Seasonal promotions sent based on service history

Purpose

1. Automate the delivery of tailored seasonal promotions to clients based on individual service histories to increase retention, reactivate dormant clients, and drive up-selling of asbestos testing services.

2. Leverage customer data to trigger timely, relevant message automation that aligns with periods of peak demand or regulatory changes.

3. Ensure compliance with marketing rules while maximizing upsell and repeat booking opportunities through automated personalized campaigns.

Trigger Conditions

1. Automation triggers when a client reaches a specific interval post-service (e.g., 12 months).

2. Service anniversaries, specific months (e.g., "Spring Cleaning"), or changes in asbestos regulations initiate automating campaigns.

3. Triggered by CRM record updates, email list segmentation, or webhook/API event with service-completed status.

Platform Variants

1 Mailchimp

• Feature/Setting: Customer Journey builder; automate branch-based emails triggered by customer tags or custom field (service date).
  

2 Twilio SMS

• Feature/Setting: Automated SMS Flows; configure webhook for triggers and set logic for seasonal promotion message delivery.
  

3 Salesforce

• Feature/Setting: Process Builder or Flow; configure automator to monitor 'Service Date' and send marketing emails/SMS.
  

4 HubSpot

• Feature/Setting: Automated Sequences using workflow triggered by service fields or behavioral events.
  

5 ActiveCampaign

• Feature/Setting: Automate using 'Automations' and 'Date-based' triggers tied to customer record fields.
  

6 SendGrid

• Feature/Setting: Marketing Campaign API; schedule and automate email batches to segmented lists based on service history fields.
  

7 Zoho CRM

• Feature/Setting: Workflow automator with scheduled actions based on custom date fields (last inspection date).
  

8 Klaviyo

• Feature/Setting: Automated Flows; trigger by custom profile property—last service date—with seasonal promo variant messages.
  

9 Google Sheets

• Feature/Setting: Apps Script with time-driven triggers to automate sending data to email/SMS platforms.
  

10 Microsoft Power Automate

• Feature/Setting: Scheduled Flow with email/SMS blocks, automates routing for seasonal promotions via CRM data.
  

11 Pipedrive

• Feature/Setting: Workflow Automation; triggers on date field (last asbestos check) to initiate email campaigns automatically.
  

12 Shopify

• Feature/Setting: Email automations via Shopify Email or third-party apps triggered by purchase/service history.
  

13 Constant Contact

• Feature/Setting: Automated Email Series; trigger based on custom date field updates.
  

14 Keap (Infusionsoft)

• Feature/Setting: Campaign Builder automator for date-matched triggers sending promotional offers.
  

15 Intercom

• Feature/Setting: Automated Messages; set up rule-based targeting from last-service segments.
  

16 Marketo

• Feature/Setting: Smart Campaigns; automate by triggering from custom activities tied to asbestos services.
  

17 Freshworks CRM

• Feature/Setting: Automated Workflows; schedule actions from deal or contact last-service field.
  

18 Oracle Eloqua

• Feature/Setting: Campaign Canvas; automate journey with ‘Service Anniversary’ triggers.
  

19 Drip

• Feature/Setting: Custom Workflows driven by event properties (e.g., service timeline).
  

20 Moosend

• Feature/Setting: Automated Workflow module; segment by service-type and automate seasonal email sends.
  

Benefits

1. Automates repetitive seasonal marketing, reducing manual labor and human error.

2. Ensures timely, personalized outreach through omnichannel automation for higher customer engagement.

3. Increases repeat business and top-of-mind brand recall via regular, relevant outreach automatically.

4. Strengthens compliance by automating opt-out workflows and consent-based communications.

5. Optimizes campaign ROI by targeting customers most likely to need repeat asbestos testing, leveraging automation to maximize conversion potential.