Marketing, Lead Generation & RetentionPurpose
1.2. Automating such offers increases engagement, retention, and conversion through timely, personalized communications.
1.3. The automation ensures no patient is missed, saves chiropractic office staff time, and scales promo campaigns year-round for consistent revenue opportunities.
Trigger Conditions
2.2. Anniversary of first visit to the practice.
2.3. Scheduled season or holiday (e.g., New Year, Spring, Halloween).
2.4. Change in patient’s contact or appointment data, triggering review and outreach.
Platform Variants
• Feature: SMS Messaging API; Automate SMS sending based on calendar triggers.
• Sample: Configure automated POST to /Messages endpoint for each matched patient date.
3.2. SendGrid
• Feature: Marketing Campaigns API; Automate email campaigns for selected patient segments.
• Sample: Use v3 Marketing Campaigns to schedule automated birthday sequences.
3.3. Mailchimp
• Feature: Automation Builder; Automate personalized email journeys for recurring dates.
• Sample: Use "Date-Based" trigger for automating birthday offers.
3.4. Salesforce Marketing Cloud
• Feature: Journey Builder; Automate multi-channel promo journeys.
• Sample: Start journey with a date-event trigger for birthday/seasonal campaigns.
3.5. ActiveCampaign
• Feature: Date-Based Automations; Automate emails or SMS for special events.
• Sample: Configure automation using "Date Occurs" trigger for birthday offers.
3.6. Klaviyo
• Feature: Flows; Automate segmented email/SMS reminders for holidays or birthdays.
• Sample: Setup flow trigger based on birthday property in patient profiles.
3.7. HubSpot
• Feature: Workflows; Automate task and marketing comms on date triggers.
• Sample: Create workflow with "Contact property date" as the trigger.
3.8. Zoho CRM
• Feature: Workflow Automation; Automated actions from patient data fields.
• Sample: Automate email/SMS upon birthday date field change.
3.9. Constant Contact
• Feature: Email Automation; Automated birthday/seasonal templates.
• Sample: Use recurring email schedule tied to contact birthday fields.
3.10. MailerLite
• Feature: Automation Workflows; Automate multi-step engagement for regular promos.
• Sample: Trigger automated campaign on custom date field match.
3.11. Drip
• Feature: Workflow Triggers; Automated email/SMS marketing on important dates.
• Sample: Initiate workflow when a customer’s birthday matches the automation trigger.
3.12. Google Calendar API
• Feature: Event Notifications; Automated reminders for staff to initiate promo comms.
• Sample: Insert events and configure notifications for patient key dates.
3.13. Microsoft Power Automate
• Feature: Scheduled Flows; Automate batch sending via email or SMS.
• Sample: Set schedule with recurrence and conditional logic for promos.
3.14. WhatsApp Business API
• Feature: Automated Message Templates; Automate direct mobile comms with offers.
• Sample: Use automated template message triggering for birthdays.
3.15. Slack
• Feature: Workflow Builder; Automate team alerts about patient milestones.
• Sample: Automated announcement in team channel when patient date matches.
3.16. Intercom
• Feature: Automated Series; Automate in-app or email offers for patient anniversaries.
• Sample: Configure automated campaign based on date-range segments.
3.17. Shopify Email
• Feature: Automations; Automate nurture sequences for patients buying health products.
• Sample: Use event trigger “Birthday” to start offer email flow.
3.18. Pipedrive
• Feature: Workflow Automation; Automate contact outreach from CRM data.
• Sample: Configure automator to trigger when custom birthday field is updated.
3.19. Keap (Infusionsoft)
• Feature: Campaign Builder; Automate conditional messaging based on key dates.
• Sample: Automate birthday promo within campaign sequences.
3.20. SurveyMonkey
• Feature: Automated Invites; Automate patient surveys with promo code on birthdays.
• Sample: Schedule auto-invites with embedded discounts on qualifying dates.
Benefits
4.2. Automation ensures precision timing—no special occasion is missed.
4.3. Automated birthday and seasonal campaigns increase repeat visits and referrals.
4.4. Automation platforms provide tracking, so performance of offers can be optimized.
4.5. Automation of promos reduces operational costs by eliminating repetitive manual outreach.