Marketing & Customer EngagementPurpose
1.2. Ensure timely engagement, education about products, compliance reminders, event invitations, and brand introductions.
1.3. Provide personalized touchpoints for regulatory guidance, responsible consumption, and loyalty program onboarding.
1.4. Align brand messaging, trigger feedback collection, and support retention and upsells across B2B and B2C relationships.
Trigger Conditions
2.2. Partner/distributor account creation.
2.3. First newsletter sign-up.
2.4. QR scan from product packaging.
2.5. Form submission or lead magnet download.
2.6. Manual import of contact list by sales team.
Platform Variants
3.1. Twilio (SMS/MMS/WhatsApp)
• Feature/Setting: Messaging Service → Configure webhook for new customer event; define messaging flow using Twilio Studio; set message template with personalization tokens.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API → Trigger onboarding drip; configure dynamic templates and contact lists; schedule follow-ups.
3.3. HubSpot
• Feature/Setting: Workflows → Use ‘Contact enrollment trigger’ for list addition; set ‘Send email’ and ‘Delay’ actions for follow-ups.
3.4. Mailchimp
• Feature/Setting: Automation → ‘Welcome new contacts’ journey; import segmented audience and design time-based email sequence.
3.5. Slack
• Feature/Setting: Incoming Webhooks/API → Post onboarding steps and compliance alerts to internal brand ambassador channels.
3.6. Salesforce
• Feature/Setting: Process Builder/Flow Builder → Trigger onboarding case creation and follow-up tasks when Account Type = Distributor.
3.7. ActiveCampaign
• Feature/Setting: Automation Builder → Start on 'List Added' event; define steps for SMS/email series with wait conditions.
3.8. Intercom
• Feature/Setting: Series → Start on signup; trigger in-app, chat, and email steps with product usage cues.
3.9. Zoho CRM
• Feature/Setting: Workflow Rules → ‘On Lead/Contact creation’ initiate onboarding email tasks and reminders.
3.10. Microsoft Teams
• Feature/Setting: Flow integration → Send onboarding documents and FAQs to new partner Teams channel upon CRM update.
3.11. Marketo
• Feature/Setting: Smart Campaigns → Trigger nurture with ‘Fills out form’ or ‘Joins list’; set multi-step program for education.
3.12. Pipedrive
• Feature/Setting: Automations → New deal/person created event; send welcome email and log activity for follow-up.
3.13. Klaviyo
• Feature/Setting: Flows → Signup or purchased trigger; design message sequence based on liquor category interest.
3.14. Customer.io
• Feature/Setting: Campaigns → Entry segment for new users; configure emails/SMS based on behavioral attributes.
3.15. WhatsApp Business API
• Feature/Setting: Send Message endpoint → Send onboarding and reminders with templates approved for alcohol-related policies.
3.16. Google Workspace (Gmail API)
• Feature/Setting: Create Draft/Send → Generate personalized welcome and educational emails based on CRM event.
3.17. Facebook Messenger (Messenger Platform)
• Feature/Setting: Send API → Initiate chatbot welcome flow; schedule follow-up messages with product tutorials.
3.18. Constant Contact
• Feature/Setting: Automated Email Series → Configure ‘Contact added’ trigger; set delay and message content for each step.
3.19. Gupshup
• Feature/Setting: Messaging API → Trigger onboarding SMS/WhatsApp upon webhook; manage follow-up content via code.
3.20. Drip
• Feature/Setting: Workflows → Tag assignment as trigger; schedule sequential relationship-building messages.
Benefits
4.2. Reduces manual effort for marketing and sales teams.
4.3. Ensures compliance by delivering regulatory and responsible drinking content.
4.4. Accelerates education on product lines and promotional events.
4.5. Collects feedback to optimize ongoing customer experience.
4.6. Enables scalable, consistent communication for expansion across trade partners and end consumers.