Targeted offers for recurring or VIP customers

Purpose

1.1. Automate the identification of recurring or VIP customers in a beer retail environment to deliver targeted promotional offers, maximizing repeat sales and increasing customer loyalty.
1.2. Automates segmentation of customer purchase history, leverages dynamic offer automation, and integrates communication delivery for omnichannel customer engagement.
1.3. Enables quick, automated responses based on customer behaviour patterns, personalizing the customer journey and automating loyalty rewards dissemination.

Trigger Conditions

2.1. Automated detection of customer purchase frequency crossing set thresholds.
2.2. New customer flagged as “VIP” via automated CRM logic or manual admin input.
2.3. Automated response to customer joining loyalty program.
2.4. Specific event triggers, e.g., automated birthdays or recurring order anniversaries.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate outbound SMS with targeted offer template; configure via programmable SMS API, set recipient to filtered customer group.
3.2. SendGrid
• Feature/Setting: Automates targeted email via Marketing Campaigns API, set up dynamic templates for personalized offers.
3.3. Mailchimp
• Feature/Setting: Automated audience segmentation + automate email sequence via Customer Journey Builder.
3.4. Shopify
• Feature/Setting: Automated tagging of VIP shoppers; use Script Editor for personalized promo codes.
3.5. Salesforce
• Feature/Setting: Automated workflow rule in Sales Cloud to trigger “Targeted Offer” action via process builder.
3.6. HubSpot
• Feature/Setting: Automator for list segmentation with trigger-based automated offer emails; configure via Workflows.
3.7. Klaviyo
• Feature/Setting: Automates segment creation + flow automation to send offers based on customer history.
3.8. ActiveCampaign
• Feature/Setting: Automates “Deal” or “Tag” triggers to launch offer email/sms automation.
3.9. WhatsApp Business API
• Feature/Setting: Automator for sending offers via Message Templates to flagged customers.
3.10. Microsoft Power Automate
• Feature/Setting: Automated trigger-action flows for offer delivery and CRM updates.
3.11. Slack
• Feature/Setting: Automated notifications to staff channel when VIP qualifies; configure via Incoming Webhooks.
3.12. Google Sheets
• Feature/Setting: Automate VIP/recurring customer logs, link with scripts to trigger Google Apps Script notifications.
3.13. Zapier
• Feature/Setting: Automates workflow between POS, CRM, and marketing tool (e.g., new VIP → Mailchimp offer).
3.14. LoyaltyLion
• Feature/Setting: Automated loyalty point trigger, segment-based rewards via Triggered Notifications API.
3.15. Pipedrive
• Feature/Setting: Custom field automation + trigger for “VIP” with Webhook notification.
3.16. Gorgias
• Feature/Setting: Automates ticket generation to inform support of VIP status/action required.
3.17. Intercom
• Feature/Setting: Automated message/offer based on customer behavioral criteria or tags.
3.18. Marketo
• Feature/Setting: Automates smart campaigns for conditional offer emails; personalize with dynamic content.
3.19. Facebook Messenger API
• Feature/Setting: Automatically delivers offer via Send API when VIP tag assigned.
3.20. Square POS
• Feature/Setting: Automates discount offer printing/email upon payment from recurring/VIP profiles.

Benefits

4.1. Automates personalized marketing campaigns, increasing conversion through dynamic relevance.
4.2. Automator eliminates manual segmentation, reducing staff time and errors.
4.3. Automation ensures reliable, real-time offer communication across preferred customer channels.
4.4. Automated data analysis for continuous improvement of offer targeting accuracy.
4.5. Automatedly nurtures loyalty, leading to higher lifetime customer value and retention.