Client Onboarding & EngagementPurpose
1.2. Automated alerts enhance client experience and increase conversions for aromatherapy classes and products.
1.3. Automator sends greetings on relevant dates, attaches wellness offers, and tracks message delivery for analytics and follow-ups.
Trigger Conditions
2.2. Optionally, automate based on preferred communication channel (email, SMS, WhatsApp).
2.3. Automator activates upon new client onboarding to gather date information for workflow entry.
Platform Variants
• Feature: Automated SMS Campaigns
• Setting: Configure flow to send SMS on event date; use Message API with scheduled jobs.
3.2. SendGrid
• Feature: Automated Email Triggers
• Setting: Transactional email workflow with dynamic templates; POST to /mail/send API.
3.3. Mailchimp
• Feature: Customer Journeys Automation
• Setting: Setup Journeys to trigger on client date fields; integrate automator with Mailchimp API.
3.4. ActiveCampaign
• Feature: Automated Campaigns
• Setting: Pipeline automation for date-based campaigns; API endpoint /api/3/contacts and automations.
3.5. HubSpot
• Feature: Workflow Automation
• Setting: Create workflow based on contact property (birthday/anniversary); use /automation/v3/apis endpoints.
3.6. Salesforce
• Feature: Process Builder Automation
• Setting: Trigger process on contact date field, auto-send greeting email/SMS using Process Builder or Flow.
3.7. WhatsApp Business API
• Feature: Automated Messages
• Setting: Setup Template messages; POST scheduling using /messages endpoint.
3.8. Zoho CRM
• Feature: Workflow Automation
• Setting: Automate via Zoho CRM workflows to send email/SMS when custom date field matches.
3.9. Pabbly Connect
• Feature: Automation Bots
• Setting: Set triggers and actions with "Date matched" filters and Email/SMS modules.
3.10. Google Calendar API
• Feature: Event Reminders
• Setting: Automate reminders for business/client events; configure push notification via /calendars/events endpoint.
3.11. Zapier
• Feature: Multi-service Automator
• Setting: If date match, trigger action (email, SMS, CRM update), using Zap templates.
3.12. Microsoft Power Automate
• Feature: Scheduled Cloud Flows
• Setting: Trigger recurring flows on date match from SharePoint or Outlook 365 data.
3.13. Gupshup
• Feature: WhatsApp/SMS Automation
• Setting: Template-based automated outreach; use Schedule Messaging API.
3.14. Intercom
• Feature: Automated Email and Chat Campaigns
• Setting: Auto-message flows based on date properties in user profile.
3.15. Klaviyo
• Feature: Automated Flows
• Setting: Date-triggered flows; Configure within Flow Builder for anniversaries/birthdays.
3.16. Viber API
• Feature: Automated Messaging
• Setting: Configure Bot to send message on user-specific dates using /send_message endpoint.
3.17. Slack API
• Feature: Automated Notifications
• Setting: Schedule message to admin/staff channels via chat.scheduleMessage API.
3.18. Telegram Bot API
• Feature: Automated Message Broadcast
• Setting: Use sendMessage with scheduling logic in bot code for reminders.
3.19. Constant Contact
• Feature: Autoresponder
• Setting: Trigger email series by date values in the contact list.
3.20. Freshdesk
• Feature: CRM Automation
• Setting: Workflow rules for reminders or outbound emails/SMS on user event dates.
Benefits
4.2. Automating reminders maximizes engagement and attendance in aromatherapy class events.
4.3. Automation frees staff from repetitive tasks and ensures timely, consistent communications.
4.4. Automate segmentation for analytics and offer targeting, refining future engagement strategies.
4.5. Automating these flows enhances professionalism and cultivates stronger client-business relationships.