Segmented promotions based on visit/order history

Purpose

1.1. Automates sending segmented promotions to customers of a Katsudon (Pork Cutlet Rice Bowl) restaurant based on recorded visit and order history, automating targeted messaging for greater relevancy, retention, and customer engagement.
1.2. Automates the analysis and segmentation of visit frequency, menu preferences, time of visit, and total spend; automatedly delivers tailored vouchers, seasonal offers, and loyalty rewards to maximize ROI on promotions.
1.3. Drives repeat visits and increases customer lifetime value using automated triggers for lapsed customers, high spenders, or fans of specific menu items.

Trigger Conditions

2.1. Automates promotions upon threshold visits (e.g., every fifth visit).
2.2. Automates segmentation based on ordering of select menu items (e.g., promoting side dishes to pork cutlet regulars).
2.3. Automates after periods of inactivity (e.g., 30 days since last visit/order).
2.4. Automates by spend thresholds (e.g., offer upgrade after spending $100).
2.5. Automates for birthday/anniversary based on stored customer data.

Platform Variants

3.1. Mailchimp
• Feature/Setting: Automate Customer Journey Builder with conditional splits on order/visit data—API: POST /automations

3.2. Salesforce Marketing Cloud
• Feature/Setting: Automate Journey Builder with Event Data Extension for segmentation—API: REST /messaging/v1

3.3. Twilio SMS
• Feature/Setting: Automate SMS flows; Triggers on webhooks from CRM order history—API: POST /Messages

3.4. SendGrid
• Feature/Setting: Automate dynamic email templates with conditions on segment fields—API: POST /mail/send

3.5. Klaviyo
• Feature/Setting: Automate “Flows” targeting segment subscribers with specific order tags—API: POST /flows

3.6. ActiveCampaign
• Feature/Setting: Automate automations for CRM/Custom field segment triggers—API: POST /api/3/automations

3.7. HubSpot
• Feature/Setting: Automate Workflow triggers based on custom properties for segmentation—API: POST /automation/v3/workflows

3.8. Zoho CRM
• Feature/Setting: Automate Rule triggers on order entry for campaign assignment—API: POST /crm/v2/Automations

3.9. Segment
• Feature/Setting: Automate identifying and tracking events for segment-based re-engagement—API: POST /track

3.10. Pabbly
• Feature/Setting: Automates multi-channel campaigns triggered by file/list updates—API: POST /api/sendcampaign

3.11. Constant Contact
• Feature/Setting: Automate contact Segmentation and List Management for targeted sends—API: POST /contacts/sign_up_form

3.12. Google Sheets
• Feature/Setting: Automates with scripts to update list segments upon order log update—API: Sheets API update

3.13. Facebook Messenger (Meta)
• Feature/Setting: Automate message campaigns to segmented users—API: POST /me/messages

3.14. Slack
• Feature/Setting: Automates internal notices to staff for VIP or lapsed guest—API: POST /chat.postMessage

3.15. Shopify
• Feature/Setting: Automates post-purchase follow-up with Discounts app—API: POST /admin/api/orders

3.16. WooCommerce
• Feature/Setting: Automates email triggers via AutomateWoo for cart or profile activity—API: webhooks/order.created

3.17. Freshdesk
• Feature/Setting: Automates customer satisfaction outreach for segmented groups—API: POST /api/v2/tickets

3.18. Intercom
• Feature/Setting: Automates targeted chat campaigns to selected user segments—API: POST /messages

3.19. Zapier
• Feature/Setting: Automates multi-platform workflows across email, SMS, and CRM—Zap Webhook and Segment filter.

3.20. Notion
• Feature/Setting: Automates updating a promo CRM database on new orders—API: PATCH /pages

3.21. Viber
• Feature/Setting: Automates sending promotion broadcasts to segmented customers—API: POST /pa/send_message

3.22. Telegram
• Feature/Setting: Automates bot triggered messages to defined customer groups—API: sendMessage

3.23. WhatsApp Business API
• Feature/Setting: Automates sending templated offers to customers on defined triggers—API: POST /v1/messages

3.24. AirTable
• Feature/Setting: Automates record filtering for promo lists, triggers email/SMS—API: PATCH /v0/{baseId}/{tableIdOrName}/records

3.25. Odoo
• Feature/Setting: Automates mass-mailing segmented by CRM order status/customer profile—API: POST /mail.mass_mailing

Benefits

4.1. Automates the delivery of highly relevant, personalized communications, maximizing promotion effectiveness.
4.2. Automates the reduction of manual segmentation and campaign management, saving operational costs.
4.3. Automatedly boosts retention, loyalty, and spend by contacting customers at the right moment.
4.4. Automates data-driven insights for future promotion strategy refinement.
4.5. Enables scalable, automatable outreach for growing customer bases and diverse menu offers.