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Retail · Playbook

The retail playbook. Built in the builder, decided by your tills and your loyalty system.

Ten journeys, each drawn below as it runs. The decision comes from your tills, your stock and loyalty systems or criteria you set; the journey carries it. Aims are targets to agree in the pilot, not results.

PLAYBOOKS · 01

Offer the adjacent category the day the receipt shows a new one.

A receipt with a category the member has never bought asks your stock system whether the adjacent line is in their store, then sends one WhatsApp with Reserve or Not now; a tap goes to your system to hold it.

Decides
your stock system and your category map.
Aim
a second category bought in the first month.
Built in the journey builder
Offer the adjacent category the day the receipt shows a new oneRETAILYour stock system answers before anyone is offered anything.
Retail
PLAYBOOKS · 02

Bring the member back before the lapse.

A member entering At Risk on your own recency gets one Story on what is new since their last visit, an offer on their channel if they read it, and silence if they do not.

Decides
your recency window and your offer rules.
Aim
a return visit inside the window, without a blast.
Built in the journey builder
Bring the member back before the lapseRETAILOne Story, an offer only if they read it, silence if they do not.
Retail
PLAYBOOKS · 03

Win back the lines that fell out of the basket.

A basket down three trips running asks your system which categories fell away, then sends one message with the private label in those lines at member price; if nothing is bought in two weeks the member moves to At Risk.

Decides
your tills and your private-label map.
Aim
the dropped lines back on the receipt.
Built in the journey builder
Win back the lines that fell out of the basketRETAILYour system names the categories that fell away; one offer on the private label in those lines.
Retail
PLAYBOOKS · 04

Get the member over the tier line before the quarter ends.

A member a few points short of the next tier asks your loyalty system to confirm the gap and the date, then gets one Inbox message with what gets them over; a welcome follows when they cross, silence if they do not.

Decides
your loyalty system's tier rules and dates.
Aim
more members crossing a tier in the last month of the quarter.
Built in the journey builder
Get the member over the tier line before the quarter endsRETAILYour loyalty system confirms the gap and the date; one message, a welcome when they cross.
Retail
PLAYBOOKS · 05

Turn a size picked into an order.

A session with a product page opened three times and a size picked but no order checks consent, asks your system whether that size is in their store, and sends one WhatsApp with Finish order or Reserve to try on.

Decides
your stock system, then the member.
Aim
orders and reservations from visits that ended empty.
Built in the journey builder
Turn a size picked into an orderRETAILA session rule, a consent check, stock from your system, one WhatsApp with two ways to say yes.
Retail
PLAYBOOKS · 06

Remind before the points expire, not after.

The journey waits until seven days before the date your loyalty system holds, sends one WhatsApp with the balance and what the member usually buys, stops when they redeem, and sends one SMS if not.

Decides
your loyalty system's expiry dates.
Aim
points redeemed in store instead of written off.
Built in the journey builder
Remind before the points expire, not afterRETAILWaits until the date your loyalty system holds, stops when redeemed, one SMS if not.
Retail
PLAYBOOKS · 07

Fill the store event with the members who shop there.

The members of one store get a Story with the invitation and an RSVP poll; a yes is written to your system, and a reminder with the time goes out the day before.

Decides
your event calendar and your store segments.
Aim
a room full of the members who already shop there.
Built in the journey builder
Fill the store event with the members who shop thereRETAILA Story with an RSVP poll to one store's members; a yes is written back and reminded the day before.
Retail
PLAYBOOKS · 08

Take the shopper from the shelf into the app.

A shelf QR opens the product in the app if installed and the store page if not; a week later the journey checks for the install and welcomes the new member with the product they scanned.

Decides
the device, then the install record.
Aim
in-store shoppers in the app, credited to the shelf.
Built in the journey builder
Take the shopper from the shelf into the appRETAILThe link opens the app or the store page; the install is credited, matched on Android, estimated on iOS.
Retail
PLAYBOOKS · 09

Turn one private-label trial into a habit.

A receipt with the private label for the first time waits one buying cycle, checks the receipts for a repeat, and if there is none asks your system for stock and sends one offer at member price on the line they tried.

Decides
your buying cycle and your stock system.
Aim
a second private-label purchase within two cycles.
Built in the journey builder
Turn one private-label trial into a habitRETAILOne buying cycle, a check of the receipts, then one offer only if they did not come back for it.
Retail
PLAYBOOKS · 10

Ask after the visit and route the answer to the store.

A receipt scanned at the till waits a day, then asks the member how the visit was on WhatsApp; a Not good becomes a task for that store's manager in your system, a Good ends the journey.

Decides
the member, then your store operations system.
Aim
every poor visit reaching the store manager the next day.
Built in the journey builder
Ask after the visit and route the answer to the storeRETAILOne question a day after the receipt; a poor answer becomes a task in your system.
Retail

Where a step says your system decides, the journey calls your system and branches on its answer. xNotify carries the journey; it does not become the model.

The pilot

One use case. Six to eight weeks. A number you agreed first.

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