Targeted promotions or offers based on client history

Purpose

1.1. Deliver highly relevant offers, discounts, or content to clients based on their project histories, engagement levels, and preferences to increase repeat business and enhance client relationships in the advertising photography field.
1.2. Optimize marketing ROI by segmenting audiences and automating campaign delivery across multiple channels tailored by behavioral data and purchase records.
1.3. Foster brand loyalty through personalized messaging that addresses specific client needs—such as seasonal promotions for previous event shoots or product launches.

Trigger Conditions

2.1. When a client completes a project or booking.
2.2. On approaching anniversaries or milestones since last session.
2.3. Upon inactivity for a preset period (e.g., 90 days).
2.4. When new services or package types launch relevant to past purchase behavior.
2.5. Upon detection of repeat/returning website/app visits.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS API; configure event-driven outbound campaigns triggered by CRM tags.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API; auto-create contact list segments from CRM events, send templated emails.
3.3. Mailchimp
• Feature/Setting: Audience segmentation + Campaign API; auto-trigger emails based on activity tags or e-commerce behavior.
3.4. HubSpot
• Feature/Setting: Workflow automation; enroll clients triggered by deal closed/lost, send personalized promotions.
3.5. ActiveCampaign
• Feature/Setting: Deals + Automation; trigger emails/SMS to past clients after inactivity detected by pipeline.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; trigger multi-channel journey using Data Extensions for client history.
3.7. Zoho CRM
• Feature/Setting: Workflow Rules; auto-trigger email/SMS using "Last Activity Date" or "Project Closed" fields.
3.8. Klaviyo
• Feature/Setting: Flows; trigger emails based on profile properties or custom events (e.g., session type, date).
3.9. Intercom
• Feature/Setting: Custom bots; trigger promo content based on client segment and interaction patterns.
3.10. Pipedrive
• Feature/Setting: Workflow Automation; detect 'deal won'/date-based triggers to send personalized notifications.
3.11. Drip
• Feature/Setting: Tags-based automation; send offers when clients move between lifecycle stages.
3.12. Constant Contact
• Feature/Setting: Email automation; trigger offers for specific contact lists based on project category fields.
3.13. Airtable
• Feature/Setting: Automations; run scripts to update clients with custom offers when records match criteria.
3.14. Google Sheets + Apps Script
• Feature/Setting: Time-driven scripts; auto-check last booking date and auto-send mail merge offers.
3.15. Facebook Ads (Custom Audiences)
• Feature/Setting: Automated audience sync via CRM; launch targeted ad sets for previous clients.
3.16. Slack (for internal notification)
• Feature/Setting: Incoming Webhooks/API; alert marketing team when clients match promo criteria.
3.17. WhatsApp Business API
• Feature/Setting: Template messages; send offers when triggered by CRM updates or webhooks.
3.18. Shopify
• Feature/Setting: Automated email/SMS via app integrations, targeting repeat photo product customers.
3.19. Typeform
• Feature/Setting: Pre- and post-session forms; trigger follow-up promos based on responses/feedback.
3.20. Wix Automations
• Feature/Setting: Rule-based automations; send emails/SMS after booking milestones or ratings.

Benefits

4.1. Achieve sustained client engagement with minimal manual effort.
4.2. Increase bookings and revenue through precise targeting and timely communication.
4.3. Strengthen brand reputation via consistent, relevant outreach.
4.4. Maximize upsell and cross-sell potential by leveraging actionable client data.
4.5. Free up staff resources for higher-value tasks through end-to-end automation.