Purpose
1.2. Automate the tracking of class history, preferences, and feedback to generate relevant educational and promotional content, sent via multiple communication channels (email, SMS, app, etc.).
1.3. Support omnichannel automation for both marketing and education, optimizing campaign timing, frequency, and content with automated behavioral analysis.
Trigger Conditions
2.2. User interacts with email, web, or mobile marketing touchpoint related to aromatherapy topics.
2.3. Scheduled—e.g., 24 hours after last class completion, automatedly check for new matching class options.
2.4. Custom triggers—e.g., reward milestones, feedback forms, or inactivity alerts, automate reminders and recommendations.
Platform Variants
- Feature/Setting: Automate email campaigns via API trigger; use Audience Segmentation and Event-based Automation.
3.2. HubSpot
- Feature/Setting: Automate workflows using ‘Completed Class’ as workflow enrollment trigger; use Personalization Tokens in automated emails.
3.3. ActiveCampaign
- Feature/Setting: Automate follow-up sequence using Contact Tag automation and API endpoint for event tracking.
3.4. Salesforce Marketing Cloud
- Feature/Setting: Automate Journey Builder using ‘Event Interaction’ entry source and dynamic content blocks.
3.5. Twilio SMS
- Feature/Setting: Automated SMS triggered by webhook event; configure with Programmable Messaging API and personalization logic.
3.6. SendGrid
- Feature/Setting: Automate transactional and marketing emails; use Dynamic Templates and Event Webhook API.
3.7. Segment
- Feature/Setting: Automate audience creation using past event traits and forward to marketing integrations.
3.8. Google Cloud Functions
- Feature/Setting: Automate script execution for recommendation logic upon database event trigger.
3.9. Zapier
- Feature/Setting: Automate multi-platform workflows—trigger on new row in Google Sheets (user activity) to automatedly send data to email/text.
3.10. Airtable
- Feature/Setting: Automate record updates and send webhooks on status change (e.g., class completion).
3.11. Klaviyo
- Feature/Setting: Automate flow triggers and dynamic content for users with specific class-tag activity.
3.12. Microsoft Power Automate
- Feature/Setting: Automate event-driven recommendation flows; email distribution via Outlook connector.
3.13. Slack
- Feature/Setting: Automate direct message or channel alert based on CRM webhook data.
3.14. Intercom
- Feature/Setting: Automate personalized messaging after user action using Event Triggers and Data Attributes.
3.15. Notion
- Feature/Setting: Automate class log and push notifications using API interface.
3.16. Shopify
- Feature/Setting: Automate post-purchase class recommendations using Orders API Webhooks.
3.17. Pipedrive
- Feature/Setting: Automate follow-ups and reminders when a client completes a class activity using Deal updates.
3.18. Zoho CRM
- Feature/Setting: Automate workflow rules to send recommendations via email or integrated SMS.
3.19. Typeform
- Feature/Setting: Automate personalized follow-up after survey completion with Webhook/API integration.
3.20. Calendly
- Feature/Setting: Automate new class slot recommendations based on booking/completion via webhook notifications.
Benefits
4.2. Automates segmentation and analysis, freeing staff from manual recommendation tasks.
4.3. Automation ensures consistent, personalized communication across all user touchpoints.
4.4. Automator connects CRM, email, SMS, and app data for holistic campaign automation and measurement.
4.5. Automating these flows leads to improved targeting, customer satisfaction, and up-selling opportunities, all at scale.