Customer Relationship AutomationsPurpose
1.2. Enhance customer loyalty and increase repeat sales by acknowledging special occasions and providing exclusive deals.
1.3. Collect engagement data for future segmentation and targeted marketing improvements.
Trigger Conditions
2.2. Customer opted-in for marketing or messaging communications.
2.3. Offer inventory check (e.g., specific item types or collections ready for promotion).
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API; trigger: webhook with customer details; sample: `/v1/Messages` endpoint with dynamic content fields.
3.2. SendGrid
• Feature/Setting: Dynamic Transactional Templates; trigger: automated send via `/mail/send` API with personalized birthday/anniversary HTML templates.
3.3. Mailchimp
• Feature/Setting: Customer Tags and Triggered Email Journey; action: date-based trigger in Customer Journeys, configure with offer merge tags.
3.4. Klaviyo
• Feature/Setting: Flows > Date Property-Triggered Flow; send personalized emails/SMS with unique coupon codes.
3.5. HubSpot
• Feature/Setting: Marketing Automation > Workflows; trigger on contact property date, send email with embedded offer code.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder Event (Contact Date attribute); action: send Email/SMS using AMPscript for dynamic offers.
3.7. Zoho CRM
• Feature/Setting: Workflow Automation; trigger on date field, send automated message via Email/SMS/WhatsApp.
3.8. ActiveCampaign
• Feature/Setting: Automations with Date-based Trigger; send targeted offer emails or SMS.
3.9. Constant Contact
• Feature/Setting: Automated Email Series; schedule sends based on date-field triggers for each contact.
3.10. Shopify (using Shopify Flow)
• Feature/Setting: Flow Trigger "Customer Anniversary"; action: send email using default email or app integrations.
3.11. Microsoft Power Automate
• Feature/Setting: Recurrence + Get Rows (CRM) + Send Email/Teams message; include custom birthday/anniversary content.
3.12. Google Workspace (Gmail + Sheets + Apps Script)
• Feature/Setting: Apps Script triggers for date comparison in Sheets, send personalized message via Gmail API.
3.13. Pipedrive
• Feature/Setting: Workflow Automation, Date-based fields; trigger Email/SMS via third-party integration.
3.14. Intercom
• Feature/Setting: Custom Bot or Series; trigger on user attribute for date, send message through chat/email.
3.15. Brevo (ex-Sendinblue)
• Feature/Setting: Automation Workflow, Date-based entry point; send Email/SMS using trigger attributes.
3.16. WhatsApp Business API
• Feature/Setting: Scheduled messaging through API, with approved template; trigger: custom workflow in CRM.
3.17. Facebook Messenger (Meta API)
• Feature/Setting: Integration via webhook; trigger message with dynamic bot content for special date.
3.18. Slack
• Feature/Setting: Slack App with scheduled/batch messaging; trigger: Slack Incoming Webhook with formatted offer.
3.19. Drip
• Feature/Setting: Workflows > Anniversary/Birthday Triggers; action: send targeted email with exclusive collectors' offer.
3.20. Odoo
• Feature/Setting: Automated Actions on Contact Date Field; send email with special offer through Email Marketing app.
3.21. Viber Business API
• Feature/Setting: API-triggered message with personalization; send out limited collectible deals.
3.22. Freshworks CRM
• Feature/Setting: Workflow Automation on Date Condition; send personalized message or SMS offer.
Benefits
4.2. Drives traffic and sales with timely, relevant offers to high-value collectors.
4.3. Reduces manual effort for staff in sending recurring messages.
4.4. Integrates seamlessly with existing CRM and marketing stacks.
4.5. Provides actionable analytics for improving future campaign targeting.