Customer Relationship & Marketing AutomationsPurpose
1.2. Automates customer engagement to boost loyalty and repeat purchases via scheduled, relevant, and automated communications.
1.3. Automation ensures offers are targeted based on profile, purchase history, and preferences, optimizing marketing ROI and customer retention.
Trigger Conditions
2.2. Automation monitored daily for upcoming important dates within a set reminder window (e.g., 10 days prior).
2.3. Automator checks for recent purchases, offer eligibility, and communication preferences before automated action.
Platform Variants
• Feature/Setting: Messaging API — automate SMS by configuring message body with customer name and offer; set schedule trigger via endpoint.
3.2. SendGrid
• Feature/Setting: Mail Send API — automate email sending; personalize subject/body fields; automated scheduling via SMTP or REST.
3.3. Mailchimp
• Feature/Setting: Customer Journeys — automate triggered emails; add birthday/anniversary field to automate campaign triggers.
3.4. HubSpot
• Feature/Setting: Workflows — automate email/SMS actions; use property-based triggers (contact’s birthday/anniversary).
3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder — automate multi-channel outreach; configure “anniversary” event as trigger.
3.6. ActiveCampaign
• Feature/Setting: Automations — automate email series; date-based trigger for birthdays/anniversaries; integrate with CRM.
3.7. Klaviyo
• Feature/Setting: Flows — automate personalized email/SMS flows; use date-triggered segmentation.
3.8. Zoho CRM
• Feature/Setting: Workflow Rules — automate SMS/email based on custom date fields (birthdays/anniversaries).
3.9. Pipedrive
• Feature/Setting: Workflow Automation — automate reminders/emails leveraging custom date fields.
3.10. Gmail API
• Feature/Setting: Send Email — automate templated email dispatch using scheduled triggers via API.
3.11. Viber API
• Feature/Setting: Bot Send Messages — automate sending offers as messages on special dates.
3.12. WhatsApp Business API
• Feature/Setting: Message Automation — automate direct communication and media offers on dates.
3.13. Shopify
• Feature/Setting: Marketing Automations — automated email/SMS campaigns triggered by customer profile events.
3.14. Magento
• Feature/Setting: Automated Email Triggers — configure event-based reminders and offers.
3.15. WooCommerce
• Feature/Setting: Follow-Ups — automate scheduled emails via customer data and purchase history.
3.16. Microsoft Power Automate
• Feature/Setting: Automated flow — create trigger on set date; automate delivery via connected services.
3.17. Slack
• Feature/Setting: Scheduled Messages API — automate internal notifications to sales for follow-up calls on anniversaries.
3.18. Intercom
• Feature/Setting: Automated Messages — target users with in-app/on-site messages tied to dates in profile.
3.19. Facebook Messenger API
• Feature/Setting: Automated Message Send — automate reminders directly to customers’ Messenger accounts.
3.20. Constant Contact
• Feature/Setting: Automated Birthday/Anniversary Emails — trigger via contact custom fields.
3.21. SmartrMail
• Feature/Setting: Automated Birthday Flows — automate email sequence with personalized offers.
3.22. Zapier
• Feature/Setting: Multi-Step Automation — orchestrate data retrieval, date matching, and corresponding action across platforms.
Benefits
4.2. Automatedly delivers highly targeted offers, boosting engagement and conversion rates.
4.3. Scalable automation ensures consistent, timely contact with growing customer base.
4.4. Automating reminders creates a professional, customer-centric image, enhancing loyalty.
4.5. Provides automatable analytics and reporting on campaign performance for optimization.