Engage - Use Cases

Please use the Jump to section menu on the right to quickly locate a video.

1. Social Advertising Platforms

Add new Marigold Engage contacts to your external Google Customer and Facebook Custom Audience lists.

Lab material: Social Advertising.pdf


 

2. Schedule Data Imports

Create recurring imports of data to Marigold Engage.


 

3. Manually Import Audience

Manually upload Audience list records from external sources.


 

4. Welcome Lifecycle Program & Redirecting Contacts

Create a marketing program to engage newly subscribed contacts and provide specific messaging based of Audience list data. Then connect this Custom Journey to others.

Lab material: Welcome Lifecycle Program.pdf


 

5. Loyalty Card Registration

This Custom Journey manages the enrollment of contacts into a loyalty card program. The process includes a multi-page enrollment form that will display known contact data in the appropriate fields. Once the registration form is completed, the contact’s record is updated in the Marigold Engage Audience List, the contact is shown a confirmation page, and sent an email confirmation.

Lab material: Loyalty Card Registration.pdf


 

6. Multi-channel Discount Custom Journey

A Custom Journey to provide a discount offer based on the communication channel preference of a contact.

Lab material: Multi-channel Discount Custom Journey.pdf


 

7. Managing Unsubscribes

Unsubscribe a contact from receiving email messages.

Lab material: Managing Unsubscribes.pdf


 

8. Event-driven Custom Journeys

This use case demonstrates how to use the event-driven Custom Journeys. This journey provides contacts with email confirmation of an in-store RSVP to a customer appreciation party and encourages them to provide additional details about their preferences via a form.

Lab material: Event-driven Custom Journey.pdf


 

9. Birthday Custom Journey

Send annual birthday messages to contacts using a Custom Journey.

Lab material: Birthday Custom Journey.pdf


 

10. Feedback Survey

Deliver a survey with multiple form field types to contacts that documents their feedback on a product.


 

11. Mobile Profile Update

Allow contacts to complete profile information and preferences from a mobile push notification.


 

12. Double Optin Registration

Create a Custom Journey that manages a double optin registration. In this journey, records are checked to see if they exist in the Audience List first, then each is processed accordingly.