Marketing and Customer RetentionPurpose
1.2. Reduce manual marketing work, ensure timely notifications, and leverage customer data for tailored communication and improved event attendance.
1.3. Integrate CRM and marketing platforms to synchronize collection details, RSVP management, reminder messages, and follow-ups.
Trigger Conditions
2.2. Event details entered or updated in marketing calendar or ERP.
2.3. CRM identifies customer segment eligible for exclusive invites (e.g., VIPs, repeat buyers).
2.4. Manual marketing request for event invitations or automatic monthly/quarterly trigger setting.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: “Programmable Messaging” API; set recipient list, event template, and webhook for RSVP.
3.2. SendGrid
• Feature/Setting: “Transactional Templates”; connect to contact list, trigger send when new collection created.
3.3. Mailchimp
• Feature/Setting: “Automations > Event-based workflow”; map new product launch to mail series trigger.
3.4. Salesforce Marketing Cloud
• Feature/Setting: “Journey Builder”; Event invitation journey, integrating CRM segments as entry criteria.
3.5. HubSpot
• Feature/Setting: “Workflows > Contact-based trigger”; automate event emails on new collection object creation.
3.6. ActiveCampaign
• Feature/Setting: “Automations > Start trigger: Tag applied (New Launch)”; follow with multi-channel invitation path.
3.7. Facebook Messenger API
• Feature/Setting: “Send API”; trigger event invitation via Messenger to subscribers based on segment match.
3.8. WhatsApp Business API
• Feature/Setting: “Message Templates”; auto-send event invitation to approved customer contacts.
3.9. Slack
• Feature/Setting: “Incoming Webhooks”; notify staff or VIP members when new launch event is scheduled.
3.10. Zapier
• Feature/Setting: “Zap: New record in inventory → Send invite email/SMS/action in preferred channel.”
3.11. Google Calendar API
• Feature/Setting: “Events: Insert”; automatically schedule events and send invites to email addresses.
3.12. Eventbrite
• Feature/Setting: “Create Event”; publish launch event, send custom invitations via Eventbrite email system.
3.13. Shopify Flow
• Feature/Setting: “Triggers: Product added to collection”; launch email or SMS invitation sequence.
3.14. Klaviyo
• Feature/Setting: “Flows > Metric-triggered flow”; send collection launch invites to segmented customer lists.
3.15. Constant Contact
• Feature/Setting: “Automated Emails > Custom triggers”; send when event/collection tag added to contact.
3.16. Microsoft Power Automate
• Feature/Setting: “Trigger: New SharePoint item (Event) → send automated Teams/Outlook invitations.”
3.17. Outlook API
• Feature/Setting: “Create Event”; send personalized email event invitations directly from staff calendars.
3.18. Shopify App Store Plugins (e.g., SMSBump)
• Feature/Setting: “Automation: New product launch trigger → SMS campaign for selected contacts.”
3.19. Zoho CRM
• Feature/Setting: “Workflow rule: New collection event”; auto-send invitation email/SMS from CRM.
3.20. Pipedrive
• Feature/Setting: “Automations: Activity created”; send sequence of event notifications to leads/customers.
Benefits
4.2. Maximizes event attendance via omnichannel personalized outreach.
4.3. Reduces manual errors and labor in event outreach processes.
4.4. Enables rapid RSVP tracking and real-time follow-up with interested respondents.
4.5. Fosters loyalty and brand engagement by delivering exclusive early-access experiences.