Markets: Thailand, Vietnam, and South Africa
Broker Doto
Success Story
Broker Doto Success Story
Launching CRM Marketing from Scratch
Built technical infrastructure in Bloomreach, set up multilingual catalogs, developed data visualization dashboards, and conducted competitive analysis.
Languages: English and Vietnamese
Scenarios with Dynamic Content
Trigger Chains Set up and Launched
ABOUT THE CLIENT
Doto is an international financial company that provides private traders with tools for trading on the financial markets.
SPECIFICS
Multilingual communication across direct channels (email, mobile push, web push) required the development of catalogs with dynamic content that adapts based on the user’s interface language (English or Vietnamese)
Doto is a startup, so the product is still under active development
SITUATION AT THE START
CRM marketing was launched from scratch. The client integrated Bloomreach's CDP, and it was necessary to establish an internal infrastructure to support communication with customers across multiple countries.
PROJECT OBJECTIVES
Build a robust infrastructure in Bloomreach and establish multilingual catalogs for communication with customers in South Africa, Vietnam, and Thailand
Create transparent tools for measuring the effectiveness of CRM communications
CLIENT'S CASE
Created a briefing template for initiating direct communication tasks.
Prepared guidelines for the client’s design team and instructions for coordinators to ensure accurate multilingual content delivery.
Integrated multilingual catalogs into Bloomreach’s CDP, enabling the communication language to adapt to the user’s interface.
Launched three trigger email chains in two languages: English and Vietnamese.
Conducted a customer journey analysis and evaluated key communication stages across eight major competitors. Explored their interactions with users and provided recommendations.
Developed 20 hypotheses to engage customer segments at different lifecycle stages.
Implemented a detailed ToR for communication with new users, and created copywriting and design guidelines. While the client produced the design, we provided layout feedback, developed adaptive versions, and ensured correct display in different modes.
Built four custom dashboards to track key business and communication metrics.
FINAL OUTCOME
As a result, we successfully built operational processes: from briefing to preparing communications for launch. The infrastructure in Bloomreach was set up to support multilingual communications across the entire customer journey. We differentiated Doto from competitors by highlighting the product’s key advantages.
WORK SAMPLES
Click on the links below to view emails HTML layout
Presentation with the results of the competitor CJM analysis
WE DELIVERED
- Developed a streamlined newsletter creation process and implemented tools for in-depth communication analysis.
- Reviewed competitors’ actions and provided recommendations to enhance the overall customer experience.
- Defined 20 hypotheses to target specific customer segments.
- Set up catalogs for multilingual communication in Bloomreach and launched three trigger email chains.
- Implemented dashboards to monitor CRM effectiveness across business and channel metrics.
KEY METRICS
Trigger Chains Set up and Launched
3
Markets: Thailand, Vietnam, and South Africa
3
Languages: English and Vietnamese
2
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