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Kaustuv Dwivedi
Kaustuv Dwivedi September 29, 2023

In an age dominated by the incessant pursuit of delivering superior customer experiences, customer engagement platforms have evolved to be the magic wand for brands, and Upshot.ai is no exception. The ‘Journey Builder’ feature of Upshot.ai is ingeniously designed to enable brands to create seamless, omnichannel customer journeys that ensure consistent brand experiences across a spectrum of communication channels such as email, SMS, push notifications, and in-app messages. 

Upshot.ai is introducing the revolutionary Journeys Module, designed to elevate the customer experience by creating intricate and responsive engagement workflows. This innovative feature allows brands to shape the customer’s journey through meticulous yet flexible planning and execution, ensuring more targeted and meaningful interactions.

Understanding the Journey Module

The Journeys Module is a versatile drag-and-drop tool designed for crafting comprehensive customer engagement workflows tailored to specific scenarios or use cases. It’s a planner’s paradise, where every conceivable interaction and response can be anticipated and mapped out, creating a series of “If the customer does this, then I’ll engage them like that” scenarios.

The module specializes in modifying user behavior through a series of nudges over time, particularly useful in scenarios like Cart Abandonment, where one-time campaigns often fall short. A calculated sequence of varied nudges, such as Push Notifications, Emails, SMS, and In-App Messages, spaced appropriately, can substantially increase the likelihood of purchase completion. 

Understand how to leverage the User Journey for User Behavioral study!

Capabilities of Journeys Module

1. Triggers and Segmentation

Journeys commence when a customer qualifies for a segment or displays specific behavior. This allows for real-time responsiveness and adaptation to user actions and preferences, creating more fluid and dynamic interactions.

2. Comprehensive Action Suite

Every action and function within Upshot.ai’s arsenal can be scheduled, timed, or triggered, extending the range and flexibility of user engagement strategies. Users can update profiles, alter aggregates, control campaigns, modify user segments, and relay information to the app’s servers, ensuring comprehensive and cohesive campaign orchestration.

3. Branching and Flow Controls

Flow controls allow for branching user flows based on user behavior or responses to various campaigns, providing more tailored and context-driven engagements. These branches are integral to addressing different user responses and ensuring the continuity of the engagement process.

4. Variable Creation and Management

Variables can be created to store and reuse values, allowing for tracking property changes over time based on user interactions, with both local and global variables providing varied levels of accessibility.

Upshot.ai's Journey Builder Dashboard

Operational Considerations

Before embarking on the journey, several considerations must be addressed. Once a journey is active, editing is not an option, necessitating careful planning and validation to avoid creating loops in the journey tree and ensuring users can exit the journey seamlessly.

Strategic Application

Considering the Journeys Module is crucial when a series of nudges are required to influence customer behavior and when the engagement strategy needs to be pre-configured to respond to various customer behaviors effectively. It facilitates a high-quality customer experience by allowing the app to recognize and react to customer’s behavior, fostering a feeling of mutual conversation between the app and the customer.

Learn how to Optimize your eCommerce Customer Journey in 2023!

Seamless Customer Journeys: A Gateway to Brand Excellence

Journey Builder is the quintessential tool for executing effective drip campaigns, seamlessly guiding customers through varied interactions and touchpoints with the brand. It furnishes a comprehensive 360-degree brand experience, creating impactful impressions and fostering brand loyalty and advocacy. The emphasis is on creating intuitive, responsive experiences that resonate with customers, drawing them closer to the brand.

1. Re-Engagement & Brand Recall

Upshot.ai’s Journey Builder is instrumental in rekindling the connection with customers, sending them reminders and prompts to revisit and explore the app or website. This feature is particularly beneficial for reaching out to those who have previously interacted with the app, enticing them to re-engage and re-discover the value propositions, thereby driving retention and reducing churn.

2. Real-Time Monitoring & Adaptation

The dynamic landscape of customer preferences necessitates real-time monitoring and analysis of campaign effectiveness. Journey Builder excels in providing real-time insights, allowing brands to adapt instantly and re-orchestrate campaigns to align with evolving customer behaviors and preferences, ensuring optimal relevance and impact.

3. Comprehensive Customer Insights

Harnessing extensive data from all customer touchpoints, Journey Builder facilitates a deeper understanding of customers based on demographics, browsing behaviors, and psychographics. This feature enables brands to curate personalized, nuanced experiences that reflect individual preferences and needs, elevating customer satisfaction and brand perception.

4. Visual Journey Mapping

Visual representations of customer journeys provide clear, actionable insights into customer engagement strategies, allowing brands to tailor their engagements to align with customer behaviors effectively. This visualization aids strategic planning and execution, ensuring a coherent and harmonious customer journey.

Upshot.ai’s User-Centric Approach

Upshot.ai stands out with its user-friendly drag-and-drop interface, enabling brands to easily navigate and manage multiple customer journeys and optimize campaigns in real time based on unique customer actions. The platform ensures the journeys are automated across touchpoints, making the engagement process smooth and consistent. 

Curious about how to improve user acquisition in banking with Customer Journey mapping?

Advanced Analytics: A Step Further

Beyond enabling brands to create seamless journeys, Upshot.ai provides advanced analytics to track step-by-step marketing campaign performance. It allows brands to measure the efficacy of their engagement strategies, make data-driven decisions, and continually refine their approaches to achieve better outcomes.

A Practical Use Case

One illustrative example is a Sports Merchandiser utilizing the Journeys Module to reduce cart abandonment. Customers who haven’t purchased items within 24 hours of adding to the cart are systematically nudged at specific intervals, with different engagement methods, ensuring consistent and non-intrusive reminders. However, customers adding special flash-sale products are exempt from this journey, illustrating the flexibility and specificity of the module.

Read the Case Study to know more: ZYTO revamps customer experience through empathy and customer journeys!

Client Testimonial

Client Testimonial for Journey Builder

Conclusion

Upshot.ai’s Journey Builder feature is a revolutionary tool in the realm of customer engagement, enabling brands to craft seamless, personalized customer journeys, re-engage customers, monitor journey effectiveness in real time, and garner comprehensive insights into customer behaviors and preferences. 

With its intuitive interface, automated journey creation, and advanced analytics, Upshot.ai empowers brands to visualize and optimize their engagement strategies, and adapt to the ever-evolving customer landscape, setting the stage for unparalleled customer experiences and sustained brand excellence.

Whether it’s reducing cart abandonment or tailoring engagement to individual user behaviors, the Journeys Module is pivotal in elevating the customer experience and ensuring more targeted and meaningful interactions. By leveraging the multifaceted capabilities of the Journeys Module, brands can truly synchronize their engagement strategies with customer behavior, fostering enriched and harmonious customer relationships.

About Upshot.ai

Upshot.ai is an omnichannel, user engagement, and gamification platform that helps digital product owners and marketers improve their product adoption and conversions. Fortune 1000 companies such as GE, UHG, Puma, Sony, ITC, and Tenet Healthcare are using Upshot.ai and have observed a massive increase in product adoption and YoY increment in revenues.

Book a demo of the most comprehensive user engagement and gamification platform to achieve your digital product goals. Join our communities for more insights, guides, and best practices that keep you updated with proven strategies and tips to supercharge your campaigns.

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