Event-based promotional messages

Purpose

1. Automate the sending of event-based promotional messages to clients and prospects of hydraulic repair services to increase engagement, retention, and conversion rates.

2. Includes automating follow-ups for service anniversaries, equipment service reminders, promotions after trade shows, or feedback requests post-service.

3. Enables always-on, timely, and relevant communication without manual intervention, driving brand loyalty and repeat business.

Trigger Conditions

1. Service completion date reaches specific interval (e.g., 3/6/12 months post-repair).

2. Customer registers new hydraulic equipment or submits a support inquiry.

3. Attendance or registration at events, webinars, or trade shows.

4. Customer lifecycle milestones such as birthdays, company anniversaries, or renewal reminders.

5. Low activity or inactivity detected in CRM in a pre-set period.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automated messaging via "Programmable SMS" API; configure triggers on webhook event or scheduler.
  

2. SendGrid

• Feature/Setting: Automated email sequences using "Marketing Campaigns API"; configure automated campaign for event-based triggers.
  

3. Mailchimp

• Feature/Setting: Customer Journey automation; trigger "Journey Builder" on tag addition (e.g., "service completed").
  

4. ActiveCampaign

• Feature/Setting: "Automations" workflow for timed promo emails/SMS, linked to CRM event.
  

5. HubSpot

• Feature/Setting: "Workflows Automation" for event dates, CRM deal stages, or list membership triggers.
  

6. Salesforce Marketing Cloud

• Feature/Setting: Automation Studio and Journey Builder to configure event-based triggers.
  

7. Klaviyo

• Feature/Setting: Flow automation based on list segment conditions and custom events.
  

8. Microsoft Power Automate

• Feature/Setting: Flow to send SMS/email via Twilio/Outlook triggered by CRM record updates.
  

9. Zapier

• Feature/Setting: Multi-app zap triggered by event in CRM, calendar, or web form to send promo via SMS/email.
  

10. Pabbly Connect

• Feature/Setting: Automated workflows linking CRM, calendar, and SMS/email APIs.
  

11. Intercom

• Feature/Setting: Event-based "Outbound Messages" for service update, feedback, or promo offers.
  

12. Freshdesk Messaging

• Feature/Setting: Scenario Automations to trigger outreach after ticket closure.
  

13. Brevo (formerly Sendinblue)

• Feature/Setting: "Automation" for emailing or SMS based on behavioral or date-based triggers.
  

14. Omnisend

• Feature/Setting: Automated workflows for segmented lists based on customer actions.
  

15. MoEngage

• Feature/Setting: "Event Triggered Campaigns" set to launch on customer lifecycle events.
  

16. Customer.io

• Feature/Setting: "Triggered Campaigns" utilizing event-based data.
  

17. SMSGlobal

• Feature/Setting: API for scheduled/trigger-driven SMS based on service date or form submission.
  

18. MessageBird

• Feature/Setting: Flow Builder to automate SMS, WhatsApp, or voice messaging.
  

19. WebEngage

• Feature/Setting: Journey Designer automates multi-channel messaging post-service or event attendance.
  

20. Zoho CRM

• Feature/Setting: Workflow automation sending emails/SMS upon record update or custom date fields.
  

21. Drift

• Feature/Setting: Automated chat and messaging triggered by website visits after CRM update.
  

22. Gupshup

• Feature/Setting: Automated WhatsApp/SMS using template-based message flows triggered by webhook.
  

Benefits

1. Automates marketing outreach, minimizing manual workload and errors.

2. Improves customer retention through timely, automatedly personalized engagement.

3. Supports scalable increases in promotional messaging volume for growth.

4. Enables multi-channel automation (email, SMS, chat) from single triggers, enhancing reach.

5. Provides robust tracking, enabling evaluation and optimization of automatable campaigns.