Overview
Capabilities are the technical building blocks that power Use Cases. Each capability represents a distinct personalisation mechanic that can be combined within Workflows to solve multiple Key Challenges simultaneously.All Capabilities
Lifecycle Offer Engine
The most-connected capability. Manages the logic of “which offer to show to which customer at which lifecycle stage.” It handles offer selection, escalation (stronger offer if no conversion), rotation (different offer after N exposures), and expiration.| Attribute | Value |
|---|---|
| Connected Use Cases | 6 (all except Live Polling and Opt-in Banner) |
| Key Challenges addressed | 9 |
| Required Datasources | CRM 360, Offers, Workflow Events |
Recommendation Engine
Selects products for each individual using collaborative filtering, content-based filtering, and individual signals (browsing, purchases, preferences). Handles exclusion logic (already purchased), stock filtering, and category diversification.| Attribute | Value |
|---|---|
| Connected Use Cases | 4 (Product Recommendation, Digest, Drive to Channel, Lifecycle Banner) |
| Key Challenges addressed | 6 |
| Required Datasources | CRM 360, Product Catalogue, Navigation, Purchases, Stock |
Live Polling
Embeds interactive surveys within email Content. Captures responses in real time (one click, no redirect). Supports multiple question types: visual choice, rating, text, multiple choice. Responses stored as Workflow Events and feed back into all future personalisation.| Attribute | Value |
|---|---|
| Connected Use Cases | 3 (Live Polling, Opt-in Banner, Digest) |
| Key Challenges addressed | 3 |
| Required Datasources | CRM 360, Workflow Events |
Post-Purchase Journey
Manages the sequence of communications following a purchase: order confirmation, delivery tracking, review request, cross-sell timing. Ensures each message arrives at the optimal moment without overwhelming the customer.| Attribute | Value |
|---|---|
| Connected Use Cases | 2 (Lifecycle Banner, Digest) |
| Key Challenges addressed | 3 |
| Required Datasources | CRM 360, Purchases, Product Catalogue |
Replenishment Logic
Predicts when a customer will need to repurchase a consumable product based on purchase frequency, product consumption cycle, and individual behaviour patterns. Triggers a recommendation at the optimal moment.| Attribute | Value |
|---|---|
| Connected Use Cases | 2 (Product Recommendation, Digest) |
| Key Challenges addressed | 2 |
| Required Datasources | CRM 360, Purchases, Product Catalogue |
Drive to Store
Personalised store communications with hours, services, events, and stock availability. Selects the nearest or preferred store based on geolocation data and shows contextual information (directions, parking, current events).| Attribute | Value |
|---|---|
| Connected Use Cases | 2 (Drive to Channel, Product Recommendation) |
| Key Challenges addressed | 2 |
| Required Datasources | CRM 360, Store, Stock & Availability |
Category Affinity
Identifies preferred product categories for each individual based on purchase history, browsing behaviour, and click patterns. Enables cross-category recommendations and category expansion strategies.| Attribute | Value |
|---|---|
| Connected Use Cases | 3 (Product Recommendation, Digest, Lifecycle Banner) |
| Key Challenges addressed | 2 |
| Required Datasources | CRM 360, Purchases, Navigation, Product Catalogue |
Churn Prevention
Detects early signals of disengagement (declining frequency, lower basket, fewer opens) and triggers pre-emptive retention messaging. Works with proprietary churn scores from CRM 360 or built-in engagement decay detection.| Attribute | Value |
|---|---|
| Connected Use Cases | 2 (Lifecycle Banner, Customer Value Block) |
| Key Challenges addressed | 2 |
| Required Datasources | CRM 360, Workflow Events, Purchases |
Feedback Collection
Systematic collection of reviews, NPS scores, and satisfaction feedback through personalised, contextual solicitations. Adapts timing and framing based on purchase recency and past feedback behaviour.| Attribute | Value |
|---|---|
| Connected Use Cases | 2 (Live Polling, Digest) |
| Key Challenges addressed | 2 |
| Required Datasources | CRM 360, Purchases, Product Reviews, NPS |
Loyalty Programme Integration
Real-time retrieval and display of loyalty programme data: points balance, tier status, available benefits, expiration alerts, and progression visualisation. Enables contextual loyalty messaging without duplicating the loyalty platform.| Attribute | Value |
|---|---|
| Connected Use Cases | 2 (Loyalty Programme Banner, Customer Value Block) |
| Key Challenges addressed | 5 |
| Required Datasources | Loyalty Programme, CRM 360 |
Multi-Channel Opt-in
Consent collection across channels (Push, SMS, WhatsApp, App) through contextual, personalised opt-in requests. Only proposes channels the customer has not yet opted into. Tracks exposure to avoid over-solicitation.| Attribute | Value |
|---|---|
| Connected Use Cases | 1 (Opt-in Banner) |
| Key Challenges addressed | 2 |
| Required Datasources | CRM 360, Workflow Events |
Language Scaling
Automatic Content adaptation based on customer locale and language preference. A single Workflow serves all languages — each Output Node contains locale-specific variants rendered at the moment of exposure.| Attribute | Value |
|---|---|
| Connected Use Cases | 4 (Product Recommendation, Lifecycle Banner, Loyalty Banner, Digest) |
| Key Challenges addressed | 2 |
| Required Datasources | CRM 360, Product Catalogue |
Currency Adaptation
Automatic price and currency adaptation based on market. Products are displayed in the customer’s local currency with correct pricing (including local taxes, currency conversion, or market-specific pricing).| Attribute | Value |
|---|---|
| Connected Use Cases | 3 (Product Recommendation, Lifecycle Banner, Digest) |
| Key Challenges addressed | 1 |
| Required Datasources | CRM 360, Product Catalogue |
Capability × Use Case Matrix
| Capability | Reco | Lifecycle | Loyalty | Value Block | Polling | Digest | Drive | Opt-in |
|---|---|---|---|---|---|---|---|---|
| Lifecycle Offer Engine | x | x | x | x | x | x | ||
| Recommendation Engine | x | x | x | x | ||||
| Live Polling | x | x | x | |||||
| Post-Purchase Journey | x | x | ||||||
| Replenishment Logic | x | x | ||||||
| Drive to Store | x | x | ||||||
| Category Affinity | x | x | x | |||||
| Churn Prevention | x | x | ||||||
| Feedback Collection | x | x | ||||||
| Loyalty Integration | x | x | ||||||
| Multi-Channel Opt-in | x | |||||||
| Language Scaling | x | x | x | x | ||||
| Currency Adaptation | x | x | x |