Purpose
1. Automate the delivery of personalized welcome messages to new subscribers or clients, ensuring immediate engagement and brand introduction.
2. Automating onboarding education, spa policies, service highlights, and special introductory offers to boost retention and increase initial bookings.
3. Automatedly nurture leads, establish trust, and seamlessly transition new sign-ups from prospects to loyal day spa clients through multi-channel sequences.
4. Enable fully automatable cross-sell of spa services, automated reminders for first appointments, and automating requests for profile preferences.
Trigger Conditions
1. When a new contact is added via the website, booking system, walk-in registration, or event sign-up.
2. Automated triggers from CRM, POS integrations, or manual upload of subscriber/client lists.
3. API-based event for “new client” creation in scheduling platform or marketing suite.
4. Automating lead capture via social media ads or landing page form completions.
Platform Variants
1. Twilio SMS
- Feature/Setting: Automated SMS campaign with Messaging API (trigger=New Booking, content=Welcome Offer).
2. SendGrid
- Feature/Setting: Automate email sequence with Marketing Campaigns API (trigger=Add Contact to List, schedule=immediate, +3d, +7d).
3. Mailchimp
- Feature/Setting: Automate welcome email flow via Customer Journeys (trigger=Audience Added, logic nodes for dynamic spa offers).
4. HubSpot
- Feature/Setting: Workflow automation using “New Contact” trigger, auto-send onboarding content emails and assign SPA nurture tasks.
5. ActiveCampaign
- Feature/Setting: Automating automated drip campaigns via Automations Module (trigger=Form Submitted, actions=Email/Tag/Alert).
6. Keap (Infusionsoft)
- Feature/Setting: Campaign builder automation, API event for signup, automates stepwise nurturing, reminders.
7. Salesforce Marketing Cloud
- Feature/Setting: Journey Builder; API event triggers custom spa welcome sequence; automates SMS/email/push workflow.
8. Zoho CRM
- Feature/Setting: Automation Rule – New Lead; configure email/SMS via Zoho Campaigns, assign spa specialist.
9. Slack
- Feature/Setting: Automated Slack notification to spa front desk (Incoming Webhook triggers on subscriber add).
10. Facebook Messenger (via API)
- Feature/Setting: Automate welcome bot sequence, Postbacks for package explainer, API to send greeting immediately.
11. WhatsApp Business API
- Feature/Setting: Automated welcome template messages, opt-in triggered by booking/new contact.
12. Klaviyo
- Feature/Setting: Automated email and SMS flows with Triggered Flows API, event-based automation for spa onboarding.
13. Constant Contact
- Feature/Setting: Automated welcome series, List Join trigger; schedule drip nurture for spa work.
14. Drip
- Feature/Setting: Automation Rules set for Subscriber Created, send personalized welcome flow.
15. Google Sheets
- Feature/Setting: New row (client) triggers Apps Script to send automated welcome via Gmail API or 3rd-party email.
16. Pipedrive
- Feature/Setting: Workflow Automation, New Person triggers; automatic welcome email.
17. Shopify
- Feature/Setting: Use Shopify Flow or app trigger when new spa product/service customer signs up, automates email/SMS.
18. Outlook 365
- Feature/Setting: Power Automate Flow on Contact creation, send automated onboarding email.
19. Airtable
- Feature/Setting: Automate sequence via scripting block/API call when new record added.
20. Gupshup
- Feature/Setting: Automates WhatsApp/ SMS/Voice welcome campaigns using API trigger on signup.
21. Intercom
- Feature/Setting: Automated Messages, new visitor or signup triggers onboarding popup/email.
22. Marketo
- Feature/Setting: Smart Campaign API event for Lead Added, automating sequenced nurturing.
23. Zendesk
- Feature/Setting: Trigger automates initial welcome and support onboarding email.
Benefits
1. Instant, automatable engagement to reduce lead drop-off.
2. Uniform, automating delivery of spa policy, branding, and offers for all new clients.
3. Automated sequences save time, minimize manual errors, and allow staff to focus on service.
4. Automating follow-ups increases conversion from leads to bookings, maximizing spa revenue.
5. Automated client journey mapping for data-driven marketing and upsell opportunities.
6. Fully automatable across SMS, email, chat, and push, improving client experience through timely, relevant touches.
7. Automation ensures compliance with follow-up protocols, no missed welcomes, and measurable campaign effectiveness.