Marketing & PromotionsPurpose
1. Automate cross-selling and upselling recommendations to increase average check value and customer retention.
2. Systematically suggest complementary side dishes, premium toppings, and drinks during customer journey touchpoints.
3. Optimize marketing campaigns with automated, data-driven offers based on past purchases and preferences.
4. Ensure automatable targeted promotions via SMS, email, push, receipts, and loyalty platforms to maximize customer engagement and revenue.
Trigger Conditions
1. New online or in-person order detected.
2. Post-purchase feedback or order completion.
3. Birthday or special event in customer profile.
4. Customer inactivity threshold met.
5. Loyalty program tier upgrade or milestone triggered.
6. Specific menu selections indicating upsell opportunity.
7. Seasonal promotional periods automatically detected.
Platform Variants
1. Twilio SMS
- Feature/Setting: Automated SMS Recommendations API; configure with event-based triggers to send cross-sell suggestions.
2. SendGrid
- Feature/Setting: Marketing Campaigns; automate email sequenced upsell flows using Dynamic Template Engine.
3. Mailchimp
- Feature/Setting: Customer Journeys; configure automator for targeted upsell email based on purchase behavior.
4. Zapier
- Feature/Setting: Automated workflow builder; set to push recommended offers to Slack, email, or CRM upon order events.
5. Salesforce Marketing Cloud
- Feature/Setting: Journey Builder; automate upsell journeys using behavioral triggers.
6. HubSpot
- Feature/Setting: Workflows; configure automated email or SMS with cross-sell products tied to contacts’ behavior.
7. Klaviyo
- Feature/Setting: Flow Automator; dynamic customer segmentation and automated upsell campaigns based on order data.
8. ActiveCampaign
- Feature/Setting: Automations; set automated conditional follow-ups recommending add-ons.
9. Shopify
- Feature/Setting: Script Editor/API; automate popup offers and emails for upselling extra proteins, beverages, or desserts.
10. Square
- Feature/Setting: Marketing integrations; configure automated coupons and cross-sell prompts on receipts or checkout.
11. Toast POS
- Feature/Setting: Automated marketing emails/SMS based on menu triggers from POS data.
12. Lightspeed
- Feature/Setting: Customer Insights API; configure trigger-based messaging for cross-sell via loyalty or receipt.
13. Pipedrive
- Feature/Setting: Workflow Automation; schedule follow-ups for targeted upsell attempts post-visit.
14. Intercom
- Feature/Setting: Custom Bots/Outbound Messaging; automate in-app or SMS cross-selling prompts on user actions.
15. Freshdesk
- Feature/Setting: Engagement Suite; autopilot mode for automated cross/upsell emails based on support queries.
16. Segment
- Feature/Setting: Event tracking; trigger automatable recommendations through downstream integrations.
17. Google Ads
- Feature/Setting: Automated Remarketing Lists; sync purchase data to create upsell audiences.
18. AdRoll
- Feature/Setting: Automated Personalized Recommendations; retarget existing customers with relevant add-ons.
19. Facebook/Meta Messenger
- Feature/Setting: Automated Messenger Campaigns; configure to deliver cross-sell offers after order confirmation.
20. Braze
- Feature/Setting: Canvas Flow; automate push/pull recommendation campaigns with customer journey branching.
Benefits
1. Accelerate average order value via automated, personalized cross-sell and upsell recommendations.
2. Reduce manual effort with automator flows that operate across multiple channels and platforms.
3. Increase guest satisfaction by automating relevant, timely offers tailored to individual profiles and behavior.
4. Enable campaign scalability with automation tools and API-driven triggers, ensuring each customer receives optimal recommendations.
5. Gain insights into automatable sales opportunities for iterative improvement of marketing and promotional strategies.