Event/health campaign invitation automation

Purpose

 1.1. Automate event or health campaign invitation for optician businesses, ensuring timely, targeted, and personalized communications for eye exams, new product launches, health awareness, re-engagement, or loyalty events.
 1.2. Automatedly inform patients or customer segments about upcoming health campaigns, wellness days, or exclusive offers using omnichannel communication across SMS, email, push notifications, and voice calls.
 1.3. Streamline follow-ups and RSVP tracking, escalating engagement for campaign success while reducing manual tasks and increasing campaign ROI via automation.

Trigger Conditions

 2.1. Customer joins promotional list or opts-in to marketing communications.
 2.2. Scheduled campaign date/time approaches.
 2.3. Changes in patient status (e.g., due for check-up, new contact lens launch).
 2.4. Custom triggers in the CRM, such as segment entering a "needs re-engagement" state.
 2.5. API call received from website form for event interest.

Platform variants

 3.1. Twilio SMS
  • Feature/Setting: Automate bulk/personalized SMS using Twilio Programmable SMS API; configure messaging service, sender ID, and webhook for delivery status.
 3.2. SendGrid
  • Feature/Setting: Automated batch or drip email sends using SendGrid Mail Send endpoint; set up sender authentication and parse response for bounce management.
 3.3. Mailchimp
  • Feature/Setting: Automate campaign via Mailchimp Campaigns API; configure list automation trigger, dynamic audience, and track open/click metrics API.
 3.4. ActiveCampaign
  • Feature/Setting: Automate contact journey by triggering automation via the Contacts API and conditional logic in ActiveCampaign automations.
 3.5. HubSpot
  • Feature/Setting: Automated marketing email starts via HubSpot Automation API; segment lists and track user interactions using workflow triggers.
 3.6. Salesforce Marketing Cloud
  • Feature/Setting: Automate journeys using Journey Builder API; configure event triggers and personalize invitations with AMPscript.
 3.7. Klaviyo
  • Feature/Setting: Automate flow creation using Klaviyo Flows API; trigger health campaign flows based on profile properties or webhook events.
 3.8. WhatsApp Business API
  • Feature/Setting: Automate message sending via WhatsApp Messages endpoint; template approval and dynamic values on opt-in audience.
 3.9. Facebook Messenger Platform
  • Feature/Setting: Automate bot flows using Send API; segment invites based on Messenger user tags.
 3.10. Slack
  • Feature/Setting: Automate notifications to teams for campaign launch using Slack Incoming Webhooks or chat.postMessage API.
 3.11. Google Calendar
  • Feature/Setting: Automate event creation/invites using Calendar API insert method; invite emails autopopulated.
 3.12. Zoom
  • Feature/Setting: Automate registration emails via Zoom Meeting API; auto-generate meeting links for campaign webinars.
 3.13. Eventbrite
  • Feature/Setting: Automate event creation/invites via Eventbrite Create Event API and attendee addition.
 3.14. Outlook Office 365
  • Feature/Setting: Automate calendar invites and reminders using Graph API Calendar endpoint for patients or staff.
 3.15. Constant Contact
  • Feature/Setting: Automate campaign distribution to segmented lists using Constant Contact's Campaigns API.
 3.16. Zoho CRM
  • Feature/Setting: Automate mass mail events using Zoho CRM Mass Email and workflow automation APIs.
 3.17. SMSGlobal
  • Feature/Setting: Automate SMS campaign dispatch via SMSGlobal REST SMS API with recipient list and message schedule.
 3.18. Viber Business Messages
  • Feature/Setting: Automate event notifications using Viber API and dynamic message personalization for opt-in contacts.
 3.19. Intercom
  • Feature/Setting: Automate targeted messages and in-app notifications with Intercom Message Automation API.
 3.20. Pipedrive
  • Feature/Setting: Automate campaign invitations using Pipedrive Activities and Campaigns API, associating patient/contact records.

Benefits

 4.1. Automates reduction of manual communication, saving staff time and error.
 4.2. Creation of multi-channel campaigns is automated, ensuring wider reach.
 4.3. Automated tracking of deliverability and RSVP enables precise measurement.
 4.4. Automator logic enables personalized recipient targeting and dynamically adjusts strategy.
 4.5. Automation increases event attendance while ensuring compliance with opt-in and data privacy.
 4.6. Automating post-campaign follow-ups and re-engagement ensures improved retention.
 4.7. Automation boosts brand visibility and engages patients with minimal ongoing input.