Marketing Automation**Purpose**
1.2. Enhance customer engagement by personalizing offers via preferred digital channels (SMS, email, push, social, etc.).
1.3. Encourage repeat visits and reward customer loyalty with tailored incentives based on behavior, purchases, or campaign rules.
1.4. Prevent coupon abuse by generating one-time-use codes and tracking recipient redemption.
1.5. Integrate distribution with broader marketing workflows, lead capture, loyalty programs, abandoned cart flows, or event-based promotions.
**Trigger Conditions**
2.2. Abandoned cart events.
2.3. Customer birthdays or anniversaries.
2.4. Post-purchase milestones (e.g., order completion).
2.5. Inactivity (e.g., 30 days since last engagement).
2.6. Referral completion.
2.7. Triggered by CRM segment update or manual campaign launch.
2.8. Clicking specific promo links or banner interactions.
**Platform Variants**
3.1. **Twilio SMS**
- Feature: Programmable Messaging API; auto-send discount codes via SMS.
- Sample: Configure POST to `/Messages` with template including generated code.
3.2. **SendGrid**
- Feature: Dynamic Transactional Templates + Mail Send API.
- Sample: API call to `mail/send` with personalization vars for code insertion.
3.3. **Klaviyo**
- Feature: Flows and Coupon Code Blocks.
- Sample: Add a flow action with “Send Discount Code” condition.
3.4. **Shopify**
- Feature: Discounts API & Flow app.
- Sample: Call `admin/api/2023-01/discount_codes.json` to create and assign.
3.5. **Mailchimp**
- Feature: Merge tags in automated campaign emails.
- Sample: `*|UNIQUECODE|*` tag in Campaign Builder triggering on 'Signup' event.
3.6. **HubSpot**
- Feature: Workflow Automation + Custom Properties.
- Sample: Workflow sends personalized email with code via “Send Email” action.
3.7. **ActiveCampaign**
- Feature: Automated Email Sequences + Personalization Fields.
- Sample: Insert `[DISCOUNT_CODE]` field via “Send Email” automation.
3.8. **Zapier**
- Feature: Webhooks by Zapier; trigger on event, send generated code via preferred channel.
- Sample: “Zap” schedule triggers code issue via Webhooks POST.
3.9. **Attentive**
- Feature: SMS Journeys and Personalization Tokens.
- Sample: Create journey step to send unique code via SMS to segment.
3.10. **Braze**
- Feature: Campaigns with Liquid templating for codes.
- Sample: Insert `{{custom_code}}` field in outbound push or email.
3.11. **Mailgun**
- Feature: Messages API with template variables.
- Sample: POST to `messages` endpoint including code variable.
3.12. **MoEngage**
- Feature: Push Notification flows; dynamic content insertion.
- Sample: Push workflow with code in payload on “Cart Abandon” trigger.
3.13. **Omnisend**
- Feature: Automation Workflows with Personalization Fields.
- Sample: Triggered workflow inserts `[Discount_Code]` and sends.
3.14. **Voucherify**
- Feature: Code Generation API + Distribution via integrated channels.
- Sample: API call to `/vouchers` endpoint and pass code variable to campaign.
3.15. **Pipedrive**
- Feature: Automations when deal reaches stage; send code via email integration.
- Sample: Deal update triggers email with code merge field.
3.16. **Salesforce Marketing Cloud**
- Feature: Journey Builder + Dynamic Content Blocks.
- Sample: Code populated in Email Studio via AMPscript for journey participant.
3.17. **Intercom**
- Feature: Automated Messages with Custom Attributes.
- Sample: Message trigger using attribute “discount_code”.
3.18. **Constant Contact**
- Feature: Email Automation + Placeholder Merge.
- Sample: Workflow triggered on contact add, sending personalized code.
3.19. **SMSBump**
- Feature: Shopify SMS Campaigns with custom fields.
- Sample: SMS template includes `{discount_code}` variable.
3.20. **LoyaltyLion**
- Feature: Loyalty program rule triggers, coupon generation.
- Sample: Reward rule issues a code upon point redemption, sent via linked channel.
3.21. **Iterable**
- Feature: Workflow Studio, dynamic template fields.
- Sample: Use `{{discount_code}}` in triggered workflow messages.
3.22. **ActiveCampaign**
- Feature: Deals automation triggers with email personalization.
- Sample: Automated emails send `[CODE]` after completed purchase.
**Benefits**
4.2. Increases customer retention and engagement with relevant incentives.
4.3. Reduces manual campaign effort.
4.4. Minimizes coupon misuse risk with one-off tracking.
4.5. Syncs with broader marketing and loyalty strategies for adult retail.