Customer Engagement & Loyalty AutomationPurpose
1.2. Streamline delivery of promotional offers on key dates via SMS or email through automation, ensuring timely, automated outreach.
1.3. Automatedly collect, store, and update customer contact information and relevant special dates for campaign targeting.
1.4. Automatically monitor campaign effectiveness and customer response rates to automate future improvements.
Trigger Conditions
2.2. Automatically trigger when a customer is added or updated in the database with a special date.
2.3. Automation triggers one week before customer birthday to send reminder/promo.
2.4. Automatedly trigger after purchase, prompting user to register birthday if not on file.
Platform Variants
• Feature/Setting: Configure automated SMS send using flow builder; set recipient number, message body, send time based on date field.
3.2. SendGrid (Mail Send API)
• Feature/Setting: Automate triggered email delivery with dynamic template and personalized subject; set via API schedule.
3.3. Mailchimp (Automated Customer Journeys)
• Feature/Setting: Automated birthday campaign; dynamic segments and scheduling using customer profiles.
3.4. ActiveCampaign (Automations)
• Feature/Setting: Automation sequence for special offers; set trigger as date field matches birthday.
3.5. SMSGlobal (REST SMS API)
• Feature/Setting: Automated SMS scheduling with JSON payload using customer date variables.
3.6. HubSpot (Workflows)
• Feature/Setting: Automatically enroll contacts in workflow based on date properties for triggered messaging.
3.7. Klaviyo (Flows)
• Feature/Setting: Birthday flow; trigger by profile property, configure automated email or SMS.
3.8. ClickSend (SMS API)
• Feature/Setting: API setup for automated SMS messaging with template merging.
3.9. Salesforce Marketing Cloud (Journey Builder)
• Feature/Setting: Schedule journey based on contact birthday; automated emails/SMS.
3.10. Zoho Campaigns (Autoresponders)
• Feature/Setting: Date field-based automated email campaigns.
3.11. MoEngage (Flows)
• Feature/Setting: Automated customer engagement flow, triggers based on user attributes (birthdays/special dates).
3.12. Drift (Email Automation)
• Feature/Setting: Automated birthday and promo emails using contact properties.
3.13. MessageBird (SMS API)
• Feature/Setting: Automate SMS campaigns using scheduled POST requests and dynamic data.
3.14. Omnisend (Automation Workflows)
• Feature/Setting: Pre-built automated birthday workflow and SMS/email triggers.
3.15. Constant Contact (Email Automation)
• Feature/Setting: Date-triggered automated campaigns with personalization tokens.
3.16. Postmark (Transactional Email API)
• Feature/Setting: Automated transactional emails triggered by HTTP request with dynamic subject/content.
3.17. Brevo (formerly Sendinblue) (Automation)
• Feature/Setting: Date property triggers for automated promo and birthday emails.
3.18. Voodoo SMS (Bulk SMS API)
• Feature/Setting: Schedule and automate SMS for special events.
3.19. Infobip (SMS/Email API)
• Feature/Setting: Automated communications with flow-based event triggers for birthdays.
3.20. Elastic Email (Automation)
• Feature/Setting: Automated trigger rule based on custom fields (birthdays) for email send.
Benefits
4.2. Automatedly increases frequency and effectiveness of promotional campaigns through precise timing.
4.3. Reduces manual effort by automating repetitive communications with customers.
4.4. Ensures no key customer date is missed, maximizing retention with automation.
4.5. Provides automatable analytics for ongoing optimization and campaign tuning.