Marketing & Communication AutomationPurpose
1.2. Leverage occasion-based offers to strengthen customer relationships and boost sales of spare appliances parts.
1.3. Use automation to precisely schedule personalized communications across multiple channels.
Trigger Conditions
2.2. Customer classified as “loyal” based on order frequency or purchase value.
2.3. Current date matches customer’s birthday/anniversary.
2.4. Customer has opted into marketing communications.
Platform Variants
• Feature: Programmable Messaging API
• Setting: Automate outbound SMS using customer profile fields with date-matched scheduling (use Messaging Service SID)
3.2. SendGrid
• Feature: Marketing Campaign API
• Setting: Create recurring email campaigns with dynamic templates triggered by customer attribute
3.3. Mailchimp
• Feature: Customer Journey Builder
• Setting: Set “date-based” trigger in automation builder for anniversaries/birthdays
3.4. Salesforce
• Feature: Process Builder or Flows
• Setting: Automate custom notifications and email templates on matching date fields
3.5. HubSpot
• Feature: Workflows
• Setting: Schedule workflow enrollment by custom contact property dates
3.6. ActiveCampaign
• Feature: Automations
• Setting: “Date-based trigger” campaign sets personalized offer dispatch
3.7. Klaviyo
• Feature: Flows
• Setting: Use “Date Property” trigger for birthday or anniversary emails/SMS
3.8. Zoho CRM
• Feature: Workflow Rules
• Setting: Run custom action on date field matches (birthday/anniversary)
3.9. Shopify
• Feature: Flow App Automation
• Setting: Trigger discount code or email based on customer metafields
3.10. WooCommerce
• Feature: AutomateWoo
• Setting: Create a workflow using “customer birthday” trigger
3.11. Facebook Messenger
• Feature: Messenger API
• Setting: Deliver occasion message via send API with custom payload
3.12. WhatsApp Business API
• Feature: Template Message API
• Setting: Trigger pre-approved template on matched customer data
3.13. Pabbly Connect
• Feature: Workflow Automation
• Setting: Configure scheduler for date-specific customer event messages
3.14. Google Sheets
• Feature: Apps Script triggers
• Setting: Scheduled function runs to filter matching date rows and invoke messaging API
3.15. Microsoft Power Automate
• Feature: Scheduled Flows
• Setting: Date comparison triggers actions to send email/SMS/push offers
3.16. Intercom
• Feature: Series
• Setting: Automated message sent based on user property (date of birth/anniversary)
3.17. Omnisend
• Feature: Automation Workflows
• Setting: Custom triggers for birthday/anniversary with discount code inclusion
3.18. Drip
• Feature: Automation Rules
• Setting: Rule “when custom field date is today,” send offer email
3.19. Iterable
• Feature: Triggered Campaigns
• Setting: Create journey that activates on profile date property
3.20. Constant Contact
• Feature: Email Automation
• Setting: Use anniversary/birthday automation trigger for promotional email
3.21. Viber Business Messages
• Feature: 1-on-1 Messaging API
• Setting: Start conversation based on scheduled webhook event
3.22. Slack
• Feature: Scheduled Reminders/Incoming Webhooks
• Setting: Bot posts offer or notification in dedicated customer channel on event date
Benefits
4.2. Automation reduces manual effort and ensures perfect timing of offers.
4.3. Multi-channel reach increases chances of customer response.
4.4. Personalized touch encourages word-of-mouth and repeat business.
4.5. Drives incremental revenue via targeted discount offers.