Example: A make-up subscription box company launches a referral program where current customers can share a unique code for 20% off their friends' first purchase. If the friend uses the code within a month, the referrer earns a $20 reward.
Step 1: Send an email announcing the referral program including a unique code.
Step 2: Wait until the unique code is claimed
Step 3: Send the referrer a thank you email and a cash reward.
Step 4: If no code is claimed after 7 days, send a follow-up wallet push notification: “Don’t forget to share your code for rewards”
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Impact: Grows your customer base cost-effectively while rewarding loyal customers, enhancing their sense of loyalty.
7. Website event follow-up
Objective: Engage based on specific website actions.
Following up on website interactions—adding items to a wishlist, viewing specific products, or engaging with a chatbot—creates a more personalized experience. This automation identifies moments of high intent, allowing your marketing team to deliver relevant messages that move customers closer to purchase.
Example: A luxury wine retailer targets customers who Chinese Overseas Canada Phone Number Data view their price comparison pages, sending them follow-up emails with similar products and exclusive offers.
Trigger: Customer visits your price comparison page to compare kitchen appliance brands.
Step 1: Send an email with customer reviews of your best-selling kitchen appliances.
Step 2: If no further action is taken, wait 7 days, and send an SMS offering a small discount.
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capitalizing on moments of high intent and ensuring customers receive timely, relevant content that aligns with their interests.
8. Seasonal promotions
Objective: Create excitement around new products or seasonal campaigns.
Retail brands can use automation to announce product launches and seasonal promotions to specific segments, such as VIP customers or frequent shoppers. Automated announcements for new arrivals or sales create excitement and ensure timely communication with relevant customers.

Example: A sporting goods store uses the Black Friday weekend to capitalize on increased customer spending and boost revenue.
Step 1: Send announcement emails two weeks in advance of Black Friday weekend.
Step 2: Follow up with a reminder email one week in advance. "Only 7 days left till the best sale of the year!"
Step 3: Send a wallet push notification to announce the sale start. "The wait is over—shop now!"
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Impact: Drives sales and engagement by creating anticipation for seasonal offerings, aligning with customers’ purchasing cycles and average order value.