Action-based pipelines

An action sets a transaction goal that a customer must reach after receiving a pipeline message, and Detect sends reminders and a fulfillment message based on the customer's progress.

Note:
This feature will be available starting with version 26.1.0.IF02

An action sets a goal that a customer must reach after they receive a pipeline message, for example, recharging a total of 1000 within 30 days. Detect tracks each customer's progress separately. It can send reminders while the customer progresses, and it sends a fulfillment message when the customer reaches the goal.

Action types

An action is either cumulative or non-cumulative. A cumulative action is fulfilled when the total of the customer's qualifying transactions within the duration reaches or exceeds the amount. For example, if the target is 1000, transactions of 200, 300, and 500 fulfill the action. A non-cumulative action is fulfilled when a single qualifying transaction reaches or exceeds the amount; amounts from separate transactions aren't added together. For example, if the target is 1000, transactions of 600 and 400 don't fulfill the action.

Action messages

An action can send three kinds of messages. Detect sends a fulfillment message when the customer reaches the action goal and meets the eligibility conditions. Detect sends a time reminder when the time that you specify passes and the action is still incomplete. Detect sends a milestone reminder when the customer's cumulative total reaches or exceeds the milestone amount.