Purpose
1.2. Automatedly schedule and deliver marketing campaigns, increasing repeat bookings and event attendance.
1.3. Automating omnichannel outreach (email, SMS, push, social) for personalized, timely communication.
1.4. Automator manages segmentation of past clients for automated follow-ups and special promotions, reducing manual work.
Trigger Conditions
2.2. Automate reminders based on new product/event data entry.
2.3. Event-based triggers: client milestone dates, client inactivity.
2.4. Automatable manual trigger by staff for urgent promotions.
Platform Variants
• Feature: Automated Campaigns — set up triggers using the Customer Journey builder for automation.
• Configure: “Send email to audience tag: Past Client > Event trigger: Event published.”
3.2. ActiveCampaign
• Feature: Automations — “If contact has Past Client tag, automate email reminder when New Event list is updated.”
3.3. SendGrid
• API: /mail/send — automate transactional or campaign reminder emails.
• Sample: Automator posts JSON payload with dynamic personalization data.
3.4. Twilio SMS
• API: Messages — automate sending SMS with details of new offerings.
• Configure: Automator triggers SMS using event webhook.
3.5. HubSpot
• Feature: Workflows — automate reminder emails to specific contact lists with property filters.
3.6. Salesforce
• Feature: Process Builder/Flow — automating “Send Email” or “Send SMS” action on Past Client record update.
3.7. WhatsApp Business API
• Feature: Automated message template for reactivation.
• API: /messages endpoint automates broadcast to client list.
3.8. Slack
• Feature: Workflow Builder — automate scheduled reminders to private channels or DMs for special members.
3.9. Google Calendar
• API: Events.insert — automate reminder event creation and sharing using client email list.
3.10. Microsoft Teams
• Feature: Power Automate Integration — posts automated event reminders in teams/groups.
3.11. Zapier
• Feature: Zaps — automating triggers “New Event in DB > Send SMS/Email to segment.”
3.12. Pipedrive
• Feature: Workflow Automation — automate follow-up communications for closed deals tagged “Past Client.”
3.13. Brevo (Sendinblue)
• API: /smtp/email — automate campaign emails on contact attribute changes.
3.14. Calendly
• Feature: Automated follow-up emails for event invitees after a set duration.
3.15. Klaviyo
• Feature: Flows — automate sending notifications for new launches to specific segments.
3.16. Facebook Messenger API
• Feature: Automated message blast for event promotion via bots.
3.17. Intercom
• Feature: Series campaign automator — automate chat/push/email outreach to past visitor segments.
3.18. OneSignal
• Feature: Automated push notification scheduling to app/web users for event reminders.
3.19. Constant Contact
• Feature: Automated Email Resend to opens/clicks for special clients.
3.20. Eventbrite
• API: /events/ POST — automates notification to past attendees when a new event is published.
Benefits
4.2. Automatedly targets reminders for optimal timing with minimal manual input.
4.3. Automates personalized marketing, raising client lifetime value and event attendance.
4.4. Reduces operational costs by cutting manual reminder tasks via automation.