Customer Engagement & SupportPurpose
1.2. Automatedly increase customer retention and loyalty by keeping customers informed about upcoming reorders or subscription renewals.
1.3. Facilitate automation of customer engagement loops for recurring sales cycles through multiple communication channels.
1.4. Automate personalized messaging using historical purchase data, enabling data-driven reminders and offers.
1.5. Reduce operational costs by automating repetitive manual tasks related to customer follow-up.
Trigger Conditions
2.2. Automate triggers upon reaching inventory thresholds (e.g., low-stock detection by kiosk sensors).
2.3. Automate based on customer purchase patterns and predefined criteria stored in CRM or kiosk POS.
2.4. Automated triggers from customer subscriptions or recurring order data.
2.5. Automate reminders based on expirations of credit, loyalty points, or prepaid balances.
Platform Variants
• Feature: Automated SMS Reminders
• Setting: Configure programmable SMS API, set “schedule messages” with purchase data parameters.
3.2. SendGrid
• Feature: Automated Transactional Email
• Setting: Use Dynamic Transactional Templates and automated API triggers for reminders.
3.3. Mailchimp
• Feature: Automated Email Sequences
• Setting: Set up Customer Journey automation with purchase date triggers.
3.4. Slack
• Feature: Automated Direct Messaging
• Setting: Use Incoming Webhooks to automate DM reminders to users for internal kiosks.
3.5. Microsoft Teams
• Feature: Automated Channel Notifications
• Setting: Configure adaptive cards with scheduled reminders via outgoing webhooks.
3.6. WhatsApp Business API
• Feature: Automated Chat Reminders
• Setting: Setup message templates for recurring order reminders via automated workflows.
3.7. Facebook Messenger
• Feature: Automated Bot Messaging
• Setting: Use Send API to automate periodic Messenger notifications.
3.8. HubSpot
• Feature: Automated Workflow Emails
• Setting: Set up workflows with contact property triggers for purchase reminders.
3.9. Salesforce
• Feature: Automated Task/Email Creation
• Setting: Configure Process Builder for time-based workflow actions tied to purchases.
3.10. Zoho CRM
• Feature: Automated Email Follow-ups
• Setting: Configure workflow rules for scheduled email reminders.
3.11. ActiveCampaign
• Feature: Automated Customer Campaigns
• Setting: Automate triggered email series based on custom field dates.
3.12. Google Calendar API
• Feature: Automated Calendar Invites
• Setting: Automator schedules event reminders for upcoming purchases.
3.13. Shopify
• Feature: Automated Customer Notifications
• Setting: Configure automated email/SMS reminders via Flow app.
3.14. Square
• Feature: Automated Customer Alerts
• Setting: Automate post-sale messages with automated reminders for next visit or purchase.
3.15. Stripe
• Feature: Automated Subscription Renewal Reminders
• Setting: Use Billing APIs for scheduled webhook notifications.
3.16. Klaviyo
• Feature: Automated Flows
• Setting: Build automated reminder flows triggered by purchase metrics.
3.17. Freshdesk
• Feature: Automated Ticket & Notification System
• Setting: Automate ticket generation and reminder emails based on activity.
3.18. Zendesk
• Feature: Automated Notification Triggers
• Setting: Automate customer email/SMS reminders with action-based triggers.
3.19. OneSignal
• Feature: Automated Push Notifications
• Setting: Automate scheduled push notification reminders to kiosk app users.
3.20. Intercom
• Feature: Automated Messaging Campaigns
• Setting: Automate in-app and email nudges tied to recurring purchases.
Benefits
4.2. Automates operational efficiency by removing manual intervention.
4.3. Automates cross-channel engagement for improved user experience.
4.4. Automates analytics-driven personalization, adapting reminders to customer habits.
4.5. Improves revenue by automating upsell/cross-sell opportunities alongside reminders.