01 · Marketing & Customer Engagement

Lifecycle Messaging System

A communication workflow triggered by stages or events in a customer's relationship with the business.

A useful customer message depends on the person's current stage and recent actions. This system coordinates those triggers and timing rules. It suits businesses where reminders are manually sent from lists that do not reflect completed tasks, changed plans or contact preferences.

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02

What it manages

It can manage message templates, customer events, timing rules, consent and delivery status. Examples include onboarding information or a service reminder. Promotional outreach and necessary service messages need distinct rules, with opt-outs and completed actions respected.

03

How it works in a business

An agreed customer event starts the relevant sequence. Before delivery, the system checks eligibility and whether the next message is still useful. A customer response or completed task can stop or change the sequence, while staff handle exceptions that need personal attention.

04

What SFn can customise

SFn can configure event triggers, approved templates and frequency limits. CRM and communication providers can be connected. Consent sources, unsubscribing, duplicate events and failed delivery must be checked before messages are sent to real customers.

05

Related & next step

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