Modernizing a Digital Marketing Strategy with Member Segmentation

The Challenge

Engaging members, brokers, employers, and providers without business intelligence, segmentation, or personalization

DDAZ previously used a basic email platform to send minimally targeted emails to its stakeholders. This system did not integrate with their data platforms, preventing them from utilizing demographic, firmographic, and claims data for personalization.

Consequently, this impersonal approach hindered their ability to drive the desired engagement. Recognizing the necessity for a data-driven platform, DDAZ turned to Penrod and Salesforce for their expertise in creating engaging technology for healthcare and life sciences companies.

The Solution

Data Segmentation and Automated Marketing Journeys

Penrod suggested utilizing Salesforce Marketing Cloud and Salesforce Data Cloud as the framework for an engagement platform to unify data across the tech stack. Marketing Cloud's advanced journey builder would serve as the center of engagement. Data Cloud's integration capabilities would construct targeted personas of each member, broker, and provider based on DDAZ’s robust data sets.

Engagement would occur across three initial journeys focused on new business, lapses in care, and renewals.

Penrod assisted in implementing a prospective new member form on DDAZ’s marketing landing page. Once filled out, this form triggered a lead nurturing journey to encourage registrants to complete the enrollment process.

This removed the necessity for manual outreach and established an automated lead generation channel, improving efficiency and creating new member engagement.

Penrod developed a comprehensive member journey strategy to re-engage members who had not visited the dentist recently. This proactive approach involved utilizing historical claims data to identify and engage members who had not seen a dentist in the past twelve months.

Penrod also built a journey that included targeted outreach to members whose policies were approaching expiration. This allowed DDAZ to remind them renewal was approaching and cross-sell their vision offering.

By utilizing Salesforce Marketing Cloud, DDAZ transformed its member engagement strategy, saving time and resources while achieving exceptional results.

The Results

Personalized and Targeted Engagement

The seamless integration of Salesforce Marketing Cloud and Data Cloud empowered DDAZ with the robust business intelligence and versatile marketing platform needed to effectively segment, personalize, and engage with their members, brokers, and providers.

By utilizing this integrated solution, they gained a comprehensive insight into their audiences and improved their capacity to execute precise and influential marketing campaigns. This has led to engaging relationships that support their mission to deliver better health outcomes.