Use Case Deep Dive: Annual Review / Year-in-Review Journey

Session focus:
Designing a meaningful annual review journey that reflects customer activity, value, and engagement over the past year.

What we’ll cover:

• Structuring a year-in-review journey (monthly/annual triggers)

• Using data summaries to personalise content (e.g. activity highlights, engagement stats)

• Combining email and CloudPages for richer storytelling

• CTA design (download summary, update preferences, plan ahead)

• Governance and data-readiness considerations

Outcome:
Attendees leave with a repeatable annual review journey blueprint they can adapt across industries.