Scheduling and sending promotional offers

Purpose

1.1 Automate the scheduling and sending of promotional offers to wholesale electrical equipment customers, targeting key dates such as inventory changes, new product launches, industry events, account anniversaries, or re-engagement campaigns, optimizing outreach and maximizing engagement and sales conversion through automated, multi-channel delivery.
1.2 Ensure offers are relevant and timely by automating customer segmentation, frequency management, compliance with opt-in/opt-out status, and cross-channel distribution (SMS, email, WhatsApp, and more).
1.3 Reduce manual labor by automating repetitive send tasks, automatically personalizing content, and programmatically ensuring analytics tracking and reporting for future campaign optimization.

Trigger Conditions

2.1 Scheduled date/time (e.g., first day of month, specific holiday)
2.2 CRM activity detected (e.g., new account, lapsed customer, big order)
2.3 Inventory status change (e.g., new arrival, clearance)
2.4 Dynamic contact property (e.g., user subscribes to promotional mailing, opens a previous offer)
2.5 Sales target milestones (e.g., goal threshold, sales drop detected)

Platform Variants

3.1 Twilio (SMS & WhatsApp)
• Feature/Setting: Use Twilio Programmable Messaging API; automate scheduled sends via the Messages endpoint; configure message body, recipient list, and time triggers.
3.2 SendGrid
• Feature/Setting: Use SendGrid Marketing Campaigns API for batching emails; automate scheduling via campaign scheduling endpoint; set dynamic content with template ID and contact segments.
3.3 Mailchimp
• Feature/Setting: Automate Customer Journey Builder; use API for scheduled triggers and promo segments; set up “Schedule Email” and “Send Email” actions.
3.4 HubSpot
• Feature/Setting: Use Workflows API for automated offer sends; set automatic triggers based on contact properties or deal stages.
3.5 Salesforce Marketing Cloud
• Feature/Setting: Use Journey Builder for multi-step scheduled automations with email/SMS push; configure automation studio for time-based triggers.
3.6 ActiveCampaign
• Feature/Setting: Automate with Automations API; send campaigns on schedule or by tag/field changes; configure Campaigns endpoint.
3.7 Klaviyo
• Feature/Setting: Automate Flows for targeted offer emails; use Metrics API to automate based on custom triggers (e.g., purchase, sign-up).
3.8 Zoho Campaigns
• Feature/Setting: Use Zoho API for campaign scheduling; A/B test automated sends; segment list by CRM fields.
3.9 Constant Contact
• Feature/Setting: Automate using Campaigns API; set up recurring campaigns with scheduled sends to segmented lists.
3.10 WhatsApp Business API
• Feature/Setting: Automate promotional messaging via “messages” endpoint; schedule offers using message templates and variable contacts.
3.11 Slack
• Feature/Setting: Use Incoming Webhooks API to automate posting promotions to sales team or partner channels; trigger on schedule or CRM webhook.
3.12 Microsoft Teams
• Feature/Setting: Automate sending of in-app promo alerts using Graph API “chatMessage” endpoint; schedule via Power Automate connectors.
3.13 Google Calendar API
• Feature/Setting: Automate event creation to remind sales of promo periods; trigger promotional campaign send tasks by scheduled calendar events.
3.14 Shopify
• Feature/Setting: Use Admin API to automate sending of promo emails to B2B order customers; configure triggers on order events or tags.
3.15 WooCommerce
• Feature/Setting: Automate customer segmentation and schedule email offers via REST API; set up webhooks for automated triggers.
3.16 Marketo
• Feature/Setting: Automate marketing emails and SMS via Programs API; schedule “Smart Campaigns” by trigger or recurring batch.
3.17 Pipedrive
• Feature/Setting: Automate email or SMS via webhooks/API when deal hits certain stage; schedule messages using Activities API.
3.18 Intercom
• Feature/Setting: Automate outbound messages via Messages API; use people segments and scheduled auto-sends.
3.19 Facebook Messenger Platform
• Feature/Setting: Automate bulk offer sends via Send API; schedule messages to opted-in users with personalization.
3.20 Amazon SES
• Feature/Setting: Use SendBulkTemplatedEmail API for mass promo mailings; automate via scheduled Lambda or event-based trigger.

Benefits

4.1 Automates the entire pipeline from segmentation to message delivery, speeding up time-to-market for offers.
4.2 Automates repetitive campaign tasks, reducing manual labor and risk of human error.
4.3 Automatedly personalizes and schedules delivery, increasing open and conversion rates.
4.4 Delivers multi-channel automation, reaching contacts by their preferred method for higher engagement.
4.5 Ensures compliance and opt-out management are automated, reducing legal risk.
4.6 Centralizes analytics for automated tracking and continuous improvement.
4.7 Automation maximizes ROI by targeting the right customers at the right time with the right offers.