Marketing & Retention AutomationPurpose
1.2. Dynamically segment target audience based on recent inquiries, previous purchases, service visits, or customer profile attributes.
1.3. Enhance engagement by sending timely, personalized invitations, reminders, and follow-ups via SMS, email, phone calls, and digital ads.
1.4. Centrally track RSVP responses and monitor attendee interest to optimize event planning, staffing, and promotion efforts.
1.5. Reactivate dormant customers and nurture recent leads with exclusive event access.
Trigger Conditions
2.2. Addition of new inventory or launch of a new vehicle model.
2.3. User qualifies for invitation based on CRM data or marketing automation segmentation logic.
2.4. Manual flagging of high-value clients for VIP invitations.
2.5. Scheduled campaign launch date and time reaches.
Platform Variants
3.1. Twilio
• Feature/Setting: SMS/MMS API — Set up programmable messaging to send event invites and confirmation codes to opted-in contacts.
3.2. SendGrid
• Feature/Setting: Transactional Email API — Configure to deliver event invitation and RSVP links using dynamic templates.
3.3. HubSpot
• Feature/Setting: Workflows + Marketing Email — Use contact segmentation to trigger event invites with personalized tokens.
3.4. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder + Email Studio — Automate multi-touch invitation journeys, with tailored content based on customer segment.
3.5. Mailchimp
• Feature/Setting: Automations — Create email drip flows for invitations, reminders, and follow-ups to segmented audiences.
3.6. ActiveCampaign
• Feature/Setting: Automation Builder — Set conditions for event tagging and behavioral-triggered invites.
3.7. Pipedrive
• Feature/Setting: Workflow Automation — Trigger invite email or tasks to assigned sales reps for personal follow-up calls.
3.8. Zoho CRM
• Feature/Setting: Blueprint + Workflow Rules — Automatically initiate email/SMS invites when event records are created.
3.9. Eventbrite
• Feature/Setting: Create Event / Manage Attendees API — Register contacts for dealership events and track RSVP status.
3.10. Google Calendar
• Feature/Setting: Calendar API — Automatically schedule event on customer’s calendar upon RSVP.
3.11. Microsoft Teams
• Feature/Setting: Teams API — Schedule virtual open house or live stream and send Teams meeting links as invites.
3.12. Facebook Events
• Feature/Setting: Graph API — Auto-create Facebook event and invite segmented audience.
3.13. LinkedIn Ads
• Feature/Setting: Lead Gen Forms — Trigger sponsored event invites to target industry professionals.
3.14. WhatsApp Business API
• Feature/Setting: Message Templates — Send event alerts and RSVP confirmations.
3.15. Slack
• Feature/Setting: Incoming Webhooks — Notify dealer staff of new RSVP or lead interest in a dedicated channel.
3.16. Google Ads
• Feature/Setting: Customer Match — Upload lists for event retargeting campaigns.
3.17. Adobe Campaign
• Feature/Setting: Multi-channel Workflows — Automate personalized event communications across email, SMS, and push.
3.18. Calendly
• Feature/Setting: Scheduling API — Enable prospects to self-schedule VIP appointments during open house.
3.19. Shopify
• Feature/Setting: Email/App Integration — Invite recent part/accessory buyers to service or model launch events.
3.20. Typeform
• Feature/Setting: Form Webhooks — Collect RSVP & special preferences; push to CRM/event management platforms.
3.21. SurveyMonkey
• Feature/Setting: Survey Emails — Follow up with event attendees for feedback and future interest profiling.
3.22. Intercom
• Feature/Setting: Auto Messages — Push invitations as in-app notifications to active web visitors.
Benefits
4.2. Centralized RSVP management yields accurate headcounts and improved planning.
4.3. Enhanced personalization boosts open and response rates for invitations.
4.4. Automated reminders reduce no-shows and maximize turnout.
4.5. Integrated data capture provides actionable insights for retail strategy and future events.