Step 1
Set up your data warehouse as a source in GrowthLoop. See how you can get your data sources into a cloud data warehouse with a few clicks.
Step 2
Create your customer table in your data warehouse and ensure it includes fields for claim history and account types. Learn more about preparing customer data for GrowthLoop.
Step 3
Activate your email marketing tool or CRM as a destination in GrowthLoop.
Step 4
Create an audience in GrowthLoop. Make sure to include filters that specify customers who have a savings account, customers who have made 10 or more deposits in their savings account in the last year, and customers whose average deposit amount is greater than $1,000.
You can also use the AI-powered audience builder tool to describe the audience in detail. For example: “Create an audience of savings account customers who have made 10 or more deposits of at least $1,000 in the last year.”
Step 5
Once you’re satisfied with the audience, click export audience.
Step 6
In the Create Export view, search for your destination and click select.
Step 7
You can double-check a successful export to your destination by navigating to your audience viewer Exports tab within your GrowthLoop app to view the activity tracker and make any scheduling changes you may need.
Step 8
Log into your email platform or CRM and navigate to your audiences to confirm that this audience was received and populated. Some platforms can take up to 48 hours to populate an audience.
Step 9
Create and launch an email campaign promoting your investment products and services, and target the campaign to your customer list.
Step 10
Use your email marketing platform and GrowthLoop to measure the success of the campaign and determine what adjustments you can make to future campaigns to increase engagement and account signups.
Step 11
You can also use an ingestion tool like Fivetran to ingest email performance data (opt-outs, clicks, opens) into your data warehouse for use in future campaigns.
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