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Segmentation-based offers (e.g., first-timers, VIPs)

Purpose

1.1. Deliver targeted promotional offers based on customer segmentation (first-timers, VIPs, returning clients, dormant users) to increase engagement, maximize retention, entice new bookings, and personalize client communication for aerial dance classes.
1.2. Automate outreach and offer delivery workflows by dynamically identifying user segments and pushing personalized content via omnichannel communication for scalable marketing.

Trigger Conditions

2.1. New client joins and completes profile/first booking.
2.2. Client achieves VIP criteria (e.g., 10+ bookings, spend threshold).
2.3. No bookings for a defined inactivity window (e.g., 30/60 days).
2.4. Pre-designated campaign cycle (weekly/monthly segmentation).
2.5. Manual trigger by admin for ad-hoc targeting.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Programmable Messaging API; configure to send unique offer SMS to filtered segment.
• Sample: Set “To” as segment list, message template with merge fields.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API; email automation by segment.
• Sample: Use dynamic list API + campaign triggers.
3.3. MailChimp
• Feature/Setting: Audience segmentation + automated journeys.
• Sample: Create segments for “First-timers”, trigger welcome/offer series.
3.4. ActiveCampaign
• Feature/Setting: Lists/Tags + Automation Builder for targeted email workflows.
• Sample: Tag users “VIP” and launch exclusive campaign.
3.5. HubSpot
• Feature/Setting: Contact Lists + Workflow automation for offer emails.
• Sample: List contacts with “last_activity > 60d”, auto-email re-engagement promo.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; dynamic content emails for personalized offers.
• Sample: Segment based on booking history API, trigger sequence.
3.7. Klaviyo
• Feature/Setting: Flows + Segmentation (made by profile activity).
• Sample: “Purchased > 0 but < 2 times” triggers first-timer campaign.
3.8. Zapier
• Feature/Setting: Multi-app connector; filter and trigger based on CRM/database flags.
• Sample: When “new user” in DB, send to email/SMS offer flow.
3.9. Slack
• Feature/Setting: Workflow builder; notify internal team of triggered campaigns.
• Sample: Post in #marketing when “VIP” segment activated.
3.10. Google Sheets
• Feature/Setting: Scripts/API; maintain and auto-update segment lists.
• Sample: Script to filter clients with inactivity > threshold.
3.11. Pipedrive
• Feature/Setting: Custom Filters + Workflow Automation.
• Sample: Filter by “last_class_date”, queue for email/SMS push.
3.12. Airtable
• Feature/Setting: Views + Automations for segmentation/tagging.
• Sample: View “first-timers” and auto-notify via webhook.
3.13. Intercom
• Feature/Setting: Audience segments + automated messages.
• Sample: Send chat/email blast to “Dormant” segment.
3.14. Constant Contact
• Feature/Setting: Contact segmentation + email triggers.
• Sample: List “New clients” triggers sequence.
3.15. WhatsApp Business API
• Feature/Setting: Campaign message templates for client segments.
• Sample: Template to inactive segment, variable insert for offer code.
3.16. Facebook Messenger API
• Feature/Setting: Message automation to contact lists.
• Sample: Push coupon to “VIP” via Messenger.
3.17. Shopify Flow
• Feature/Setting: Automation for tagged customer segments.
• Sample: Tag “First-purchase”, send promo email via app integration.
3.18. Omnisend
• Feature/Setting: Smart segments + automation workflows.
• Sample: Inactivity triggers discount sequence.
3.19. Brevo (ex Sendinblue)
• Feature/Setting: Contact segmentation + workflow builder.
• Sample: New segment “Frequent bookers”, auto-send thank you discount.
3.20. Microsoft Power Automate
• Feature/Setting: Conditional flows; trigger based on CRM/DB queries.
• Sample: Workflow runs when segment meets criteria, pushes offer via Teams/Email.
3.21. Freshdesk
• Feature/Setting: Customer segments + outbound bulk messaging.
• Sample: “Dormant” group, send reactivation promo.
3.22. Zoho CRM
• Feature/Setting: Automation rules on custom fields (e.g., “membership type”).
• Sample: VIPs auto-added to mailing list with exclusive deals.

Benefits

4.1. Ensures highly targeted, relevant communication to boost engagement and retention.
4.2. Reduces manual workload and speeds up campaign deployment.
4.3. Enhances consistency of client experience with timely offers.
4.4. Increases conversion rates by personalizing touchpoints per customer value.
4.5. Supports omnichannel outreach, scaling impact across multiple communications platforms.

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