Marketing and Client RetentionPurpose
1.2. Improve client retention and engagement by delivering timely, multi-channel notifications based on event schedules and client preferences.
1.3. Eliminate manual effort in tracking registrants, managing invitee lists, and sending reminders or follow-ups.
Trigger Conditions
2.2. Client expresses interest or registers through web forms, social media, or email.
2.3. Scheduled reminder intervals before and after events (e.g., 1 week, 1 day, 1 hour).
2.4. Changes in event details (time, location, speaker) detected.
Platform Variants
3.1 Twilio SMS
• Feature/Setting: Use Messaging API to schedule and send SMS reminders to client phone numbers.
• Sample: API call with body="Don't miss our property appraisal webinar at 3 PM!"
3.2 SendGrid
• Feature/Setting: Use Marketing Campaigns to trigger batch email reminders and invitations.
• Sample: Configure dynamic segment for clients tagged “Appraisal Webinars”.
3.3 Google Calendar API
• Feature/Setting: Create calendar events and auto-send invite notifications to attendees.
• Sample: POST new event with attendee emails to calendar endpoint.
3.4 Microsoft Outlook Calendar
• Feature/Setting: Automate meeting invitations and reminders via Graph API event endpoint.
• Sample: Patch event to trigger update notifications.
3.5 Zoom
• Feature/Setting: Schedule webinars, invite registrants, and trigger reminders with Zoom API.
• Sample: POST /webinars/{id}/registrants and send event reminder email.
3.6 Eventbrite
• Feature/Setting: Auto-create events and dispatch reminders using Event Management API.
• Sample: POST to events endpoint, configure attendee notification schedules.
3.7 Mailchimp
• Feature/Setting: Segment and automate email journeys for invitations and reminders.
• Sample: Automation trigger for contact with property-appraiser tag.
3.8 Slack
• Feature/Setting: Push reminder notifications to internal teams or groups with chat.postMessage API.
• Sample: Send channel message “Reminder: Client webinar in 1 hour.”
3.9 Salesforce
• Feature/Setting: Use Process Builder/Flow to auto-send reminders to client contacts.
• Sample: Trigger on event creation, invoke email template.
3.10 HubSpot
• Feature/Setting: Workflow automation to send invitations and follow-ups.
• Sample: If property-appraiser webinar created, email all subscribed clients.
3.11 Outlook Mail
• Feature/Setting: Automated email reminders with Microsoft Graph API.
• Sample: SendMail action to matching contacts.
3.12 ZoomInfo
• Feature/Setting: Enrich attendee list, validate contact details pre-event.
• Sample: API lookup for invite status.
3.13 Pipedrive
• Feature/Setting: Workflow automation to send invitations based on deal stage.
• Sample: On deal enters “Event Invite”, send meeting invitation via email API.
3.14 ActiveCampaign
• Feature/Setting: Automated campaign for RSVP reminders/seminar invitations.
• Sample: If tagged for appraisal webinar, send timed reminder sequence.
3.15 Microsoft Teams
• Feature/Setting: Schedule and notify webinar within Teams channels using Graph API.
• Sample: CreateEvent and send channel notification.
3.16 WhatsApp Business API
• Feature/Setting: Send templated reminders directly to clients’ mobiles.
• Sample: Template message “Hi, your seminar starts at 9 AM.”
3.17 Facebook Messenger API
• Feature/Setting: Chatbot or automated message for event invitation or reminders.
• Sample: Send “Click to RSVP” button to subscribers.
3.18 Typeform
• Feature/Setting: Auto-invite webinar registrants after form submission through Webhook.
• Sample: On submit, trigger email/SMS reminder.
3.19 Google Sheets
• Feature/Setting: Store and trigger reminders for registrants listed in sheets.
• Sample: Schedule app scripts to email or SMS listed contacts.
3.20 Zoho CRM
• Feature/Setting: Workflow for automatic invitation/reminder emails based on client lists.
• Sample: On event record creation, send invitation via mail merge.
Benefits
4.2. Provide a seamless, multi-channel communication experience tailored to individual client preferences.
4.3. Reduce manual errors and missed follow-ups, ensuring timely information delivery.
4.4. Enable better client relationship management and data-driven campaign optimization.
4.5. Strengthen market position by enhancing professional image and client trust through consistent engagement.