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Lifecycle Marketing Lead: full customer lifecycle programmes

Results vary. This course teaches how to design and lead lifecycle programmes. It makes no promise about sales or income. Anti-spam, consent and privacy notes are general education, not legal advice: ask a licensed lawyer about your own programme and your own country. Platform rules change often, so re-check the linked pages before you rely on a detail.

What you'll be able to do
  • Explain what a lifecycle marketing lead owns across email, SMS, app push and in-app messages.
  • Map the customer lifecycle and design journeys with clear triggers, goals, exits and channel rules.
  • Run SMS programmes with proper consent, clear opt-out and honest costs.
  • Ask for app notification permission at the right moment and use it with care.
  • Build privacy into the programme: consent records, a preference centre, data limits and children's rules.
  • Measure the programme with cohorts, consent coverage and holdout groups.
  • Lead the team with a calendar, a QA checklist and a change log, and teach and review others' journeys.
Words in this course 56Open the Vocabulary Hall
01

What a lifecycle marketing lead owns

In simple words

A gardener does not water every plant the same way. Seeds need a little water often, big trees need deep water now and then, and some plants need rest. Lifecycle marketing gives each customer the right message for where they are in their life with you.

Before this course: Email Strategy: deliverability and testing (course 3.5.3), which builds on Email Campaigns: automations and segments (course 3.5.2) and Email Marketing & Building a List (course 3.5). You can already authenticate a domain, keep a list healthy, test subject lines and work out revenue per email. This course widens the view: every message a customer gets from you, on every channel, from the first sign-up to the goodbye.

Key facts
  • Lifecycle marketing means planned, mostly automatic messages that follow the customer's stage: new subscriber, new customer, regular, at risk, lapsed. Campaigns go to many people at once; lifecycle messages are triggered by what a person does or does not do.
  • The ICC Advertising and Marketing Communications Code (International Chamber of Commerce, September 2024 edition) is an international self-regulatory code. It is not a law, but it sets shared standards used in many countries. It defines:
  • Direct marketing: marketing delivered to particular people using their personal contact details (address, phone number, email, social media handle). Online ads shown inside a website or app the person visits are not counted as direct marketing.
  • Data-driven marketing: marketing based on processing data, gathered directly or through third parties, to learn about interests and behaviour.
  • The ICC Code says its rules apply whether messages are made by people or by automated means such as AI and algorithms, and those using automation should keep due oversight.
  • A lifecycle lead owns six things: the lifecycle map (lesson 2), channel rules and orchestration (lessons 2 to 4), consent and privacy (lessons 3 and 5), measurement (lesson 6) and the team and its standards (lesson 7).
StageCustomer's questionExample programme
New subscriber"Is this worth it?"Welcome series
New customer"How do I get value?"Onboarding, first-use tips
Regular"Why stay?"Useful updates, loyalty
At risk"Do I still need this?"Check-in, help offer
Lapsed"Why come back?"Win-back, then sunset
Step by step
  1. List every automated message your business sends today, on every channel (email, SMS, push, in-app).
  2. For each message, write its trigger, its channel and its goal.
  3. Place each message on the five stages in the table above.
  4. Mark stages with no messages and stages with too many.
  5. For each channel, write who owns it today and where consent is recorded.
  6. Pick the one stage with the biggest gap as your first project.
  7. Check: you have a one-page "lifecycle inventory" showing every message, its stage, channel, owner and consent source.
Watch on YouTube
Customer lifecycle marketing explainerDr Dave Chaffey · YouTube · youtube.com

Videos by other creators on YouTube, for reference. They are not made by or affiliated with The Future Market.

LESSON 01What a lifecycle marketing lead owns
LESSON 01 / ANIMATED LESSON / AI VOICE00:00 / 01:05
Read the video script
[Host] "A campaign talks to everyone at once. Lifecycle talks to each person at the right moment."
[Text on screen: New. Customer. Regular. At risk. Lapsed.] "Every customer moves through stages. Each stage asks a different question."
[Screen: inventory sheet with channels and triggers] "Start by listing every automatic message you already send, on every channel."
[Text on screen: Automated still needs oversight] "Automated doesn't mean unattended. Someone still owns every message."
[Host] "Find the stage with the biggest gap. That's your first project."
Try it now

Build your lifecycle inventory. Hand in the list of messages with stage, trigger, channel, goal, owner and consent source, and name your first project.

