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Upsell recommendations via messaging post-visit

Purpose

1.1. Automate tailored upsell recommendations for recent visitors, delivering targeted offers and promotions post-visit using messaging platforms.
1.2. Increase repeat bookings, promote special events, cross-sell premium services, and enhance customer loyalty by leveraging event data, past purchases, and segment preferences.

Trigger Conditions

2.1. Customer check-out event is logged in the club’s POS/CRM system.
2.2. Predefined time lapse post-visit (e.g., 1 hour, 24 hours) elapses.
2.3. Customer has opted-in to receive marketing communications.
2.4. Upsell recommendation rules are met (e.g., high-value visitor, missed last event, VIP segment).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Programmable Messaging API; Configure outbound SMS trigger, set recipient, and insert dynamic message templates per customer profile.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API; Schedule automated email with dynamic upsell offers using event-driven triggers.
3.3. WhatsApp Business API
• Feature/Setting: Session Messages; Send templated, personalized promotional messages post-visit via approved business account.
3.4. Facebook Messenger
• Feature/Setting: Send API; Auto-send targeted chat messages based on user’s visit and interaction log.
3.5. Slack
• Feature/Setting: Chat.postMessage; For VIP notifications, deliver offers to direct user channels using automated bots.
3.6. HubSpot
• Feature/Setting: Workflows > Automated Emails; Use event-based triggers for post-visit nurture and upsell emails.
3.7. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; Set up customer journey paths with entry event as “Visit Complete” and follow-up messaging nodes with upsell content.
3.8. Pipedrive
• Feature/Setting: Workflow Automation; Trigger messaging after visit is logged in deals pipeline, configure integration for push notifications.
3.9. Mailchimp
• Feature/Setting: Customer Journeys; Automate email or SMS step post tag “recent visit” assignment in audience list, include dynamic product suggestions.
3.10. ActiveCampaign
• Feature/Setting: Automation Builder; Compose workflow with visit-triggered messages and tag-based segmentation for upsell campaigns.
3.11. Klaviyo
• Feature/Setting: Flows; Post-visit event triggers tailored email/SMS recommendations leveraging purchase data sync.
3.12. Google Chat
• Feature/Setting: Webhooks; Use POST to a space webhook after visit completion, dispatching custom promotional notifications.
3.13. LINE Messaging API
• Feature/Setting: Push Message; Auto-send dynamic upsell offers post-visit using customer ID and event metadata.
3.14. Viber Business Messages
• Feature/Setting: Send Message API; Target users post-visit with rich text/video content for exclusive promotions.
3.15. Intercom
• Feature/Setting: Series Automation; Sends in-app or email post-interaction, with personalized upsell content based on behaviors.
3.16. Zoho CRM
• Feature/Setting: Workflow Rules; Trigger custom messaging via SMS/email connectors on “Visit Closed” status.
3.17. Brevo (ex Sendinblue)
• Feature/Setting: Automation Workflow; Configure “Contact finishes event” trigger to start personalized upsell sequence.
3.18. Telegram Bot API
• Feature/Setting: sendMessage; Dispatch post-visit targeted offers to user chats via predefined bot workflows.
3.19. Microsoft Teams
• Feature/Setting: Incoming Webhook; Post upsell recommendations to customer or internal support channels after visit event received.
3.20. Plivo
• Feature/Setting: SMS API; Auto-send SMS recommendations using event data from CRM after a recorded visit.
3.21. Webex Messaging
• Feature/Setting: Messages API; Push campaign notifications to customers with customized post-visit offers.
3.22. Freshchat
• Feature/Setting: Automated Campaigns; Set rule to trigger personalized promotions via chat after visit log.
3.23. MoEngage
• Feature/Setting: Flows & Push; Use user action triggers to send push, email or in-app recommendations.

Benefits

4.1. Maximizes incremental revenue through timely, relevant offers.
4.2. Increases customer retention and repeat visit rate.
4.3. Automates manual follow-up, freeing staff resources.
4.4. Improves conversion with data-driven, personalized messaging.
4.5. Scales effortlessly as customer base grows.

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