Post-visit follow-up with digital brochures and materials

Purpose

1.1. Automate post-visit follow-ups to historical place museum visitors, delivering personalized digital brochures, interactive materials, or event info to enrich engagement.
1.2. Automates the dissemination of unique content reflecting the exhibit or visit, building continuous connection.
1.3. Delivers automatable recommendations, upsells, donation prompts, or loyalty incentives, shaping digitally prolonged visitor experience.
1.4. Automating content delivery based on visit type, visitor demographics, or specific interests as recorded on registration or interaction.

Trigger Conditions

2.1. Automatedly triggered when a visitor completes check-out, tickets are scanned, or digital registration is time-stamped as a completed visit.
2.2. Optionally automate after manual input, such as a staff’s visit confirmation, or scan of app QR code at site exit.
2.3. Trigger automation using time delays (e.g., 1 hour post-visit or morning after the visit).
2.4. Automator retrieves visitor contact details and personalizes engagement based on their tour history.

Platform Variants

3.1. Twilio (Programmable SMS API)
• Feature/Setting: Automate sending SMS with PDF brochure/download link. Example: Configure Messaging Service with custom templates.
3.2. SendGrid (Transactional Email API)
• Feature/Setting: Automates personalized HTML emails with brochure attachments; configure dynamic template with personalization tokens.
3.3. Mailchimp (Automations > Customer Journeys)
• Feature/Setting: Automatedly trigger emails with digital materials based on visitor tags/events.
3.4. ActiveCampaign (Automations > Event Trigger)
• Feature/Setting: Automate follow-up campaigns mapped to historical exhibit interests.
3.5. HubSpot (Workflows > Automated Emails)
• Feature/Setting: Automator uses “Visited Historical Site” property to initiate brochure send.
3.6. Salesforce Marketing Cloud (Journey Builder)
• Feature/Setting: Automate post-visit journey; API event starts content dispatch.
3.7. Zoho CRM (Workflow Automation)
• Feature/Setting: Trigger post-visit email with attachment to Contact record.
3.8. Microsoft Power Automate (Outlook Connector)
• Feature/Setting: Automates sending custom email when SharePoint visit logs update.
3.9. Google Workspace (Gmail API via Apps Script)
• Feature/Setting: Automated email dispatch based on form/Sheet entry of completed visit.
3.10. Pipedrive (Workflow Automation)
• Feature/Setting: Automate brochure send when deal moves to “Visited” stage.
3.11. Intercom (Outbound > Post-Event Series)
• Feature/Setting: Automated in-app, email, or SMS messages using visit date as trigger.
3.12. Klaviyo (Flows > Event-Triggered Flow)
• Feature/Setting: Automator detects “Visit Completed” for cultural or heritage flows.
3.13. Brevo (Automation > Workflow)
• Feature/Setting: Automates email with digital guide after visitor segment update.
3.14. Moosend (Automation > Triggered Campaign)
• Feature/Setting: Trigger email campaign with automatable content link on specific event.
3.15. Constant Contact (Automated Emails)
• Feature/Setting: Automated email send based on event registration records.
3.16. AnnounceKit (Announcements API)
• Feature/Setting: Automatedly notify visitors of new brochures or exhibit updates post-visit.
3.17. Viber (Public Account Messaging API)
• Feature/Setting: Automate Viber message with digital content link to visitor’s account.
3.18. WhatsApp Business Cloud API
• Feature/Setting: Automate sending digital brochures using approved message template and trigger.
3.19. LINE Messaging API
• Feature/Setting: Automator delivers images or media-rich follow-up based on visit event.
3.20. Slack (Incoming Webhooks)
• Feature/Setting: Automate sending private message with digital materials to opted-in visitor Slack account.
3.21. Adobe Campaign (Campaign Triggers)
• Feature/Setting: Automates personalized follow-up journeys with event-based triggers and brochure attachments.
3.22. Mandrill (Transactional Email API)
• Feature/Setting: Automate custom emails with downloadable materials from real-time event triggers.
3.23. Freshdesk (Automations > Observer Rule)
• Feature/Setting: Inserts follow-up ticket with museum materials for personalized outreach.
3.24. Monday.com (Automations > Email Integration)
• Feature/Setting: Automate dispatch when visitor status column marks “Visit Complete”.

Benefits

4.1. Automates and speeds personalized engagement, enhancing historical museum recall and appreciation.
4.2. Automation ensures timely delivery of educational content, improving overall visitor experience.
4.3. Automatable follow-ups increase chances of repeat visitation, memberships, or donations.
4.4. Reduces staff labor through automating manual outreach tasks, freeing resources for other engagement.
4.5. Allows automating segmentation and targeting for future marketing, forming a virtuous engagement loop.