Triggered email/SMS promotions for seasonal services

Purpose

 1.1. Automate delivery of targeted email/SMS promotions for air duct cleaning seasonal offers to maximize customer engagement.
 1.2. Ensure timely communication coinciding with HVAC maintenance peaks (spring/fall), driving higher bookings.
 1.3. Retain and nurture leads by reminded seasonal/annual service, improving long-term customer value.
 1.4. Personalize outreach based on service history, location, and customer preferences to increase conversion rates.

Trigger Conditions

 2.1. Date-based triggers (start of spring or autumn).
 2.2. Customer last service date ≥6 months ago.
 2.3. Response to weather data APIs (high pollen/dust forecasts).
 2.4. CRM flag for expiring memberships or warranties.
 2.5. Customer interaction with previous campaign emails/SMS (link clicks, no response).

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Messaging API — Configure outbound campaigns with message templates, customer list, schedule trigger.
 3.2. SendGrid
  • Feature/Setting: Marketing Campaigns Endpoint — Use dynamic lists, trigger on custom segments, set time-based delivery.
 3.3. Mailchimp
  • Feature/Setting: Customer Journey Builder — Create event-based paths, select seasonal segment, automate email send.
 3.4. ActiveCampaign
  • Feature/Setting: Automations — Set triggers for contact tag (e.g., “Duct Cleaning Due”), send seasonal offer email/SMS.
 3.5. HubSpot
  • Feature/Setting: Workflows — Time delay trigger based on lead lifecycle, send email/SMS with promotional template.
 3.6. Salesforce Marketing Cloud
  • Feature/Setting: Journey Builder — Use CRM event as entry, trigger multi-channel communication, log response.
 3.7. Klaviyo
  • Feature/Setting: Flows — Configure date-property trigger (last cleaning), use predictive analytics for timing.
 3.8. Zoho Campaigns
  • Feature/Setting: Autoresponders — Schedule messages when customer enters segment “Seasonal Cleaning.”
 3.9. Constant Contact
  • Feature/Setting: Event-Based Email — Set trigger on contact anniversary, push promotional content.
 3.10. Moosend
  • Feature/Setting: Automation Trigger — Calendar-based/Custom field filter for sending seasonal campaigns.
 3.11. Drip
  • Feature/Setting: Workflow Triggers — Customer field update (needs cleaning), campaign emails/SMS.
 3.12. AWeber
  • Feature/Setting: Campaign Trigger — Use tagged customers (“Duct Service Ready”), trigger autoresponder.
 3.13. SMSGlobal
  • Feature/Setting: SMS API — Bulk-messaging to filtered leads on defined dates.
 3.14. MessageBird
  • Feature/Setting: Flow Builder — Create message automation for seasonal offer, webhook integration for triggers.
 3.15. Omnisend
  • Feature/Setting: Automation Workflows — Triggered by segment membership (e.g., not serviced in 12 months).
 3.16. GetResponse
  • Feature/Setting: Autoresponse — Set emails triggered by contact’s “last duct cleaning” property.
 3.17. Mailjet
  • Feature/Setting: Automated Campaigns — Schedule based on user data field, configure recurring triggers.
 3.18. ClickSend
  • Feature/Setting: SMS Campaigns Scheduler — API call to dispatch segmented batch SMS on seasonal trigger.
 3.19. Brevo (formerly Sendinblue)
  • Feature/Setting: Marketing Automation — Triggers from contact property changes, schedule multichannel send.
 3.20. Pipedrive
  • Feature/Setting: Workflow Automation — Deal/contact update triggers email/SMS with offer from custom template.

Benefits

 4.1. Maximizes campaign timing to seasons for higher engagement.
 4.2. Reduces manual work and risk of missed communications.
 4.3. Delivers consistent brand messaging.
 4.4. Supports personalized and targeted outreach, improving ROI.
 4.5. Enables actionable tracking of campaign responses for optimization.