Marketing & Customer Retention AutomationsPurpose
1.2. Automatedly group customers using data from POS systems, loyalty apps, and CRM to optimize messaging for retention, upselling, cross-selling, and personalization.
1.3. Automate customer lifecycle management to deploy rewards, reminders, seasonal offers, and feedback surveys to distinct segments via multichannel outreach.
Trigger Conditions
2.2. Triggered by customer inactivity period reaching a set threshold (e.g., 30 days idle).
2.3. Scheduled batch automation weekly or monthly for segment reevaluation with fresh data.
2.4. Event-based triggers when a customer redeems loyalty points or refers others.
2.5. Campaign calendar triggers (e.g., holidays, promotions).
Platform Variants
• Feature/Setting: Automate SMS segmentation via Programmable Messaging API; sample: configure messaging service for segmented customer IDs.
3.2. SendGrid
• Feature/Setting: Automating segmented email sends via SendGrid Marketing Campaigns API; setup dynamic lists with automated drip series.
3.3. Salesforce Marketing Cloud
• Feature/Setting: Automated Data Extensions, Query Activities for dynamic segments, trigger Journey Builder for each segment.
3.4. HubSpot
• Feature/Setting: Automate Smart Lists & Workflows; trigger campaigns when a contact enters a new segment.
3.5. ActiveCampaign
• Feature/Setting: Automated segmentation with tagging flows; set up automator for campaign delivery based on tags.
3.6. Klaviyo
• Feature/Setting: Automated segment builder based on customer behavior, configure flows for each group.
3.7. Mailchimp
• Feature/Setting: Automate Audience Segments and customer journeys; set triggers for activity or inactivity.
3.8. Braze
• Feature/Setting: Audience Builder automation, setup API-triggered multichannel outbound.
3.9. Iterable
• Feature/Setting: Automated List Segmentation API, triggers dynamic campaigns based on real-time events.
3.10. Zoho CRM
• Feature/Setting: Workflow automation to assign contacts to segments and trigger emails/SMS.
3.11. Segment.com
• Feature/Setting: Automator router for customer event streams and enrichment APIs for segmentation.
3.12. Google Cloud Functions
• Feature/Setting: Automated serverless execution for custom segment logic, trigger external APIs for messaging.
3.13. Microsoft Power Automate
• Feature/Setting: Automated workflows for CRM record updates, segment assignment, and campaign start.
3.14. Pipedrive
• Feature/Setting: Smart Segmentation Automation, triggers automations based on deal/customer custom fields.
3.15. MoEngage
• Feature/Setting: Automated audience segmentation and journey automation per behavior triggers.
3.16. Airship
• Feature/Setting: Automation engine for segment-driven push/SMS/email workflows.
3.17. Freshsales
• Feature/Setting: Automated territory segmentation and workflow campaigns on entry/exit.
3.18. GHL (Go High Level)
• Feature/Setting: Triggers and automations for dynamic list assignment, automated cross-channel campaigns.
3.19. Listrak
• Feature/Setting: Automated segment builder; orchestrates SMS/email/loyalty workflows per segment.
3.20. Customer.io
• Feature/Setting: Real-time segment automator, API-triggered campaign launches, event-based segmentation.
3.21. Omnisend
• Feature/Setting: Rule-based automation for contact segmentation and campaign delivery.
3.22. Intercom
• Feature/Setting: Automated Smart Segments and sequences triggered by customer milestones.
3.23. Eloqua
• Feature/Setting: Segment builder automation, orchestrates campaign deployment via workflow triggers.
Benefits
4.2. Saves manual effort through automated segmentation and re-segmentation cycles.
4.3. Ensures real-time, relevant communication based on up-to-date behavioral data.
4.4. Scale personalized outreach and maximize engagement with minimum human intervention.
4.5. Enables continual improvement via automated analytics feedback loops on segment performance.