Purpose
1.2. Eliminate manual efforts, ensuring no important date is missed, and foster a positive tenant relationship through consistent, automated communication.
1.3. Centralize and standardize greetings communications, scaling outreach across large corporate business park portfolios through automation.
1.4. Enable management teams to automate scheduling, targeting, and personalizing greetings content using tenant data, boosting brand goodwill and loyalty.
Trigger Conditions
2.2. Additional triggers: manual date upload, recurring date calendar event, or workflow-driven triggers (e.g., onboarding completion).
2.3. Tenant status validation semi-automatedly (e.g., greet only active tenants).
Platform Variants
• Feature/Setting: Automated SMS; configure programmable SMS API to fire on date match—sample config: set webhook to receive date event, trigger SMS template with tenant name.
3.2. SendGrid Email
• Feature/Setting: Automated transactional email via SendGrid Mail Send API, map tenant data into email templates, automate using scheduled triggers.
3.3. Slack
• Feature/Setting: Automated Slack message; use chat.postMessage API for individual or group channels when automating greetings for resident tenant teams.
3.4. Microsoft Outlook
• Feature/Setting: Automate email send with Microsoft Graph API, scheduling Email or Calendar Event automation.
3.5. HubSpot
• Feature/Setting: Workflow automator to send templated greetings emails or SMS; use “Date Based Workflow” triggers.
3.6. Salesforce
• Feature/Setting: Process Builder/Flow automations for date-triggered communications using Email Alert or SMS API.
3.7. WhatsApp Business API
• Feature/Setting: Automated WhatsApp message using the Send Message endpoint; integrate with tenant database.
3.8. Gmail
• Feature/Setting: Gmail API for automated email send; configure batch email with merge fields.
3.9. Google Calendar
• Feature/Setting: Automated event triggers to initiate greeting processes.
3.10. Zoho CRM
• Feature/Setting: Workflow automator to send emails/SMS via Zoho Campaigns or third-party SMS integrations.
3.11. ActiveCampaign
• Feature/Setting: Automate personalized Email/SMS sequences using date-based triggers.
3.12. Mailchimp
• Feature/Setting: Automate journey builder for date-based birthday/anniversary campaigns with templated content.
3.13. Intercom
• Feature/Setting: Automated in-app messaging or email using Intercom’s Event Trigger and Automated Message configuration.
3.14. Zendesk
• Feature/Setting: Automate ticket or email notification to tenant list with automation rule configured by date.
3.15. Microsoft Teams
• Feature/Setting: Automate channel message via Teams Graph API, target specific users on relevant dates.
3.16. Facebook Messenger API
• Feature/Setting: Automate Messenger send API to push greetings based on tenant dates.
3.17. Pipedrive
• Feature/Setting: Workflow automator to trigger email/SMS from tenant record anniversary/birthday date.
3.18. SAP SuccessFactors
• Feature/Setting: Automate workflow to trigger notification/email on date fields in employee/tenant record.
3.19. Outlook 365 Automate (Power Automate)
• Feature/Setting: Power Automate scheduled flow for email/Teams messaging using tenant list.
3.20. Telegram Bot API
• Feature/Setting: Automated message send ‘sendMessage’ to tenant accounts triggered by calendar integration.
Benefits
4.2. Automates manual effort, freeing up staff for higher-value engagement.
4.3. Automator-driven personalization boosts tenant satisfaction and loyalty.
4.4. Enables fully automatable, scalable communication across large portfolios.
4.5. Minimizes human error through automation; ensures compliance with engagement strategies.
4.6. Provides detailed audit trail and reporting opportunities from automated greetings processes.
4.7. Encourages a modern, digitally enabled tenant experience with seamless, automating interactions.
4.8. Supports multi-channel, multi-language automator configurations tailored to tenant preferences.