Customer Communication & SupportPurpose
1.2. Synchronize communication based on store-specific triggers, covering both digital carts and in-store quote requests.
1.3. Capture intent shifts, drive personalized outreach, and escalate to human reps as required for high-value orders.
Trigger Conditions
2.2. Online quote requests remain unfinalized after a configurable duration.
2.3. In-store or phone quote provided but lacking customer confirmation or deposit.
2.4. Cart or quote tag/flag updated in point-of-sale or CRM system.
2.5. Customer replies with a specific keyword (“not now”, “still deciding”, etc.).
2.6. Anniversary or follow-up reminders based on last contact date.
Platform Variants
• Feature/Setting: Programmable Messaging API, POST /Messages endpoint, set to auto-alert customer number with quote/cart link.
3.2. SendGrid
• Feature/Setting: Transactional Email API, /mail/send, use abandoned-cart template and dynamic fields for first name, cart content, and personalized quote links.
3.3. Mailgun
• Feature/Setting: Messages API, POST /messages, use list management for pending quotes, schedule delayed send.
3.4. ActiveCampaign
• Feature/Setting: Automation Workflow, trigger on tag ‘abandon_cart’, action: send series of reminder emails.
3.5. Salesforce
• Feature/Setting: Flow Builder, Scheduled Flow, lookup pending opportunities, send notification (email/SMS) via Flow Action.
3.6. HubSpot
• Feature/Setting: Workflow Automation, trigger: quote not closed, action: automated personalized follow-up email/SMS.
3.7. Intercom
• Feature/Setting: Automated Series, event-triggered message when cart left open, channel preference (chat/email).
3.8. Zendesk
• Feature/Setting: Trigger with condition “Pending Quote > 24 hrs,” action: notify agent + email automation.
3.9. Freshdesk
• Feature/Setting: Scenario Automations – Triggers for "abandoned cart" or “open quote”, send reminder via email or SMS integration.
3.10. Shopify
• Feature/Setting: Abandoned Cart automation, trigger: checkout started, no complete, action: send reminder email/SMS.
3.11. WooCommerce
• Feature/Setting: WooCommerce Follow-Ups extension, event: cart abandoned, email sequence.
3.12. Klaviyo
• Feature/Setting: Flow Builder, trigger: checkout started, filter by status, action: SMS/email with dynamic content.
3.13. Constant Contact
• Feature/Setting: Automated Email Campaign, event: list segment for open quotes, scheduled reminder, personalized template.
3.14. Google Calendar
• Feature/Setting: API /events.insert, create a reminder event for sales rep to follow up calls on open quotes.
3.15. Microsoft Teams
• Feature/Setting: Power Automate, trigger: new quote status, action: Teams message to rep, optional adaptive cards for follow-up.
3.16. WhatsApp Business API
• Feature/Setting: /messages endpoint, send custom reminder template based on pending orders or quotes.
3.17. Facebook Messenger
• Feature/Setting: Messenger Send API, event-driven bot reminders for incomplete purchases, reply with call-to-action.
3.18. Slack
• Feature/Setting: Incoming Webhooks, notify sales channel about open quotes, schedule follow-up prompts.
3.19. Pipedrive
• Feature/Setting: Workflow Automation, trigger: deal status set to "pending quote," auto-send reminders.
3.20. Zoho CRM
• Feature/Setting: Blueprint or Workflow Rule, field trigger for quote stale, action: send email/SMS reminder.
3.21. Aircall
• Feature/Setting: API integration, pop reminder to call customer whose quote is pending over 24 hours.
3.22. Monday.com
• Feature/Setting: Automations, trigger: status change or inactivity, notify assigned agent or automate customer outreach.
Benefits
4.2. Enables proactive support, reducing customer dropout.
4.3. Delivers personalized customer experience and expedites decision-making.
4.4. Streamlines staff workflow by automating repetitive reminder tasks.
4.5. Supports omnichannel engagement making follow-ups more effective.