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Personalized promotions based on dining history

Purpose

1.1. Automate the sending of personalized promotional offers to customers of a fish restaurant, using automated analysis of customer dining history across digital and offline channels.
1.2. Automating segmentation and campaign delivery based on favorite dishes, frequency, spending, and special occasions to boost engagement and repeat visits.
1.3. Automator enables targeting via SMS, email, loyalty apps, social media, and push notifications for improved marketing outcomes through automation.

Trigger Conditions

2.1. New dining session, payment, or reservation is logged in POS or CRM.
2.2. Customer’s qualifying historical pattern detected (e.g., three seafood platters in a month).
2.3. Date matches birthday, seafood festival, or other customized occasion automation condition.

Platform Variants


3.1. Twilio SMS
• Feature/Setting: Automate outbound SMS via "Programmable Messaging API" with templated promo code based on last order.
• Sample: Configure webhook POST to /Messages with dynamic personalization variables.

3.2. SendGrid
• Feature/Setting: Automated email campaigns via "Marketing Campaigns API" with segment filtering on seafood preference tags.
• Sample: Trigger POST to /campaigns to targeted lists auto-generated from CRM.

3.3. Mailchimp
• Feature/Setting: Automator setups for "Customer Journeys" and personalized promo content blocks driven by custom data fields.
• Sample: Sync CRM dining history and automate journey triggers on repeating seafood orders.

3.4. HubSpot
• Feature/Setting: Automation via "Workflows" with Seafood-Lovers segment, auto-email, and deal properties updated.
• Sample: If Contact Property ‘Last Order’ = ‘Grilled Salmon’ trigger personalized email.

3.5. ActiveCampaign
• Feature/Setting: Automate promotional campaign sequences via "Automations" with triggers on custom dining frequency fields.
• Sample: Configure entry automation for customers ordering lobster twice in 30 days.

3.6. Salesforce Marketing Cloud
• Feature/Setting: Use "Journey Builder" to automate promo delivery when seafood order event logs exceed set threshold.
• Sample: Connect POS system event webhook to update “Seafood Promo” journey status.

3.7. Facebook Ads
• Feature/Setting: Automate "Custom Audiences" from loyalty data for retargeting frequent seafood diners.
• Sample: Sync CSV with server-side personalized ad creative per dish preference.

3.8. Google Ads
• Feature/Setting: Automate "Customer Match" uploads of frequent diner lists for restaurant-specific ad sequences.
• Sample: Use Google Ads API /customers/{customerId}/userLists.

3.9. Zapier
• Feature/Setting: Use "Zaps" to connect POS, CRM, and marketing channels, auto-triggering email/SMS on qualifying seafood dining behavior.
• Sample: When order tagged ‘seafood’ in CRM, automator sends Mailchimp email.

3.10. Shopify POS
• Feature/Setting: Automate post-purchase email/SMS via "POS API" webhook when seafood dishes are purchased.
• Sample: Use Shopify Flow to trigger Klaviyo sequence from POS event.

3.11. Klaviyo
• Feature/Setting: Automate segmented flows and promotional messages for seafood buyers via "Flows" feature.
• Sample: Flow triggers on custom property ‘Seafood Buyer: True.’

3.12. Oracle Eloqua
• Feature/Setting: Automated campaigns using "Program Canvas" and dynamic content for seafood lover profiles.
• Sample: Configure entry conditions based on CRM tag seafood promo opt-in.

3.13. Pipedrive
• Feature/Setting: Automation with "Workflow Automation" to send promo emails/SMS via connected apps when dining history meets custom conditions.
• Sample: Trigger outbound promo when deal ‘Seafood’ stage is changed.

3.14. Intercom
• Feature/Setting: Automate in-app or chat-based promotion with "Custom Bots" triggered by specific user tags (e.g., “Fish Fanatic”).
• Sample: Bot message delivered when total seafood spend > $100.

3.15. Segment
• Feature/Setting: Automator pipelines for user event tracking and trigger-based messaging via webhooks.
• Sample: Track ‘ordered seafood’ event to send automated offer downstream.

3.16. Microsoft Power Automate
• Feature/Setting: Automated flows from POS/CRM to marketing lists, auto-invoking personalized promo emails/SMS.
• Sample: 'When new seafood order record in Excel, send personalized promo email.'

3.17. Slack
• Feature/Setting: Automated internal notifications for kitchen/marketing team upon reaching set seafood promo threshold via "Incoming Webhooks".
• Sample: Trigger channel alert '30th Seafood Platter Sold - Launch Flash Promo!'

3.18. Notion
• Feature/Setting: Automate database tracking, tagging returning seafood customers, and internal reminders for personalized outreach.
• Sample: Automated page update when loyalty member orders seafood.

3.19. WhatsApp Business API
• Feature/Setting: Automate delivery of promo codes via Message Templates driven by dining history triggers.
• Sample: Send templated offer if last week’s visit included seafood.

3.20. LoyaltyLion
• Feature/Setting: Automated rewards and bonus point triggers for seafood purchases via "Rules" engine.
• Sample: Configure seafood category trigger for double points, auto-email confirmation.

Benefits

4.1. Automate hyper-personalized marketing outreach for increased retention.
4.2. Automatedly maximize campaign ROI with targeted, relevant promotions.
4.3. Save staff time by automating segmentation, content creation, and multi-channel delivery.
4.4. Achieve real-time automation for promotions, optimizing the window between dining event and offer delivery.
4.5. Automator ensures scalable, repeatable, and measurable seafood marketing outcomes for fish restaurants.

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