Marketing & PromotionsPurpose
1. Automate the re-engagement of lapsed guests for Mexican restaurants by targeting customers who have not visited within a set time frame.
2. Automatedly deliver win-back offers, exclusive deals, and personalized communications via multiple channels to increase repeat visits and boost customer loyalty.
3. Automate segmentation, content personalization, timing, and delivery of marketing messages for higher ROI and operational efficiency.
4. Enable automatable tracking and analytics to measure campaign effectiveness and optimize future automations.
Trigger Conditions
1. Automatedly trigger when guest profile in CRM reflects no activity or order over X days (e.g., 45 days).
2. Automate trigger from POS data if a customer’s last transaction is older than a configured threshold.
3. Automate based on event in loyalty program platform: lack of rewards redemption in predefined window.
4. Automatedly initiate if customer does not open/respond to prior promotional campaigns for set period.
Platform Variants
1. Mailchimp
- API: automates campaign creation via Campaigns API, trigger re-engagement flow for lapsed segments.
2. Twilio SMS
- Feature: automate programmable messaging API to send win-back SMS offers to identified lapsed guests.
3. SendGrid
- API: automates transactional/marketing email send via Mail Send endpoint using dynamic templates for personalization.
4. HubSpot
- Feature: workflow automation, automate segmented email/push notifications based on CRM inactivity filters.
5. Salesforce Marketing Cloud
- Function: automate Journey Builder drips using Data Extension filters on last order date.
6. Klaviyo
- Flow: automates triggered email/SMS flows for "win-back" based on lapsed segment lists.
7. ActiveCampaign
- Automation: automate sending offers via “Deals” and “Automations” on re-engagement goal.
8. Zoho CRM
- Workflow: automate task/email for inactive customers using custom rule triggers.
9. Facebook Ads Manager
- API: automate creation of custom audiences and deliver retargeting ad campaigns to lapsed segments.
10. Google Ads
- Feature: automate Customer Match to send personalized win-back ad campaigns to lapsed email lists.
11. Constant Contact
- Automation: automate segmented win-back email series for lapsed contacts via automation templates.
12. Freshworks CRM
- Workflow: automate trigger notifications or offers to sales/marketing teams for lapsed guests.
13. Intercom
- Feature: automate in-app and email triggers targeting lapsed user profiles.
14. Pipedrive
- Automation: automate reminders and outreach tasks for sales teams on inactive contacts.
15. Slack
- Integration: automate sending workflow alerts about lapsed guest lists to operational teams.
16. Zapier
- Workflow: automate cross-platform sync for lapsed guest lists and trigger corresponding follow-ups.
17. LoyaltyLion
- API: automate detection of non-redeemed points, trigger win-back emails/SMS for lapsed loyalty members.
18. Shopify
- Function: automate email and SMS recovery sequences for customers not ordering within time frame.
19. Square POS
- API: automate data sync to identify inactive customers, automate export to email/SMS tools.
20. Segment
- Feature: automate profile segmentation and event-driven triggers for lapsed guest journeys.
21. Typeform
- Logic: automate sending feedback survey to lapsed guests funnelled into win-back campaigns.
22. WhatsApp Business API
- Automation: automate template messaging for exclusive win-back deals to contacts identified as lapsed.
Benefits
1. Automates timely guest outreach, reducing staff workload and maximizing repeat visits.
2. Automated delivery ensures no lapsed guest slips through engagement cracks, optimizing retention.
3. Multi-channel automation increases reach—email, SMS, ads—enhancing campaign effectiveness.
4. Consistent, automatable workflows provide measurable improvement in customer re-engagement rates.
5. Automated tracking gives actionable analytics for campaign refinement and business growth.