Sales & Customer Relationship ManagementPurpose
1.2. Automatedly deliver a series of follow-up emails post-purchase (order confirmation, shipping notifications, care tips, cross/upsell offers).
1.3. Automate tracking customer engagement with emails and triggering additional automations based on interactions (opens/clicks).
1.4. Automator improves customer onboarding, provides timely information, and nurtures relationships for repeat business.
Trigger Conditions
2.2. First order marked as ‘completed’ or ‘paid’.
2.3. Email/phone opt-in status confirmed as ‘true’.
2.4. Customer event such as email opened/clicked, feedback submitted, or no activity for X days.
Platform Variants
3.1. Mailchimp
• Feature/Setting: Automate ‘Customer Journey’ trigger set to “New Subscriber Added.” Configure ‘Welcome Series’ with custom merge fields for gear, timing, and upsells.
3.2. Shopify
• Feature/Setting: Automate ‘Flow’ trigger “Order Created” + “Is First Order.” Use ‘Send Email’ action with personalized templates.
3.3. Klaviyo
• Feature/Setting: Automator for ‘List Trigger’ on “Added to List”. Automate follow-up flow by segmentation (equipment type, order value).
3.4. ActiveCampaign
• Feature/Setting: Automatable ‘Automation Builder’ with trigger “Makes a purchase”. Automated action branch by tagged interests.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Automation Studio for Data Event (New Record: Contact). Automate send of multi-step emailed series via Email Studio.
3.6. HubSpot
• Feature/Setting: Workflow tool trigger “Contact Added to List: New Customers”. Automated email series with time delays.
3.7. Zoho CRM
• Feature/Setting: Workflow Rule “On Lead Creation” sends ‘Welcome’ template, automating personalized gear suggestions.
3.8. SendGrid
• Feature/Setting: API “Mail Send” endpoint. Automatedly call on customer registration webhook to automate first-touch email.
3.9. MailerLite
• Feature/Setting: Automation trigger “Joins Group: New Orders.” Automate personalized welcome.
3.10. Brevo (ex Sendinblue)
• Feature/Setting: Automatable “Automation Workflow” with trigger “Contact added to list”.
3.11. Constant Contact
• Feature/Setting: Automated “Welcome Email Series” with delayed and conditional emails.
3.12. Twilio SendGrid
• Feature/Setting: SMTP/API integration, automate transactional and follow-up emails on order and feedback.
3.13. Pabbly Email Automation
• Feature/Setting: Trigger on new customer API event, automated sequence with custom tags.
3.14. Omnisend
• Feature/Setting: ‘Automation Flow’ with event “Order Placed” for hockey gear category.
3.15. Drip
• Feature/Setting: Automator “Workflow” > trigger “Placed an order”; sequence with hockey gear insights.
3.16. Intercom
• Feature/Setting: Automated “Series” starts with “Signed up” event, automating onboarding/follow-up.
3.17. Customer.io
• Feature/Setting: Triggered Campaigns for “Attribute changes: is_new_customer = true”.
3.18. Moosend
• Feature/Setting: Automated workflow builder, event “Added to List: New Customers”.
3.19. Gmelius (for Gmail)
• Feature/Setting: Automate shared Gmail “Welcome Sequence” with event-based triggers.
3.20. Microsoft Power Automate
• Feature/Setting: Flow triggers “New Row in [CRM/DB]” automates customized email via Outlook/SMTP.
3.21. Google Workspace (Gmail)
• Feature/Setting: Automator Google Apps Script for “New User in Sheet”, automated sending personalized welcome.
3.22. Mandrill (Mailchimp Transactional)
• Feature/Setting: API “messages/send” call automates transactional welcome and shipping notices.
Benefits
4.2. Faster onboarding experience encourages repeat business and provides immediate value.
4.3. Enables automating personalized upsells and retention efforts based on behavior.
4.4. Centralizes all welcome/follow-up communication into a measurable, automatable flow.
4.5. Ensures compliance (opt-in) and segmentation is automatedly managed without errors.