Choose a specific moment
A welcome, service reminder, product enquiry or renewal. Write down what the customer needs to understand and do next.
Map the information
Identify approved data fields and where they come from. Decide what belongs in the message and what must stay private.
Choose the destination
Select channels based on the use case. Plan a useful destination such as a microsite, video or support flow.
Plan exceptions
Agree meaningful events and measurements. Define what happens if data is missing or the customer requests a person.