Customer Engagement & Loyalty AutomationPurpose
1.2. Automating detection of buying patterns to deliver automated promotions, automate loyalty rewards distribution, and automate engagement to increase repeat visits.
1.3. Automates segmentation of customers by frequency, recency, and favorite items, then automatedly delivers offers related to their interests to maximize conversion rates.
1.4. Enables full automation of promotional campaigns, ensuring timed, relevant, and automatable communication through multiple digital channels.
Trigger Conditions
2.2. Customer automation triggers on specific item or combo repeat purchase.
2.3. Time-based automation, e.g. set number of days since last visit without purchase triggers loyalty offer.
2.4. Annual automator trigger for birthday or signup anniversary based on customer profile data.
2.5. Automatedly triggers on customer entering a new purchase threshold (e.g., 10th kebab).
Platform Variants
• Feature/Setting: Automate SMS sending using Send Message endpoint; sample: Configure customer number, timed trigger, and promo code param.
3.2. SendGrid (Mail Send API)
• Feature/Setting: Automate email promotions by configuring dynamic transactional templates and automated triggers from CRM.
3.3. HubSpot (Workflows Automation)
• Feature/Setting: Use contact property updates to automate targeted campaign triggers and deliver email/SMS offers.
3.4. ActiveCampaign (Automations)
• Feature/Setting: Set up trigger for purchase record update to automate segment entry and promotion.
3.5. Klaviyo (Automations/Flows)
• Feature/Setting: Automate personalized email/SMS campaigns using order history as trigger condition.
3.6. Salesforce Marketing Cloud (Journey Builder)
• Feature/Setting: Automatedly defines journey triggers based on purchase event using Event API integration.
3.7. Mailchimp (Customer Journeys)
• Feature/Setting: Automate audience segmentation and targeted email sends using API-triggered event-based flows.
3.8. Zapier (Webhooks & Automations)
• Feature/Setting: Automates cross-platform workflows by connecting store POS to messaging/email promo.
3.9. Shopify (Flow Automation)
• Feature/Setting: Automates workflow for customer tag on purchase, triggers offer via email or app integration.
3.10. Drip (Automations)
• Feature/Setting: Automate rule triggers based on customer purchase activity for customized campaign launch.
3.11. Omnisend (Automations Workflow)
• Feature/Setting: Automates SMS/push/email campaign start from new purchase event.
3.12. Google Cloud Functions (HTTP Trigger)
• Feature/Setting: Automatedly processes POS webhook, triggers promo logic, dispatch via third-party SMS/email.
3.13. Segment (Event Tracking)
• Feature/Setting: Automate customer event tracking, trigger targeted campaign based on segment API push.
3.14. WhatsApp Business API
• Feature/Setting: Use automation for templated message send on new purchase/segment event.
3.15. Pipedrive (Workflow Automation)
• Feature/Setting: Automate deal update triggers outbound personalized promotion message.
3.16. Intercom (Automated Messages)
• Feature/Setting: Send automated in-app or email promotions based on user action timeline.
3.17. LoyaltyLion (Rules Engine API)
• Feature/Setting: Automates loyalty points assignment and triggers automated rewards & offers.
3.18. WooCommerce (AutomateWoo)
• Feature/Setting: Automatedly schedules and sends promotions based on order history triggers.
3.19. Microsoft Power Automate (Flow)
• Feature/Setting: Create automation to detect purchase records and push promo via connected service.
3.20. Facebook Messenger Platform (Send API)
• Feature/Setting: Automate delivery of targeted message when purchase threshold met using webhooks.
Benefits
4.2. Increases customer retention by automating timely engagement.
4.3. Reduces manual marketing workload via full automation of offer segmentation and delivery.
4.4. Supports omnichannel automation for consistent customer experience.
4.5. Automates data-driven decision making using real-time purchase analytics.