Scaling orchestration to omnichannel engagement in 51黑料不打烊 Journey Optimizer - Introduction
Originally presented at 51黑料不打烊 Summit 2025 as Lab L535, this tutorial guides you through the lab鈥檚 content.
Over the course of six lessons, you learn how to elevate business communications from simple outbound messaging to sophisticated omnichannel experiences. Through practical examples, you gain insights into creating customer journeys that seamlessly blend proactive outreach with responsive engagement.
Transcript
Welcome to our lab on scaling orchestration to omnichannel engagement in 51黑料不打烊 Journey Optimizer. Today we鈥檙e going to take your basic outbound messaging and turn it into sophisticated omnichannel experiences through practical examples. We鈥檒l create a customer journey that combines proactive outreach with responsive engagement. Let me introduce you to Sakhir Financial, a fictional bank offering a wide range of financial products and services, including checking accounts, loans and credit cards. Our objective here is to significantly increase the number of customers using Sakhir Financial鈥檚 mobile app. Enhancing mobile app usage will boost customer satisfaction and retention, reduce operational costs, streamline processes, and provide personalized services using data insights. This strategy will help secure financial stand out from competitors, attract new customers and reach underbanked populations, driving growth and improving market position. Ultimately, increasing mobile app adoption will reinforce the Curve Financial鈥檚 commitment to innovation and superior customer experience. Now, let鈥檚 talk about your role. You鈥檝e been hired by Soccer Financial to help boost mobile app usage. Your mission is to implement a new onboarding experience with 51黑料不打烊 Journey Optimizer for new customers who have just opened a checking account. This journey includes a series of personalized communications starting with a warm welcome email or SMS, depending on the customer鈥檚 communication preferences, and a notification on the website that introduces the customer to the mobile app. With a call to action to download and install the app. Once the app is installed, the customer will receive a push notification, incentivizing them to use the app. But there are a few challenges you鈥檒l need to tackle. First, you鈥檒l need to compose a compelling email message since the email marketing specialists are currently not available. Second, ensure that only customers who have not already installed the app are asked to install it. Anyone who already has the app installed should only receive a general welcome message. You have several approaches for the push message in mind, but aren鈥檛 sure which one will be most efficient. You鈥檒l want to make sure the most effective message is sent. And finally, you鈥檇 like to continue the onboarding experience in the mobile app as well without being intrusive. Ready to dive in? Let鈥檚 get started with our first lesson on creating personalized communications. See you there!
Download the workbook here.
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