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Adding new clients to targeted email marketing lists

Purpose

1.1. Ensure every new antique furniture restoration client is instantly added to targeted email marketing lists for personalized engagement.
1.2. Enable ongoing communication, automate introductory offers, feedback collection, follow-ups, and promotions specific to restoration service interests.
1.3. Maintain GDPR compliance and consent records for marketing outreach.
1.4. Support dynamic segmentation based on restoration project type, location, or service package.

Trigger Conditions

2.1. Client completes intake questionnaire or booking form.
2.2. New client entry in CRM, POS, or service management software.
2.3. Email with specific subject/tag received (e.g., "New Antique Project").
2.4. Payment completed or deposit received.
2.5. Manual trigger via admin dashboard for legacy/imported clients.

Platform Variants

3.1. Mailchimp
• Feature/Setting: "Add Member to List" API — configure with client's email, name, and tags for segmentation.
3.2. ActiveCampaign
• Feature/Setting: "Create/Update Contact" in Automation; map client attributes and trigger specific campaigns.
3.3. Constant Contact
• Feature/Setting: "Add Contact"; select target list, enable auto-email consent tracking.
3.4. HubSpot
• Feature/Setting: CRM Workflows + Marketing Contact API; auto-enroll new clients in nurture workflows.
3.5. Klaviyo
• Feature/Setting: "Add Profile to List" endpoint — configure list ID and dynamic property mapping.
3.6. Sendinblue
• Feature/Setting: "Contacts API — Add/Update a Contact"; segmentation rules for project types.
3.7. Salesforce Marketing Cloud
• Feature/Setting: "Data Extensions API"; push new lead data to selected marketing journeys.
3.8. Drip
• Feature/Setting: "Subscribers API"; add to restoration-related email sequences.
3.9. Zoho Campaigns
• Feature/Setting: "Add Contact"; options for permission tracking and double opt-in.
3.10. Benchmark Email
• Feature/Setting: "Add Contacts"; configure REST API trigger from client data source.
3.11. MailerLite
• Feature/Setting: "Add Subscriber" API; enable group assignment for restoration clients.
3.12. GetResponse
• Feature/Setting: "Add Contact"; auto-trigger welcome sequence for restoration clients.
3.13. Moosend
• Feature/Setting: "Add Subscriber to List" endpoint; set tags for antique specialization.
3.14. Emma
• Feature/Setting: "Add Subscriber"; assign to antique restoration segment.
3.15. SendGrid Marketing Campaigns
• Feature/Setting: "Add Recipient" API; assign to dedicated restoration list.
3.16. AWeber
• Feature/Setting: "Add Subscriber"; map fields to client intake details.
3.17. ConvertKit
• Feature/Setting: "Add Subscriber to Form/Sequence" endpoint; configure auto-segment rules.
3.18. Omnisend
• Feature/Setting: "Create/Subscribe Contact" API; assign to workflow for post-restoration follow-up.
3.19. Campaign Monitor
• Feature/Setting: "Subscribers API"; auto-add with restoration tags.
3.20. Mailjet
• Feature/Setting: "Contacts API — Create Contact"; enable custom properties (e.g., type of restoration).
3.21. Pipedrive
• Feature/Setting: Automation with marketing add-ons to sync new contacts to email lists.
3.22. Infusionsoft (Keap)
• Feature/Setting: "Contact API — Add/Update Contact"; assign to furniture restoration campaign tags.

Benefits

4.1. Instantly connects new clients to personalized marketing flows and follow-ups.
4.2. Streamlines regulatory compliance for opt-in and data privacy.
4.3. Reduces manual data entry, minimizing human errors.
4.4. Increases revenue potential with timely, relevant offers and loyalty programs.
4.5. Enhances client retention through proactive reputation management and feedback loops.

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