Promotional offer scheduling and client notification workflow

Purpose

1.1. Automate end-to-end scheduling of promotional offers for aerobics clients, including campaign creation, timing, audience targeting, multi-channel notifications, reminders, and opt-out management.
1.2. Maximize offer reach, drive class sign-ups or attendance, reduce manual marketing effort, and ensure clients receive timely, relevant promotions.
1.3. Integrate client intake forms, CRM systems, and analytics to optimize future campaigns based on engagement data.

Trigger Conditions

2.1. Scheduled event (e.g., start of month or week).
2.2. Manual admin input of campaign details.
2.3. Client milestones reached (e.g., new sign-ups, class completions).
2.4. Calendar-based fitness events or holidays.

Platform Variants

3.1. Twilio (SMS API)
• Feature: SMS Messaging
• Setting: Configure automated texts for new offers; set up using Twilio Programmable Messaging API.
3.2. SendGrid (Email API)
• Feature: Email Campaigns
• Setting: Configure email templates, schedule batch sends via SendGrid Marketing Campaigns API.
3.3. Slack
• Feature: Channel Notifications
• Setting: Use Slack Incoming Webhooks to post promotion updates to client or team channels.
3.4. HubSpot
• Feature: Marketing Automation
• Setting: Use Workflows for offer emails; configure Scheduled Email Actions via HubSpot API.
3.5. Salesforce
• Feature: Campaign Management
• Setting: Use Salesforce Marketing Cloud for journey-based triggers; configure Email/SMS via REST API.
3.6. Intercom
• Feature: In-App Messaging
• Setting: Set up auto-messages for logged-in users based on events using Intercom Messenger API.
3.7. ActiveCampaign
• Feature: Automations
• Setting: Configure sequences using Automation Builder; trigger sends on schedule or contact events.
3.8. Mailchimp
• Feature: Scheduled Campaigns
• Setting: Use API for triggered bulk sends; create time-based workflows in Mailchimp Automations.
3.9. WhatsApp Business API
• Feature: Direct Messaging
• Setting: Send offer notifications via Official WhatsApp templates, scheduled dispatch via API.
3.10. Google Calendar
• Feature: Event Creation
• Setting: Auto-create promotional event invites via Calendar API for aerobics sessions.
3.11. Zoom
• Feature: Meeting/Webinar Invites
• Setting: Auto-generate invitations for promotional classes using Zoom API.
3.12. Facebook Messenger
• Feature: Bot & Messaging
• Setting: Use the Messenger Send API to notify opted-in clients of offers.
3.13. Microsoft Teams
• Feature: Teams Bot
• Setting: Send internal or client-facing updates via Teams Bot Framework.
3.14. Viber
• Feature: Broadcast Messaging
• Setting: Schedule broadcasts via Viber Business Messages API.
3.15. Zendesk
• Feature: Ticket Auto-Responder
• Setting: Send targeted promotion as auto-reply or macro using Zendesk API triggers.
3.16. Shopify
• Feature: Discount Creation
• Setting: Auto-create offer codes, email to users via Script/API when events trigger.
3.17. Zapier
• Feature: Multi-platform Trigger
• Setting: Set up latency-free paths between signups and alerts using platform Zaps.
3.18. Pipedrive
• Feature: Deal Workflow Automation
• Setting: Notify pipeline stage clients with personalized offer through Webhook Action.
3.19. Google Forms
• Feature: Data Collection
• Setting: Use Forms trigger for segmentation, passing recipients to notification flow.
3.20. Trello
• Feature: Card Automation
• Setting: Autogenerate tasks for marketing team, send reminders based on scheduled cards.

Benefits

4.1. Consistent timing and delivery of promotions across channels.
4.2. Higher client engagement through personalized, multi-touch outreach.
4.3. Reduced administrative work; staff focuses on service, not manual marketing.
4.4. Scalable campaigns; instant audience reach, regardless of size.
4.5. Comprehensive tracking and analytics for campaign performance refinement.