Customer Support and EngagementPurpose
1.2. Deliver important store info, product care tips, and support info automatically upon customer registration or first purchase.
1.3. Automated messages can foster loyalty, improve NPS, increase product review rates, and encourage repeat purchases.
1.4. Leverage automation to scale consistent customer engagement and reduce manual outreach by staff.
Trigger Conditions
2.2. Automator triggers after a successful online or POS outdoor furniture purchase.
2.3. Automatedly initiate if a customer submits their contact info for a warranty or product registration form.
2.4. Automation runs after email opt-in during checkout or newsletter signup.
2.5. Automation based on new entry added to a CRM with "customer type = new."
Platform Variants
• Feature/Setting: Automated SMS Messaging — Configure "Messaging Service" to trigger SMS based on new customer event via Twilio API `Messages: Create`.
3.2. SendGrid
• Feature/Setting: Automated Email Sequence — Use "Marketing Campaigns" function and API `POST /marketing/singlesends` for personalized welcome emails.
3.3. Mailchimp
• Feature/Setting: Journey Builder — Automate email flow with triggers such as "Contact added to Audience," leveraging API `POST /automations`.
3.4. HubSpot
• Feature/Setting: Workflows — Automate onboarding message sequence using "Contact enrollment trigger"; via `POST /workflows/v1/workflows`.
3.5. ActiveCampaign
• Feature/Setting: Automation Builder — Start "Welcome Series" when "Contact added" using API `POST /api/3/automations`.
3.6. Klaviyo
• Feature/Setting: Flows — Automated welcome series on the "List Trigger" with API `/api/v2/flows`.
3.7. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder — Set up "Entry Event" as new subscriber with API `POST /interaction/v1/events`.
3.8. Zendesk
• Feature/Setting: Automated Ticket Creation — Send welcome ticket to customer using `POST /api/v2/tickets`.
3.9. Intercom
• Feature/Setting: Automated Messages — Activate "Outbound" chat with new user trigger via API `POST /messages`.
3.10. Facebook Messenger
• Feature/Setting: Automated Welcome Chat — Send greeting using Messenger API `POST /me/messages`.
3.11. WhatsApp Business API
• Feature/Setting: Automated Welcome Template — Configure message when new customer event occurs via `POST /v1/messages`.
3.12. Shopify
• Feature/Setting: Automated Email Notifications — Setup via "Notifications" with webhook trigger; API `POST /admin/api/2023-01/customers`.
3.13. WooCommerce
• Feature/Setting: Automated Email — Hook into `woocommerce_new_customer` and use API endpoint `/wp-json/wc/v3/customers`.
3.14. Microsoft Power Automate
• Feature/Setting: Prebuilt "Welcome Email" Automation — Use trigger "When new item is added" in connected CRM.
3.15. Google Workspace (Gmail)
• Feature/Setting: Gmail API — Automate email on "customer added" Google Sheet trigger with API `POST /gmail/v1/users/me/messages/send`.
3.16. Slack
• Feature/Setting: Automated DM — Send welcome message to new user in private channel using Slack API `chat.postMessage`.
3.17. Freshdesk
• Feature/Setting: Automated Ticket Creation — Configure welcome ticket via Freshdesk API `POST /api/v2/tickets`.
3.18. Zoho CRM
• Feature/Setting: Workflow Rules — Automate emails on "Lead/Contact Created" with API `POST /crm/v2/Leads/actions/send_mail`.
3.19. Pipedrive
• Feature/Setting: Workflow Automation — Automated action on new deal/contact with API `POST /v1/persons/{id}/mailMessages`.
3.20. Drift
• Feature/Setting: Automated Playbooks — Send welcome chat based on new contact event, via Drift API `POST /conversations`.
Benefits
4.2. Automates all welcome touchpoints, offering consistent customer experience.
4.3. Automation improves operational efficiency by removing manual message sending.
4.4. Automate feedback and review requests as part of the sequence for continuous improvement.
4.5. Automatedly ensures no new customer is missed, elevating customer support and engagement metrics.