Purpose
1.2. Automate segmentation of client lists based on survey results, signup data, or behavioral engagement.
1.3. Automate onboarding of new clients into relevant automated content journeys based on wellness goals, essential oil preferences, or previous class participation.
1.4. Automate periodic engagement with dormant clients using tailored content to boost retention and up-sell advanced education or product bundles.
Trigger Conditions
2.2. Automate based on completed onboarding quizzes or interest surveys.
2.3. Automate after interaction with an email or a certain web page (e.g., essential oil benefits).
2.4. Automate at intervals based on last engagement or time since last class attended.
Platform Variants
• Feature/Setting: Automate segmentation using Tags/Audiences; configure Journey Builder to send educational flows based on tag.
3.2. ActiveCampaign
• Feature/Setting: Automate with Lists/Segments, Site Tracking, & Automations to trigger series per interest field.
3.3. Salesforce Marketing Cloud
• Feature/Setting: Automate via Journey Builder using Data Extensions and Triggers for onboarding series.
3.4. HubSpot
• Feature/Setting: Automate Workflows to segment by property & send sequence based on custom field.
3.5. Constant Contact
• Feature/Setting: Automate Email Automation Series with List Segmentation/Tags based on signup form fields.
3.6. Klaviyo
• Feature/Setting: Automate Flows triggered by Segmented Lists using Profile Properties.
3.7. Zoho Campaigns
• Feature/Setting: Automate List Segmentation and Autoresponders by survey response or interest category.
3.8. GetResponse
• Feature/Setting: Automate Workflows via Behavioral Triggers connected to segmented lists.
3.9. Campaign Monitor
• Feature/Setting: Automate Journey via Segments from Custom Fields on sign-up.
3.10. Sendinblue
• Feature/Setting: Automate Contact Segmentation and trigger Automated Email Workflows by attribute.
3.11. Drip
• Feature/Setting: Automate Workflows and Split Branches based on tag or event property.
3.12. ConvertKit
• Feature/Setting: Automate with Visual Automations using Tags & Custom Fields (Interests).
3.13. Omnisend
• Feature/Setting: Automate Segmented Automated Series after form sign-up with Preferences.
3.14. SendGrid
• Feature/Setting: Automate Email Automations with Dynamic Templates and List Segmentation.
3.15. Moosend
• Feature/Setting: Automate Workflow Automation using List Segmentation and Conditional Steps.
3.16. Mailjet
• Feature/Setting: Automate Contact Properties and Automated Email Scenarios for onboarding.
3.17. Benchmark Email
• Feature/Setting: Automate Automation Pro with Segmentation Workflow and Educational Drip Series.
3.18. Elastic Email
• Feature/Setting: Automate Contact Segmentation/Scoring and Automated Drip Campaigns.
3.19. AWeber
• Feature/Setting: Automate List Segmentation and Campaigns based on Tag Assignments.
3.20. Intercom
• Feature/Setting: Automate email/in-app sequences using Audience Segments and Event Triggers.
3.21. Oracle Eloqua
• Feature/Setting: Automate Multi-Step Campaigns by Segments from Data Cloud Attributes.
3.22. Braze
• Feature/Setting: Automate Canvas Flows with Segmentation and Triggered Messaging by profile updates.
Benefits
4.2. Automates follow-up reducing manual outreach for onboarding and engagement.
4.3. Automates nurturing of client relationship, boosting retention rates.
4.4. Automates up-sell and cross-sell for advanced classes or aromatherapy products.
4.5. Fully automatable, reducing errors and ensuring timely, relevant engagement.