Customer Engagement & CommunicationPurpose
1.2. Strengthen brand loyalty by maintaining regular customer engagement, encouraging repeat visits, and gathering actionable insights to improve operations and customer satisfaction.
1.3. Streamline staff workload by automating routine post-visit communication and data collection tasks.
Trigger Conditions
2.2. Successful check-out recorded in POS, ticketing, or registration system.
2.3. Customer email address present and opted in to receive communications.
2.4. Optional delay (e.g., 2 hours after visit ends) to ensure timely and relevant delivery.
Platform Variants
• Function: Automated Email Campaign
• Setting: “Customer Journeys” with trigger event on API call or list update; configure dynamic blocks via merge tags.
3.2. SendGrid
• Function: Automated Transactional Email
• Setting: Trigger on completed visit webhook; dynamic template for feedback link and personalized promotions.
3.3. HubSpot
• Function: Workflow Automation
• Setting: Enroll contacts in workflow on visit completion; use “Feedback Survey” module in follow-up.
3.4. ActiveCampaign
• Function: Automations
• Setting: Trigger on tag “Visit Complete” added via API; configure promotional split testing.
3.5. Salesforce Marketing Cloud
• Function: Journey Builder
• Setting: Data Extension with new visit, API event start, configure feedback-form block.
3.6. Zoho Campaigns
• Function: Autoresponder
• Setting: Event-based Autoresponder tied to Visit Complete in Zoho CRM integration.
3.7. Constant Contact
• Function: Automated Email Series
• Setting: “List Join” automation upon receiving customer visit data.
3.8. Klaviyo
• Function: Flow Automation
• Setting: Metric-triggered flow on “Visit Completed” event; personalized coupon code block.
3.9. Brevo (formerly Sendinblue)
• Function: Automation Workflow
• Setting: “API Event” trigger, branch for feedback and promo.
3.10. Customer.io
• Function: Event-Triggered Campaign
• Setting: Ingest “visit_completed” event via API, dynamic content module for survey and offer.
3.11. Intercom
• Function: Automated Messages
• Setting: Series triggered on custom attribute update (“Last Visit”); request NPS feedback and next visit incentive.
3.12. Microsoft Power Automate
• Function: Email Automation Flow
• Setting: Trigger from updated SharePoint or Dynamics record after visit, send personalized Outlook email.
3.13. Google Workspace (Gmail)
• Function: App Script Automation
• Setting: On Form/Sheet update post-visit, send scripted follow-up using Gmail API.
3.14. Mandrill
• Function: Transactional Emails
• Setting: API-triggered template with variables for feedback/promo, schedule via webhook.
3.15. Amazon SES
• Function: Programmatic Email Sending
• Setting: AWS Lambda trigger on new visit record in DynamoDB, send via SES API with personalization.
3.16. Freshworks CRM
• Function: Workflow Automation
• Setting: Event-based workflow on “Visit Closed,” send feedback email and deal incentive.
3.17. Oracle Responsys
• Function: Program Orchestration
• Setting: Entry on new profile event, configure dynamic content for feedback and promotions.
3.18. Pipedrive
• Function: Smart Docs & Workflow Automation
• Setting: After deal “won” status, trigger personalized follow-up via integrated email.
3.19. Emma
• Function: Triggered Mailing
• Setting: Import after-visit data, initiate automatic “Thank You + Feedback” sequence.
3.20. Postmark
• Function: Transactional Message
• Setting: API endpoint on visit completion; modular template for survey and promotion.
Benefits
4.2. Gathers structured feedback for continuous operational improvement.
4.3. Saves staff time and reduces manual error in sending post-visit communications.
4.4. Enables A/B testing and analytics for email content effectiveness.
4.5. Maintains GDPR/CCPA compliance by tracking opt-ins and preferences automatically.