Automated event/program invitations based on customer interests

Purpose

 1.1. Enable automatic, personalized invitations to adventure programs/events for customers based on their prior activities, interests, demographics, purchase history, or engagement patterns.
 1.2. Increase event participation and enhance customer relationship through targeted, relevant communication across multiple channels.
 1.3. Synchronize invitation flows with CRM, booking, email, SMS, social, and notification platforms for seamless outreach tailored to individual preferences.

Trigger Conditions

 2.1. New event or program is scheduled and tagged (e.g., hiking, rafting, rock climbing).
 2.2. Customer records updated with new interest, booking, or survey completion.
 2.3. Customer meets specific criteria (e.g., frequent participant, birthday month, milestone achievement).
 2.4. Segmentation update within the CRM or audience group refresh.
 2.5. Manual trigger for special campaigns or promotions.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Use Messaging API; configure automated SMS with merge fields for name, event, and RSVP link.
 3.2. SendGrid
  • Feature/Setting: Use Transactional Templates and API; set dynamic template data for personalized email invites.
 3.3. Mailchimp
  • Feature/Setting: Use Automated Journeys; trigger by tag/segment update mapped to customer interest.
 3.4. HubSpot CRM
  • Feature/Setting: Use Workflows and Lists; trigger email or SMS sends based on interest property change.
 3.5. Salesforce Marketing Cloud
  • Feature/Setting: Use Journey Builder and Data Extension filters; set up triggers on customer activity or segmentation.
 3.6. Microsoft Dynamics 365
  • Feature/Setting: Automated flows in Power Automate; trigger outbound communication via email/SMS integration.
 3.7. ActiveCampaign
  • Feature/Setting: Use Automations with triggers from tags, custom fields, or form submissions.
 3.8. Zoho CRM
  • Feature/Setting: Use Workflow Rules; trigger email or SMS invites based on field criteria.
 3.9. Pipedrive
  • Feature/Setting: Use Workflow Automation; configure action on stage change or custom field update.
 3.10. WhatsApp Business API
  • Feature/Setting: Use Messaging API endpoints; send template messages triggered by backend updates.
 3.11. Slack
  • Feature/Setting: Use Webhooks or Bots; push direct messages to users or channels for event invites.
 3.12. Google Calendar API
  • Feature/Setting: Use Events.insert; auto-send invitations with RSVP links to matching customers.
 3.13. Eventbrite
  • Feature/Setting: Use API to create events and auto-send invite emails to filtered attendee lists.
 3.14. Facebook Messenger Platform
  • Feature/Setting: Use Send API; program dynamic message templates for filtered user groups.
 3.15. Intercom
  • Feature/Setting: Use Series Automation; trigger outbound messages to segments with adventure interests.
 3.16. Customer.io
  • Feature/Setting: Use Campaign automation with dynamic segments driven by custom attributes.
 3.17. Klaviyo
  • Feature/Setting: Use Flows; trigger sequence based on profile or list updates reflecting customer interests.
 3.18. Marketo
  • Feature/Setting: Use Smart Campaigns; define triggers on interest signals for personalized invitations.
 3.19. Viber Business Messages
  • Feature/Setting: Use API to push bulk or personalized invitations to customer contact lists.
 3.20. Airship (formerly Urban Airship)
  • Feature/Setting: Use Automation workflows; trigger personalized push notifications to app users.
 3.21. Zendesk
  • Feature/Setting: Use Triggers and Automations; send personalized tickets/emails for event invites linked to user segment.

Benefits

 4.1. Drives higher attendance through targeted messaging.
 4.2. Enhances customer loyalty by recognizing individual preferences.
 4.3. Reduces manual workload and eliminates repetitive outreach tasks.
 4.4. Provides analytics for refining future event marketing.
 4.5. Empowers multi-channel, scalable communication for expanding adventure sports offerings.