Purpose
1.1. Automate targeted promotions based on customer behavior to increase bookings, membership renewals, and upsell of merchandise or coaching by utilizing behavioral data.
1.2. Enable trigger-based email, SMS, and in-app promotions for customers with declining attendance, expiring memberships, and new service interests.
1.3. Create automated, behavior-driven promo codes, discounts, or information nudges for different customer segments defined by visit frequency, purchase history, or engagement patterns.
1.4. Automatedly distribute special offers for tournaments, loyalty milestones, and seasonal events aligned with recent activity detected in CRM or booking systems.
Trigger Conditions
2.1. Booking frequency drops below a preset threshold within a defined time period.
2.2. Customer has an upcoming membership expiry in less than 30 days.
2.3. Abandoned booking or payment attempt detected in online portal/app.
2.4. First visit completed within the past 24 hours for onboarding automation.
2.5. Customer purchases equipment but has not booked a coaching session.
2.6. Special events or tournaments matched to customer skill levels or interest tags.
Platform Variants
1. Twilio SMS
· Feature/Setting: SMS API — configure with customer’s phone number, trigger condition webhook, message template referencing booking patterns.
· Example: Automatedly send “Book your next match & get 15% off this week!” when visit frequency declines.
2. SendGrid
· Feature/Setting: Transactional Email API — configure automated campaigns with dynamic templates, webhook triggers from CRM/API.
· Example: Send membership expiry reminders with automated promotional code.
3. Mailchimp
· Feature/Setting: Customer Journeys — automate email sequences with behavior-based triggers and merge tags for dynamic offers.
4. ActiveCampaign
· Feature/Setting: Automation Builder — set workflow to send promo emails/SMS to lapsed or milestone members automatically.
5. Salesforce Marketing Cloud
· Feature/Setting: Journey Builder & Automation Studio — real-time automation workflows based on contact activity data (e.g., fewer visits).
6. HubSpot
· Feature/Setting: Workflows — automate re-engagement emails, SMS, or push notifications to dormant customers.
7. Zoho CRM
· Feature/Setting: Workflow Rules — trigger messaging automation for bookings or membership milestones.
8. Klaviyo
· Feature/Setting: Automated Flows — send targeted promotions to customers with specific activity tags or segments.
9. Braze
· Feature/Setting: Canvas Flows — multichannel automation for event-based messaging (booking events, app logins).
10. Intercom
· Feature/Setting: Series — set up automated messaging and in-app nudges based on usage signals.
11. Facebook Messenger (Meta API)
· Feature/Setting: Messenger Send API — automate promo chat notifications for customers not booked in 30 days.
12. WhatsApp Business API
· Feature/Setting: Message Templates — automate broadcast of discount codes for tournaments or renewals.
13. Google Firebase Cloud Messaging
· Feature/Setting: Automated Push Notification campaigns — notify app users of limited-time membership offers.
14. Slack
· Feature/Setting: Incoming Webhooks — automatedly notify internal teams of promo engagements or lead responses.
15. Shopify
· Feature/Setting: Automated Email/SMS Apps — automate promo codes after equipment purchase with no booking.
16. Stripe
· Feature/Setting: Webhooks — trigger after failed payment, automate promo offers for retry or alternative packages.
17. Pipedrive
· Feature/Setting: Workflow Automation — automate follow-up emails to customers from sales pipeline activities.
18. Mautic
· Feature/Setting: Campaign Builder — automate segmented drip campaigns for event invitations or new offerings.
19. Zapier
· Feature/Setting: Automation Zaps — connect booking app events to send multi-channel targeted promotions.
20. Microsoft Power Automate
· Feature/Setting: Automated Flow — link CRM events to push promotional emails or SMS automatically.
21. Telegram Bots
· Feature/Setting: Bot API — automate personalized promo messages via Telegram, triggered by inactivity.
22. Constant Contact
· Feature/Setting: Email Automation — automate recurring event reminders and loyalty program offers via email.
23. Customer.io
· Feature/Setting: Automated Messaging Workflows — trigger based on customer action or inaction for tailored promotion.
24. Viber API
· Feature/Setting: Bot Messaging — automate promotion and reminders through Viber for opted-in contacts.
Benefits
4.1. Automates repetitive outreach, increasing promo efficiency with zero manual intervention.
4.2. Automated engagement boosts booking rates and enhances customer retention by delivering timely offers.
4.3. Automator-driven segmentation personalizes outreach, increasing relevance and conversion rates.
4.4. Reduces staff workload and response times, automating marketing for scale.
4.5. Automatedly improves conversion metrics by targeting promotions based on real actions/data, not generic blasts.
Marketing & Promotions