Client Management & CommunicationPurpose
1.2. Automates timely information delivery: appointment reminders, service highlights, aromatherapy preparation tips, consent forms, and aftercare protocols.
1.3. Strengthens client retention by nurturing relationships through automated communications.
1.4. Reduces manual tasks, allowing staff to focus on high-touch client service.
1.5. Ensures regulatory compliance by automating delivery of privacy and consent information.
Trigger Conditions
2.2. Completion of an online aromatherapy booking form.
2.3. Addition of a new client email to subscriber list.
2.4. API webhook from website ‘new client’ event.
2.5. Manual entry or import of client database into the service platform.
Platform Variants
3.1. Mailchimp
• Feature/Setting: “Customer Journey” automator — configure trigger on new list subscription, automate multiple welcome emails over 7 days.
3.2. ActiveCampaign
• Feature/Setting: “Automation” workflow — trigger: contact added to aromatherapy segment, automate welcome sequence and follow-ups.
3.3. HubSpot
• Feature/Setting: “Workflow Automation” — new contact enrollment, automate multi-step welcome campaign with personalization.
3.4. Salesforce Marketing Cloud
• Feature/Setting: “Journey Builder” — automate welcome series by contact creation API event, automate personalized content.
3.5. Klaviyo
• Feature/Setting: “Flow Builder” — automate trigger on new aromatherapy client, automate email series with dynamic product blocks.
3.6. Sendinblue (Brevo)
• Feature/Setting: “Marketing Automation” — trigger: new client from form/CRM, automate schedule of welcome emails.
3.7. Zoho CRM
• Feature/Setting: “Workflow Rule” — automate email alert on new contact; connect to sequence in Campaigns for follow-ups.
3.8. Constant Contact
• Feature/Setting: “Email Automation” — trigger: list join, automate welcome series and offer follow-up reminders.
3.9. Microsoft Power Automate
• Feature/Setting: “Automated cloud flow” — automate trigger from SharePoint or Outlook new contact, execute personalized welcome emails via Outlook.
3.10. Google Workspace (Gmail + Apps Script)
• Feature/Setting: “Apps Script Trigger” — automate execution of welcome emails on new Sheet row (client data).
3.11. Intercom
• Feature/Setting: “Outbound Series” — automate sending scheduled, segmented welcome messages for client onboarding.
3.12. Twilio SendGrid
• Feature/Setting: “Automated Marketing Email” — configure API trigger for new client, automate batch or drip campaigns.
3.13. Drip
• Feature/Setting: “Workflow Automation” — trigger: new subscriber tag, automate time-based welcome email drip.
3.14. Pipedrive
• Feature/Setting: “Workflow Automation” — automate email send on new deal/contact, connect email template for onboarding.
3.15. Infusionsoft (Keap)
• Feature/Setting: “Campaign Builder” — configure tag trigger, automate multi-step onboarding emails.
3.16. Shopify Email
• Feature/Setting: “Automation Workflow” — trigger: signup to aromatherapy client list, automate sequence with product spotlights.
3.17. Freshworks CRM
• Feature/Setting: “Journey Builder” — automate email on new contact entry with scheduled follow-ups.
3.18. MailerLite
• Feature/Setting: “Automation” — automate workflow on subscriber added, automate time-delayed welcome emails.
3.19. Benchmark Email
• Feature/Setting: “Automation Pro” — trigger on segment join, automate series of onboarding emails.
3.20. SharpSpring
• Feature/Setting: “Workflow Automation” — trigger: form completed/lead imported, automate personalized onboarding series.
3.21. Zoho Campaigns
• Feature/Setting: “Autoresponder” — automate new client responder campaign, automate sequential tips and offers.
3.22. ActiveTrail
• Feature/Setting: “Automation” — automate trigger on signup, schedule educational and promotional welcome emails.
3.23. Moosend
• Feature/Setting: “Automation Workflow” — new aromatherapy client triggers multi-step automated sequence.
3.24. Omnisend
• Feature/Setting: “Automation” — trigger: list join, automate SMS/email combination for welcoming.
Benefits
4.2. Reduces administrative workload through automation, enabling more client-facing time.
4.3. Increases conversion and repeat bookings through timely, automated onboarding.
4.4. Ensures no new client is missed by automating triggers and follow-up communications.
4.5. Automates compliance processes by guaranteeing required information is dispatched.
4.6. Delivers personalized touch at scale through automator flows and dynamic content automation.
4.7. Maximizes operational efficiency by integrating automating email workflows with CRM systems.
4.8. Facilitates better tracking and analytics by automating tagging, engagement, and feedback.