Purpose
1.2. Automates personalized offers, surveys, and loyalty rewards to drive repeat visits and increase lifetime value.
1.3. Ensures organized, timely, and automated communication immediately after service or specific time delays.
1.4. Automator system tracks previous visits and tailors automatable messages to individual tastes or past orders.
Trigger Conditions
2.2. Automating based on time delay after last visit/order (e.g., 3 days, 1 week).
2.3. Event-based triggers using customer birthdays or loyalty milestones.
2.4. Automates workflow by capturing opt-in via website, QR, feedback forms.
Platform variants
• Feature/Setting: Automated Customer Journey
• Configure: Set “Order Completed” as trigger; automate email with next-visit discount code.
3.2. HubSpot
• Feature/Setting: Workflow Automation
• Configure: Trigger on CRM “deal closed”; automatedly send re-engagement sequence.
3.3. ActiveCampaign
• Feature/Setting: Automation Builder
• Configure: Trigger on tag “Visited Restaurant”; automate follow-up sequence tailored to cuisine.
3.4. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder
• Configure: Trigger journey on record update (visit logged); automate personalized offers.
3.5. Klaviyo
• Feature/Setting: Post-Purchase Flow
• Configure: Trigger after POS sync; automate gap analysis and loyalty offer send.
3.6. Zoho CRM
• Feature/Setting: Workflow Rules
• Configure: Event “Order Closed Won”; automator sends automated ‘thank you’ and next offer.
3.7. SendGrid
• Feature/Setting: Automation API
• Configure: POST to /mail/send with event-driven template for repeat business.
3.8. Constant Contact
• Feature/Setting: Autoresponder
• Configure: Schedule automated follow-up after list addition.
3.9. Twilio SendGrid
• Feature/Setting: Event Webhooks
• Configure: Automate feedback requests once message delivered.
3.10. Intercom
• Feature/Setting: Custom Bots and Series
• Configure: Trigger segment on recent visit; automate follow-up offers.
3.11. Slack (for internal alerts)
• Feature/Setting: Incoming Webhooks
• Configure: Automated alert to staff when follow-up is sent.
3.12. Freshsales
• Feature/Setting: Workflow Automation
• Configure: Trigger after deal closure; automate email to customer.
3.13. Pipedrive
• Feature/Setting: Workflow Automation
• Configure: Deal moved to completed; automatedly send promo vouchers.
3.14. Drip
• Feature/Setting: Email Campaign Automation
• Configure: Event trigger after transaction; automate sequenced follow-up.
3.15. Gmail (Google Workspace)
• Feature/Setting: Apps Script; Automatic Drafts
• Configure: Script listens for form completions; automate tailored messages.
3.16. MailerLite
• Feature/Setting: Automation
• Configure: Trigger on import new contact; automate recurrent engagement.
3.17. Omnisend
• Feature/Setting: Automation Workflow
• Configure: Order fulfilled event; automate segmented email.
3.18. Benchmark Email
• Feature/Setting: Automation Pro
• Configure: Workflow triggers after customer visit.
3.19. Moosend
• Feature/Setting: Automated Workflow
• Configure: Trigger campaign after point-of-sale event sync.
3.20. Customer.io
• Feature/Setting: Campaign Trigger
• Configure: Event-based automation from app/POS API; automate personalized follow-up.
Benefits
4.2. Increases revenue by automating targeted offers and loyalty programs.
4.3. Saves staff time via automator-driven, hands-free automatable workflows.
4.4. Improves customer experience via timely, automated, personalized communications.
4.5. Enhances retention metrics and maximizes marketing ROI through automation.