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Start with the goal, not the tool

94 ready-made playbooks and message templates, organised by business goal. Pick the problem, apply a template, edit the copy — nothing goes live until you activate it.

Business goals

10 templates

Capture data

More OA followers, more customer profiles, more data flowing in.

17 templates

Activate members

Turn people who just discovered you into engaged members.

12 templates

Drive purchases

Create orders — the first one or the next one.

4 templates

Run loyalty

Run points and tiers accurately and transparently.

4 templates

Cross-sell & up-sell

Grow customer value with add-ons and rewards.

9 templates

Remarketing & care

Stay in touch after the sale and win past customers back.

9 templates

Advanced automation

Bespoke workflows using Data Hub or Dynamic Actions.

29 templates

ZNS messages

Pre-written ZNS copy instead of starting from scratch.

Customer lifecycle

Six stages — most budgets stop at the first two

The last four stages decide whether customers return — and they are the cheapest to work on, because you already have the data.

  1. 3

    Experience

    Delight right after purchase

    Thank-yous, guides, surveys

  2. 4

    Retain

    Stay engaged between purchases

    Always-on journeys

  3. 5

    Grow

    Raise order value and frequency

    Recommendations, tier upgrades

  4. 6

    Advocate

    Turn customers into referrers

    Affiliate, refer-a-friend

The 3D principle

Right person · right message · right moment

You don’t need a hundred journeys. Five states with one or two journeys each already make a clear difference.

Customer stateSegmentWhat to sendWhen
Just viewed a productInterestedFirst-purchase offerWithin 1–2 hours
Abandoned a cartConsideringGuarantees, warranty, reasons to decideAfter 3–6 hours
Just made a first purchaseNew buyerThank-you and how-toWithin 1 hour
Bought 2–3 timesLoyalExclusive offer, refer-a-friend invite7 days after the last order
Silent for 14+ daysAt riskSurvey, come-back invitationAfter 14–21 days

Sample playbooks

10 playbooks you can run today

Each one is a real CNV CDP journey. Legend:

Trigger Delay Condition Action
Activate

Welcome new customers

A great first impression — and a first order.

Waiting an hour means customers who buy anyway don’t need the voucher — saving offer cost.

  1. Trigger New customer
  2. Delay Wait 1 hour
  3. Condition No order yet?
  4. Action Issue 10% voucher
  5. Action Send Zalo message with code
Activate

Recover unpaid orders

Rescue orders that were placed but not paid.

Use ZBS: it’s transactional and reaches customers who don’t follow your OA.

  1. Trigger Order created
  2. Delay Wait 3 hours
  3. Condition Payment pending?
  4. Action Send ZBS payment reminder
Experience

Thank-you & review request

Collect reviews while the experience is fresh.

Put the condition before the delay so the 2 days start when the order is actually delivered.

  1. Trigger Order updated
  2. Condition Delivered?
  3. Delay Wait 2 days
  4. Action Send survey link
Retain

Birthday gifts, on the day

Personal care that builds attachment.

Use a scheduled trigger — reaching a birthday is not a data change.

  1. Trigger Daily at 8:00
  2. Condition Birthday today?
  3. Action Issue birthday voucher
  4. Action Send wishes with code
Retain

Win back lapsed customers

Bring back customers at risk of churning.

Keep the logic in the segment: change 90 to 60 days once and every journey follows.

  1. Trigger Enters “90 days inactive”
  2. Action Higher-value voucher
  3. Action Send “We miss you”
Grow

Celebrate tier upgrades

Members feel the value of the programme.

Logging to Data Hub ensures each tier is celebrated only once.

  1. Trigger Profile updated
  2. Condition Gold tier & not yet sent?
  3. Action Tier-specific gift
  4. Action Message new benefits
  5. Action Log to Data Hub
Grow

Game turns for every order

More engagement, more return visits.

Tie turns to real revenue instead of handing them out freely.

  1. Trigger Order created
  2. Condition Value ≥ 200,000 VND?
  3. Action Grant 1 spin
  4. Action Send game link
Retain

Expiring-voucher reminders

Lift redemption of offers already issued.

Customers already hold the offer — they just need a timely nudge.

  1. Trigger Daily schedule
  2. Condition 3 days left & unused?
  3. Action Send reminder with code
Retain

Sync customers to other systems

Consistent data between CNV CDP and your other tools.

Estimate Token usage before switching it on for a large base.

  1. Trigger Customer created / updated
  2. Action HTTP call to target system
  3. Condition Call succeeded?
  4. Action Log to Data Hub
Activate

A 7-day onboarding series

Guide new customers through several touchpoints instead of one burst.

Anyone who buys drops out at the condition node and skips the remaining messages.

  1. Trigger New customer
  2. Action Welcome + 10% voucher
  3. Delay Wait 3 days
  4. Condition Not purchased?
  5. Action Best-sellers message
  6. Delay Wait 4 days
  7. Action Voucher expiry nudge

Browse all 89 templates in the guide (Vietnamese)

Ready to own your customer relationships?

Spend 30 minutes with a CNV specialist: see the platform on sample data for your industry and leave with a 7-day rollout plan.