Marketing & CommunicationsPurpose
1.2. Increase retention by ongoing engagement via informative emails, usage reminders, promotions, and personalized outreach through scheduled sequences.
1.3. Build authority, foster trust, reduce customer churn, and increase cross/upsell opportunities with timely, segmented messaging.
1.4. Automate lifecycle messaging post-purchase, covering onboarding, follow-ups, seasonal reminders, and re-engagement.
Trigger Conditions
2.2. User opts in via newsletter, event, or trade show.
2.3. Filter shipment/delivery confirmation.
2.4. Inactivity detected for a preset period.
2.5. Imminent filter replacement date from order history.
2.6. Engagement milestones reached (link click, email open, etc.).
Platform Variants
3.1. HubSpot
• Workflow: “Lead Nurturing Drip” using Email and Contact Property triggers.
• API: /email/public/v1/single-email/send.
3.2. Salesforce
• Process Builder: Sequence initiation on new lead or opportunity.
• API: /services/data/vXX.X/actions/custom/flow.
3.3. ActiveCampaign
• Automation: Tag-triggered sequence for HVAC filters.
• API: /api/3/contacts & /api/3/contactAutomations.
3.4. Mailchimp
• Journey Builder: Triggered by sign-up or list addition.
• API: /3.0/automations & /3.0/emails.
3.5. Klaviyo
• Flow: Segment-triggered lifecycle and reorder drip.
• API: /api/v2/list/{LIST_ID}/members.
3.6. SendGrid
• Automation: Contact engagement events to trigger sends.
• API: /v3/mail/send & /v3/marketing/singlesends.
3.7. Brevo (formerly Sendinblue)
• Workflow: “Welcome or Retention Series.”
• API: /v3/smtp/email & /v3/contacts.
3.8. Zoho CRM
• Campaign Automation: Workflow-based drip.
• API: /crm/v2/Leads/actions/blueprint.
3.9. Constant Contact
• Email Plus Automation: Lead or event-based series.
• API: /v2/contacts & /v2/emailmarketing/campaigns.
3.10. GetResponse
• Marketing Automation: Customer journey-based emails.
• API: /v3/campaigns & /v3/contacts.
3.11. Drip
• Workflow: Tag “HVAC filters” triggers sequence.
• API: /v2/subscribers & /v2/campaigns.
3.12. Marketo
• Smart Campaign: Add new lead to multi-step flow.
• API: /rest/v1/leads/push.json.
3.13. Pardot (Salesforce)
• Engagement Studio: Add prospect to filter education track.
• API: /api/prospect/version/4/do/create/email.
3.14. Omnisend
• Workflow: Product-specific automation upon SKU purchase.
• API: /v3/contacts & /v3/campaigns.
3.15. Eloqua
• Campaign Canvas: Email drip on list update.
• API: /api/rest/2.0/assets/emails.
3.16. Customer.io
• Campaign: Event-triggered sequences for education/retention.
• API: /v1/customers & /v1/campaigns.
3.17. Intercom
• Series: Automated onboarding and usage tips.
• API: /messages & /series/enroll.
3.18. Benchmark Email
• Automation Pro: Drip based on sign-up or engagement.
• API: /v3/users & /v3/emails.
3.19. Moosend
• Automation: Subscription triggers for filter info.
• API: /v3/subscribers/add & /v3/campaigns/send.
3.20. Campaign Monitor
• Automation: Scheduled emails post-purchase or activity.
• API: /api/v3.2/clients/{clientID}/campaigns.
3.21. MailerLite
• Workflow: Trigger-based educational sequence.
• API: /api/v2/subscribers & /api/v2/campaigns.
Benefits
4.2. Ensures consistent customer touchpoints and branding.
4.3. Increases reorders and upsells via timely nudge emails.
4.4. Segments B2B audiences for precision targeting.
4.5. Tracks performance, enabling A/B optimization.
4.6. Reduces manual staff effort and operational costs.
4.7. Improves customer satisfaction and retention metrics.