Triggered campaigns based on customer lifecycle events

Purpose

1.1. Automate marketing campaigns precisely matched to each customer's position in the lifecycle—from new lead, test drive booked, purchase made, to after-sale engagement.
1.2. Enable timely nurturing, upselling, loyalty-building, and reengagement by launching omnichannel campaigns triggered by dealership interactions.
1.3. Ensure that every communication (special offers, events, service reminders, exclusive experiences) is personalized based on dealership data signals and user actions.

Trigger Conditions

2.1. New lead enters CRM (e.g., via website form, showroom walk-in, inbound call).
2.2. Test drive scheduled or completed.
2.3. Vehicle purchased/contract finalized.
2.4. First service due (X days since sale).
2.5. Special occasion (e.g., birthday, purchase anniversary).
2.6. Lapsed engagement (e.g., no activity in 90 days).
2.7. Event RSVP received or missed.
2.8. Upsell/cross-sell trigger (e.g., accessory purchase opportunity).
2.9. Customer submits service feedback.

Platform Variants

3.1. Salesforce Marketing Cloud
• Setting: Journey Builder trigger via Data Extension Update; create entry event on "new lead" or "test drive completed".

3.2. HubSpot
• Feature: Workflows; Set enrollment triggers for "deal stage changes" (e.g., 'Test Drive Booked', 'Car Sold').

3.3. Mailchimp
• Feature: Customer Journeys; Triggered email by segment field (e.g., Test Drive Date, Anniversary Tag).

3.4. ActiveCampaign
• Setting: Automations; Contact Field "Lifecycle Stage" updates as trigger; send SMS/email sequences.

3.5. Klaviyo
• Feature: Flows; Triggered by custom event "Vehicle Delivered" or "Service Due".

3.6. Twilio
• API: Programmable Messaging; Configure webhook trigger for "service booking confirmation" or "VIP event invite".

3.7. SendGrid
• API: Marketing Campaigns; Use contact list segment updates to auto-launch promotions.

3.8. Zapier
• Zap: Webhook trigger on CRM row update; create action—send campaign via supported vendors.

3.9. Microsoft Power Automate
• Flow: When new record created/updated in Dataverse (e.g., "Customer Status"), send campaign to Dynamics 365/Outlook.

3.10. Pipedrive
• Feature: Workflow Automation; Triggered messages when "deal moves to Won/Lost/Test Drive".

3.11. Pardot (Salesforce)
• Feature: Engagement Studio; Entry trigger—field change (e.g., Stage = 'Active Service Client').

3.12. Marketo
• Feature: Smart Campaigns; Entry criteria based on activity trigger—form fill, custom event, or list membership.

3.13. Intercom
• Feature: Series; Trigger messages or bots when "tag added" for test drive/completed sale.

3.14. Braze
• API: Campaign Triggering; Real-time custom event trigger—"RSVP Event", "Vehicle Pickup".

3.15. Iterable
• Workflow: Trigger campaigns by updating user property "last interaction type".

3.16. Oracle Eloqua
• Feature: Program Canvas; Entry when lead status or custom object (e.g., Service Booking) changes.

3.17. Dynamics 365 Marketing
• Setting: Real-time Marketing trigger on "Contact record change—event attendance".

3.18. Google Ads
• API: Customer Match segmenting; Upload list of "first anniversary" customers to auto-target with ads.

3.19. Facebook/Meta Business Suite
• Feature: Automated Messages via lead form completion or custom audience update triggers.

3.20. WhatsApp Business API
• API: Trigger campaign when lead status = 'VIP' or 'Post-sale—Service Due' for direct messaging.

Benefits

4.1. Delivers high-conversion, hyper-personalized offers at every customer journey stage.
4.2. Reduces manual effort, eliminating delays and errors in campaign launches.
4.3. Increases sales, repeat business, and NPS by ensuring no lifecycle event goes unaddressed.
4.4. Enables precise measurement and optimization for each customer touchpoint.
4.5. Accelerates loyalty and word-of-mouth through continuously relevant communication.