Marketing & Social Media ManagementPurpose
1.2. Provide educational content, promotional offers, testimonials, and follow-up messages tailored to various client segments.
1.3. Increase service adoption rate, client engagement, and repeat bookings, while reducing manual effort in campaign execution.
1.4. Ensure compliance with marketing best practices and legal regulations (e.g., opt-in/opt-out, privacy standards).
1.5. Track client interaction with each email (opens, clicks, replies) for engagement analytics and future segmentation.
Trigger Conditions
2.2. Tag assigned to client (e.g., “interested in acupuncture”) in CRM.
2.3. Scheduled launch date for a new service or therapy.
2.4. Manual trigger by staff for legacy or special client segments.
2.5. Automatic trigger upon subscription form submission on website or social platform.
Platform Variants
3.1. Mailchimp
• Trigger: New contact in audience
• Feature/Setting: Customer Journeys – configure sequence, schedule, and conditional splits.
3.2. ActiveCampaign
• Trigger: Tag added to contact
• Feature/Setting: Automations – create triggers based on tag, email template selection.
3.3. HubSpot
• Trigger: List membership or workflow enrollment
• Feature/Setting: Email Sequences – automated series configuration with personalization tokens.
3.4. SendGrid
• Trigger: API call to Marketing Campaigns
• Feature/Setting: Automation API – create single-send or drip campaigns, set timing.
3.5. Klaviyo
• Trigger: List addition or custom property change
• Feature/Setting: Flows – configure trigger, filters, and multi-step sequences.
3.6. Salesforce Marketing Cloud
• Trigger: Data event via API or audience segment update
• Feature/Setting: Journey Builder – set up branch logic and message sequence.
3.7. Constant Contact
• Trigger: List join or event registration
• Feature/Setting: Email Automation – timed email series setup.
3.8. ConvertKit
• Trigger: Subscriber joins sequence
• Feature/Setting: Visual Automations – define paths for sequences and conditions.
3.9. Zoho Campaigns
• Trigger: Contact field update or imported list
• Feature/Setting: Autoresponder – set up scheduled campaign drips.
3.10. Drip
• Trigger: API event or tag
• Feature/Setting: Workflows – configure multi-email drip step logic.
3.11. GetResponse
• Trigger: List addition or form subscription
• Feature/Setting: Marketing Automation – drag-drop workflow builder, triggers.
3.12. AWeber
• Trigger: Sign-up form submission
• Feature/Setting: Campaigns – configure sequence of automated messages.
3.13. MailerLite
• Trigger: New subscriber or group update
• Feature/Setting: Automation – set up workflow with delays.
3.14. Benchmark Email
• Trigger: List import or specific action
• Feature/Setting: Automation Pro – build a campaign flowchart.
3.15. Intercom
• Trigger: New user or attribute update
• Feature/Setting: Series – configure email workflows with rules.
3.16. Omnisend
• Trigger: Signup form, tag, or event
• Feature/Setting: Workflow Automation – create email sequences with timing.
3.17. Elastic Email
• Trigger: API event or contact added
• Feature/Setting: Automation – chain emails with time-based triggers.
3.18. Moosend
• Trigger: List join or custom event
• Feature/Setting: Automation Workflows – drag-and-drop sequence builder.
3.19. Mailjet
• Trigger: API trigger or list update
• Feature/Setting: Automation – scheduled series configuration.
3.20. Campaign Monitor
• Trigger: List entry
• Feature/Setting: Journeys – define entry triggers, timing, and content.
3.21. Oracle Eloqua
• Trigger: Segment rule or API event
• Feature/Setting: Campaign Canvas – visually map drip series.
3.22. Pabbly
• Trigger: Form submit or payment event
• Feature/Setting: Drip Automation – set interval emails.
3.23. Keap (Infusionsoft)
• Trigger: Tag assignment
• Feature/Setting: Campaign Builder – drag-and-drop multi-email drip logic.
Benefits
4.2. Increases service uptake with educational and promotional series.
4.3. Reduces manual effort and human error in email management.
4.4. Enables audience segmentation and personalized messaging.
4.5. Tracks key metrics—opens, clicks, responses—for continuous improvement.
4.6. Supports scalability with high-volume, multi-list capability.
4.7. Maintains compliance with data privacy and marketing laws automatically.