Personalized offers sent based on client interests

Purpose

1. Automate delivery of highly tailored promotional offers to prospective or existing airbrushing clients based on tracked preferences, project types, communication history, and engagement data.

2. Increase conversion and retention rates by responding in real-time to user interest signals from quotes, inquiries, web form submissions, or CRM activity.

3. Ensure all communication channels (SMS, email, chat, social) deliver consistent, personalized offers mapped to unique client paths.

Trigger Conditions

1. New lead captured via webform, email, or phone.

2. Client browses or favorites certain airbrushing styles or uploads reference images to portal.

3. Previous customer requests pricing or information on new services.

4. CRM status transitions to “interested” or “follow-up required.”

5. Engagement (click, reply, or open) in past campaigns exceeds set thresholds.

Platform Variants

1. Twilio SMS

• Feature/Setting: SMS Messaging API; configure automated workflow to send personalized messages when lead interests are logged (e.g., “POST /Messages”).
  

2. SendGrid

• Feature/Setting: Dynamic Transactional Templates API; use “Personalizations” object to insert client-specific recommendations and offers.
  

3. Mailchimp

• Feature/Setting: Customer Journeys; set conditional branches based on user clicks/tags for targeted offer emails.
  

4. HubSpot

• Feature/Setting: Workflows; trigger email or SMS actions using “If/then” based on contact property changes or activities.
  

5. Salesforce

• Feature/Setting: Process Builder; set up process to send tailored promotions when Interest Field is updated.
  

6. ActiveCampaign

• Feature/Setting: Automation builder with “If/Else” split on client preferences; insert dynamic offer content.
  

7. Zoho CRM

• Feature/Setting: Workflow Rules; automate email or SMS with merge fields for personalized offers when stages change.
  

8. Intercom

• Feature/Setting: Custom Bots; trigger chat messages based on tags/interactions in client profile.
  

9. Pipedrive CRM

• Feature/Setting: Workflow Automation; send templated messages when deal is marked as “Qualified.”
  

10. Slack

• Feature/Setting: Webhook Integration; deliver instant notifications to account manager channels when leads match defined criteria.
  

11. Facebook Messenger

• Feature/Setting: Messenger Platform Send API; set logic to DM offers tailored to user’s preferences—uses “message” object with personalization payload.
  

12. WhatsApp Business API

• Feature/Setting: Message Templates; auto-send rich offers when CRM property changes (using “/v1/messages” endpoint).
  

13. Google Sheets

• Feature/Setting: Apps Script triggered on row update; send personalized email using recipient and offer data from sheet.
  

14. Shopify

• Feature/Setting: Flow App with condition “Customer Created” and action “Send email” via custom automation.
  

15. Square

• Feature/Setting: Customer Directory APIs; upon tag assignment, trigger outbound SMS/email with offers using “CreateCustomer” event.
  

16. Typeform

• Feature/Setting: Webhook on submit; start automation to parse responses and deliver relevant offers.
  

17. Calendly

• Feature/Setting: Event Created Webhook; email or SMS offer sent after booking, based on appointment reasons selected.
  

18. Freshdesk

• Feature/Setting: Automations > Ticket Updates; email personalized offers if ticket subject matches “airbrushing quote.”
  

19. Microsoft Outlook

• Feature/Setting: Power Automate integration; auto-reply with unique offers when contact is tagged “airbrushing” in address book.
  

20. Google Ads

• Feature/Setting: Remarketing Lists; deliver ads/offers based on site visits or event triggers from CRM.
  

21. Wordpress

• Feature/Setting: Contact Form 7 > Webhook; route submission data to offer generator for bespoke campaigns.
  

Benefits

1. Boosts sales conversion with timely, relevant offers based on precise client interests.

2. Improves client loyalty and lifetime value through individualized messaging.

3. Reduces manual follow-up overhead by proactively communicating through clients’ preferred channels.

4. Unifies multi-channel outreach for professionalism and brand consistency.