Building Campaigns and Journeys for International Fintech Client

The Clients’ Requirements

The client required support in executing simultaneous campaigns providing users with diverse opportunities to increase their earnings, each with its distinct objective. We aimed to cater to users’ preferences and behaviours, fostering engagement and strengthening brand loyalty. 

Drawing on our expertise as a certified Iterable partner, we delivered seamless experiences through tailored, personalised, and dynamic communication strategies across various channels.

Multi-Channel Campaign Support

Enhancing engagement with InApp, SMS, push and email

We aimed to achieve the AUM KPI through a multi-channel campaign strategy during the January/February campaigns, which ran for 8 weeks. Here are some of the campaigns we launched:

1. Hit Your Target: This promotion aimed to offer users multiple targets to increase their APY (Annual percentage yield) encouraging regular deposits and active engagement with the brand.

2. 3-Month Vault: The objective was to provide users with a “set and forget” option for earning a higher APY, catering to those who prefer passive cash-building, without constant monitoring.

3. Swift Gift: This promotion was designed to drive users into the app to view other offers and engage with the platform. 

4. Invite Friends: The goal was to raise awareness of the ongoing reward for users who successfully refer friends, aiming to increase AUM and reduce customer acquisition costs.

5. Recurring Deposit: This promotion highlighted the benefits of recurring deposits, increasing AUM and improving user retention.

Detailed Service Breakdown

Here is a detailed service breakdown highlighting our strategic initiatives:

Launch Promo:

• Coordinate with Iterable to trigger email, SMS, and push notifications for the launch promo at optimised times across different time zones.
• Utilise CRM capabilities to segment users and personalise messages accordingly.
• Integrate CRM data with the InApp promo card for a seamless user experience and effective tracking.

Awareness Messaging:

• Leverage CRM data to target specific user groups with tailored awareness messages.
• Utilise CRM insights to determine the optimal timing and frequency for sending messages across different channels.

Journeys:

• Set up automated customer journeys within the CRM system to guide users through the promotional process.
• Customise journeys based on user behaviour and preferences captured by the CRM.

Touchpoints:

• Ensure that CRM records are consistently updated with user interactions at various touchpoints.
• Utilise CRM analytics to evaluate the effectiveness of each touchpoint and optimise future communications.

What Were The Results?

The results of our campaigns from January and February were impressive, showcasing significant growth and engagement. Here are the detailed financial outcomes for AUM (Assets under management).

• January: +49.9%

• February: +50.5%

These results reflect our successful implementation of targeted strategies, effective use of CRM data, and multi-channel campaign support, which have led to substantial financial achievements.

WeDoCRM is your Trusted Iterable Partner

As a certified Iterable partner, we helped close the data activation gap by bringing together customer data and supported our client to design, deliver and optimise experiences. We’re able to help you deliver joyful experiences with harmonised, individualised, and dynamic communications at scale. 

Are you Looking for CRM Support?

Drop us an email, call, or use our simple contact form, and let’s discuss how WeDoCRM can support you in getting the most out of CRM.