Automated customer follow-up emails after gallery visits or purchases

Purpose

1.1. Enhance post-visit/purchase engagement through personalized, timely emails to foster loyalty, encourage repeat visits, and promote featured Indigenous artworks.
1.2. Automate tailored outreach such as thank-yous, review requests, exhibition notifications, and special offers to build ongoing connections and gather insights into visitor behavior.
1.3. Reinforce the gallery’s brand values and mission to support Indigenous artists, while nurturing leads for future events and sales.

Trigger Conditions

2.1. Completion of gallery visit (manual registration, digital check-in, or ticket scan).
2.2. Art purchase (POS transaction recorded, online checkout completion).
2.3. RSVP to an event or workshop attendance.
2.4. Signup for newsletters or membership.
2.5. After a defined time interval (e.g., 24h post-visit, 3 days post-purchase).

Platform Variants

3.1. Salesforce
• Feature/Setting: Workflow Rule or Flow Builder to send email post-object record update (e.g., after "Gallery Visit" or "Order" record saved).
• Sample: Configure "Email Alert" action in Flow for trigger when status is "Completed".

3.2. HubSpot
• Feature/Setting: Automated Workflow (Contact-based automation, "Enrollment triggers" after activity logged).
• Sample: Trigger "Send email" when "Last gallery visit date" is updated.

3.3. Zoho CRM
• Feature/Setting: Workflow Rules, Custom Functions for module "Visits" or "Sales".
• Sample: Set a workflow to send "Follow-Up Email" template on record creation.

3.4. Mailchimp
• Feature/Setting: Customer Journey Builder with triggers for list addition or e-commerce activity.
• Sample: Send “Thank You” campaign on tag “recent_visitor”.

3.5. ActiveCampaign
• Feature/Setting: Automation Builder, trigger on list addition or custom field update (“Last visit/purchase date”).
• Sample: Send email sequence after contact field changes.

3.6. Klaviyo
• Feature/Setting: Flow Triggers with Shopify/Custom integration, e.g., “Placed Order” or “Visited Gallery”.
• Sample: Flow sends event-triggered follow-up.

3.7. Sendinblue
• Feature/Setting: Marketing Automation with event-based triggers (Visit or Purchase event via API).
• Sample: API event “customer_visited” triggers transactional email.

3.8. Microsoft Dynamics 365
• Feature/Setting: Power Automate—Flow for “Record Created/Updated” in “Visits” or “Sales Orders.”
• Sample: Power Automate sends email when visit record logged.

3.9. Google Workspace (Gmail API)
• Feature/Setting: Apps Script webhook to trigger draft/send email on form or spreadsheet update.
• Sample: Script sends email when new row is added in visitor log sheet.

3.10. Airtable
• Feature/Setting: Automations—Trigger on new “Visit/Purchase” record, Action: “Send email”.
• Sample: On record log, send custom follow-up.

3.11. Shopify
• Feature/Setting: Automated Post Purchase Email (Shopify Email, Marketing section, trigger by order completion).
• Sample: Order fulfillment event sends “Thank You” campaign.

3.12. Intercom
• Feature/Setting: Series Automation, entry rule “Contact added after event or tag”.
• Sample: Automatically email after visit or purchase event tagged.

3.13. Zendesk Sell
• Feature/Setting: Smart Lists & Triggers, workflow for Customer follow-up after ticket or purchase closed.
• Sample: Trigger email task when status becomes “Won”.

3.14. Freshsales (Freshworks)
• Feature/Setting: Workflow Automation, trigger activity on Lead or Contact actions.
• Sample: Send “Follow-Up” email on purchase/visit activity.

3.15. Pipedrive
• Feature/Setting: Workflow Automation, “Deal Won” or “Activity completed” triggers action.
• Sample: After activity logged for gallery visit, send email template.

3.16. Constant Contact
• Feature/Setting: Automated email series, “Contact joins list” or “Custom date trigger”.
• Sample: Addition to “Gallery Visitors” list sends follow-up.

3.17. Brevo
• Feature/Setting: Automation workflows based on transaction or custom event.
• Sample: API event after purchase triggers personalized email.

3.18. SendGrid
• Feature/Setting: Marketing Campaigns or Email API, scheduled or event-based trigger.
• Sample: Transactional template triggered by REST call after purchase.

3.19. Slack (Reminders for staff follow-up)
• Feature/Setting: Workflow Builder, notification post-visit requiring manual check.
• Sample: Reminder in staff Slack on new visitor, for personal follow-up.

3.20. Typeform + Webhooks
• Feature/Setting: After form completion (e.g., feedback post-visit), webhook triggers email send via integration.
• Sample: “Thank You” sent on gallery feedback form submit.

3.21. Monday.com
• Feature/Setting: Automation recipe; when new item added to board (Visitor/Purchase), send email.
• Sample: “Status = visited” triggers email.

3.22. Notion
• Feature/Setting: Integration automation using Notion API and external mailer (e.g., email send on new record in “Visitors” DB).
• Sample: Email send via Zap/automator when page added.

3.23. Gorgias
• Feature/Setting: Macros for post-purchase or post-visit email in customer support flow.
• Sample: Macro triggers message after order closed.

3.24. Eventbrite
• Feature/Setting: Automated follow-up email after event check-in using Email tab/Integrations.
• Sample: Send “Thank You” post-event attendance.

Benefits

4.1. Ensures personalized and timely customer engagement, increasing likelihood of return visits.
4.2. Automates manual-touchpoints, freeing up staff to focus on in-person art appreciation and sales.
4.3. Supports segmented, relevant communication based on individual actions and interests.
4.4. Gathers actionable insights for future marketing and relationship-building strategies.
4.5. Enhances gallery reputation and reinforces ongoing commitment to Indigenous artists and cultural connection.