Marketing and Client RetentionPurpose
1.2. Maintain consistent brand presence and foster client loyalty during key dates (holidays, anniversaries, milestones).
1.3. Streamline repetitive marketing tasks, reducing manual workload and operational errors.
1.4. Ensure no important occasion is missed, increasing touchpoints for client retention in property appraisal services.
Trigger Conditions
2.2. Event-based: after report delivery, property anniversary, or appraisal follow-up intervals.
2.3. Manual trigger: marketer initiates special blasts for flash offers or new service launches.
2.4. Client journey stages: recent onboarding, leads aging 30 days, or contract renewal window.
Platform Variants
• Feature/Setting: Automations > Email Scheduling
• Configure: Set campaign triggers with segmented lists, holiday templates, dynamic content.
3.2. Twilio
• Feature/Setting: Messaging API > SMS Scheduling
• Configure: Use SMS API with scheduling logic, set triggers with programmable schedules.
3.3. SendGrid
• Feature/Setting: Marketing Campaigns > Automation
• Configure: Automate send dates, set up recurring blasts, segment recipients.
3.4. ActiveCampaign
• Feature/Setting: Automations > Date-based triggers
• Configure: Create workflows for holidays, special promotions triggered by dates.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder > Timed Sends
• Configure: Design multi-step journeys for greetings with specific triggers.
3.6. HubSpot
• Feature/Setting: Workflows > Marketing Emails
• Configure: Set workflow triggers, use personalized tokens for scheduled emails.
3.7. Constant Contact
• Feature/Setting: Email Automation > Triggered Emails
• Configure: Set event or date-based triggers for custom greetings.
3.8. Zoho Campaigns
• Feature/Setting: Autoresponders > Smart Series
• Configure: Schedule recurring campaigns for annual or custom events.
3.9. Klaviyo
• Feature/Setting: Flows > Date Property Trigger
• Configure: Connect property-specific dates; trigger dynamic offers/messages.
3.10. Pipedrive
• Feature/Setting: Workflow Automation > Email Tasks
• Configure: Use workflow triggers for occasions, integrate with email sends.
3.11. Microsoft Power Automate
• Feature/Setting: Scheduled Flow
• Configure: Create automated flows for emails/SMS on calendar triggers.
3.12. Google Calendar API
• Feature/Setting: Event Reminders
• Configure: Use API to generate reminders triggering blasts via integration.
3.13. Outlook 365
• Feature/Setting: Power Automate Integration
• Configure: Schedule email templates with recurrence rules.
3.14. Airtable
• Feature/Setting: Automations > Scheduled Sending
• Configure: Set up records with trigger dates, automate personalized messaging.
3.15. Slack
• Feature/Setting: Scheduled Messages API
• Configure: Set up bot to direct-message clients for greetings (less commonly used).
3.16. Intercom
• Feature/Setting: Series > Automated Messages
• Configure: Automate delivery of in-app greetings or holiday promotions.
3.17. Drip
• Feature/Setting: Workflows > Date triggers
• Configure: Set up e-commerce specific blasts on customer milestones.
3.18. SMSBump
• Feature/Setting: Scheduled SMS
• Configure: Plan SMS campaigns, set recurrence on relevant dates.
3.19. WhatsApp Business API
• Feature/Setting: Template Messages
• Configure: Schedule broadcast greetings, approval needed for templates.
3.20. Zapier
• Feature/Setting: Scheduled Zap
• Configure: Orchestrate multi-channel delivery, connect calendars with campaign platforms.
Benefits
4.2. Frees up staff time, allowing focus on complex client requests and appraisal tasks.
4.3. Reduces risk of message oversights, ensuring no important date is missed.
4.4. Enhances brand reputation and perceived attention-to-detail among clients and referral partners.
4.5. Enables micro-targeted messages by leveraging dynamic client data for higher engagement and offer uptake.