Marketing & Outreach AutomationPurpose
1.2. Drive continual improvement in property management and community image by proactively acquiring genuine resident reviews.
1.3. Support corporate branding and outreach with automated touchpoints, reducing manual follow-up effort.
Trigger Conditions
2.2. Lease renewal confirmation event.
2.3. Maintenance ticket marked as resolved.
2.4. Resident completes certain number of days (e.g., 14) in the unit.
2.5. Scheduled intervals post-move-in or post-interaction.
Platform Variants
• Feature/Setting: SMS outreach; configure trigger via webhook, customize SMS body, map resident phone fields.
3.2. SendGrid (Mail Send API)
• Feature/Setting: Automated HTML/transactional email; set up dynamic templates; webhook integration for triggers.
3.3. HubSpot (Workflows/Marketing Email API)
• Feature/Setting: Automated workflow trigger on contact property change; use ‘Send marketing email’ action.
3.4. Salesforce (Process Builder + Email Alert)
• Feature/Setting: Workflow rule when resident status changes; configure outbound email templates.
3.5. Mailgun (Messages API)
• Feature/Setting: API-driven triggered email; incorporate personalized fields in template.
3.6. ActiveCampaign (Automations)
• Feature/Setting: Trigger automation based on tag or date; use ‘Send Email’ or ‘Send SMS’ action.
3.7. Zoho CRM (Automation Rules + Email/SMS API)
• Feature/Setting: Blueprint stage trigger; execute ‘Send Email/SMS’ function.
3.8. Intercom (Outbound Messages API)
• Feature/Setting: Trigger post-event messages; use custom event properties.
3.9. Drip (Workflow Automation)
• Feature/Setting: Trigger email/SMS with ‘Completed Event’ in workflow; personalize content with liquid tags.
3.10. Klaviyo (Flows)
• Feature/Setting: Flow trigger post-segment update; drag-and-drop ‘Email’ or ‘SMS’ component.
3.11. Slack (Incoming Webhooks)
• Feature/Setting: Trigger reminder to internal teams for follow-up via webhook on resident milestone.
3.12. Microsoft Power Automate (Cloud Flows)
• Feature/Setting: Configure automated cloud flow with trigger from database change; add ‘Send email’ action.
3.13. Google Workspace (Apps Script + Gmail API/SMS Gateway)
• Feature/Setting: Script event-based email; integrate with third-party SMS for direct resident outreach.
3.14. Pipedrive (Workflow Automation + Email Integration)
• Feature/Setting: Triggered activity completion; send templated review request email or SMS.
3.15. Oracle Eloqua (Program Canvas)
• Feature/Setting: Post-interaction trigger; ‘Send Email’ or ‘SMS’ step in the marketing canvas.
3.16. Freshdesk (Automations + Email Notifications)
• Feature/Setting: Automated email request upon ticket resolution event.
3.17. Airship (Automations API)
• Feature/Setting: Configure automated messaging campaign on custom triggers; use deep links to review site.
3.18. MessageBird (Flow Builder)
• Feature/Setting: Automated outreach sequence via SMS or WhatsApp after trigger event.
3.19. Constant Contact (Email Automation)
• Feature/Setting: Trigger ‘Welcome’ or ‘Thank You’ series post-resident action; include review link.
3.20. WhatsApp Business API (Message Templates)
• Feature/Setting: Automated, pre-approved review request template sent upon resident milestone trigger.
3.21. Zendesk (Triggers + Automations)
• Feature/Setting: Automatically send satisfaction survey or review request after ticket closure.
3.22. Mailchimp (Customer Journeys)
• Feature/Setting: Initiate review request email based on contact activity and journey point.
Benefits
4.2. Frees staff from repetitive outreach and reminders.
4.3. Raises online ratings, enhancing marketing efforts.
4.4. Strengthens resident engagement and brand perception.
4.5. Enables precise timing and targeting of requests for maximum impact.