ClaudeStuck? Copy a ready-made prompt for Claude

Copy this, open Claude, paste it, and Claude will walk you through the lesson step by step.

For a grown-up: Claude is for adults (18+). Copy this, paste it into Claude, and use the answer to explain the lesson to your child.

I'm learning "Lifecycle Marketing Lead: full customer lifecycle programmes" on The Future Market. Lesson 1: "What a lifecycle marketing lead owns".

What the lesson teaches:
- Lifecycle marketing means planned, mostly automatic messages that follow the customer's stage: new subscriber, new customer, regular, at risk, lapsed. Campaigns go to many people at once; lifecycle messages are triggered by what a person does or does not do.
- The ICC Advertising and Marketing Communications Code (International Chamber of Commerce, September 2024 edition) is an international self-regulatory code. It is not a law, but it sets shared standards used in many countries. It defines:
- Direct marketing: marketing delivered to particular people using their personal contact details (address, phone number, email, social media handle). Online ads shown inside a website or app the person visits are not counted as direct marketing.
- Data-driven marketing: marketing based on processing data, gathered directly or through third parties, to learn about interests and behaviour.
- The ICC Code says its rules apply whether messages are made by people or by automated means such as AI and algorithms, and those using automation should keep due oversight.
- A lifecycle lead owns six things: the lifecycle map (lesson 2), channel rules and orchestration (lessons 2 to 4), consent and privacy (lessons 3 and 5), measurement (lesson 6) and the team and its standards (lesson 7).
- Stage - Customer's question - Example programme

The exercise I'm working on:
Build your lifecycle inventory. Hand in the list of messages with stage, trigger, channel, goal, owner and consent source, and name your first project.

I'm stuck. Please:
1. Explain the main idea in plain, simple words with one everyday example.
2. Walk me through the exercise one small step at a time. Ask me what I've done so far before giving the next step.
3. Don't just give me the final answer. Help me do it myself, and check my work when I share it.
I'm a parent helping my child (about 8 years old) with a lesson called "What a lifecycle marketing lead owns" from the course "Lifecycle Marketing Lead: full customer lifecycle programmes".

Here's what the lesson says:
A gardener does not water every plant the same way. Seeds need a little water often, big trees need deep water now and then, and some plants need rest. Lifecycle marketing gives each customer the right message for where they are in their life with you.

The activity:
Build your lifecycle inventory. Hand in the list of messages with stage, trigger, channel, goal, owner and consent source, and name your first project.

Please explain this so an 8-year-old understands: short sentences, a fun everyday example, and no hard words.
Then give me 3 simple questions I can ask my child to check they understood, and a way to do the activity together, one tiny step at a time.
Open Claude
Sources
My notes
02

Design journeys and orchestrate channels

This lesson is part of full access: every course and every level for one payment.

03

SMS: consent, content and opt-out

This lesson is part of full access: every course and every level for one payment.

04

App push and in-app messages

This lesson is part of full access: every course and every level for one payment.

05

Privacy by design in lifecycle programmes

This lesson is part of full access: every course and every level for one payment.

06

Measure the programme: cohorts, coverage and holdouts

This lesson is part of full access: every course and every level for one payment.

07

Lead the programme, teach it and review it

This lesson is part of full access: every course and every level for one payment.

++

Final project

This lesson is part of full access: every course and every level for one payment.

??

Quiz

  1. How is lifecycle marketing different from a campaign?

  2. What does the ICC Code mean by direct marketing?

  3. What six parts does every journey need?

  4. What should happen when a person reaches the journey's goal?

  5. What is a frequency cap?

  6. Is an email consent the same as an SMS consent?

  7. What should every marketing text include?

  8. On a new install on Android 13 or higher, are notifications on or off by default?

  9. What does Apple's guideline say about promotional push notifications?

  10. Name two data principles from the ICC Code.

  11. How do you calculate a cohort's retention rate for a month?

  12. What does a holdout group show?

  13. Why put opt-outs next to sales in a report?

  14. What should happen before any journey goes live?

EX

Final exam

This lesson is part of full access: every course and every level for one payment.

CE

Certificate

This lesson is part of full access: every course and every level for one payment.