Customer Relationship & Marketing AutomationsPurpose
1.2. Automatically generate dynamic audience lists based on real-time CRM, e-commerce, survey, and campaign engagement data.
1.3. Automates targeted email campaigns with personalized banners, offers, and product recommendations to maximize engagement and repeat purchases.
1.4. Enables automating tailored marketing flows at different customer lifecycle stages (acquisition, nurturing, retention, win-back).
1.5. Provides automated reporting for campaign performance, conversion, and customer segment growth.
Trigger Conditions
2.2. New purchase or completed order in e-commerce platform.
2.3. Specific browsing event (e.g., viewing a banner product page).
2.4. Entry or exit of customer into a target segment (e.g., VIP, lapsed, frequent buyer).
2.5. Anniversary of first or last purchase.
2.6. Interaction with previous email campaign (opened, clicked, ignored).
2.7. Survey or feedback submission signaling new interest or satisfaction change.
Platform Variants
• Feature/Setting: Automate customer tagging via "Automations > Customer Journeys" and advanced segmentation; sample config: "If order > $500, add tag 'High Value'."
3.2. Salesforce Marketing Cloud
• Feature/Setting: Automation Studio Data Extension Update, Email Studio Triggered Sends
3.3. Klaviyo
• Feature/Setting: “Flows” for event-triggered emails, automated segmentation via Profile Filters
3.4. HubSpot
• Feature/Setting: “Workflows” > automated contact segmentation, email sequences for targeted campaigns
3.5. ActiveCampaign
• Feature/Setting: “Automations” > conditional splits, Email Campaign Automator
3.6. Constant Contact
• Feature/Setting: “Segmentation Rules” + “Email Automation Series”
3.7. Zoho Campaigns
• Feature/Setting: “Smart Segment” and “Autoresponder” modules
3.8. Sendinblue
• Feature/Setting: “Advanced Segmentation” + “Automation Workflow”
3.9. Drip
• Feature/Setting: “Workflows” for behavior-based automation; API for updating segments
3.10. Iterable
• Feature/Setting: “User Segmentation” API, “Campaign Workflow Automator”
3.11. Customer.io
• Feature/Setting: “Segments” and “Triggered Campaigns”
3.12. SendGrid
• Feature/Setting: “Marketing Campaigns” API for automation; send-by-segment
3.13. Omnisend
• Feature/Setting: “Behavioral Segmentation” and “Automated Email Series”
3.14. Adobe Campaign
• Feature/Setting: “Recipient List Management,” Workflow automation
3.15. Moosend
• Feature/Setting: “Automation Workflow Builder” + “Advanced Segment Filters”
3.16. GetResponse
• Feature/Setting: “Automation Builder,” Condition-based Targeting
3.17. Campaign Monitor
• Feature/Setting: “Automated Journeys” and “Dynamic Segments”
3.18. Benchmark Email
• Feature/Setting: “Automation Pro” flows, Segment Builder
3.19. Keap (Infusionsoft)
• Feature/Setting: “Campaign Builder” for segmenting and automated email sequences
3.20. Pabbly
• Feature/Setting: “Email Automation” with custom tagging and segmentation logic
3.21. SAP Emarsys
• Feature/Setting: “Segmentation Builder” and “Automation Center”
3.22. Elastic Email
• Feature/Setting: “Automation” for list segment change triggers
3.23. Twilio SendGrid
• Feature/Setting: “Marketing Automation” triggers for segmented list send
3.24. Listrak
• Feature/Setting: “Email Automation Suite” for event-based targeting
3.25. Bloomreach
• Feature/Setting: “Segmentation Engine” and “Automation Modules”
Benefits
4.2. Increasing conversion rates by automatedly delivering relevant offers and banners.
4.3. Reducing manual marketing legwork with advanced automators connecting data and campaign actions.
4.4. Improving retention and customer loyalty via automated nurturing and re-engagement flows.
4.5. Boosting campaign ROI through automation-driven testing, analytics, and ongoing optimization.
4.6. Simplifying compliance and consent management by automating segment-based communication preferences.
4.7. Accelerating business growth by deploying scalable, automatable marketing initiatives in the signage and banners vertical.