Customer Management & CommunicationPurpose
1.2. Increase repeat visits, bookings, and participation by delivering time-sensitive deals through a variety of communication channels.
1.3. Ensure that relevant offers reach the right customer segment, using scheduled logic based on last activity, preferences, or inactivity thresholds.
1.4. Reduce manual intervention by automating the entire notification lifecycle — targeting, message crafting, scheduling, and delivery.
Trigger Conditions
2.2. Specific events such as customer birthdays, anniversaries, or last participation date match rule-sets.
2.3. Customer clicks “remind me later” or opens a previous marketing email without further action.
2.4. CRM status updates or change to “inactive” label.
2.5. Abandoned booking or signup incomplete.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Messaging API — Set up “Send SMS” flow, configure template with merge fields for the offer and recipient.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API — Create and schedule an email campaign using recipient lists filtered by inactivity.
3.3. Mailchimp
• Feature/Setting: Customer Journey Builder — Automated email trigger based on “Contact date added” + inactivity filter.
3.4. HubSpot
• Feature/Setting: Workflow automation — Trigger email, SMS, or in-app notification based on “Last Activity Date” property.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder — Entry event: data extension filter with “last purchase date,” action: send email/push.
3.6. ActiveCampaign
• Feature/Setting: Automation — Triggered when custom field “last attended” surpasses X days, initiates email/SMS campaign.
3.7. Zoho CRM
• Feature/Setting: Workflow Rules — Trigger message when “Last Visit” field crosses set threshold, integrates with Campaigns.
3.8. Intercom
• Feature/Setting: Series automations — Automated message flow triggered by inactive segment status.
3.9. Slack
• Feature/Setting: Incoming Webhooks — Push internal alerts to sales/ops team for manual follow-up with offer template.
3.10. Facebook Messenger API
• Feature/Setting: Message Templates — Automated re-engagement via bot chat with API-based scheduling and targeting.
3.11. WhatsApp Business API
• Feature/Setting: Session Messages — Auto-send offers to contacts absent for N days, message template pre-approval.
3.12. Google Firebase Cloud Messaging
• Feature/Setting: Send push notification to mobile app users after defined inactivity period via “topic” or “user segment.”
3.13. Klaviyo
• Feature/Setting: Flow Builder — Triggered flow based on the lapse since “Last Activity” property, multi-channel messaging.
3.14. Constant Contact
• Feature/Setting: Email Automation — Send offers to selected contacts based on inactivity-detected segments.
3.15. Pipedrive
• Feature/Setting: Workflow Automation — Create actions on “last update” pipeline field expiring, initiate email/send via integration.
3.16. Microsoft Power Automate
• Feature/Setting: Scheduled cloud flow — Detect inactivity in CRM or booking data source, invoke preferred notification API.
3.17. Marketo
• Feature/Setting: Smart Campaigns — Trigger on filtered inactivity segment for automated multi-channel outreach.
3.18. Airship
• Feature/Setting: Automation — Rule-based mobile push or SMS to segments with declining engagement scores.
3.19. Viber Business Messages
• Feature/Setting: API — Send pre-approved offer message to users not active in defined window.
3.20. Zoho Campaigns
• Feature/Setting: Automated Workflow — Deliver promotional emails to an inactivity-driven segment from the CRM sync.
Benefits
4.2. Ensures omnichannel reach by leveraging email, SMS, push, messaging app, and even internal team notifications.
4.3. Personalizes messaging using CRM-based segmentation and dynamic fields for higher conversion.
4.4. Accelerates offer-to-engagement cycle with scheduled, rules-based logic and instant delivery.
4.5. Reduces operational overhead and eliminates repetitive manual communications.