Sales and Customer EngagementPurpose
1.2. Ensure special dates trigger exclusive discounts, coupons, or free items for increased customer engagement and retention.
1.3. Automatedly deliver multi-channel notifications (SMS, email, push, WhatsApp) tailored by customer profile and purchase history.
1.4. Reduce staff workload and human error through end-to-end automation of offer creation, scheduling, and delivery.
Trigger Conditions
2.2. Automation activates only if customer is opted-in for marketing communication.
2.3. Optional automation to check customer’s recent activity for targeting (e.g., last purchase date).
2.4. Automatically re-triggers yearly unless opted out or details changed.
Platform variants
• Feature/Setting: Configure programmable SMS API to send templated messages, automate scheduling via webhook, and apply conditional logic for offer type.
3.2. SendGrid
• Feature/Setting: Use Marketing Campaigns for automated bulk email sends, dynamic template fields for date-based personalization.
3.3. Mailchimp
• Feature/Setting: Automation workflow triggers based on date fields, dynamic content blocks for offer type.
3.4. HubSpot
• Feature/Setting: Automated workflows, triggered by contact property (birthday/anniversary), send email or SMS via connected integrations.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder automation, configure event-based triggers, personalized coupon generator.
3.6. Zendesk Sunshine
• Feature/Setting: Automated ticket or message creation using custom event triggers for customer milestones.
3.7. Klaviyo
• Feature/Setting: Date-based flows, setup segmentation by date conditions, automate coupon codes via integrations.
3.8. Google Calendar API
• Feature/Setting: Sync special dates, schedule automation jobs to trigger offers, use events endpoint for reminders.
3.9. ActiveCampaign
• Feature/Setting: Activate automations on date fields, automated sending of personalized messages or triggers for sales tasks.
3.10. Zapier
• Feature/Setting: Multi-step automator to connect CRM, communication, and POS; includes filter by trigger dates and automated notifications.
3.11. Shopify
• Feature/Setting: Automated marketing email/SMS plug-ins, date-based flow triggers, discount code generator API.
3.12. Pipedrive
• Feature/Setting: Automating activities based on date fields, API to push offer emails to integrated marketing tools.
3.13. WhatsApp Business API
• Feature/Setting: Automated template messages, webhook-triggered delivery, compliance with opt-in rules.
3.14. Facebook Messenger Platform
• Feature/Setting: Automate chatbot messages for special offers, timed triggers via custom bot logic.
3.15. Oracle Eloqua
• Feature/Setting: Automated campaign responses for contact field dates, dynamic content for targeted offers.
3.16. Intercom
• Feature/Setting: Automated in-app and email messages based on customer lifecycle dates, custom event tracking.
3.17. Microsoft Power Automate
• Feature/Setting: Scheduled flow triggers on customer date fields, automate dispatch of email/SMS/notifications.
3.18. Viber API
• Feature/Setting: Use bot to automate offer messaging, scheduled by date fields synced via backend system.
3.19. Slack API
• Feature/Setting: Automated notifications to sales or support channels when a customer offer is triggered, reminders or workflow kicks.
3.20. Freshdesk
• Feature/Setting: Automation rules trigger ticket or message creation for special offer follow-ups on milestone dates.
Benefits
4.2. Automated processes reduce manual work, ensuring offers never miss key dates.
4.3. Automation ensures consistency, boosts brand loyalty, and enables scalable personalized marketing.
4.4. Automatedly collects data on engagement for ROI analysis and future automation optimization.
4.5. Facilitates multi-channel reach through coordinated, automatable workflows.