Personalized offers based on client history

Purpose

1.1. Deliver highly tailored promotional offers or discounts to airbrushing clients, leveraging detailed client history to improve retention, repeat business, lead nurturing, re-engagement of inactive customers, and cross-sell opportunities within the Art Services sector.
1.2. Automate end-to-end process: from tracking service usage and purchase history to outreach via preferred communication channels, ensuring each customer sees relevant, timely deals suited to their previous preferences and frequency.

Trigger Conditions

2.1. Service anniversary detected in CRM profile.
2.2. Set window of client inactivity (e.g., no order in 6 months).
2.3. Completion of a milestone (e.g., 5th purchase or specific package).
2.4. Client birthday, holiday season, or custom date flag.
2.5. New product or service launch relevant to client’s past interests.
2.6. Survey completion or positive review triggers appreciation offer.

Platform Variants

3.1. Salesforce
• Feature: Process Builder/Flow
• Setting: Automate outbound email or SMS via “Send Email” action, filtered by custom fields for purchase history.

3.2. HubSpot
• Feature: Workflow Automation
• Setting: Personalization tokens + branching based on prior service records for triggered offers.

3.3. Zoho CRM
• Feature: Workflow Rules
• Setting: Create rule with client anniversary or milestone, and connect to Zoho Campaigns for custom offer email.

3.4. ActiveCampaign
• Feature: Automations
• Setting: Uses “If/Else” logic with “Has purchased” trigger and sends segmented deal emails.

3.5. Mailchimp
• Feature: Customer Journeys
• Setting: Journey trigger set for special dates, tags linked to order types, and dynamic coupon coding.

3.6. Klaviyo
• Feature: Flows
• Setting: Date-based or triggered by purchase property changes, conditional splits for targeted messaging.

3.7. Twilio
• Feature: SMS API
• Setting: Use Programmable Messaging, “send message” endpoint with custom parameters from CRM fields.

3.8. SendGrid
• Feature: Marketing Campaigns API
• Setting: Scheduled delivery via “Mail Send” with dynamic template data injected per recipient.

3.9. Intercom
• Feature: Custom Bots/Outbound Messages
• Setting: Setup rule for tagging and personalized in-app or email offers based on client engagement.

3.10. Shopify
• Feature: Marketing Automations
• Setting: Configure “Customer purchase behavior” automation flow for art service add-ons.

3.11. WooCommerce
• Feature: Follow-Ups Extension
• Setting: Triggers on purchase history, sends email with custom offer coupons.

3.12. Pipedrive
• Feature: Workflow Automation
• Setting: Activity-based triggers, integrated with email/SMS extensions for outreach.

3.13. Microsoft Dynamics 365
• Feature: Customer Insights/Journeys
• Setting: Create segment with filter “frequency last 6M” and launch journey for bespoke deals.

3.14. Google Sheets (with Apps Script)
• Feature: Time-driven Triggers
• Setting: Trigger Apps Script on specific dates, mail merge for personalized offers using Gmail API.

3.15. Airtable
• Feature: Automations
• Setting: Date field triggers, linked record lookups, sends individualized message through Gmail/Outlook.

3.16. Constant Contact
• Feature: Email Automation
• Setting: List segments for “lapsed customers” or “VIPs,” configure recurring campaign sends.

3.17. Drip
• Feature: Workflow Builder
• Setting: Tag-based automation, delivers custom coupon based on last airbrushing service purchased.

3.18. Slack
• Feature: Incoming Webhooks
• Setting: Notify marketing team or use Slackbot for direct outreach with personal discounts.

3.19. Facebook Messenger
• Feature: Messenger API
• Setting: Bots send direct, targeted promotions following tagged event from CRM.

3.20. WhatsApp Business API
• Feature: Message Templates
• Setting: Approved template for periodic offers, populated with client-specific data.

3.21. Zendesk
• Feature: Triggers
• Setting: Auto-send deal link after a resolved airbrushing inquiry or service case.

3.22. Calendly
• Feature: Event Workflow
• Setting: Follow-up emails/SMS for clients who book, with post-appointment personalized offer.

Benefits

4.1. Drives increased re-bookings and long-term loyalty in airbrushing client base.
4.2. Reduces manual workload, ensuring timely, error-free outreach.
4.3. Maximizes relevance of offers, reflecting true client interests and boosting conversion.
4.4. Detects dormant clients for reactivation, increasing total lifetime value.
4.5. Applies across diverse client communication preferences for holistic coverage.