Purpose
1.2 Enhance product awareness by presenting new, premium, or related beverage options that align with previous customer purchases, purchase frequency, and business profile.
1.3 Reduce manual marketing workload by launching data-driven, timely campaigns based on customer segmentation, product inventory, campaign calendars, and sales analytics.
Trigger Conditions
2.2 Cart total exceeds a set threshold
2.3 Specific product out-of-stock—suggest alternatives
2.4 Repeat purchase within specific interval
2.5 Special promotions or supplier-driven incentives
2.6 Seasonal occasions or holidays
2.7 Customer inactivity for defined period
2.8 New product launch in same portfolio
Platform variants
3.1 Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; use API-triggered sends tied to purchase events; configure Data Extensions for personalized offers.
3.2 Twilio SMS
• Feature/Setting: SMS API; trigger message send action on qualifying purchase, with custom message body parameterized for product and customer.
3.3 SendGrid
• Feature/Setting: Marketing Campaigns API; automate dynamic template send when customer matches upsell rule, inject product details via substitution tags.
3.4 HubSpot
• Feature/Setting: Workflows; segment lists based on sales data, trigger marketing emails or in-app notifications using workflow automation.
3.5 Mailchimp
• Feature/Setting: Customer Journeys; automate email blasts using ‘Product Purchase’ triggers with content blocks tailored by segment or SKU.
3.6 ActiveCampaign
• Feature/Setting: Automations; build rules using CRM data, launch SMS or email when upsell/cross-sell matching occurs.
3.7 Klaviyo
• Feature/Setting: Flows; implement cross-sell using ‘Ordered Product’ event and dynamic blocks for featured beverages.
3.8 Shopify Flow
• Feature/Setting: Triggers for ‘Order Created,’ condition for alcoholic category, push to email/SMS app for notification.
3.9 Microsoft Power Automate
• Feature/Setting: Scheduled triggers on CRM/database events; send actionable cards via Teams/Outlook to sales team or customers.
3.10 Oracle Eloqua
• Feature/Setting: Program Canvas; set up purchase-based triggers and multi-step campaign actions.
3.11 Zoho CRM
• Feature/Setting: Workflow automation for upsell, using sales history fields and ‘Send Email’ or ‘Webhook’ actions.
3.12 Zendesk Sell
• Feature/Setting: Smart Lists; identify upsell opportunities, push via integrated messaging or automated tasks.
3.13 Freshsales
• Feature/Setting: Sales Sequences; automate follow-up emails based on deal pipeline stage tied to beverage category.
3.14 Intercom
• Feature/Setting: Behavioral triggers on web/app events; push in-app message or email offer when criteria met.
3.15 Pipedrive
• Feature/Setting: Workflow Automations; automatically email, SMS, or notify rep to suggest add-on or premium beverage.
3.16 Slack
• Feature/Setting: Incoming Webhooks; automated notification to sales channel on upsell opportunities, formatted with client/product data.
3.17 Marketo
• Feature/Setting: Smart Campaigns; purchases trigger flow steps for personalized upsell/cross-sell messaging.
3.18 SAP Marketing Cloud
• Feature/Setting: Campaign Automation; use segmentation filters and event-based triggers, send via preferred channel (email/SMS).
3.19 WhatsApp Business API
• Feature/Setting: Template Message Send; triggered when customer meets upsell rule, insert rich media/product cards.
3.20 Google Ads
• Feature/Setting: Customer Match API; add qualifying emails to remarketing list for targeted ad campaigns.
3.21 Facebook Messenger API
• Feature/Setting: Send Message endpoint; trigger offer on order event with quick reply upsell options.
3.22 Viber Business Messages
• Feature/Setting: Send transactional cross-sell/upsell messages by configuring message templates and automating on product logic.
Benefits
4.2 Increase average order value via strategic pairing and premium product pushes.
4.3 Higher campaign efficiency and relevance through event-driven, personalized targeting.
4.4 Reduce time-to-market for new beverage launches or promotions.
4.5 Consistent, automated compliance with beverage marketing rules and customer preferences.