Customer Relationship & Marketing AutomationsPurpose
1.2. Purpose is automating how race car parts retailers send personalized offers, education, and reminders to racing hobbyists and professionals, boosting loyalty and retention.
1.3. Purpose extends to enabling always-updated segment lists for precise marketing automations, improving campaign targeting, and accelerating customer lifecycle automations.
Trigger Conditions
2.2. Customer profile updated in CRM or loyalty program.
2.3. Abandoned cart with specified parts category.
2.4. Manual request to re-segment all active customers after sales or season change.
2.5. Scheduled automation (e.g., nightly sync) to re-evaluate segmentation.
Platform Variants
3.1. Salesforce
• Feature/Setting: Use "Process Builder" to trigger on Opportunity/Order creation.
• Sample: Automate with “Add to Campaign” Action based on part type field.
3.2. HubSpot
• Feature/Setting: "Active Lists" with automated filters (last purchase, product type).
• Sample: Dynamic list auto-updates as new data arrives via e-commerce integration.
3.3. ActiveCampaign
• Feature/Setting: "Segment Builder" in Automations tab.
• Sample: Segment by product category tag and date of last purchase.
3.4. Klaviyo
• Feature/Setting: “Segmentation” and “Flows”.
• Sample: Automated segment based on past purchase property such as SKU contains “race”.
3.5. Mailchimp
• Feature/Setting: "Audience Segments" automation using purchase events.
• Sample: Create segments based on order tags, using e-commerce event API.
3.6. Zoho CRM
• Feature/Setting: "Workflow Rules".
• Sample: Automate field update triggers to push contacts to proper segment list.
3.7. Microsoft Dynamics 365
• Feature/Setting: “Customer Insights” automated segment rules.
• Sample: Dataflow runs nightly to update segments based on purchase entity fields.
3.8. Segment (Twilio)
• Feature/Setting: “Computed Traits” automation.
• Sample: Automatically enrich customer profiles based on product category frequency.
3.9. Shopify
• Feature/Setting: "Customer Tags" automation via Flow app.
• Sample: Automate tagging repeat engine buyers for remarketing.
3.10. Magento (Adobe Commerce)
• Feature/Setting: “Customer Segments” automation using rules.
• Sample: Auto-segment by average basket size and product category bought.
3.11. Intercom
• Feature/Setting: "Smart Segments".
• Sample: Set up rules based on custom events like “purchased racing clutch”.
3.12. Braze
• Feature/Setting: "Audience Segmentation Engine".
• Sample: Automated segmentation by behavioral event stream from purchases.
3.13. Emarsys
• Feature/Setting: “Contact Segmentation” automation.
• Sample: Auto-segment recent buyers who purchased after a specific campaign.
3.14. MailerLite
• Feature/Setting: "Auto-segments".
• Sample: Segment triggered by product field values from integrated store.
3.15. Sendinblue
• Feature/Setting: “Dynamic Lists Automation”.
• Sample: Automatically move contacts into lists by product type bought.
3.16. Omnisend
• Feature/Setting: Automation splits within flows.
• Sample: Automatedly direct customers to racing brake or tire offers.
3.17. Pipedrive
• Feature/Setting: “Smart Contact Data” with filter automation.
• Sample: Create automated lists triggered by key product keywords.
3.18. Insightly
• Feature/Setting: “Workflow Automation” with field update triggers.
• Sample: Move customers to racing-specific segment on relevant purchase logged.
3.19. Freshworks CRM
• Feature/Setting: "Smart Segmentation".
• Sample: Automated customer lists based on all purchases including racing part SKUs.
3.20. Iterable
• Feature/Setting: "Dynamic List" automation by event properties.
• Sample: Automatically enroll in “High Value Racing Customers” campaign list.
3.21. Eloqua
• Feature/Setting: "Segment Members" automation
• Sample: Segment based on engagement and recent product bought criteria.
Benefits
4.2. Reduce manual segmentation errors—100% automated and real-time updates.
4.3. Power automatable personalization in outreach and retention automations.
4.4. Enable automating regular re-segmentation, keeping campaigns fresh.
4.5. Streamline list management—greatly cuts down admin time.