Marketing & Reputation ManagementPurpose
1.2. Deliver time-limited promotions based on seasonal events (e.g., spring renewal, holiday refresh).
1.3. Maintain brand presence and customer engagement via targeted, scheduled outreach.
1.4. Reduce manual marketing labor by automating message sequencing, timing, and personalization.
1.5. Gather feedback and generate referrals via embedded survey or share requests in follow-up flows.
Trigger Conditions
2.2. Event-based triggers: Customer completed restoration project; promotional campaign window opens.
2.3. CRM update triggers: Change in customer status; tag added (e.g., “past client” or “eligible for promotion”).
2.4. Manual batch triggers: Marketing decides to send promo blast to specific segment.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: SMS Message flow; use Twilio API “Messages - Send Message” with schedule parameters.
• Sample: POST /2010-04-01/Accounts/{AccountSid}/Messages.json with personalized body and campaign date.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns; Configure Automation → Single Send or Automation Series.
• Sample: POST to /v3/marketing/singlesends for scheduled promotional emails.
3.3. Mailchimp
• Feature/Setting: Customer Journey Builder; set “Date-based” starting point and automated emails.
• Sample: Create journey starting with anniversary date, sending promo email.
3.4. HubSpot
• Feature/Setting: Workflows; Enrollment triggers from filtered list, then send Marketing Email action.
• Sample: Create workflow tied to customer last service date property.
3.5. ActiveCampaign
• Feature/Setting: Automations; Trigger on contact date field, send promotional email or SMS via Twilio integration.
• Sample: “Date based trigger” → “Send Email” or “Webhook to SMS”.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; configure entry events and channel actions (email/SMS/push).
• Sample: Entry event on contact date → promotional journey.
3.7. Google Calendar
• Feature/Setting: Scheduled Event Reminder; use API to detect season start, trigger webhook.
• Sample: Use calendar “watch” for date, then send webhook on match.
3.8. Zapier
• Feature/Setting: Scheduled Zap; trigger on schedule or CRM update, then execute defined promotional actions.
• Sample: Schedule Zap at season start → email/SMS to tagged CRM contacts.
3.9. Pabbly Connect
• Feature/Setting: Scheduler plus CRM; trigger on filtered contact group at time interval.
• Sample: Time filter + webhook to email/SMS provider.
3.10. Brevo (Sendinblue)
• Feature/Setting: Transactional Email/SMS; Automation scenarios for date-based targeting.
• Sample: Create workflow with conditional send of promo SMS/email.
3.11. Klaviyo
• Feature/Setting: Flows; Date property trigger, segment by purchase or service, send offer.
• Sample: Trigger on “last restoration date” + segment filter.
3.12. Moosend
• Feature/Setting: Automated Workflows; recurrence trigger, email campaign action.
• Sample: “On date” → “Send Campaign” to dynamic segment.
3.13. Constant Contact
• Feature/Setting: Email Automation; create recurring series for tagged contacts.
• Sample: Segment list by season; scheduled send.
3.14. WhatsApp Business API
• Feature/Setting: Message Templates; use API “sendMessage” at anniversary breakpoint.
• Sample: POST /v1/messages with template for promo info.
3.15. Facebook Messenger (Meta API)
• Feature/Setting: Send Messages; use Messenger Platform “messages” endpoint with scheduled webhook.
• Sample: POST to /me/messages targeted to user ID.
3.16. Intercom
• Feature/Setting: Series Automations; trigger on date or segment, send in-app message, email, or SMS.
• Sample: Series starts “X days before season”, message flows.
3.17. Drift
• Feature/Setting: Playbooks; set playbook to engage via chat, email, or SMS to specific user group time-based.
• Sample: Engagement trigger based on customer attribute field.
3.18. Freshdesk
• Feature/Setting: Automations; set event trigger to create and send follow-up ticket message.
• Sample: Time-based event → API “Create Ticket” with promo detail.
3.19. Microsoft Power Automate
• Feature/Setting: Scheduled flow; trigger on date, connect to email or SMS gateway for mass promotion.
• Sample: Automated schedule trigger → “Send Email” or webhook to SMS.
3.20. Shopify Flow
• Feature/Setting: Scheduled workflow; trigger for customer segment, send marketing email/SMS (with add-on app).
• Sample: Trigger on tagged customers, action to marketing channel.
Benefits
4.2. Consistent seasonal promotion with minimized manual effort.
4.3. Measurable response rates and campaign ROI through integrated reports.
4.4. Omnichannel engagement—customers receive messages where they are most active.
4.5. Higher promotion visibility, maximizing seasonal revenue peaks.