Smarter Personalization: Wider Range of Customer Profile Attributes for Benefit Eligibility

Now, businesses can define customer eligibility based on Birthdate and Account Creation Date, enabling hyper-personalized campaigns and automated benefits. This latest update in Hyperface Smart Engage allows banks to trigger offers for birthdays, anniversaries, and milestone-based rewards with ease.

What Does It Solve?

Eligibility conditions were previously limited in flexibility, making it challenging to launch time-sensitive benefits. With Custom Attributes in Customer Profile, businesses can now set eligibility rules based on specific dates, unlocking new possibilities for targeted engagement.

Key Features

• New Attributes – Birthdate and Account Creation Date.
  
• Flexible Date-Based Conditions – Define eligibility based on a specific day, week, month, or a custom date range.
  
• Automated Benefit Application – Rewards are triggered based on predefined time frames, reducing manual effort.
  
• Seamless Integration – Works within existing customer eligibility workflows.
  

Benefits You’ll Love

• Enhanced Personalization – Deliver time-sensitive offers that resonate with customers.
  
• Higher Engagement – Improve conversion rates with relevant, well-timed benefits.
  
• Automated Eligibility Validation – Eliminates manual checks, ensuring seamless execution.
  
• More Precise Campaign Control – Configure eligibility with greater flexibility and accuracy.
  

Use Cases in Action

• Birthday Rewards – Activate benefits on, before, or after a customer’s birthday.
  
• Anniversary-Based Benefits – Reward customers on their account creation anniversary.
  
• Onboarding Incentives – Offer perks based on when an account was created.
  
• Loyalty Programs – Provide time-based bonuses for long-term customers.
  

How It Works

• Select “Date-Based Eligibility” in the Customer Eligibility section.
  
• Choose an Attribute – Birthdate or Account Creation Date.
  
• Define the Eligibility Period – Specific day, week, month, or X days before/after.
  
• Automated Processing – The system determines eligibility and applies benefits.
  
• Customer Engagement – Personalized offers are delivered through preferred channels.
  

With Custom Attributes for Time-Based Eligibility, businesses can run smarter, automated, and highly personalized benefit programs—enhancing customer loyalty and engagement.