Marketing & Lead GenerationPurpose
1.2. Explain acupuncture benefits, address common concerns, provide aftercare guidance, and introduce practitioners and services over multiple interactions.
1.3. Segment audience for personalized content (e.g. pain relief, stress management) and maximize lead engagement automatically.
1.4. Track campaign performance and adapt messages based on recipient behavior (opens, clicks).
Trigger Conditions
2.2. Lead downloads a free resource or books a consultation/session.
2.3. Manual addition of contacts from patient management system.
2.4. Specific campaign event (e.g. past patient returning after X days).
Platform Variants
• Feature: Customer Journeys
• Setting: Automate triggered email sequences using "Start Journey" and branch by user actions.
3.2 ActiveCampaign
• Feature: Automations
• Setting: Set triggers on form submissions to start drip series with decision splits (e.g. "When contact subscribes to list").
3.3 HubSpot
• Feature: Workflows
• Setting: Use ‘Enroll in workflow’ for new contacts from web forms; configure delay and conditional sends via workflow editor.
3.4 SendGrid
• Feature: Marketing Campaigns API
• Setting: POST to /marketing/singlesends and /automation/triggers for sequence management.
3.5 Twilio
• Feature: Programmable Messaging API
• Setting: Use POST to /Messages with scheduling and sequence logic for SMS delivery.
3.6 ConvertKit
• Feature: Sequences
• Setting: Add subscribers to email sequences with automated delays and branching per link click.
3.7 Drip
• Feature: Workflows
• Setting: ‘Trigger’ on new subscriber; configure ‘Actions’ for timed emails and rules-based personalization.
3.8 Constant Contact
• Feature: Email Automation
• Setting: Use Automation tab to send a series based on list join or tag applied.
3.9 GetResponse
• Feature: Marketing Automation
• Setting: Drag ‘Subscribe’ action in workflow builder and link to 'Send Message' at defined intervals.
3.10 Klaviyo
• Feature: Flows
• Setting: Trigger flows from profiles joining lists with ‘Time Delay’ and ‘Conditional Split’.
3.11 MailerLite
• Feature: Automation
• Setting: Use ‘When subscriber joins group’ trigger, set email sequence, and add delays.
3.12 Salesforce Marketing Cloud
• Feature: Journey Builder
• Setting: Create journeys that trigger on new contact, define logic for educational drip.
3.13 Moosend
• Feature: Automations
• Setting: ‘Triggers’ for signup, ‘Actions’ for email sequence and flow options.
3.14 SMSBump (for SMS campaigns)
• Feature: Automation Flow
• Setting: Schedule SMS drips based on event triggers (subscription, tag added).
3.15 Pipedrive
• Feature: Workflow Automation
• Setting: Configure “Create Activity” and “Send Email” when new contact added to pipeline.
3.16 Zoho Campaigns
• Feature: Autoresponders
• Setting: Set ‘Smart Series’ based on subscription or form entry.
3.17 Intercom
• Feature: Series
• Setting: Trigger educational email/messages after signup using entry rules and custom delays.
3.18 Keap (Infusionsoft)
• Feature: Campaign Builder
• Setting: Drag contact entry trigger and connect to email sequences, with timer objects.
3.19 Omnisend
• Feature: Automation
• Setting: Trigger workflow when user joins list or fills form; set conditional splits.
3.20 Benchmark Email
• Feature: Automation Pro
• Setting: Use “Signup Trigger” to schedule emails and automate step-by-step education.
Benefits
4.2. Increases conversion rates by warming up prospects with valuable information.
4.3. Allows micro-targeting with messages tailored to specific interest segments or lead behaviors.
4.4. Enables performance tracking and ongoing optimization.
4.5. Reduces manual follow-up and missed opportunities for patient engagement.