Customer segmentation and targeted promotional email campaigns

Purpose

1.1. Automate the segmentation of customers based on transaction history, purchase volume, geography, or business type for pipe suppliers in the wholesale building materials industry.
1.2. Enable automated targeted promotional email campaigns that deliver relevant offers, product introductions, or discount notifications to each customer segment.
1.3. Reduce manual effort and errors in customer classification, ensuring precise and timely marketing communications.
1.4. Increase sales efficiency and customer engagement through automation by delivering content relevant to buyer needs and behaviors.

Trigger Conditions

2.1. New customer added or updated in CRM or transaction database.
2.2. Change in purchase frequency, order size, or location.
2.3. Launch of a new product line or promotional campaign.
2.4. User-defined schedule (e.g., weekly, monthly, or after X days of inactivity).
2.5. Data thresholds crossed (e.g., spend > $10,000, purchased certain pipe types, etc.).

Platform Variants

3.1. HubSpot
• Feature/Setting: Automated Workflows; use "Contact Property-based Segmentation" and "Marketing Email Send Action"; configure triggers for customer property changes.

3.2. Salesforce
• Feature/Setting: Process Builder; configure “Record Change” triggers for segmentation and “Email Alerts” for campaign sends.

3.3. Zoho CRM
• Feature/Setting: "Workflow Rules" for segmentation automations and "Email Templates" for sending automatable mails.

3.4. Mailchimp
• Feature/Setting: "Customer Segments" and "Automated Campaigns"; configure segment rules and launch automated campaigns per trigger.

3.5. ActiveCampaign
• Feature/Setting: "Automation Recipes" for segmenting and automating bulk personalized emails.

3.6. SendGrid
• Feature/Setting: "Marketing Campaigns API" for automated segment creation and "Automated Email Campaign Scheduler".

3.7. Klaviyo
• Feature/Setting: "Dynamic Segments" and "Flows" for automating triggered promotional sequence.

3.8. Marketo
• Feature/Setting: "Smart List" for automated segmentation and "Smart Campaign" for targeted automated email delivery.

3.9. Microsoft Dynamics 365
• Feature/Setting: "Customer Insights Segmentation" and "Customer Journey Automation" for email campaign automation.

3.10. Google BigQuery
• Feature/Setting: "Scheduled Queries" for segment extraction; pair with "Gmail API" to automate sends.

3.11. Constant Contact
• Feature/Setting: "Contact List Segmentation" and "Email Automation" to send targeted promotions.

3.12. Omnisend
• Feature/Setting: "Audience Segmentation" and "Automated Email Workflows".

3.13. Intercom
• Feature/Setting: "People Segments" and automated "Message Triggers".

3.14. Sendinblue
• Feature/Setting: "Contact Segments" using behaviors and "Transactional/Automated Email Campaigns".

3.15. Brevo (formerly Sendinblue)
• Feature/Setting: "Segmentation Engine" and "Marketing Automation".

3.16. SAP Marketing Cloud
• Feature/Setting: "Segmentation Models" and "Email Campaign Automation" via campaign cockpit.

3.17. Pipedrive
• Feature/Setting: "Smart Contact Segmentation" and "Automated Mail Integration" with Mailigen or similar plugin.

3.18. Oracle Eloqua
• Feature/Setting: "Segment Builder" and "Campaign Canvas" automation triggers.

3.19. Freshsales
• Feature/Setting: "Auto-segmentation Rules" and "Sales Campaign Automation".

3.20. Iterable
• Feature/Setting: "Audience Segmentation" and "Workflow Studio" for automatable email campaign logic.

3.21. ActiveTrail
• Feature/Setting: "Automated Segments" and "Autoresponder Campaigns".

3.22. Gmelius
• Feature/Setting: "Contact Group Automation" and "Automated Sequence Send".

3.23. Mailjet
• Feature/Setting: "List Segmentation API" and "Automation Workflows".

3.24. Pardot (Salesforce Marketing Cloud Account Engagement)
• Feature/Setting: "Dynamic Lists" and "Engagement Studio Campaigns" for automated outreach.

3.25. Keap (Infusionsoft)
• Feature/Setting: "Smart Lists" and "Automated Follow-Up Campaigns".

Benefits

4.1. Automates repetitive customer data analysis and segmentation, saving staff time.
4.2. Automatedly triggers and personalizes marketing efforts, increasing relevant touch points.
4.3. Automates re-engagement emails to reduce customer churn.
4.4. Ensures compliance and accuracy by automating segmentation and email scheduling rules.
4.5. Automatedly aligns sales objectives with marketing campaigns, improving measurable campaign ROI.
4.6. Facilitates scalable, automatable campaigns for rapid growth with minimal manual intervention.
4.7. Enables cross-channel integration by automating actions triggered by data changes across services.