Follow-up campaigns post-participation with upsell/cross-sell offers

Purpose

1.1. Drive repeat business and increase revenue by automating post-participation follow-up with targeted upsell and cross-sell marketing.
1.2. Re-engage prior customers with exclusive offers, loyalty incentives, and new product/service highlights.
1.3. Foster brand loyalty, collect feedback, and promote complementary experiences (e.g., classes, merchandise, memberships).
1.4. Aid conversion tracking and optimize future marketing based on automation insights.

Trigger Conditions

2.1. Completion of an aerial activity booking or class.
2.2. Participant check-out, attendance, or survey submission.
2.3. Elapsed time post-activity (e.g., 24–72 hours).
2.4. Specific event (e.g., birthday, membership renewal).
2.5. Purchase behavior (e.g., did not upgrade or book ancillary services).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS campaign; trigger on post-attendance event, send upsell/cross-sell offer (e.g., Message API with send_at parameter).

3.2. SendGrid
• Feature/Setting: Automated email sequences; configure Dynamic Templates and POST /mail/send endpoint.

3.3. Slack
• Feature/Setting: Send notification to sales/marketing channel via Incoming Webhooks API.

3.4. HubSpot
• Feature/Setting: Workflow Automation; trigger sequence after deal stage changes (Contact workflow with Event Trigger).

3.5. Salesforce
• Feature/Setting: Process Builder for follow-up task and campaign emails, configure Action: Email Alerts.

3.6. ActiveCampaign
• Feature/Setting: Automations; entry trigger: “Completes purchase," action: Conditional Split for upsell.

3.7. Zapier
• Feature/Setting: Multi-step workflow; trigger: "New booking completed," action: batch email/SMS.

3.8. Mailchimp
• Feature/Setting: Customer Journey builder; trigger: “Activity date,” action: Send upsell email.

3.9. Klaviyo
• Feature/Setting: Post-event flows; configure “Placed Order” trigger with Offers segment.

3.10. AWeber
• Feature/Setting: Campaigns with follow-up sequence after tag applied (e.g., “completed_activity”).

3.11. Pipedrive
• Feature/Setting: Automations to create reminder activities for reps post-event, API endpoint: POST /activities.

3.12. Google Sheets
• Feature/Setting: Google Apps Script to record follow-up status and trigger reminders.

3.13. Facebook Ads
• Feature/Setting: Custom Audiences for follow-up targeting, API: /customaudiences, Trigger: Completed Event.

3.14. Intercom
• Feature/Setting: Post-event message campaign via Series automation; event-based trigger.

3.15. WhatsApp Business API
• Feature/Setting: Template message sending following specific user actions, via /messages endpoint.

3.16. SMSGlobal
• Feature/Setting: Automated SMS alerts using REST API, trigger via webhook from booking system.

3.17. Constant Contact
• Feature/Setting: Automated Email series; trigger: Custom Contact Field updated.

3.18. Shopify
• Feature/Setting: Order post-purchase automation, API: “Order paid” webhook to trigger follow-up offer.

3.19. Stripe
• Feature/Setting: Webhook on successful payment to activate follow-up workflow via connected email/SMS.

3.20. Typeform
• Feature/Setting: Survey completion triggers personalized email follow-up using webhooks.

3.21. Marketo
• Feature/Setting: Smart Campaigns; trigger: Program Status is Changed; flow: Send Email, Add to List.

3.22. Trello
• Feature/Setting: Automation (Butler) to create post-event cards for team action, after customer activity.

Benefits

4.1. Timely, relevant engagement improves customer retention and satisfaction.
4.2. Increased revenue via upselling and cross-selling of related aerial adventure offerings.
4.3. Automated segmentation enables personalized follow-up based on participant activity.
4.4. Reduces manual workload, ensuring consistent and scalable outreach.
4.5. Provides actionable data for continuous marketing optimization.