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EMDS FIELD NOTES

Planning a connected customer journey

Start with the customer’s next useful action, then work backwards.

01

Choose a specific moment

A welcome, service reminder, product enquiry or renewal. Write down what the customer needs to understand and do next.

02

Map the information

Identify approved data fields and where they come from. Decide what belongs in the message and what must stay private.

03

Choose the destination

Select channels based on the use case. Plan a useful destination such as a microsite, video or support flow.

04

Plan exceptions

Agree meaningful events and measurements. Define what happens if data is missing or the customer requests a person.

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