Customer Engagement and Marketing AutomationPurpose
1.2. Enable automated targeting of customer segments (e.g., VIPs, new signups, dormant buyers) for engagement, retention, and revenue growth.
1.3. Facilitate automation of cross-channel messaging workflows for consistent brand communication throughout the retail lifecycle.
Trigger Conditions
2.2. Customer segment triggers (e.g., recent purchase, birthday, inactivity, signup date) automate selection of target audience.
2.3. Inventory or sales milestones automate sending of notifications for special offers or limited stock alerts.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate SMS messages using Programmable Messaging API; configure scheduled message triggers via cron or calendar.
• Configuration: Set up Messaging Service, schedule with Twilio Functions, and use List API for segmentation.
3.2. SendGrid
• Feature/Setting: Email Campaign automation via Marketing Campaigns API; automating recipient list management and automated drip sequences.
• Configuration: Automate campaign creation, set send times, and trigger workflows with Marketing Campaigns endpoint.
3.3. Mailchimp
• Feature/Setting: Automate segmented campaigns via Automations/Customer Journeys; set up custom event or date triggers.
• Configuration: Use ‘Customer Journey’ builder, connect triggers to segment lists, and enable scheduled sending.
3.4. Klaviyo
• Feature/Setting: Automated Flows using Flow Triggers for email/SMS; behavior or schedule-based triggers for costume jewelry promotions.
• Configuration: Configure flows, import segment lists, set automated delay timers.
3.5. ActiveCampaign
• Feature/Setting: Automation builder for multi-channel campaigns; use contact tags and triggers for event-based emails/SMS.
• Configuration: Create automations with time or behavioral triggers, automatedly assign segments.
3.6. Brevo (formerly Sendinblue)
• Feature/Setting: Schedule Email/SMS Campaigns; automate recipient selection and campaign scheduling.
• Configuration: Set recurring campaigns, use segmentation features, automate send times.
3.7. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder automates email/SMS journeys; use audience triggers and rule-based scheduling.
• Configuration: Define entry sources, set journey schedule, automate multichannel messaging.
3.8. HubSpot
• Feature/Setting: Automated Workflows for email/SMS; segment contacts based on lifecycle stages.
• Configuration: Build workflow, automate triggers by date/event, connect with SMS partners.
3.9. Omnisend
• Feature/Setting: Automated Campaigns and SMS/Email Flows; automate cart abandonment, product launches, and more.
• Configuration: Set up automated triggers, add segmentation, schedule recurring campaigns.
3.10. Shopify Email
• Feature/Setting: Use Automation Workflows for promotional emails to customer tags/segments.
• Configuration: Create automations tied to product launches or sales, automated scheduling.
3.11. MoEngage
• Feature/Setting: Schedule automated email/SMS push campaigns; behavior and event triggers for segments.
• Configuration: Configure Smart Triggers, automate with audience filters, scheduled actions.
3.12. Iterable
• Feature/Setting: Workflow Studio for automating scheduled omni-channel campaigns; leverage segmentation APIs.
• Configuration: Build automated workflows, use list segmentation, schedule triggers.
3.13. Braze
• Feature/Setting: Canvas customer journeys automate targeted campaign flows; schedule emails/SMS to segments.
• Configuration: Build Canvases with scheduled entry points, automated message branching.
3.14. Customer.io
• Feature/Setting: Automated campaigns with event-based or time-based triggers for email/SMS.
• Configuration: Segment audience, automate trigger conditions, configure schedule.
3.15. Constant Contact
• Feature/Setting: Email scheduling automates delivery by segment or list; recurring campaigns for promotions.
• Configuration: Create emails, set automated recurrence, attach segment filters.
3.16. AWeber
• Feature/Setting: Automated email campaigns; segment list delivery for costume jewelry shop clients.
• Configuration: Use Campaign Automator, set times, select segments.
3.17. Mailjet
• Feature/Setting: Email SMS Automation; configure automated workflow triggers for scheduling.
• Configuration: Use Automation Templates, attach to customer lists, automate scheduled sends.
3.18. Postmark
• Feature/Setting: Email API for programmatic automations of transactional and campaign sends.
• Configuration: Use scheduled endpoints and recipient lists, automate send timings.
3.19. MessageBird
• Feature/Setting: Programmable SMS API automates promotional messaging to segment lists at scheduled intervals.
• Configuration: Create flows with Flow Builder, automate triggers and scheduling.
3.20. Zenvia
• Feature/Setting: Customer journey automation for Email/SMS; segment-based scheduling.
• Configuration: Set up automated journeys, define audience, schedule automated sends.
3.21. Eloqua
• Feature/Setting: Campaign Canvas automates multi-step contact engagement; automate segment-based triggers.
• Configuration: Build campaign workflows, segment customers, automate scheduled delivery.
3.22. Leanplum
• Feature/Setting: Schedule automation for push/email/SMS to customer segments.
• Configuration: Segment audience, create campaigns, automate timing.
Benefits
4.2. Enhances customer retention through automated, personalized, timed engagement across SMS and email.
4.3. Maximizes campaign reach by automating segmentation and scheduling, increasing sales opportunities.
4.4. Reduces human error with automated workflows and ensures timely delivery of all promotional content.
4.5. Enables continual optimization by automatedly tracking and updating customer segments and schedules.