We are trying to create an auto loan recapture program. The program goal is to target Members, who are close to paying off their current auto loan with us (within let's say 2-3 months), to open another new auto loan with us. If a Member opens another auto loan with us, we will look to reward them for their loyalty by depositing a specific amount of money (like $50) into their Savings account. The program will likely be comprised of three emails. The first email will congratulate them on being close to paying off their current auto loan and let them know if they open a new one with us that we will reward them as described above. The second email would congratulate them for opening a new auto loan with us. The third email would let them know when their loyalty reward was put into their Savings account. The focus of my request is about the best way to set this up. The process/flow for this is as follows:
- Set up the entry source
- Send the first email
- Wait until a specific criteria is met (a new auto loan is opened)
- Send the second email (so most Members likely will not receive this second email)
- Place money into Savings account (may need to be manual for now)
- Send third email. Initially, this seems like a job for Journey Builder.
However, once I send the targeted Members into this journey and everyone receives the first email, I now need to check to see if those Members opened a new auto loan with us (within 90 days let's say), which would create a new record entered into Salesforce FSC for these Members/Contacts. I don't know if I can access/check those new records from within the Journey for these Members at that point. If I can, I just need to better understand that part. So then I started to think maybe I need to do this is Automation Studio but I have questions of its setup there as well. On the surface, Journey Builder seems the way to go but I need further clarity on this setup so I set this program up appropriately.