Step 1
Set up your data warehouse as a source in GrowthLoop.
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 or CRM tool as a destination.
Step 4
Create an audience in GrowthLoop. You can use the audience builder tool to describe the audience in detail. For example: “Create an audience of customers who have filed a claim in the last 18 months.”
Step 5
Add necessary filters to the audience, such as excluding customers who currently use all of your policy types.
Step 6
Once you’re satisfied with the audience, click export audience.
Step 7
In the Create Export view, search for your destination and click select.
Step 8
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 9
Log into your email platform or CRM and navigate to your audiences to confirm that this audience was received and populated.
Step 10
Create an email campaign to upsell this audience with an offer for additional coverage.
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