An Automated Email and SMS Campaigning Solution for a Leading Insurance Provider Based in US
About Client
The client is a trusted insurance service provider in the US region and running Marketing campaigns for the same, however in a manual fashion. Hence an automated solution was needed to accomplish the required push in current processes.
About Product
The client’s prime objective was to blend its business processes with automation and scale up its marketing campaigns. The Brainvire team, with its innovative working style, rolled out a CRM-based SMS and Email campaigning solution. Also, the system framework was developed in such a manner that it would automatically generate reports based on the end-customer’s responses towards the campaigns.
How we did it ?
Integration of Pulse SMS API
Dynamic Template Creation According to Choice of Leads
Scheduling of Campaigns
Challenge: Option to Select Either ‘SMS’ or ‘Email’ mode, or Both
The client can get in touch with the customer either through SMS or emails, or in some cases by both the means of communication as per the requirements.
Solution:
The developers set up an option wherein the client can easily select the types of campaigning systems and the system automatically generates emails and sms details in real time.
Challenge: Integration of Pulse SMS API
The customer needed to have the sms service of a third party SMS provider - Pulse. The toughest part was to integrate the PULSE API with our CRM as PULSE has its own mobile app that sends sms via carrier companies available. Hence, integrating their API with our CRM product was tricky.
Solution:
The Brainvire team proved their mettle by redesigning the API in such a way that it re-routes the SMS generated by the CRM product to the Pulse service and the customers then receive the SMS through their respective mobile carriers.
Challenge: Dynamic Template Creation According to Choice of Leads
It was the major challenge in this project as the layout and style formats differ for an email and SMS texts.
Solution:
A special logic was developed that identifies the lead’s preference, fetches lead information from the database, pushes it to the template and modifies the template design, all in real time!
Challenge: Scheduling of Campaigns
The Biggest challenge was campaign scheduling. Customers run multiple campaigns in a day and chances are high that two campaigns can cross over for scheduled times and hence create a deadlock.
Solution:
A special algorithm was developed that automatically checks if each of the two campaign schedules, back to back, should have at least an hour difference in start timing and no other campaign in a queue will run until the previous campaign is over, hence avoiding collision between campaigns.
Result
Setup and Use Recurring Target list
Client was able to setup different target lists according to different parameters such as location, age group of targets and then repeatedly use these lists in multiple campaigns.
Smooth Campaigning
Multiple campaigns can be scheduled when needed, avoid any cross-over automatically and hence streamlining the entire process.
Understanding Customers’ Mind-set
The generated reports gave deeper insights of customer’s response frequency on sms and emails. The powerful tracker URL system captures each time the campaign was viewed, providing the website URL clicked. Even if someone opted out the activity, it will be recorded in the CRM and further follow-up for the target can be done with new strategies.
Boost in Leads
Successful campaigns will result in a database of leads that can be potential clients who can generate tremendous business in the future.Client Testimonials
Mr Craig Agranoff
The best thing about Brainvire is Compatibility. Whenever we have a query Brainvire is always ready (24*7) to take care and resolve our issues. We would suggest them to everybody for their Web Design and Development need. Great quality of works and brilliant employees.
Mr Clarke Verdel
Brainvire is a professional company with professional developers who understand the problems that we are facing as a company. Outsourcing my projects at Brainvire saves me valuable time because they work efficient and they unburden me from the actual time management.
Mr Matthew
We have dealt with a lot of web development firms and other tech support companies, none come close to Brainvire. We would recommend them to everyone. Great quality of work and brilliant employees.
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