Wine Plans - Preview All
Option A

Criteria:
A wine plan is active and enters workflow.
(based on scheme IDs - excluding HS)

🕑
Customer Profiles sit here until their next renewal email

Dynamization
1 email template per brand, with use of dynamic copy to identify their wine plan name, frequency, price, colour and if they have free bottles as in ECPLUS.

Trigger: Wine plan renewal date in 14 days?

Customers specific wine plan renewal = 0

Customers- specific wine plan renewals = 1+
If use the membership table logic- this would be last renewal date = 1 or has a value in next renewal date e.g. not empty.


Transactional
Send customer regular renewal email


Transactional
Send customer first renewal email

Note: Criteria is based on the unique WP's opposed to customer profiles. To account for the instances that a customer has multiple active WP's.

🕑
4 weeks

Wine Plans - Preview All
Option B

Criteria:
A wine plan renews in 2 weeks and enters workflow.
(based on scheme IDs - excluding HS)
Exclude VPs

Dynamization
1 email template per brand, with use of dynamic copy to identify their wine plan name, frequency, price, colour and if they have free bottles as in ECPLUS. UNL, rewarding.

Customers specific wine plan renewal = 0


Transactional
Send customer first renewal email

Customers specific wine plan renewals = 1+
If use the membership table logic- this would be last renewal date = 1 or has a value in next renewal date e.g. not empty.


Transactional
Send customer regular renewal email

Does customer accept Marketing comms?

Yes

🕑
4 weeks

🕑
Wait 4 weeks

IS WP still active?

Trigger:
Customers Wine plan renewals = 3

Yes

No

Yes

Does customer accept Marketing comms?

Yes

Trigger:
Customers Wine plan renewals = 3

No

Yes

🕑
4 weeks

👋
Customer Exits Workflow

Is WP active?



WP Cancellation Workflow


Triggers instantly once a customers WP subscription has expired.



Does WP membership = cancelled. In date = today.


Can this be instant?

Yes


Transactional


Cancelation Confirmation


🕑


4 weeks

Condition: Does the customer 'Accept' Marketing Comms?

Yes

Condition: Has customer got an active WP subscription?

No


Phase 2



Come back to us - we know you miss us, etc


Marketing


WP win-back strategy to be flushed out


Customer to only receive once

No

👋
Customer Exits Workflow

Yes

👋
Customer Exits Workflow

If suspended, send an email to renew membership. Payment not processed. card is expired or don't have enough funds. reattempted a certain number of times.


Kara to confirm if this is the current process

Phase 2

Thank you for your loyalty.
Rate and Review
MGM


Customer to only receive once

No

Phase 2

Reaffirming purchase.
Send email thanking customer for choosing the best way to buy wine.
CTA of rating and reviewing.


Customer to only receive once

No

Yes

Does Customer accept marketing comms?

No

Yes

👋
Customer exits workflow

Phase 2

Thank you for your loyalty
Rate and Review
MGM


Customer to only receive once

👋
customer exits workflow

NO

👋
Customer exits workflow

Phase 2

Reaffirming purchase.
Send email thanking customer for choosing the best way to buy wine.
CTA of rating and reviewing.


Customer to only receive once

👋
Customer Exits Workflow

No

👋
customer exits workflow

👋
customer exits workflow

Phase 2

welcome to your wine plan.
How this is included in the workflow, depends on which of the below we choose.
Potentially a different stand alone email workflow

Create Redheads specific workflow. VIP - pre-sale

Dynamize UNL and if accept marketing to add UNL to regular renewal email.

Look into how we should exclude from main sends - in general.