Customer Communication & Engagement**Purpose**
1.2. Automates timely, memorable customer engagement with exclusive promotions, discounts, or experience upgrades.
1.3. Leverages customer data history, purchase dates, and special occasions to automate unique messages, links, or promo codes.
1.4. Enhances segmentation and targeting by automating message content based on customer preferences and tour histories.
1.5. Enables automated multi-channel communication (SMS, email, push, social) for maximum reach and impact.
**Trigger Conditions**
2.2. Automate triggers by date match to a stored customer field (birthday/anniversary).
2.3. Automator checks that contact has not received the same offer in the automated workflow period (e.g., last 12 months).
**Platform Variants**
3.1. **Twilio SMS**
• Feature/Setting: Automated SMS Campaign, configure Messaging API to send personalized offers on specific dates from customer database.
3.2. **SendGrid**
• Feature/Setting: Marketing Campaigns automation, automate email sequences triggered by dynamic contact fields.
3.3. **Mailchimp**
• Feature/Setting: Customer Journeys; use "Date-based trigger" for automated offer emails on special occasions.
3.4. **ActiveCampaign**
• Feature/Setting: Automations; trigger “Send Email” action on customer’s special dates with dynamic field insertion.
3.5. **HubSpot**
• Feature/Setting: Workflow automation; automate offer emails or SMS based on properties like birthday/anniversary.
3.6. **Salesforce Marketing Cloud**
• Feature/Setting: Journey Builder; configure date-based journey triggers with dynamic content blocks.
3.7. **Zapier**
• Feature/Setting: Automate conditional workflows; trigger SMS, email, Slack, or webhook on date-match.
3.8. **Google Calendar API**
• Feature/Setting: Automate birthday/anniversary reminders and event scheduling linked to CRM data.
3.9. **Klaviyo**
• Feature/Setting: Flows automation; birthday/anniversary trigger, personalized messaging.
3.10. **Constant Contact**
• Feature/Setting: Automated Email Series; date-triggered sends using contact field mapping.
3.11. **Omnisend**
• Feature/Setting: Birthday/anniversary automation setup for multi-channel (email/SMS) offers.
3.12. **Intercom**
• Feature/Setting: Automated messages; use custom event meta for automated triggers.
3.13. **Pipedrive**
• Feature/Setting: Workflow automation; date-based triggers for offer emails or activity reminders.
3.14. **ActiveTrail**
• Feature/Setting: Date-based automation; automates communication on key dates.
3.15. **Customer.io**
• Feature/Setting: Automated campaigns; trigger on date-fields like ‘birthday’ for send actions.
3.16. **WhatsApp Business API**
• Feature/Setting: Automate template messages, triggered on special date fields in CRM.
3.17. **Viber for Business**
• Feature/Setting: Automated birthday/anniversary campaigns; setup message API.
3.18. **Benchmark Email**
• Feature/Setting: Automation Pro; automate triggered emails on imported date fields.
3.19. **Sendinblue (Brevo)**
• Feature/Setting: Marketing Automation; set date-based workflow triggers for birthday/anniversary campaigns.
3.20. **Drip**
• Feature/Setting: Rule-based automations; trigger emails/SMS on custom date fields.
3.21. **Marketo**
• Feature/Setting: Smart Campaign triggers set to recurring dates tied to customer fields.
3.22. **Slack API**
• Feature/Setting: Automated Slack notifications to team on customer event dates for personalized outreach.
3.23. **Postmark**
• Feature/Setting: Automated transactional email API; trigger based on database field matches.
3.24. **Facebook Messenger API**
• Feature/Setting: Automated Messenger bots for birthday/anniversary messages synced with CRM.
3.25. **Calendly API**
• Feature/Setting: Automate event invitations and reminders for customer milestones.
**Benefits**
4.2. Enhances brand loyalty and keeps customers engaged automatically.
4.3. Reduces manual workload via event-based automation.
4.4. Ensures no opportunity missed through calendar-driven, automatable triggers.
4.5. Multiplies reach with automated omni-channel messaging.
4.6. Enables hands-off, data-driven marketing with full automation scalability.