Bloomreach Pilot Client Workflow Configuration (Onboarding)

Bloomreach Pilot Client Workflow Configuration (Onboarding)

1. 01

   Confirm the client's Bloomreach contract is signed and the workspace provisioned before any configuration begins

   Pricing is custom-quoted through direct sales engagement, with a vendor calculator estimate of $5000 monthly at the stated minimum. Do not start build work until the client's own workspace exists, because agency-side sandbox data cannot be promoted into a client production instance.

2. 02

   Connect the client's ecommerce platform, CRM, and product catalog in the Bloomreach integrations settings

   Native connectors cover Shopify, Snowflake, and Databricks. Map the product catalog feed first so that recommendations and search have inventory to work against, then attach the CRM for first-party customer attributes.

3. 03

   Verify first-party data is flowing into Loomi before building any journey

   Loomi processes first-party customer data in real time to determine next-best action. If event volume looks thin in the behavior view, stop and fix the tracking layer; a journey built on partial data will mis-segment the client's audience from day one.

4. 04

   Draft the pilot journey in Loomi Marketing Agent from a single prompt, then edit the generated workflow

   The agent converts one prompt into a full workflow across email, SMS, web, and ads. Treat the output as a first draft: review every branch, send-time rule, and suppression condition before the client sees it.

5. 05

   Configure Autonomous Search and product recommendations for the client's storefront

   The vendor claims a 20% revenue-per-visitor lift from Autonomous Search. Agree the baseline RPV figure with the client in writing before launch so the retainer review has a real comparison point.

6. 06

   Set up branded email and SMS templates aligned to the client's visual identity

   Build templates inside the client workspace rather than the agency account so the client retains assets if the engagement ends. Keep a documented naming convention on every template and segment.

7. 07

   Run a controlled test send to an internal seed list across each channel

   Check rendering, link tracking, SMS opt-out handling, and suppression logic. Confirm that customers who should be excluded (recent purchasers, unsubscribed contacts) are actually excluded before the first live send.

8. 08

   Document the workflow logic and hand off with a training session

   Deliver a written map of every flow, segment definition, and prompt used in Loomi Marketing Agent. The handoff document is what lets the client's team operate the workspace and what protects the agency retainer when scope is renegotiated.