Purpose
1. Automate segmentation of bubble tea customers by analyzing their purchase frequency and history, enabling automated, highly targeted marketing campaigns that boost engagement and automated customer retention rates.
2. Support automated decision-making to identify frequent, occasional, and rare purchasers using advanced, automatable data workflows.
3. Automatically trigger customized campaigns (discounts, rewards, reminders) based on segment, leveraging automated channel selection for enhanced campaign precision.
4. Automate customer journey tracking, providing actionable insights automatedly for ongoing retention strategy optimization.
Trigger Conditions
1. Automation triggers on new customer purchase event entry into the POS or CRM system.
2. Automated daily or weekly scheduled scan for updated transaction data in customer database.
3. Automation triggers on reaching defined frequency thresholds (e.g., 5+ purchases/month).
4. Automated engagement drop-off detection (e.g., no purchase in 30/60/90 days) triggers re-engagement workflow.
Platform Variants
1. Salesforce
- Feature/Setting: Use Salesforce Flow to automate segmentation based on LastModifiedDate and PurchaseCount fields.
2. HubSpot
- Feature/Setting: Automate with active list segmentation using frequency filters on deal properties; trigger workflows.
3. Klaviyo
- Feature/Setting: Configure automated segments using “Placed Order” metric filters for purchase frequency.
4. Mailchimp
- Feature/Setting: Use audience segmentation automation rules filtered by purchase history from e-commerce integration.
5. Zoho CRM
- Feature/Setting: Automate custom workflows using “number of purchases” field, trigger campaign automations.
6. ActiveCampaign
- Feature/Setting: Automates custom tags and lists on user purchase event via automated workflows.
7. Shopify
- Feature/Setting: Automate using Flow app with conditions on order count for automated customer tags.
8. Segment.com
- Feature/Setting: Automates user group enrichment and trait updating using frequency-based computed traits.
9. Intercom
- Feature/Setting: Automator assigns segments via event-based filtering; automates message triggers to each group.
10. SendGrid
- Feature/Setting: Automates email lists using API for frequency-based dynamic segments.
11. Twilio SMS
- Feature/Setting: Automates targeted messaging based on segment, using automated API triggers.
12. Pipedrive
- Feature/Setting: Automates segmentation via custom workflow automation on “deal close” frequency.
13. Oracle Eloqua
- Feature/Setting: Automates segment creation using frequency-based segmentation filters within campaign canvas.
14. Microsoft Dynamics 365
- Feature/Setting: Automate segmentation with Dynamic Marketing Lists based on purchase activities.
15. SAP Marketing Cloud
- Feature/Setting: Automates segmentation utilizing condition-based triggers for repeat purchase detection.
16. Brevo (Sendinblue)
- Feature/Setting: Automate dynamic segmentation using transaction count from e-commerce connectors.
17. Google Sheets
- Feature/Setting: Automator parses sales data, uses Google Apps Script to segment by purchase frequency automatedly.
18. Airtable
- Feature/Setting: Automates record grouping/automation workflows using scripts based on frequency fields.
19. Customer.io
- Feature/Setting: Automator segments by event count for targeted messaging automation.
20. Constant Contact
- Feature/Setting: Use automation rules and email list segmentation by imported purchase frequency data.
21. Zapier
- Feature/Setting: Automates movement between segmented lists and scheduling automations on event detection.
22. Slack
- Feature/Setting: Automate internal alerts to staff when high-frequency segment changes occur via workflow automator.
23. Notion
- Feature/Setting: Automates database segment tagging with integration scripts for synchronized automatable marketing notes.
24. WhatsApp Business API
- Feature/Setting: Automates personalized messaging to re-engage customers based on automated segment triggers.
Benefits
1. Automated segmentation increases campaign personalization, leading to higher engagement and retention.
2. Automation reduces manual work, allowing staff to focus on high-value activities.
3. Automating customer journeys achieves data-driven campaign timing and relevancy.
4. Automation platform diversity enables selection of the best automatable stack for each business size and toolset.
5. Automated notifications, reminders, and rewards drive loyalty and repeat purchases in a streamlined, automated way.
Customer Engagement & Retention