Customer Management & EngagementPurpose
1.2. Automates detection of predefined customer behaviors, visit milestones, birthdays, membership anniversaries, or specific purchase patterns to trigger customized special offers.
1.3. Automating retention campaigns, upselling sessions, seasonal promotions, and new member welcome vouchers for efficient, scalable customer management.
1.4. Ensures customers receive timely, relevant offers automatically without manual intervention, optimizing marketing workflow and revenue opportunities.
Trigger Conditions
2.2. Birthdays and anniversaries detected and automate unique offers.
2.3. Large purchase thresholds auto-trigger bonus offers or coupons.
2.4. Automated inactivity monitoring triggers “win back” offers after inactivity period.
2.5. Event or product launch announcements automate exclusive discounts to attendance lists.
Platform Variants
• Feature/Setting: Messaging API; automate SMS campaign on event match. Example: Configure API to send offer code when session count reaches threshold.
3.2. SendGrid
• Feature/Setting: Automated Email Campaigns; set logic triggers for customer events to deliver email offers.
3.3. Mailchimp
• Feature/Setting: Automation Workflows; automate special offer emails for birthdays or milestones.
3.4. HubSpot
• Feature/Setting: Workflow Automator; use deal/contact triggers for customized discount email automation.
3.5. ActiveCampaign
• Feature/Setting: Conditional automation; deliver exclusive discounts after a set number of visits.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; automate rule-based special offers based on CRM fields.
3.7. Zoho CRM
• Feature/Setting: Workflow Rules; automate personalized coupon code delivery on lead conversion.
3.8. Slack
• Feature/Setting: Workflow Builder & Incoming Webhooks; automate sending offer notifications to team or users.
3.9. Zapier
• Feature/Setting: Multi-step automations; automate cross-platform offer delivery based on triggers from booking apps.
3.10. Pipedrive
• Feature/Setting: Automations/Deals; automate offers when client status updates.
3.11. Shopify
• Feature/Setting: Automated Discount Rules; automate promo codes sent to qualified customers post-purchase.
3.12. Google Sheets
• Feature/Setting: App Script Triggers; automate extraction and sending discount data to communication platforms.
3.13. Intercom
• Feature/Setting: Automated Series; automate chat messages/offers based on user actions.
3.14. Facebook Messenger API
• Feature/Setting: Automated Message Sending; automate delivery of special offer chat notifications.
3.15. WhatsApp Business API
• Feature/Setting: Automated messaging rules for event-based offers.
3.16. Klaviyo
• Feature/Setting: Automated Flows; automate email/SMS offers for abandoned bookings.
3.17. Drip
• Feature/Setting: Automated Rules; automate personalized offers following specific user engagement.
3.18. Constant Contact
• Feature/Setting: Event-driven Autoresponder; automate email offers based on registration triggers.
3.19. Freshsales
• Feature/Setting: Workflow Automation; automate delivery of discounts after specific CRM activity.
3.20. LoyaltyLion
• Feature/Setting: Reward Program automation; automate loyalty-based discounts.
3.21. WooCommerce
• Feature/Setting: Automated Coupon Generation and email dispatch.
3.22. Google Calendar
• Feature/Setting: Calendar Event Triggers; automate offers for event registrants.
Benefits
4.2. Saves staff time by eliminating manual sending of offers and discount codes.
4.3. Ensures offers are rule-driven, consistent, and timely, increasing redemption rates.
4.4. Allows scale-up of marketing efforts without proportional increase in effort through automation.
4.5. Enables automatable segmentation, better analytics, and continuous customer lifecycle engagement.