Marketing & Customer EngagementPurpose
1.2. Automates delivery of incentives (e.g., discount vouchers, loyalty points) to improve customer retention, enhance engagement, and boost repeat gold buying/selling.
1.3. Automation ensures the right message and incentive are sent timely based on lifecycle events in customer relationships, replacing manual effort with automatable workflows.
1.4. End-to-end automated marketing and customer engagement workflow to drive brand loyalty and positive word-of-mouth.
Trigger Conditions
2.2. Custom event triggers via CRM API when a customer milestone is detected (e.g., "X years as client" automation).
2.3. Webhook from online registration/input forms capturing updated contact dates to automate entry validation.
2.4. Recurring automation schedule set to check and execute daily, weekly, or monthly depending on business cadence.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate personalized SMS using Programmable Messaging API with triggers.
• Sample Configuration: API endpoint POST /Messages; dynamic fields for {name}, {event}, {offer_code}.
3.2. SendGrid
• Feature/Setting: Automate email greetings using Dynamic Transactional Templates via Send API.
• Sample Configuration: POST /mail/send with template_id for occasions and substitution tags.
3.3. Mailchimp
• Feature/Setting: Automate audience segments and journeys for birthday/anniversary emails.
• Sample Configuration: Use Journeys Automation; trigger “Date-based field” in Contact Profile.
3.4. HubSpot
• Feature/Setting: Automate marketing emails with “Date Property” workflows for lifecycle events.
• Sample Configuration: Create Workflow → “Birthday/Anniversary” as trigger → Send Email action.
3.5. ActiveCampaign
• Feature/Setting: Automating event-based emails via Automation Builder with “Date triggered” start.
• Sample Configuration: Start Trigger: “Date field matches”; Action: Send Email/Incentive Coupon.
3.6. Zoho CRM
• Feature/Setting: Automate email/SMS using Workflow Rules and Custom Functions.
• Sample Configuration: Workflow for “Birthday Date”; Action: Send Mail/Invoke Webhook.
3.7. Klaviyo
• Feature/Setting: Automate event flows for subscriptions using “Date property” Flow Trigger.
• Sample Configuration: Flow → Trigger: “Birthday”; Action: Send Email/Push.
3.8. Salesforce Marketing Cloud
• Feature/Setting: Automate Journeys using Automation Studio and Contact Builder.
• Sample Configuration: Entry Event: “Anniversary/Birthday”; Activity: Send Email or SMS.
3.9. WhatsApp Business API (via Twilio, MessageBird, etc.)
• Feature/Setting: Automating WhatsApp template messages for greetings using API.
• Sample Configuration: POST /v1/messages with template_id and dynamic parameters.
3.10. Google Workspace (Gmail)
• Feature/Setting: Automate reminders and mails using Apps Script and time triggers.
• Sample Configuration: Script scans Sheets for due dates → GmailApp.sendEmail.
3.11. Slack API
• Feature/Setting: Automator posts internal reminders or customer messages via chat.postMessage.
• Sample Configuration: Trigger function to call chat.postMessage with recipient/channel.
3.12. Facebook Messenger API
• Feature/Setting: Automate message bots to send occasion greetings via Send API.
• Sample Configuration: POST /me/messages with dynamic user ID and message.
3.13. Viber Business Messages
• Feature/Setting: Automate greetings using Viber APIs for personalized outreach.
• Sample Configuration: Public Account API “send_message” with templated text.
3.14. Marketo
• Feature/Setting: Automator launches Smart Campaigns on birthday/anniversary triggers.
• Sample Configuration: Trigger: “Date field is today”; Flow: Send Email/Offer.
3.15. Intercom
• Feature/Setting: Automates in-app and email messages for user milestones.
• Sample Configuration: Create Automated Message → Delivery: On anniversary/birthday.
3.16. Shopify
• Feature/Setting: Automate follow-up messages or discounts via Flow or Script Editor.
• Sample Configuration: Flow app: Trigger = Customer date; Action = Send Email/Discount.
3.17. Stripe
• Feature/Setting: Automates sending coupon rewards using Coupons API based on customer metadata.
• Sample Configuration: Scheduled script checks customer “birthday” metadata; triggers discounts.
3.18. Pipedrive
• Feature/Setting: Automator workflows push emails/SMS on recurring client events using Workflow Automation.
• Sample Configuration: Trigger: “Anniversary date”; Action: “Send email” or invoke API.
3.19. Microsoft Power Automate
• Feature/Setting: Automated flows using recurring triggers and Office 365 Outlook Email action.
• Sample Configuration: Schedule: Daily; Condition: Excel/SharePoint “Birthday”; Action: Send Email.
3.20. Odoo
• Feature/Setting: Automated actions via Marketing Automation module for scheduled SMS/email greetings.
• Sample Configuration: Trigger: “Date field”; Action: Send mail/SMS; Optional promotion code.
3.21. Segment
• Feature/Setting: Automation pipeline forwarding user event data to multiple engagement APIs.
• Sample Configuration: On “Birthday” event, trigger webhook to marketing endpoints.
3.22. Freshdesk
• Feature/Setting: Automated Satisfaction Bot or Email Trigger for customer events.
• Sample Configuration: Automation rule: “Date = Birthday”; Action: Send Message.
Benefits
4.2. Automates delivery of loyalty incentives improves customer return rate and enhances brand reputation.
4.3. Automating notifications and incentives provides measurable increase in customer satisfaction and revenue per user.
4.4. Automation helps gold dealers strengthen engagement with minimal operational overhead and offers scalable, automatable marketing operations.