Sales and Customer Experience AutomationPurpose
1.2. Provide automated, timely, and targeted offers to increase cross-sell and repeat sales in a beer store.
1.3. Automate segmentation of customers for highly customized recommendations, leveraging product trends and seasonality.
1.4. Enhance automated customer engagement and boost automated loyalty programs with dynamic offers.
Trigger Conditions
2.2. Automate sending based on inactivity lapse (e.g., no purchase in 30 days).
2.3. Trigger on customer milestone (e.g., birthday, loyalty threshold).
2.4. Automate when new product is added that matches customer taste profile.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automated SMS API — configure programmable messaging with variables for customer names and product suggestions.
• Sample: Use Messaging API, set triggers to run via webhooks after order completion.
3.2. SendGrid
• Feature/Setting: Automated Marketing Campaigns — use Dynamic Templates and automation workflows to insert personalized products.
• Sample: Configure transactional email templates, trigger via API with merged product recommendations.
3.3. Mailchimp
• Feature/Setting: Customer Journeys — automate paths triggered by tags or purchases, dynamic product blocks in email.
• Sample: Set journey starting point as order completion, automate sending custom content blocks.
3.4. Klaviyo
• Feature/Setting: Flows automation — event-based triggers from POS, with dynamic template variables for recommendations.
• Sample: Sync POS data, configure automated flows for anniversary/birthday.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder — automate personalized recommendation paths based on customer data.
• Sample: Data extensions synchronized with purchase history, trigger emails.
3.6. Omnisend
• Feature/Setting: Automation workflows — SMS or email automation, product picker for recommendations.
• Sample: Use audience segments for product interest; automate recommendations from catalog.
3.7. ActiveCampaign
• Feature/Setting: Conditional automation rules — automate recommendations based on tag or list membership.
• Sample: Automated recipe triggered by tagged buying behavior.
3.8. HubSpot
• Feature/Setting: Automated Workflows — triggers include cart activity and contact property change.
• Sample: Workflow that sends personalized recommendation email on new purchase.
3.9. Constant Contact
• Feature/Setting: Email Automation — autoresponder sends specific product emails based on sign-up interests.
• Sample: Drip campaigns for new customer journeys.
3.10. Braze
• Feature/Setting: Canvas — multichannel automation with personalized recommendation blocks for SMS/email.
• Sample: Automated message on seasonal products, API-driven audience selection.
3.11. Iterable
• Feature/Setting: Workflow Studio — automated triggers for event-driven product recommendations.
• Sample: Customer purchase event, send product suggestions via personalized message.
3.12. MoEngage
• Feature/Setting: Flows — automated messaging for personalized offers triggered by behavior.
• Sample: Automated push/SMS/email when customer abandons cart.
3.13. Customer.io
• Feature/Setting: Automated Campaigns — API-triggered emails and SMS with dynamic content blocks.
• Sample: Automated segment update triggers recommendations.
3.14. Drip
• Feature/Setting: Visual workflows — automate events like purchase or product view to send dynamic emails/SMS.
• Sample: Rolling product catalog block in automation.
3.15. SAP Emarsys
• Feature/Setting: Predictive recommendations — automation rules for audience segments and product offers.
• Sample: Automated behavior-triggered campaign.
3.16. Zoho Campaigns
• Feature/Setting: Automated autoresponders — scheduled and trigger-based product recommendation series.
• Sample: List segmentation by preferred beer styles triggers campaign.
3.17. Viber Business Messages
• Feature/Setting: Automated Viber API — programmatic messaging for custom product suggestions.
• Sample: Trigger after purchase event logged from CRM.
3.18. Brevo (ex-Sendinblue)
• Feature/Setting: Email & SMS Automation — scenario-based flows with dynamic content slotting recommendations.
• Sample: Entry point: order confirmation, followed by automated promotional email.
3.19. Segment
• Feature/Setting: Audience Personas — automated customer data centralization; trigger product suggestion flows.
• Sample: Sync purchase events to trigger recommendation workflow.
3.20. Shopify Email
• Feature/Setting: Automated Campaigns — rule-based automation for customers who buy specific SKUs.
• Sample: After purchase, automatedly send curated beer bundles via email.
Benefits
4.2. Automates cross-sell and up-sell opportunities, increasing average order value.
4.3. Promotes automated customer retention through personalized outreach.
4.4. Reduces manual intervention and administrative overhead, driving efficiency in marketing.
4.5. Enables automation scalability as customer base grows, ensuring targeted offers with minimal human effort.