Triggered Workflows

With Blueshift campaigns you can execute responses and trigger communications across channels based on customer behaviors, events, states, and other defined criteria as well as changes in product data, status, and pricing.

Blueshift offers the most advanced capabilities to trigger communications across channels based on any user behaviors, user state changes, events, transactional status changes, and so on. Within Blueshift's visual campaign journey builder, you can create automated messages as well as automated, sophisticated, multi-stage, multi-condition, and omnichannel user journeys, including welcome series, cart abandon, winback, cross sell/upsell, and so on, by creating a segment or event triggered campaign.

Blueshift's Journey Builder

Blueshift’s Journey Builder provides a highly intuitive user interface which enables you to visualize and quickly design personalized, omnichannel experiences that drive customer engagement.

Focus on the big picture and plan the entire campaign journey flow in compact mode. Color coded trigger components help you to identify settings at a glance. Easily copy a trigger, a branch, or just the filter criteria and edit and reuse it in other parts of the journey. You can also merge journeys and branches. Merging reduces the amount of time required to build your campaign journey and reduces human error.

View and configure details like delay parameters, filter criteria, and message previews on the journey itself by using the Detail mode. Our validation feature helps you with the accuracy of the journey design so if there are errors and warnings you can easily see and resolve them before launching your campaigns.

Campaign configurations are all available on the Properties tab and all campaign reports on the Reports tab. To help you gain actionable, real-time insights into campaign performance, we also have a view mode called metric mode that allows you to see performance at each step in the journey so you can quickly identify low conversion points and opportunity areas.

For more information, see Campaign Studio.

Segment triggered campaigns

Segment triggered campaigns in Blueshift trigger a message or series of communications when a user enters the segment by meeting the segment definition.

For example, you can create an at-risk user segment for users that haven't interacted with the brand or any campaigns within the past 30 days. This segment is constantly being refreshed with the latest user data and behaviors, and when a user falls into this segment, this user is automatically added to a win back/churn prevention segment triggered campaign series.

Another example is proactively engaging and rewarding your VIP/loyal users. In this scenario, you start by creating a loyal/VIP segment for users with Platinum status and have over 50K loyalty points. When a user falls into this segment, this user is automatically added to a loyalty/VIP segment triggered campaign series in which the user is messaged with loyalty offers and ways to redeem their loyalty points.

Event triggered campaigns

Event triggered campaigns are triggered based on a specific real-time event (for example, sign_up, purchase, and so on).

For example, a sign_up event can trigger a series of welcome messages that are spread out over time (days or weeks). Similarly, a purchase event can trigger an order confirmation message with subsequent follow up messages that include cross sell/upsell offers and/or product recommendations (recommended products that you may like,and so on) using our recommendation studio to drive an additional purchase.

Triggers based on derived events

Blueshift also has the ability to auto-generate and trigger communications based on changes in product data, status, state, pricing, or any other product catalog changes. We can identify any changes in the product catalog and use these product status changes to automatically trigger communications for scenarios where there are real-time changes in the product catalog. For example, price drop, back in stock, customer feedback/survey, and so on.

Triggers based on real time user behaviour

Blueshift autonomously learns about users by taking into account their entire histories with the brand that encompasses historical data, behaviors, and transactions as well as the latest user profile data and interaction/behavioral data. Blueshift’s patented AI technology is applied on top of this data to enable real-time decisioning and trigger the next-best-action for each individual user based on that deep user understanding. Blueshift's real-time decisioning capabilities include the following:

Personalization/recommendations (next-best-offers)
Category affinities (category affinity, brand affinity, product attribute affinity)
Predictive scores (predicting user's likelihood to perform a specific action, such as purchase, churn, retention, engagement)
Channel optimization (next-best-channel)
Engage time optimization (next-best-time)

As users' interactions and behaviors happen in real-time, this data is automatically ingested into the Blueshift platform and immediately impacts the real-time decisioning engine to influence what the next best action/message will be for a given user.

You can automatically trigger contextually relevant, timely messages in any channel in response to customers’ behaviors in another channel. For example, an onsite transaction can trigger an order confirmation email and SMS. In this way, you can immediately reach customers at key moments across relevant channels and drive conversion, influence actions with timely notifications, re-engage customers during critical win-back periods, and drive upsell.