Sales and Customer Experience AutomationsPurpose
1.2. Ensure timely, consistent communication regardless of order volume, personalized for each customer, and compliant with message deliverability requirements.
1.3. Reduce manual workload on sales and support staff by integrating automation with order management and communication tools.
Trigger Conditions
2.2. Change in order status (e.g., order packed, out for delivery, delivered).
2.3. Manual status update by staff through order dashboard.
2.4. Scheduled check-ins (e.g., delivery ETA approaching).
Platform variants
3.1. Twilio
• Feature/Setting: Programmable Messaging API — configure SMS send function with dynamic order updates; authenticate via API credentials; sample uses `messages.create()` with templated content.
3.2. SendGrid
• Feature/Setting: Mail Send API — use `POST /mail/send` for transactional email; dynamic template with order info tokens.
3.3. AWS SES
• Feature/Setting: SendEmail operation; configure verified sender and use API integration for order update messages.
3.4. Plivo
• Feature/Setting: SMS API (`/v1/Account/{auth_id}/Message/`); automate SMS acknowledgment and updates.
3.5. Mailgun
• Feature/Setting: Messages API to trigger order receipt and update emails using `messages().send()` with dynamic variables.
3.6. Nexmo (Vonage SMS)
• Feature/Setting: SMS API, send SMS confirmations via `POST https://rest.nexmo.com/sms/json`, with content transitions.
3.7. MessageBird
• Feature/Setting: SMS Messaging API; configure order update notifications through template messages.
3.8. Postmark
• Feature/Setting: Transactional Emails API, send confirmation emails through template-based triggers.
3.9. Pipedream
• Feature/Setting: HTTP and Email Actions; trigger real-time execution on order update event.
3.10. Zapier
• Feature/Setting: Email/SMS Outbound Actions; build multi-step workflow with e-commerce triggers.
3.11. Klaviyo
• Feature/Setting: Flows Automation; use `Order Placed` event to trigger acknowledgment & updates.
3.12. ActiveCampaign
• Feature/Setting: Automations triggered by webhook (order status); send personalized transactional emails.
3.13. Google Cloud Functions
• Feature/Setting: HTTP trigger; send email via third-party provider when function executed on order update hook.
3.14. HubSpot
• Feature/Setting: Workflows; set enrollment trigger on order property change, send transactional email.
3.15. Shopify Flow
• Feature/Setting: Order-based workflow, triggers SMS/email via connected messaging apps.
3.16. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; event-triggered order update paths for SMS/email deployment.
3.17. Intercom
• Feature/Setting: Custom Bots/Automations; send order status messages on customer profile update.
3.18. Omnisend
• Feature/Setting: Automation Workflows; set trigger as 'Order Placed/Status Changed' to dispatch messages.
3.19. MoEngage
• Feature/Setting: Flows; configure order status events as campaign triggers, select SMS/email channel.
3.20. OneSignal
• Feature/Setting: Automated Messaging API; send order update push or transactional email/SMS on webhook event.
3.21. Slack
• Feature/Setting: Incoming Webhooks; post internal alerts to relevant sales/support channels upon order updates.
3.22. Microsoft Power Automate
• Feature/Setting: Automated cloud flow; triggers on new order/updated status, send via Outlook or SMS connector.
Benefits
4.2. Reduces repetitive queries to support staff, cutting operational cost and stress.
4.3. Scales easily for volume spikes, ensuring all customers receive timely communication.
4.4. Enables further automations — e.g., auto-escalation for delivery exceptions or failed payments.
4.5. Personalizes engagement with templated communications, increasing repeat purchasing and brand loyalty.