Personalized promotional offers based on purchase history

Purpose

1.1. Automate generation and delivery of personalized promotional offers based on each customer's purchase history, frequency, preferences, and spending patterns, within government-regulated alcohol retail environments.
1.2. Comply with regulations, avoid targeting minors, ensure ethical promotions, and promote responsible consumption.
1.3. Increase customer retention, transaction frequency, and basket size while optimizing inventory per customer profile.

Trigger Conditions

2.1. Purchase logged in POS or e-commerce system.
2.2. Customer matches segmentation criteria (e.g., frequency, product category, spend).
2.3. Recurring date or seasonal event detected.
2.4. New product arrival in relevant customer interest category.
2.5. Time since last offer exceeds threshold.

Platform Variants

3.1. Salesforce Marketing Cloud
• Feature/Setting: “Contact Builder/Triggers” — configure purchase data API connector; “Journey Builder” — set auto-triggered personalized offer messages.
3.2. Microsoft Dynamics 365 Marketing
• Feature/Setting: “Customer Insights” + “Real-time Marketing Triggers” — link purchase entity fields for segment membership rules.
3.3. SAP Emarsys
• Feature/Setting: “Predictive Recommendations API” — connect transactional data; configure “Automated Campaigns” for personalized offer flows.
3.4. Adobe Campaign
• Feature/Setting: “Transactional Messaging” + “Segmentation Engine”; automate personalized email dispatch on completed purchase.
3.5. Twilio SMS
• Feature/Setting: “Programmable Messaging API” — auto-send SMS offers triggered by purchase event.
3.6. Klaviyo
• Feature/Setting: “Flows” with “Metric-triggered Flow” on custom events tied to specific purchases.
3.7. Mailchimp
• Feature/Setting: “Automated Customer Journeys” — trigger with custom API event for recent alcohol purchase.
3.8. HubSpot
• Feature/Setting: “Workflows” — trigger on updated contact property via POS API; branch by buying patterns.
3.9. Zendesk Sunshine Conversations
• Feature/Setting: “Automated Messaging Workflows”; webhook on purchase triggers personalized chat offers.
3.10. Shopify Flow
• Feature/Setting: “Order Created” trigger with condition “Tag Contains Premium Spirits”; action: “Send Email/SMS”.
3.11. Segment
• Feature/Setting: “Track API” for purchase event ingestion; destination: multiple marketing tools.
3.12. Braze
• Feature/Setting: “Canvas” with “Custom Event Trigger” — target personalized push, SMS, or email.
3.13. Intercom
• Feature/Setting: “Outbound Messages” triggered by custom event via API.
3.14. Oracle Responsys
• Feature/Setting: “Program Entry Criteria” with event data for personalization token insertion.
3.15. Google Ads Customer Match
• Feature/Setting: “API Audience List” push, auto-update list post-purchase for offer targeting.
3.16. ActiveCampaign
• Feature/Setting: “Automations” triggered by new deal/purchase with conditional splits.
3.17. LoyaltyLion
• Feature/Setting: “Reward Rules” — issue personalized voucher per loyalty triggers on POS data.
3.18. Yotpo SMSBump
• Feature/Setting: “Automations” — trigger with webhook from POS, send targeted SMS.
3.19. SendGrid
• Feature/Setting: “Marketing Campaigns API” — create and send dynamic content emails at event trigger.
3.20. Freshworks CRM
• Feature/Setting: “Workflow Automations” based on sales updates; action: send personalized offer mail/SMS.

Benefits

4.1. Maximizes engagement using individualized messaging, increasing conversion rates.
4.2. Reduces manual workload for marketing and compliance staff.
4.3. Maintains regulatory compliance via audit trails and controlled eligibility logic.
4.4. Scales outreach efficiently as customer base grows.
4.5. Enables data-driven inventory and campaign decisions.