Customer Relationship & MarketingPurpose
1.2. Automatedly increases repeat business by targeting highly engaged or dormant customer profiles with context-driven promotions.
1.3. Automator ensures offers are relevant, timely, and tailored to each customer’s history, optimizing marketing ROI and customer retention.
Trigger Conditions
2.2. Visit data update in CRM or POS system triggers automation.
2.3. Customer provided contact info and marketing consent.
2.4. Automated check for non-responders or declining visit trends activates additional incentives.
Platform variants
• Feature/Setting: Use Messages API; automate “personalized-offer” SMS template with recipient merge fields.
3.2. SendGrid
• Feature/Setting: Automated Marketing Campaigns; set conditional logic tied to CRM visit data field changes.
3.3. Mailchimp
• Feature/Setting: Journey Builder; trigger email automation based on tags or visit-count property.
3.4. HubSpot
• Feature/Setting: Workflow Automation; conditionally enroll contacts when custom property “Visit Frequency” is updated.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Automation Studio; scheduled data extension query for visit counts, triggering offer sends.
3.6. ActiveCampaign
• Feature/Setting: If/Else automations; split workflow based on visit frequency criteria.
3.7. Klaviyo
• Feature/Setting: Segment-triggered flows; send dynamic offer based on $visits custom property.
3.8. Pipedrive
• Feature/Setting: Workflow Automator; invoke email/SMS when deal (visit) milestone is met multiple times.
3.9. Zoho CRM
• Feature/Setting: Custom Workflow; automatedly sends email/SMS when “Visits” field crosses threshold.
3.10. Intercom
• Feature/Setting: Auto Messages; target users who log-in/visit via API track, with automated offers.
3.11. Segment
• Feature/Setting: Engage Audiences; create visit-based cohorts to automate downstream offer journeys.
3.12. Shopify
• Feature/Setting: Flow app; detect repeat purchases/visits, trigger offer automation.
3.13. Square Loyalty
• Feature/Setting: Automated rewards rules; offer personalization as visit frequency automates triggers.
3.14. Slack
• Feature/Setting: Incoming Webhook; automate alerts to marketing for manual send or approvals.
3.15. Airtable
• Feature/Setting: Automation scripts; monitor “visits” field and automate email/SMS via integrations.
3.16. Google Sheets
• Feature/Setting: Apps Script Automation; on data change, trigger offer send logic.
3.17. Microsoft Power Automate
• Feature/Setting: Scheduled flows that monitor visit logs and automate messaging via Outlook.
3.18. WhatsApp Business API
• Feature/Setting: Post-visit automated messages with personalized templates configured for offer codes.
3.19. GHL (GoHighLevel)
• Feature/Setting: Triggers and Automated Campaigns; visit-tracking triggers for multichannel offers.
3.20. LoyaltyLion
• Feature/Setting: Rule builder; automate rewards and offers when “visit” event or integration fires.
3.21. Constant Contact
• Feature/Setting: Event-triggered email series; personalized offers on visit-count rule met.
3.22. Omnisend
• Feature/Setting: Automated Workflows; set up repeat-visitor segmentation to automate offer emails/SMS.
3.23. Customer.io
• Feature/Setting: Event-triggered campaigns; automate personalized communication for visit milestones.
3.24. Brevo (formerly Sendinblue)
• Feature/Setting: Workflow Automation; send dedicated offers when visit custom attribute is reached.
Benefits
4.2. Increases personalized marketing throughput by automating segmentation and message delivery.
4.3. Automatedly surfaces the most loyal and at-risk customers for targeted retention.
4.4. Automation provides measurable uplift in return visits and average spend.
4.5. Saves staff time by autogenerating and automating repetitive marketing workflows.
4.6. Easily scalable as automation logic applies to any customer volume without extra overhead.