Purpose
1.2. Automatedly inform prospects and clients about special offers, content, and event invitations via multi-channel marketing, reducing manual effort and human error.
1.3. Automator manages outreach across various platforms for repeatable, consistent messaging at the right times, ensuring seasonal promotions don’t get missed and analytics on response rates are automatically collected.
Trigger Conditions
2.2. Event-based triggers, such as previous engagement with last-year’s campaign or sign-up dates.
2.3. Automatable segmented lists (e.g., clients due in May/June) automatically added to the campaign.
2.4. Automated external signals (e.g., keyword or hashtag tracking on social media about Mother’s Day) detected through respective APIs.
Platform Variants
• Feature/Setting: “Scheduled Messages”; Set API endpoint `/Messages` with `sendAt` parameter for automated delivery.
3.2. SendGrid
• Feature/Setting: “Marketing Campaigns”; Use POST `/campaigns` API to automate email send-outs by schedule.
3.3. Mailchimp
• Feature/Setting: “Campaign Automations”; Use the “Create Campaign” endpoint and automate triggers via “date-based” logic.
3.4. HubSpot
• Feature/Setting: “Workflows”; Configure scheduled emails with `POST /automation/v3/workflows`.
3.5. ActiveCampaign
• Feature/Setting: “Automations”; Set automation trigger to campaign date and audience tag.
3.6. Buffer
• Feature/Setting: “Scheduled Posts” via `POST /updates/schedule.json` API for automated social posts.
3.7. Hootsuite
• Feature/Setting: “AutoSchedule”; Use the Publisher tool to automate social post scheduling.
3.8. Salesforce Marketing Cloud
• Feature/Setting: “Journey Builder”; Automate campaign journey on event/date and trigger SMS, email.
3.9. Zoho Campaigns
• Feature/Setting: “Autoresponders”; Scheduled autoresponder series based on seasonal triggers.
3.10. Klaviyo
• Feature/Setting: “Flows”; Configure automated email flows triggered by calendar events.
3.11. Google Calendar
• Feature/Setting: “Events API”; Automate reminders and internal notifications to team before campaign.
3.12. Facebook Ads Manager
• Feature/Setting: “Automated Rules”; Set automatic launch/stop date for seasonal ads.
3.13. Instagram Graph API
• Feature/Setting: “Content Publishing”; Automatedly schedule image, video campaign posts.
3.14. Shopify
• Feature/Setting: “Automatic Discounts”; Enable timed discounts in sync with campaign start.
3.15. Slack
• Feature/Setting: “Scheduled Messages” and “Incoming Webhooks”; Automated internal alerts before/after campaign.
3.16. Airtable
• Feature/Setting: “Automations”; Trigger records to send campaign data to marketing platforms via `Run a script`.
3.17. Trello
• Feature/Setting: “Butler Automation”; Automated card creation and reminders for campaign staff.
3.18. Asana
• Feature/Setting: “Rules”; Automate task assignment and checklists for campaign actions.
3.19. ClickSend
• Feature/Setting: “Scheduled SMS”; Automated text reminders and offers for target clients.
3.20. Constant Contact
• Feature/Setting: “Email Automation”; Schedule campaigns using “date-based triggers”.
3.21. Intercom
• Feature/Setting: “Outbound Messages”; Automate app/chat/email for campaign promotion, configured with date-based triggers.
3.22. Pipedrive
• Feature/Setting: “Workflow Automation”; Automatically start email and activity sequences for seasonal campaigns on specified triggers.
Benefits
4.2. Automation ensures campaign is never missed and maximizes seasonal revenue.
4.3. Automates personalized outreach based on segment, channel, and content type.
4.4. Automator delivers unified analytics across channels, enabling automated insights and optimization.
4.5. Automatedly schedules, launches, and records outreach for compliance and follow-up.
4.6. Enables multi-channel automated campaigns—SMS, email, social—coordinated automatically.
4.7. Reduces manual labor, enabling focus on client care rather than operational details.
4.8. Supports scalable automatable campaigns for growing doula practices.