Marketing, Engagement, and RetentionPurpose
1.2. Automatedly ensure each client receives relevant program, appointment reminders, promotions, and wellness tips improving engagement, satisfaction, retention, and therapy outcomes.
1.3. Enable automated integration between data sources (EHR, CRM, intake forms) and email delivery to avoid manual campaign building and reduce error rates in communication.
Trigger Conditions
2.2. Scheduled appointments, follow-ups, or therapy plan updates.
2.3. Completion of a treatment plan or missed appointments.
2.4. Changes in client profile or therapy notes (e.g., new injury, progress milestone).
2.5. Inactive client detected for defined period (e.g., 30/60 days).
2.6. Engagement actions—opened/clicked past campaign or survey response received.
Platform Variants
3.1. Mailchimp
• Feature/Setting: Automate segment creation via ‘Audience Segmentation’ and integrate with audience tags; configure via Mailchimp API (`/lists/{list_id}/segments`).
3.2. ActiveCampaign
• Feature/Setting: Automates advanced condition triggers using “Automations” and “Segmentation”; API endpoint `/api/3/contacts` and `/api/3/contactAutomations`.
3.3. HubSpot
• Feature/Setting: Automated workflow for “Active Lists”; configure segmentation via `GET /contacts/v1/lists`.
3.4. Salesforce Marketing Cloud
• Feature/Setting: Automate Behavior Triggers via “Journey Builder”; configure contact segmentation API (`/contacts/v1/attributeGroups`).
3.5. SendGrid
• Feature/Setting: Automate email list segmentation via “Marketing Campaigns API” (`/v3/marketing/segments`).
3.6. MailerLite
• Feature/Setting: Automate segmentation under “Segments” using `/api/v2/subscribers`.
3.7. ConvertKit
• Feature/Setting: Automate tags/segments with “Visual Automations”; API: `/v3/tags`, `/v3/forms`.
3.8. GetResponse
• Feature/Setting: Automated segment assignment via “Custom Fields” and API: `/v3/contacts`.
3.9. Constant Contact
• Feature/Setting: Automate segmented campaigns through “Segmentation Tools” and `/contacts` API.
3.10. Klaviyo
• Feature/Setting: Automating segmentation with “Segment Builder API” (`/api/v2/segments`).
3.11. Zoho Campaigns
• Feature/Setting: Automate contact segments via “Dynamic Segments”; API: `/api/v1/contacts`.
3.12. Drip
• Feature/Setting: Automator creates “Workflows” based on automated tags; “Subscriber Segmentation API”.
3.13. AWeber
• Feature/Setting: Automate segment syncing with “List Management API” (`/accounts/{accountId}/lists`).
3.14. Emma
• Feature/Setting: Automating segments via “Audience Segments” and `POST /members` API.
3.15. Keap (Infusionsoft)
• Feature/Setting: Automate triggers/set segments via “Campaign Builder” and API: `/contacts`.
3.16. Benchmark Email
• Feature/Setting: Automated “Lists and Segments” via API: `/v1/lists`.
3.17. Moosend
• Feature/Setting: Automate dynamic segments via “Lists > Segments”; API: `/subscribers`.
3.18. Omnisend
• Feature/Setting: Automating segmentation workflows under “Audience Automation”; API: `/contacts`.
3.19. Brevo (formerly Sendinblue)
• Feature/Setting: Automate dynamic list segmentation via “Segmentation Rule Engine”; API: `/contacts/lists`.
3.20. SharpSpring
• Feature/Setting: Automates behavior-based segmentation with “List Segmentation API” (`/contacts`).
3.21. Mailjet
• Feature/Setting: Automate contact property segmentation via “Contact Lists API” (`/REST/contactslist`).
3.22. Iterable
• Feature/Setting: Automating dynamic segments with “User Segments API” (`/api/segments`).
Benefits
4.2. Automator increases appointment attendance by tailored reminders.
4.3. Automatedly upsells relevant services/programs to segmented clients.
4.4. Automatable data-driven campaigns boost measurable retention rates for kinesiologists.
4.5. Automation saves time, reduces manual work and human errors in email marketing workflows.
4.6. Enabling automated segmentation allows scalable client engagement as business grows.
4.7. Automating feedback loop with campaign analytics optimizes ongoing marketing activities.