Search or ask AI…
VVivek· CRM Manager

Scenario Simulator

Pick a product and a customer profile. See the journey path, the rule and every safety check at each step.

Customer scenario
Does the customer do what the journey asks?
Customer profile

✎ The simulator uses your saved journeys and rules — edit them and re-run to see the effect.

Path:Card issued→ Success →Activated→ Success →First spend
1. Card activation (15 days)
Goal: Activate card (set PIN / first login) within 15 days
Reward / action: ₹100 activation voucher
Moves to: Activated
  1. Day 0ENTRYEnters "Card activation (15 days)" (stage: Card issued)
    Rule: Customer in stage: Card issued
    ✓ Skip if complaint is open✓ Skip if account frozen / under fraud review✓ Skip if KYC expired✓ Only 1 marketing journey per customer at a time✓ Collections journeys pause all cross-sell✓ Journey status: Live
  2. Day 0ACTIONDay 0 · SMS + WhatsApp: 'Activate to get ₹100'
    ✓ Quiet hours 9pm–9am — Scheduled for 10am✓ Max 3 marketing messages / week✓ Respect consent (SMS / WhatsApp)✓ Respect national Do-Not-Disturb list
  3. Day 5WAITWait 5 days or until activated
  4. Day 5ACTIONDay 5 · Push + Email: how to set PIN
    ✓ Quiet hours 9pm–9am — Scheduled for 10am✓ Max 3 marketing messages / week✓ Respect national Do-Not-Disturb list
  5. Day 7CLOSUREGoal met: Activate card (set PIN / first login) — exits journey early
    Rule: Card issued: goal met → Give: ₹100 activation voucher · Move to bucket: Activated
    ✓ Max 1 activation reward per customer, ever✓ Incentive budget cap ₹5L / month
2. First spend (30 days)
Goal: First POS / online transaction within 30 days
Reward / action: 5% cashback up to ₹250
Moves to: First spend
  1. Day 0ENTRYEnters "First spend (30 days)" (stage: Activated)
    Rule: Customer in stage: Activated
    ✓ Skip if complaint is open✓ Skip if account frozen / under fraud review✓ Skip if KYC expired✓ Only 1 marketing journey per customer at a time✓ Collections journeys pause all cross-sell✓ Journey status: Live
  2. Day 0ACTIONWhatsApp: '5% cashback on your first spend'
    ✓ Quiet hours 9pm–9am — Scheduled for 10am✓ Max 3 marketing messages / week✓ Respect consent (SMS / WhatsApp)✓ Respect national Do-Not-Disturb list
  3. Day 7CLOSUREGoal met: First POS / online transaction — exits journey early
    Rule: Activated: goal met → Give: 5% cashback up to ₹250 · Move to bucket: First spend
    ✓ Incentive budget cap ₹5L / month
No journey starts from stage "First spend" for Debit card. The customer stays here.