Scheduling and sending personalized event invitations to regulars

Purpose

1.1. Automate the process of scheduling and sending personalized event invitations to returning or VIP customers of a cured ham bar, boosting customer loyalty and engagement while reducing manual workload.
1.2. Automator identifies regulars based on visit history and preferences, then automatically crafts and dispatches tailored event invites to maximize attendance and engagement.
1.3. Automation of reminders, RSVP tracking, and follow-ups ensure the bar keeps audiences engaged with minimal staff intervention.

Trigger Conditions

2.1. Automated detection of regular customers through POS check-ins or loyalty card scanners.
2.2. Scheduled automation based on upcoming event dates or planned marketing calendar entries.
2.3. Automatable triggers from CRM updates—e.g., customer’s last interaction date or event history.
2.4. Automation of responses to customer milestone (e.g., 5th visit) or birthday proximity.
2.5. Automated trigger when a new event is published or updated on the bar’s website or app.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use "Messages API" to automate sending personalized SMS to regulars; set up automation using templates with dynamic data fields (e.g., {customer_name}, {event_date}).
3.2. SendGrid
• Feature/Setting: Automate transactional emails via "Dynamic Template API" configured for event invitations, with placeholders for customer details.
3.3. Mailchimp
• Feature/Setting: Set up "Customer Journeys" automation; trigger when customers meet segment criteria for regulars; use merge tags for personalization.
3.4. Slack
• Feature/Setting: Automate internal notifications using "Incoming Webhooks" to notify staff when invites are scheduled or sent.
3.5. Salesforce
• Feature/Setting: Automate process builder to trigger invitations via integrated email/SMS when a regular is marked as eligible for an event.
3.6. HubSpot
• Feature/Setting: "Workflows" automation to send event invitation emails based on CRM data filters (visit count, last visit).
3.7. ActiveCampaign
• Feature/Setting: "Automations" to trigger personalized emails or SMSes to tagged regulars; use "Event Tracking" for behavioral triggers.
3.8. Google Calendar
• Feature/Setting: Automate event creation and reminders via "Calendar API" to invite customers directly onto their Google calendars.
3.9. Outlook 365
• Feature/Setting: Use "Create Event" API to automate calendar invites to regulars, pulling from CRM lists.
3.10. WhatsApp Business API
• Feature/Setting: Automate personalized invitation messages to regulars using the API; configure message templates with event data.
3.11. Facebook Messenger
• Feature/Setting: Use "Send API" to automate event invitation messages personalized with user info from Facebook Profile API.
3.12. Zapier
• Feature/Setting: Build multi-app automations to trigger invites based on CRM/Google Sheets updates and send via Gmail or other channels.
3.13. Eventbrite
• Feature/Setting: Automate personalized event invitations via "Event Management API" to pre-registered regular segments.
3.14. Shopify POS
• Feature/Setting: When a customer’s purchase reaches a set threshold, automate triggers using "Order API" to start invitation workflow.
3.15. Klaviyo
• Feature/Setting: Automate flows based on customer segments using "Flows Automation" for targeted invitation campaigns.
3.16. Intercom
• Feature/Setting: Use "Outbound Messages" automation for event invite, triggered by regular status or previous event interactions.
3.17. Pipedrive
• Feature/Setting: Automate sending of invitations when contact moves to "Regular Customer" stage via "Workflow Automation."
3.18. Zoho CRM
• Feature/Setting: Use "Workflow Rules" to automate sending invitations triggered by custom field criteria (visit count, tags).
3.19. Microsoft Power Automate
• Feature/Setting: Create flows that automate sending invitations across email, SMS, and Teams, triggered by CRM data.
3.20. Trello
• Feature/Setting: Automate card creation/tracking for each invite cycle using "Butler" automation, to ensure team follow-up.
3.21. Google Sheets
• Feature/Setting: Use "Apps Script" to automate sending email or SMS invitations to customer lists when data meets criteria.
3.22. Airtable
• Feature/Setting: Automate event invitation workflow using "Automations" when a record matches regular status.
3.23. Constant Contact
• Feature/Setting: Automate personalized invitation campaigns to segmented regulars via "Email Automation" feature.
3.24. Freshdesk
• Feature/Setting: Automate internal or customer notification tickets for event invites using "Automations" rules.
3.25. Discord
• Feature/Setting: Use "Webhook" to automate direct event notifications to VIP channels or individual users.

Benefits

4.1. Automates repetitive marketing communications, saving time and labor.
4.2. Automated personalized outreach increases event participation among regulars.
4.3. Automator ensures timely, error-free messaging for enhanced brand perception.
4.4. Automates RSVP tracking and follow-up for higher engagement rates.
4.5. Automated workflows allow real-time adjustment to invite lists and event details, optimizing attendee selection.
4.6. Improves data-driven insights and automation of future event campaigns.