Customer Engagement & MarketingPurpose
1.2. Automation increases customer engagement, drives repeat purchases, and fosters loyalty via timely, relevant outreach.
1.3. The automated workflow captures, stores, and utilizes customer dates, sending offers, discounts, or greetings automatically to optimize marketing efforts.
Trigger Conditions
2.2. Alternately, triggers on the day prior for advance offers, or on customer’s time zone for precise delivery.
2.3. Trigger conditions automate the retrieval of event data and automate content personalization for each communication channel.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Configure "Programmable SMS" API for automated text message delivery.
• Sample: Triggered via HTTP POST to /Messages endpoint with dynamic fields.
3.2. SendGrid
• Feature/Setting: Use "Transactional Template" and "Mail Send API" for automated email delivery.
• Sample: Setup dynamic templates and automate API POST to /mail/send.
3.3. Mailchimp
• Feature/Setting: Automate "Customer Journeys" with date-based triggers.
• Sample: Configure workflow to send campaign on matching date.
3.4. Slack
• Feature/Setting: Automate message post via Incoming Webhooks for internal notifications to celebrate customers.
• Sample: POST to /api/chat.postMessage with event details.
3.5. HubSpot
• Feature/Setting: Automate sequences and workflows with "Date Property" trigger.
• Sample: Setup workflow to send automated emails on date.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Use "Journey Builder" with date-based automation activities.
• Sample: Configure data extension for dates and automation to send email/SMS.
3.7. Klaviyo
• Feature/Setting: Automate "Flow" for birthday/anniversary triggered messaging.
• Sample: Setup trigger property to automate multi-channel sends.
3.8. WhatsApp Business API
• Feature/Setting: Automated template message via /messages endpoint.
• Sample: POST JSON with customer details and templateID.
3.9. ActiveCampaign
• Feature/Setting: Automate "Date-Based Automations" for message delivery.
• Sample: Start automation workflow when date matches.
3.10. Google Sheets
• Feature/Setting: Automate data lookup and row-based triggers using Apps Script.
• Sample: Run Apps Script to trigger API calls on date.
3.11. Zoho CRM
• Feature/Setting: Automate "Workflow Rules" with condition on birthday/anniversary fields.
• Sample: Trigger automated email or SMS action.
3.12. Facebook Messenger
• Feature/Setting: Automate chat messages with Messenger Platform Send API.
• Sample: POST to /me/messages on event.
3.13. Shopify
• Feature/Setting: Automate email/SMS notifications using "Automation" and "Flow app".
• Sample: Trigger automation on customer tags or date properties.
3.14. Outlook 365
• Feature/Setting: Automate scheduled emails via Power Automate flows.
• Sample: Configure automated send at specific date/time.
3.15. Viber
• Feature/Setting: Automate messaging using Viber REST API’s send_message.
• Sample: POST message with event variables.
3.16. Intercom
• Feature/Setting: Automate in-app and email messages via "Custom Bots" with date rules.
• Sample: Automate workflow for audience segments.
3.17. Telegram Bot API
• Feature/Setting: Automate scheduled birthday message via /sendMessage endpoint.
• Sample: POST with dynamic chat_id and message text.
3.18. Zapier
• Feature/Setting: Automate multi-step workflows based on date matches in Google Sheets or CRM.
• Sample: Multi-app automation with filter and action steps.
3.19. Constant Contact
• Feature/Setting: Automate date-based email campaigns.
• Sample: Create automated campaign for anniversary date.
3.20. MessageBird
• Feature/Setting: Automate omnichannel messaging via Conversations API.
• Sample: POST message to SMS, WhatsApp, or Messenger channels.
Benefits
4.2. Automation enhances campaign timing, increasing response rates and order volume.
4.3. Automating outreach reduces manual workload and error, freeing staff for value-added tasks.
4.4. Automation enables accurate, always-on marketing that is cost-effective and measurable.