Purpose
1. Automate personalized birthday, anniversary, or special date greetings to key wholesale fuel clients, strengthening client loyalty and increasing brand engagement.
2. Automated workflows ensure no special date is missed, improving client relationships at scale for fuel supplier businesses.
3. Centralize the process for tracking, reminding, composing, and delivering automated messages via preferred client communication channels.
Trigger Conditions
1. Automated trigger from CRM on a client’s stored special dates (e.g., date of birth, anniversary).
2. Automation initiates at a scheduled interval (daily, weekly), querying for matches.
3. Manual override option for personalized message review before automated sending.
Platform Variants
1. Twilio SMS
• Feature/Setting: Automate appointment of greetings using Twilio API; configure message/template, automate recipient phone number lookup.
2. SendGrid Email
• Feature/Setting: Automatedly send email greetings by configuring SendGrid’s transactional API; use dynamic templates for personalization.
3. Mailchimp
• Feature/Setting: Automate email campaign scheduling via Mailchimp Automations; map client date fields to triggers.
4. Slack
• Feature/Setting: Automate Slack messaging using Slack API chat.postMessage; set bot to send greetings in channel or DM.
5. WhatsApp Business API
• Feature/Setting: Automated WhatsApp greetings using WhatsApp Cloud API; configure recipient and message templates.
6. HubSpot
• Feature/Setting: Automate workflows using HubSpot Workflows tool; trigger by date property and send automated email.
7. Salesforce
• Feature/Setting: Automator uses Salesforce Process Builder; trigger process flow scheduled on contact’s special dates.
8. Microsoft Outlook
• Feature/Setting: Automate Outlook emails with Microsoft Power Automate (Flow); set recurrence with Outlook Connector.
9. Google Calendar
• Feature/Setting: Automate Google Calendar event triggers; connect to automate email/SMS actions when event matches date.
10. Zoho CRM
• Feature/Setting: Automator for Zoho Workflows to trigger on contact special date; automate email/SMS via Zoho Cliq, Mail, or Twilio.
11. ActiveCampaign
• Feature/Setting: Automate campaigns using ActiveCampaign Automations; use date-based triggers for email SMS.
12. Intercom
• Feature/Setting: Automate message campaigns using Intercom Custom Bots; set triggers on user profile dates.
13. Freshdesk
• Feature/Setting: Use Freshdesk Automations, trigger on contact field date, automate greeting emails or tickets.
14. Brevo (ex Sendinblue)
• Feature/Setting: Automate transactional emails by configuring Marketing Automation; use date triggers for personalized content.
15. Pipedrive
• Feature/Setting: Automate Pipedrive Activities/Emails using Workflow Automations triggered by person’s custom date fields.
16. Gmail
• Feature/Setting: Automate scheduled emails using Gmail API; trigger via scripts reading Google Sheets/Calendar.
17. Telegram Bot API
• Feature/Setting: Automate personalized greetings via Telegram Bot, use sendMessage with specific user IDs on trigger dates.
18. Viber API
• Feature/Setting: Automate message delivery to client Viber accounts; use Viber bot send_message endpoint.
19. Facebook Messenger API
• Feature/Setting: Automate Messenger greetings using Send API; personalize with user profile fields.
20. LinkedIn Automation (Phantombuster/Dux-Soup)
• Feature/Setting: Automate LinkedIn messages; configure script or Phantom to send greetings on anniversary/birthday fields.
Benefits
1. Ensures no client special date is missed through full automation and reduces manual effort.
2. Automating diverse communication channels maximizes message reach and client engagement.
3. Consistency through automated personalized messages sustains top-of-mind brand presence for fuel suppliers.
4. Automation scalable to hundreds/thousands of client records, freeing marketing teams from repetitive, error-prone work.
5. Quick setup with APIs/automation tools allows fast deployment and easy adjustments to messaging strategy.
Marketing & Customer Engagement