Customer Experience & Communication AutomationPurpose
1.2. Reinforce positive experience, foster loyalty, and increase follow-up engagement.
1.3. Collect post-visit feedback, promote future offers, and keep the dealership top-of-mind.
1.4. Ensure timely delivery via client-preferred communication channels (SMS, email, WhatsApp, etc).
1.5. Touchpoints can include test drives, service appointments, or showroom walk-ins.
Trigger Conditions
2.2. Digital sign-in event (mobile/tablet kiosk or online registration).
2.3. New entry created in visit log via API, webhook, or form submission.
2.4. Integration event from third-party booking/service completion tool.
2.5. Manual employee flag or completion of scheduled workflow.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Twilio Messaging API – Configure trigger “POST /Messages” with customer number and message template.
3.2. SendGrid
• Feature/Setting: Send Email API v3 – Send dynamic template email with personalization via recipient variables.
3.3. Mailchimp
• Feature/Setting: Automations – Set up post-event journey with custom thank-you email triggered by CRM webhook.
3.4. Salesforce
• Feature/Setting: Process Builder/Flow – Trigger outbound message after completed visit; use Messaging or Marketing Cloud for SMS/email.
3.5. HubSpot
• Feature/Setting: Workflows – Trigger email or SMS send based on contact activity or CRM property update.
3.6. Zendesk
• Feature/Setting: Triggers/Automations – Initiate thank-you ticket or email post-interaction, using placeholder tags for personalization.
3.7. WhatsApp Business API
• Feature/Setting: POST to /messages endpoint with templated message after webhook event.
3.8. ActiveCampaign
• Feature/Setting: Automation builder – Start sequence upon field change or API event to deliver thank-you email or SMS.
3.9. Zoho CRM
• Feature/Setting: Workflow Rules – Auto-email or SMS triggered by lead/deal stage update.
3.10. Slack
• Feature/Setting: Incoming Webhook – Notify internal team or send DM when customer thanked.
3.11. Google Chat
• Feature/Setting: Webhook integration – Post internal notification of sent thank-you.
3.12. Pipedrive
• Feature/Setting: Workflow Automation – Send email/sms via integration after deal or activity is marked completed.
3.13. Microsoft Power Automate
• Feature/Setting: Flow – Connect CRM, trigger on contact update, send via email, Teams, or SMS connector.
3.14. Intercom
• Feature/Setting: Post-event message – Use event-triggered automated messages to thank contacts after tagged actions.
3.15. Freshdesk
• Feature/Setting: Automations – Rule-based dispatch of thank-you emails post-ticket close or appointment.
3.16. Klaviyo
• Feature/Setting: Flows – Set up thank-you messages sent by SMS or email, triggered by event API.
3.17. Aircall
• Feature/Setting: Webhooks – Send data to external automation for triggering SMS or email.
3.18. Marketo
• Feature/Setting: Smart Campaigns – Trigger personalized email after customer visit event sync.
3.19. SAP Customer Experience
• Feature/Setting: Workflow Rules – Auto-generate thanks emails/SMS post-visit logged in system.
3.20. Oracle Eloqua
• Feature/Setting: Program Canvas – Trigger thank-you campaign by updating contact or form submission.
3.21. Infobip
• Feature/Setting: API – Use SMS or WhatsApp template send on webhook from CRM.
3.22. MessageBird
• Feature/Setting: Flow Builder/API – Orchestrate multichannel thank-you messages triggered by event input.
3.23. Viber Business Messages
• Feature/Setting: Send API – Use automated post-visit thank-you template to customer’s Viber.
Benefits
4.2. Reduces manual follow-up workload and minimizes human error.
4.3. Boosts engagement, upsell/cross-sell potential, and feedback collection rates.
4.4. Consistent and timely outreach on the customer’s preferred channel.
4.5. Creates audit trails and analytics for follow-up effectiveness.