Purpose
1.2. Boost customer engagement, drive repeat bookings for air duct cleaning, promote seasonal offers, and ensure compliance with consent regulations.
1.3. Synchronize customer data from CRM with messaging tools for dynamic, personalized campaigns across SMS, email, voice, or chat.
1.4. Schedule campaigns, track performance, and trigger reminders or follow-ups according to user interactions.
Trigger Conditions
2.2. Scheduled or recurring promotional event (e.g. seasonal cleaning drive, holiday discount).
2.3. Customer inactivity threshold reached (e.g. no service in past 12 months).
2.4. Specific action or milestone (e.g. service anniversary, post-service follow-up).
2.5. Integration with website lead forms or online ad campaigns.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Messaging Service API; configure segmented recipient lists and schedule message sends.
• Sample: Use /Messages endpoint with custom segment array & send_at parameter.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API; set up audience segments, craft template, automate dispatch.
• Sample: /marketing/emails API with audience_id and send_at.
3.3. Mailchimp
• Feature/Setting: Audience segmentation, Campaign Automation; use pre-built segments, trigger on tag or custom field change.
• Sample: 'Campaigns' endpoint with segment_opts.
3.4. HubSpot
• Feature/Setting: Workflows for Contact Segmentation, Marketing Email; configure branch logic by lifecycle stage or location.
• Sample: Email API with workflow enrollment trigger.
3.5. ActiveCampaign
• Feature/Setting: List Segmentation, Automation Builder; targeted SMS or email actions on segment entry.
• Sample: /contacts/automation endpoint with segment_id.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; define audience segments, automate based on CRM triggers.
• Sample: Entry source = Salesforce Data Event, Email/SMS activity.
3.7. Klaviyo
• Feature/Setting: Segments, Flows for bulk and triggered messaging.
• Sample: 'Flows' API with trigger_properties segment_id.
3.8. Constant Contact
• Feature/Setting: Contact Segmentation, Email Campaigns; select by tag or activity.
• Sample: 'email_campaigns' endpoint, targeting segments.
3.9. Zoho Campaigns
• Feature/Setting: Segment Contacts, Workflow Automation; trigger on status or activity.
• Sample: POST /campaigns?segment_id=X.
3.10. WhatsApp Business API
• Feature/Setting: Template Messages; send to list of opted-in segmented users.
• Sample: /v1/messages with recipient_list.
3.11. Facebook Messenger
• Feature/Setting: Broadcast API; send sponsored or non-promotional messages by segment.
• Sample: /broadcast_messages endpoint, targeting_customers.
3.12. Slack
• Feature/Setting: Incoming Webhooks, segment usergroups for broadcast.
• Sample: POST webhook to @group_channel.
3.13. Google Ads Customer Match
• Feature/Setting: Upload segmented email/phone list for targeted ads.
• Sample: 'OfflineUserDataJobService' API.
3.14. Freshworks CRM
• Feature/Setting: Smart Segmentation, Automated Messaging.
• Sample: Workflow trigger 'Contact added to segment' → send message.
3.15. Intercom
• Feature/Setting: Message Audiences, Automated Campaigns.
• Sample: 'Create outbound message' with segment_id.
3.16. Viber Business Messages
• Feature/Setting: Bulk Messaging API to recipient segments.
• Sample: POST /send_message with recipients array.
3.17. MoEngage
• Feature/Setting: Segmentation and Bulk Push/SMS/Email Messaging.
• Sample: /create_campaign API with segment_id.
3.18. Brevo (formerly Sendinblue)
• Feature/Setting: Marketing Automation, Segmented email/SMS.
• Sample: 'Create Email Campaign' with segment id.
3.19. Omnisend
• Feature/Setting: Audience Segments, Bulk Messaging Automation.
• Sample: API /campaigns with segment filter.
3.20. SharpSpring
• Feature/Setting: List Segmentation, Email/SMS Automation.
• Sample: /emails/messages endpoint for target list.
3.21. ClickSend
• Feature/Setting: Bulk SMS API; send to segmented recipient list.
• Sample: /sms/send endpoint, with contacts array.
3.22. MessageBird
• Feature/Setting: Flow Builder, SMS/WhatsApp Campaigns by segment.
• Sample: /send-bulk-sms API, identify contact segment.
Benefits
4.2. Increases conversion rates for limited-time or location-based promotions.
4.3. Automates repeat, follow-up, and upsell reminders with no manual effort.
4.4. Reduces unsubscribes/complaints with personalized, opted-in messaging.
4.5. Enables real-time reporting for business performance optimization.
4.6. Integrates seamlessly with CRM and website for complete marketing cycle automation.