards and incentives should exceed the traditional “earn and burn” points model, which could leave consumers unable to accomplish anything worthwhile for long periods of time.

Personalization is key, as users are less likely to disengage from your ecosystem if you keep offering them meaningful incentives. Continuous engagement starts with the bonus you use to attract first-time buyers and proceeds from there, welcoming these consumers into your loyalty ecosystem.

Generation Z customers, growing up as digital natives, can be especially demanding when it comes to brand experiences. Give these young shoppers generic or non-engaging interaction and reward options and they may not pay attention.

How does the Perx platform bring customers from intake to loyalty?

The Perx lifestyle marketing platform supports consistent meaningful interactions designed to delight customers and keep them deeply engaged.

In our recent execution with Perx, we drove over a million customer actions, targeting a specific test segment, in just 100 days from the point of onboarding, and over 70% of them were actions that contributed to the top-line growth of the brands.

Stephanie Kubota, RUSH CEO

3. Rescuing customers from post-action disengagement with loyalty retention

After you’ve captured customers, you need to make sure they never have a reason to desert your ecosystem. What drives people away from companies? In short, the issue is negative experiences.

According to PricewaterhouseCoopers research, 59% of consumers in the U.S. will stop dealing with a brand they love if that company has given them several bad experiences. For 17% of customers, all it will take is one bad interaction to destroy the brand-client bond.

When your lifestyle marketing, customer experience and retention efforts are based around accurate, up-to-date data, you can adjust in real time to make sure you’re on the right track. If consumers are unhappy, you can detect the issue and respond right away. If they’re even becoming ambivalent, it may be time to offer up reminders of the rewards available.

How does the Perx platform help brands keep their customers loyal?

By using data to help companies build customer relationships around valuable, high-impact interactions, the Perx platform delivers consistent positive experiences.

Unlike other solutions, Perx’s Loyalty Engagement Platform actually drives meaningful customer engagements and is built to digitally engage better. An outcome of that is more customer stickiness and real customer actions that contribute to the top-line.

Maneesh Verma, Starhub VP of customer lifecycle management

Customer Loyalty Marketing Enabled by Perx

When your brand wants to commit to every step of the customer journey, from pre-purchase offers to everyday interactions and churn-stopping outreach, Perx is the ideal platform for you.

Learn how the increased number of touchpoints and focus on continuous engagement can help our brand: watch a video overview or request a demo.

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Global businesses have driven over 5 billion customer-brand interactions on Perx.

Ready to join them?