Schedule customer loyalty and referral campaigns

Purpose

1.1. Automate the scheduling, triggering, and reminder notifications of customer loyalty and referral campaigns for vehicle buyers and lessees.
1.2. Automate customer engagement by delivering timely incentives, referral bonuses, and loyalty promotions based on transaction history and preset schedules.
1.3. Automatedly follow up on campaign milestones, collecting feedback and referral leads for future lead nurturing.
1.4. Facilitate automation of multi-channel communications (SMS, email, push notification, voice) for increased campaign reach and customer satisfaction.

Trigger Conditions

2.1. Purchase or lease completion recorded in broker CRM.
2.2. Anniversary of previous purchase, lease renewal window, or customer birthday.
2.3. Referral action tracked via unique code or link.
2.4. Automated schedule based on calendar, e.g., the first Monday of every quarter.
2.5. Customer engagement score falls below threshold.

Platform Variants

3.1. Twilio
• Feature/Setting: SMS API; automate campaign message delivery via scheduled POST to `/Messages`.
• Sample: Configure automated SMS reminders for referral program opt-ins.

3.2. SendGrid
• Feature/Setting: Marketing Campaigns; automate email blasts using `/v3/mail/send` API.
• Sample: Weekly loyalty offers sent via automated email sequences.

3.3. Mailchimp
• Feature/Setting: Automated Customer Journeys; create schedule-based triggers for loyalty campaign flows.
• Sample: “Anniversary of purchase” triggers automatic reward email.

3.4. HubSpot
• Feature/Setting: Workflow Automation; automate customer segmentation and email drip for loyalty.
• Sample: Referral submissions trigger follow-up automations.

3.5. Salesforce
• Feature/Setting: Process Builder / Flow; automates campaign enrolment and scheduled reminders.
• Sample: On-lease-end date, trigger loyalty incentive offer.

3.6. Facebook Messenger API
• Feature/Setting: Automated sending of promotional messages using `/me/messages`.
• Sample: Send referral incentives as Messenger automated flows.

3.7. WhatsApp Business API
• Feature/Setting: Automated templates for customer engagement; schedule with `/messages` endpoint.
• Sample: Automated loyalty bonus alerts via WhatsApp.

3.8. ActiveCampaign
• Feature/Setting: Customer Experience Automation workflows; automates schedule-driven loyalty outreach.
• Sample: Referral program onboarding with automatedly triggered series.

3.9. Slack
• Feature/Setting: Incoming Webhooks; automate internal reminders to sales/marketing for referral outreach.
• Sample: Scheduled messages for campaign launches.

3.10. Microsoft Teams
• Feature/Setting: Power Automate integration; automate reminders for campaign follow-up tasks.
• Sample: Campaign status updates scheduled for management.

3.11. Google Calendar
• Feature/Setting: Automated event creation via API; automate reminders for campaign run-dates.
• Sample: Recurring campaign review meeting events.

3.12. Zapier
• Feature/Setting: Multi-platform integrator; schedule triggers for campaign API calls and communications.
• Sample: Automates lead-to-campaign-enrolment process.

3.13. Telegram Bot API
• Feature/Setting: Scheduled push of campaign notifications via `/sendMessage`.
• Sample: Automated broadcast for loyalty point updates.

3.14. Klaviyo
• Feature/Setting: Flows automation; automate multi-channel loyalty campaigns based on user activity.
• Sample: Auto-triggered referral thank you campaign.

3.15. Intercom
• Feature/Setting: Inbox Bots and Custom Bots; automate scheduled outreach for loyalty reminders.
• Sample: Automated loyalty check-ins.

3.16. Pipedrive
• Feature/Setting: Workflow Automation; automate follow-up tasks for loyalty/referral management.
• Sample: Automated reminders to call referral leads.

3.17. Marketo
• Feature/Setting: Smart Campaigns; automate schedule-based incentive sends using triggers.
• Sample: Lease renewal triggers loyalty campaigns.

3.18. Shopify
• Feature/Setting: Automated Email Notifications; schedule follow-ups and loyalty notifications.
• Sample: Post-purchase campaign triggers automated messages.

3.19. Monday.com
• Feature/Setting: Automations; schedule recurring loyalty/referral tasks and reminders.
• Sample: Automatedly assign campaign tasks to sales reps.

3.20. Webex
• Feature/Setting: Workflow integrations; automate meeting/campaign reminders sent automatically.
• Sample: Quarterly campaign review automated notification.

3.21. Aircall
• Feature/Setting: PowerDialer with integrations; automate scheduled loyalty/referral call sequences.
• Sample: Campaign follow-up automatedly assigned to agents.

3.22. Constant Contact
• Feature/Setting: Email Automation; schedule and automate batch campaign sends for loyalty updates.
• Sample: Automated “Refer a Friend” monthly bulletin.

Benefits

4.1. Automates repetitive campaign tasks, freeing up staff for higher-value activities.
4.2. Automated scheduling ensures consistent and timely outreach to every customer segment.
4.3. Improves customer loyalty with personalized, automated engagement.
4.4. Automating referral tracking increases program participation and conversion rate.
4.5. Automation greatly reduces human error in campaign execution.
4.6. Automated reminders raise customer response rates and operational efficiency.
4.7. Enables brokerages to scale campaigns and communications without increasing headcount.