Understanding all email journeys

This article provides a comprehensive overview of Aklamio’s automated email journeys for Referrers and Leads, explaining how specific triggers—from campaign sign-ups to reward confirmations—optimize user engagement and conversion across Referral and Cashback programs.

The effectiveness of the Aklamio emails is rooted in its optimized journies. Every email is tied to a specific "Trigger" that ensures the user receives relevant information exactly when it is needed. These journeys are categorized by their audience—Referrers, Leads (formerly Followers), or Payout recipients—and are optimized for both conversion and user satisfaction.

The Referral Program: Referrer and Lead Journeys

Referral programs rely on two distinct flows: the person sharing (Referrer) and the person being invited (Lead, formerly Follower).

Journey Category

Email Function / Title

Audience

Trigger Description

Referral - Referrer Journey

Campaign Welcome

Referrer

User signs up to campaign with email.

Referral - Referrer Journey

Recommendation Reminder

Referrer

7 days after no link has been clicked.

Referral - Referrer Journey

Link was followed

Referrer

Right after a Lead clicked.

Referral - Referrer Journey

Conversion Open

Referrer

Sent once system recognizes a conversion.

Referral - Referrer Journey

Conversion Open – No reward

Referrer

Sent if system sees a conversion but no reward for the Referrer.

Referral - Referrer Journey

Keep Sharing Link

Referrer

Follow-up 3 days after a successful conversion.

Referral - Referrer Journey

Conversion Open Patience Request (COPR)

Referrer

3 weeks after conversion was open.

Referral - Referrer Journey

Conversion Confirmed

Referrer

Instantly after confirmation.

Referral - Referrer Journey

Conversion Rejected

Referrer

Instantly after rejection.

Referral - Referrer Journey

Reward Update

Referrer

Instantly after update on reward.

Referral - Lead Journey

Campaign Welcome

Lead

User signs up to campaign with email.

Referral - Lead Journey

Shopping Reminder

Lead

30 min after Welcome email if no purchase.

Referral - Lead Journey

Conversion Open

Lead

Sent once system recognizes a conversion.

Referral - Lead Journey

Start Sharing too

Lead

3 days after a successful conversion.

Referral - Lead Journey

Conversion Open Patience Request (COPR)

Lead

3 weeks after conversion was open.

Referral - Lead Journey

Conversion Confirmed

Lead

Instantly after confirmation.

Referral - Lead Journey

Conversion Rejected

Lead

Instantly after rejection.

Referral - Lead Journey

Reward Update

Lead

Instantly after update on reward.

The Cashback Program: Lead Journey

Cashback programs feature only one main Lead Journey, which is used across many types of incentive campaigns.

Journey Category

Email Function / Title

Audience

Trigger Description

Cashback - Lead Journey

Campaign Welcome

Lead

User signs up to campaign with email.

Cashback - Lead Journey

Shopping Reminder

Lead

30 min after Welcome email if no purchase.

Cashback - Lead Journey

Conversion Open (Cashback)

Lead

Sent once system recognizes a conversion.

Cashback - Lead Journey

Conversion Open Patience Request (COPR)

Lead

3 weeks after conversion was open.

Cashback - Lead Journey

Conversion Confirmed

Lead

Instantly after confirmation.

Cashback - Lead Journey

Conversion Rejected

Lead

Instantly after rejection.

Cashback - Lead Journey

Reward Update

Lead

Instantly after update on ticket.

The Claim by Link journey includes an email to engage users to claim their reward using the provided link. This tracking methodology is primarily used in Contract Buyout programs, where document upload by users is mandatory.

Journey Category

Email Function / Title

Audience

Trigger Description

Other journeys

Claim by Link

Lead

Right after follower registers with email.

Payout and Support Journeys

Beyond marketing, the platform handles critical operational communications related to payouts, support and account security.

Journey Category

Email Function / Title

Audience

Trigger Description

Payouts

Payout Request

All Users

As soon as payout is requested.

Payouts

Payout Transferred

All Users

As soon as payout is transferred.

Payouts

Payout Reverted

All Users

As soon as payout is reverted.

Payouts

Voucher Code

All Users

As soon as voucher code is available.

Payouts

Donation Transferred

All Users

As soon as donation is transferred.

Payouts

Tree planted

All Users

As soon as tree certificate is available.

Support & Account

Support Request Open

All Users

As soon as support request is created.

Support & Account

Reason for Support Request Rejection

All Users

As soon as support request is rejected.

Support & Account

Valid Support Request (conversion created)

All Users

As soon as support request is closed.

Support & Account

Password Reset

All Users

Instantly after request for password reset.

Support & Account

Delete Account

All Users

Sent as last step of account deletion.

Support & Account

OTP email

All Users

Instantly after sign in or transfer request.

Insights into email types

The Shopping Reminder for the Lead Journey is a high-value re-engagement tool, triggered precisely 30 minutes after the initial welcome if the purchase remains incomplete. This ensures that the momentum of the referral or cashback is not lost during the checkout process. Similarly, the Keep Sharing Link and Start Sharing too emails leverage the psychological "peak-end rule" by encouraging further action precisely three days after a successful reward event.

The inclusion of the Conversion Open Patience Request (COPR) across Referrer and Lead journeys is a strategic decision to manage user expectations. By proactively informing the user three weeks after a conversion that the reward is still being processed, Aklamio significantly reduces support ticket volume and maintains high user trust during the validation period.


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