Purpose
1.2. Automator triggers promotional workflows based on holidays or seasonal events, sending offers via multiple channels.
1.3. Allows the business to schedule, personalize, and adapt campaigns without manual intervention, leveraging automated segmentation and tracking.
1.4. Ensures continual engagement with existing customers using automation tools across marketing and communications platforms.
Trigger Conditions
2.2. Automated customer segmentation tags in CRM (e.g., high-value, recent purchase).
2.3. Automated inactivity triggers (e.g., no purchase in last 90 days).
2.4. Business-defined automatable thresholds (e.g., promo budget not exhausted).
Platform Variants
• Feature: Automated SMS Campaigns
• Setting: Configure SMS scheduling, recipient list from CRM; automate SMS triggers by date.
3.2. SendGrid
• Feature: Email API Automation
• Setting: Automate sending of promotion emails; use SMTP/API and schedule via automation workflows.
3.3. Mailchimp
• Feature: Customer Segmentation & Automated Campaigns
• Setting: Dynamic audience segments; schedule automatable promo emails.
3.4. HubSpot
• Feature: Workflow Automation
• Setting: Create automations for seasonal promo workflows triggered by CRM events.
3.5. Salesforce Marketing Cloud
• Feature: Journey Builder Automation
• Setting: Map automated journeys based on seasonal triggers and customer behavior.
3.6. ActiveCampaign
• Feature: Automated Series
• Setting: Automate multi-step promo campaigns with trigger-based sequences.
3.7. Klaviyo
• Feature: Seasonal Flow Automation
• Setting: Set automated promo flows targeting segments with date-based triggers.
3.8. Zoho CRM
• Feature: Workflow Rules
• Setting: Automate email, SMS, and notification workflows based on seasonal triggers.
3.9. Google Sheets
• Feature: Triggered Scripts
• Setting: Automate promo launch by date; use Google Apps Script triggers.
3.10. Facebook Ads Manager
• Feature: Automated Ad Campaign Scheduling
• Setting: Automate seasonal budget allocation and campaign start/end.
3.11. Instagram Graph API
• Feature: Automated Post Publishing
• Setting: Automates seasonal posts using schedule and direct API publishing.
3.12. Microsoft Power Automate
• Feature: Triggered Email/SMS Campaigns
• Setting: Use scheduled flows to automate multi-channel promotion.
3.13. Shopify
• Feature: Automated Discount Codes
• Setting: Configure promo codes to activate automatically on set dates.
3.14. WhatsApp Business API
• Feature: Automated Message Broadcast
• Setting: Configure broadcast campaigns for promo alerts to opted-in customers.
3.15. Slack
• Feature: Automated Promo Reminders
• Setting: Schedule automated notifications for internal teams about live promos.
3.16. Trello
• Feature: Automated Promo Board Updates
• Setting: Trigger automated card updates when promotions go live.
3.17. Airtable
• Feature: Automated Date Triggers
• Setting: Use date fields to automatically launch or update promotions.
3.18. Campaign Monitor
• Feature: Automated Series
• Setting: Build email promotion series with automated seasonal triggers.
3.19. Pipedrive
• Feature: Automated Deal Updates
• Setting: Trigger automations on customer deals for promo follow-ups.
3.20. Shopify Flow
• Feature: Automated Workflow
• Setting: Automate actions like product discounts, tag application on seasonal triggers.
Benefits
4.2. Automating ensures personalized, timely communication with high relevance, boosting conversion.
4.3. Automatedly adapts to customer behavior and segmentation, delivering targeted offers.
4.4. Streamlines campaign reporting and analysis with automation for ROI tracking.
4.5. Increases customer retention and lifetime value through consistent automator-driven engagement.