Personalized drip marketing campaigns for prospects

Purpose

1.1. Automate delivery of a sequence of personalized messages (emails, SMS, social media) to HVAC prospects, enhancing engagement, following up on leads, educating about air conditioning solutions, and driving conversions by targeting prospects based on their stage, interest, or behavior, reducing manual outreach, ensuring consistent communication, and increasing sales for contractors in the professional HVAC installation domain.

Trigger Conditions

2.1. New lead submission via website form.
2.2. Prospect download of a resource (e.g., air conditioning buying guide).
2.3. Previous communication not responded to in a set timeframe.
2.4. Scheduled follow-up based on service inquiry or estimate request.
2.5. Change in lead status within CRM system.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Create 'Messaging Service', set workflow trigger for new leads or time-based sequencing, configure SMS body dynamically with merge fields (e.g., {{FirstName}}).
3.2. SendGrid
• Feature/Setting: Use 'Marketing Campaigns API' to trigger personalized email drips on lead capture, set up dynamic templates.
3.3. Mailchimp
• Feature/Setting: Enable 'Customer Journeys'; configure entry point as new HVAC lead, map out timed, personalized messages.
3.4. ActiveCampaign
• Feature/Setting: Build 'Automation' for HVAC leads, trigger on list addition, utilize conditional splits for tailored messaging.
3.5. HubSpot
• Feature/Setting: Use 'Workflows' to automate drip sequences post-form submission, insert HVAC-specific personalization tokens.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Set up 'Journey Builder', entry event as lead capture, create multi-channel drip journey.
3.7. Klaviyo
• Feature/Setting: Create 'Flows' with email/SMS combination, trigger on new list subscription, segment by HVAC needs.
3.8. Brevo (Sendinblue)
• Feature/Setting: Construct 'Automation Scenarios', start with HVAC lead property, add conditional branches.
3.9. Zapier
• Feature/Setting: Configure 'Zaps' to send triggers from form apps (like Typeform) to drip providers (Mailgun, Gmail).
3.10. Gmail API
• Feature/Setting: Use 'Users.messages.send' endpoint for custom, programmatic email drips post-lead form.
3.11. Facebook Messenger API
• Feature/Setting: Deploy 'Send API', trigger messaging sequence on HVAC inquiry message thread.
3.12. WhatsApp Business API
• Feature/Setting: Initiate 'Session Messages' or 'Template Messages' when lead is captured, personalize by context.
3.13. Constant Contact
• Feature/Setting: Use 'Autoresponder Emails', schedule a series for new HVAC contacts.
3.14. Drip
• Feature/Setting: Set up 'Workflows' for HVAC interests, utilize custom fields for message personalization.
3.15. Moosend
• Feature/Setting: Create 'Automations', set triggers like lead joins list, branch by HVAC interest tags.
3.16. Pipedrive
• Feature/Setting: Enable 'Workflow Automation', trigger drip via email or integration on status change.
3.17. Outlook Graph API
• Feature/Setting: Use 'SendMail' endpoint, schedule HVAC sequences for new contact events.
3.18. Marketo
• Feature/Setting: Configure 'Smart Campaigns', activate drips upon HVAC funnel entry, integrate behavioral scoring.
3.19. Intercom
• Feature/Setting: Use 'Outbound Series' to automate sequenced messages, initiate post-lead-capture in HVAC context.
3.20. Slack API
• Feature/Setting: Utilize 'chat.postMessage', send internal notifications to sales or reminders for drip setup.
3.21. Zoho CRM
• Feature/Setting: Set up 'Workflow Rules', trigger drip emails or SMS when HVAC lead enters database.
3.22. Mailgun
• Feature/Setting: Implement 'Messages API', schedule and personalize email drip for HVAC prospects.

Benefits

4.1. Increases lead nurture efficiency and ensures no prospect is overlooked.
4.2. Maximizes sales pipeline conversion for HVAC installation services.
4.3. Minimizes manual follow-up, freeing contractor resources.
4.4. Delivers timely, relevant HVAC info tailored to homeowner/business needs.
4.5. Provides measurable analytics to optimize messaging and timing.
4.6. Ensures compliance with messaging regulations via structured APIs and opt-outs.