Proposal Summary
This proposal covers including customer my account section details in personalized emails for individual contacts, along with showcasing new products, and considering automated email sending option
Requirement
We need to include the details from the ‘My Account’ section of the website in an email. The objective is to send personalized emails to individual contacts, obtaining their account details, and introducing new products for their consideration. Additionally, we aim to send automated email to the customers.
Deliverables
We are required to develop a map-reduce script for extracting customer data, and based on this data, generate an HTML page. This HTML page will be embedded within the email body. Given the 15MB email size limit, we plan to restrict the displayed lines in the email to 5. To provide additional information, we will include a ‘Read More’ link directing customers to the website’s ‘My Account’ section.
Reorder section
While we can incorporate reorder details in the email, the “Add to Cart” button will be linked to the website. It’s important to note that we cannot apply filters directly in the email; instead, the data is displayed as-is, with navigation links to our website provided.
Open order Report
We can display the given data in the email. We can navigate to the website if required.
We can check the possibility of getting all the field in the development process. We will let you know if any blockers occurred.
Purchase history
We can display the given data in the email. We can navigate to the website if required.
We can check the possibility of getting all the field in the development process. We will let you know if any blockers occurred.
Account Balance
We can display the given data in the email. We can navigate to the website if required.
We can check the possibility of getting all the field in the development process. We will let you know if any blockers occurred.
Case
We can display the given data in the email. We can navigate to the website if required.
We can check the possibility of getting all the field in the development process. We will let you know if any blockers occurred.
Rebate dashboard
We can display the given data in the email. We can navigate to the website if required.
We can check the possibility of getting all the field in the development process. We will let you know if any blockers occurred.
Footer
We can include the above footer for our email.
We can add the new product suggestion based on the recently created item into this email.
Assumption
We assume that emails should be sent to Platinum website customers monthly.
The emails will adhere to the current website’s design (color theme), and any modifications will be treated as additional charges.
We cannot add functionalities in the Email, while we can give the navigation to the website.
We are providing sample screenshots here. The actual data will be presented in a tabular format, while the layout may not exactly match that of the website. We intend to maintain a same email format for both desktop and mobile platforms.
Risks
Matrix item details might be obtained if the items are not configured correctly.
We are displaying the data in the email template. The basic data can be displayed in the email we will let you know if we found any blockers in the development process.
The risk associated with this implementation is that the size of the email content must not exceed 15 MB.
Quires
As our test customer currently lacks any sales order details in the account section, it would be more convenient to have a test customer in the production account for development purposes.
Could you please let us know whether we need to send this email starting of the month or ending of the month.
Enhancement
Additionally, we have the flexibility to include a header in the email if necessary.