Marketing and Customer Engagement AutomationsPurpose
1.2. Trigger personalized offers, discounts, or greetings via omnichannel messaging to increase customer loyalty and store visits.
1.3. Schedule, personalize, deliver, and track campaign performance automatically for recurring and special events.
Trigger Conditions
2.2. Customer meets pre-set purchase activity or membership criteria.
2.3. Data sync or webhook event from data platform signals a matched occasion.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Deploy Programmable SMS API; configure scheduled triggers and message personalization fields.
Sample: POST to /Messages with {{customer_name}}, {{offer_code}}, send_date = event date.
3.2. SendGrid
• Feature/Setting: Use Dynamic Templates with send-at parameter via Email API.
Sample: POST to /mail/send with 'send_at' = occasion date, dynamic fields for greetings and offers.
3.3. Mailchimp
• Feature/Setting: Use merge tags and automation triggers based on audience birthdays.
Sample: Create date-based journey; configure "if birthday is today" split, send coupon campaign.
3.4. HubSpot
• Feature/Setting: CRM workflow; trigger marketing email or SMS when contact property ‘birthday’ = today.
Sample: Workflow with “date is today,” send personalized email and log activity.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder “Anniversary” event; personalize coupon delivery using AMPscript.
Sample: Contact Data event triggers message with personalized discount code.
3.6. ActiveCampaign
• Feature/Setting: Automation for date fields; trigger email/SMS, update contact tags.
Sample: “Birthday is today” entry, send voucher email, score contact for engagement.
3.7. Klaviyo
• Feature/Setting: Flows triggered by custom profile property (birthday/occasion).
Sample: Date-based trigger; dynamic block for personalized grocery offer.
3.8. Google Calendar API
• Feature/Setting: Scheduled function checks for date matches; trigger webhook to orchestration platform.
Sample: List events for today, push to marketing API.
3.9. Slack
• Feature/Setting: Incoming webhook posts team notification for special event customers.
Sample: POST customer data and offer info on #marketing channel for manual follow-up.
3.10. Zendesk
• Feature/Setting: Trigger automation to send birthday greeting ticket or assign agent a reminder.
Sample: Business rules detect date match; create notification to CS team for call or SMS.
3.11. WooCommerce
• Feature/Setting: Use Smart Coupons and AutomateWoo to schedule offers per customer birth date.
Sample: Rule triggers coupon email to user ID where meta_key = birthday.
3.12. Shopify
• Feature/Setting: Shopify Flow automates discount code issue and email for customers with upcoming birthday.
Sample: Flow “customer birthday is today,” action: send personalized discount email.
3.13. Facebook Messenger API
• Feature/Setting: Message sends automatically with coupon on special occasion using send API.
Sample: Scheduled POST to /me/messages with template and offer.
3.14. Microsoft Power Automate
• Feature/Setting: Date-based trigger in CRM, email/SMS branch actuation.
Sample: If “customer: birthday == today,” send mail action.
3.15. Zapier
• Feature/Setting: Scheduled Zap checks Google Sheets/CRM for date; triggers email/SMS via integrations.
Sample: “New row where birthday is today,” action: Gmail/send SMS.
3.16. Intercom
• Feature/Setting: Custom bot triggers offer campaign or in-app message on birthday profile property.
Sample: User event matches “Birthday Today,” send automated message and coupon.
3.17. Segment
• Feature/Setting: Trait-based triggers; send event to email/SMS provider.
Sample: Track event if “birthday” = today, push to marketing destinations.
3.18. Oracle Eloqua
• Feature/Setting: Date-based filter in multi-step campaign, dynamic email template.
Sample: Campaign checks contact ‘birthday’, sends personalized voucher.
3.19. Constant Contact
• Feature/Setting: Automated email series; trigger sends for birthday occasions from list property.
Sample: Rule matches birth date, sends occasion greeting offer.
3.20. Pipedrive
• Feature/Setting: Workflow automation on date fields (birthday/custom event); notify sales or send email.
Sample: Condition if “Person Birthday is today,” trigger activity or notification.
Benefits
4.2. Enhances customer loyalty by delivering personal, valued experiences.
4.3. Reduces manual campaign work; ensures no important date is missed.
4.4. Improves data utilization and message targeting across multiple touchpoints.
4.5. Delivers measurable ROI via coupon redemption and campaign analytics.