Greetings!
Here is an interesting tip to create an in-app engagement in PX using V2 editor, to reach out to your digital/low/tech touch customers to remind them of their service expiry and nudge them to renew.
We can be creative in giving the calendar link to book a meeting with their account owners.
Also I have added another button to save the action of connecting with them over email using a custom button feature to update an attribute value (how to link).
If you have both CS and PX tools you can also use this engagement to trigger a CTA for the account owner, as explained in this article here.
Bonus tips:
- Wondering how I removed the “X”? Here is a quick how to.
- This works best if you are passing renewal data into PX, then you can utilize audience rules to trigger an automated engagement a week before the renewal expiry. Also it would be best practice to trigger to the right persona.
- In you have both CS and PX products, then you can create the whole workflow using Journey Orchestrator.
Happy PXing!
