Automating VIP Level Assignments

The Data Operation block in Journeys allows for the dynamic assignment of VIP levels based on lifetime deposit value. This enables automated customer tiering without requiring manual intervention.

There are multiple approaches to implementing a VIP or other scoring systems using journeys. Below are two common methods.

Method 1: Compact Journey Using a Single Real-Time Trigger and Data Operation

This approach uses one journey with a real-time trigger and a data operation to assign VIP levels dynamically.

Setup:

1. Trigger: A real-time trigger set to fire on lifetime deposits greater than 0 with unlimited participation.

2. Data Operation Block: Assigns a VIP level to a text-based custom attribute, based on the deposit value using the following expression:

   Expression:

   @EventValue >= 10000 ? "VIP Gold" : (@EventValue >= 5000 ? "VIP Silver" : "VIP Bronze")
   

3. Outcome: Multiple VIP levels are assigned within the same journey.

✅ Suggested read: Applying Mathematical Calculations with Data Operation Blocks

Limitations:

• While this method is compact and efficient, any communication to customers regarding their tier upgrade will require a separate journey per VIP level.

To notify customers of their VIP level change, an additional journey is required for each tier:

1. Trigger: A segment-based trigger targeting customers with a VIP level of "VIP Silver", with participation limited to once.
2. Action: An email or SMS to inform the customer of their new VIP level.

Method 2: Separate Journeys for Each VIP Level with Automated Enrollment

This approach creates one journey per VIP level, ensuring both level assignment and communication are handled within the same automation.

Setup:

1. Trigger: A real-time trigger set to fire when lifetime deposits reach €5,000 or more.
2. Data Operation Block: Assigns "VIP Silver" to a text-based custom attribute when the customer reaches €5,000 in lifetime deposits.
3. Action: Sends an email or notification to inform the customer about their VIP upgrade.
4. Enrollment Action: The customer is automatically enrolled into the next VIP journey when they reach the next tier.

Example of Multi-Tier Enrollment:

• Journey 1 (VIP Silver)

  • Trigger: Lifetime deposits ≥ €5,000.
  • Data Operation: Assigns "VIP Silver" to a text-based custom attribute.
  • Email Action: Informs the customer of their new VIP status.
  • Enrolment Action: Enrolls customer into the VIP Gold journey.

• Journey 2 (VIP Gold)

  • Participation is based on enrollment only.
  • Trigger: Lifetime deposits ≥ €10,000.
  • Data Operation: Assigns "VIP Gold" to a text-based custom attribute.
  • Email Action: Sends a message about the new VIP Gold status.

✅ Suggested read: Using Enrolment in Journeys

Advantages of This Method:

✔️ Simplifies communication, as each journey includes both VIP assignment and notification.
✔️ Enables further automation, such as triggering exclusive offers for each tier.
✔️ Scalable, allowing additional VIP levels to be integrated easily.

Both methods allow for VIP level automation, but the best choice depends on business needs:

• Method 1 is compact but requires additional journeys for notifications.
• Method 2 is structured and scalable, ensuring tier assignment and communication happen in the same journey.

Using Journey automation with Data Operations, operators can streamline customer tiering and enhance VIP engagement in real time.

✅ Suggested read: Applying Mathematical Calculations with Data Operation Blocks