Utilizing marketing automation for onboarding and adoption
The need
Together, we worked with our client to identify the following needs:
- Configure the selected SaaS solution partner to meet the client’s long term goals
- Map user requirements to the SaaS system’s capabilities
- Create, develop and document a system and process for managing the end user experience
- Develop dashboards to demonstrate and deliver platform value to the client’s customers
The ask
- Build a scalable process to bulk onboard 100,000+ end users
- Create and implement a process to automate changes across the platform to create distinct branded experiences for each of their customers
- Implement event and logic based triggers to automate a seamless progressive end user journey
- Encourage client adoption and engagement in the platform
What we delivered:
We helped our partner evaluate solutions and advised on a marketing automation platform that would manage client data and provide scalable workflows for automating their marketing processes. Once the platform was selected, we supported our client with the onboarding process, educated the client on the language and functionality of the platform, and supported our client with the platform integration to their systems. With the integration was complete, we delivered:
- Strategies for building process workflows and engagement journeys to support our client’s customer onboarding and engagement experience
- Construct marketing campaign configuration to properly evaluate user engagement across various white-labeled customers
“The Grovery ensured we were realizing the full potential of the automation platform while also supporting us to map out complex user journeys. This was a complicated initiative made much easier through our partnership with The Grovery”
Stefanie Rathkin, Product Marketing Director
