Automated follow-up offers to first-time customers

Purpose

1. Automate post-visit follow-up offers to first-time customers of bars with PMU betting, driving repeat visits and increasing loyalty.

2. Automatedly deliver personalized deals via SMS, email, or social channel based on customer interaction data.

3. Automating data retrieval from POS and CRM to identify first-time purchases and trigger timely engagement.

4. Automator designs to capture feedback and incentivize further visits through automated workflows.

5. Automation supports reputation enhancement by ensuring prompt, consistent brand communication.

Trigger Conditions

1. Customer flagged as “first-time” in POS or CRM upon transaction completion.

2. Automated detection of new customer entries via sign-up forms or loyalty apps.

3. Trigger automates upon successful purchase linked to a unique customer ID.

4. System checks “no previous offers sent” status before automating outreach.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automated Messaging API, configure SMS campaign with personalized offer template and trigger via webhook on new customer event.
  

2. SendGrid

• Feature/Setting: Transactional Email API, automate personalized follow-up offer emails using dynamic templates triggered by CRM event.
  

3. Mailchimp

• Feature/Setting: Customer Journey Automation, automate “Welcome Series” flow with offer emails for new customers enrolled in contact list.
  

4. HubSpot

• Feature/Setting: Workflows automation, configure workflow to automate email or SMS offers post-first visit using contact lifecycle stages.
  

5. Salesforce Marketing Cloud

• Feature/Setting: Journey Builder, automate multi-channel offer delivery using entry event based on first purchase.
  

6. ActiveCampaign

• Feature/Setting: Automations builder, configure automated email/SMS sequences for new customer tags.
  

7. Zapier

• Feature/Setting: Automation “Zaps”, automate triggers from POS/CRM to messaging platform with custom field mapping.
  

8. Klaviyo

• Feature/Setting: Flows, automate triggered messages and offers to new customer segments.
  

9. Zoho CRM

• Feature/Setting: Workflow Rules, automate follow-up task and message based on contact status change.
  

10. Intercom

• Feature/Setting: Automated Messages, trigger in-app or email-based follow-ups to new users.
  

11. Pipedrive

• Feature/Setting: Workflow Automations, create automator for sending offers upon creation of new customer deal.
  

12. Google Sheets + App Script

• Feature/Setting: Script-based automation, automate tracking and message dispatch to new customer email using time-driven triggers.
  

13. Facebook Messenger API

• Feature/Setting: Automate offer sending via bot message after first interaction logged in CRM.
  

14. WhatsApp Business API

• Feature/Setting: Automated message templates, trigger offer after customer phone registration.
  

15. Eloqua

• Feature/Setting: Automated Campaigns, configure to automate follow-up email after “new contact” activity.
  

16. Constant Contact

• Feature/Setting: Email Automation, set for new sign-ups to automate offer delivery.
  

17. Keap (Infusionsoft)

• Feature/Setting: Automation Builder, schedule “Thank You” and follow-up offers triggered by new lead status.
  

18. Omnisend

• Feature/Setting: Automation workflows, create trigger for first-time buyer offering.
  

19. MoEngage

• Feature/Setting: Flow automation, target new customers with personalized offers based on event tracking.
  

20. Drift

• Feature/Setting: Automated chat and email outreach, configure to automate post-signup or first purchase interaction.
  

21. Slack + Incoming Webhooks

• Feature/Setting: Webhooks automate notification to staff for manual or SMS-based offer follow-ups.
  

Benefits

1. Automation ensures no first-time customer misses out on post-visit engagement, boosting retention.

2. Staff time saved by automating manual offer dispatch.

3. Direct improvement to customer lifetime value via automator-driven repeat visit incentives.

4. Enhances brand reputation through consistent, timely automated communications.

5. Automation increases response rate and feedback collection from initial visitors, offering valuable analytic data.