Email automation sequences in Klavyio or HubSpot

Published: Mar 16 2021
Valid until:
Apr 15 2021
Budget
Not specified

Project description

The goal of the project is to build an email workflow that sends email sequences to customers after they book on our website about their bookings and follow up with them after for reviews and NPS Email sequences​,​ we'd like to send: 1. When a product a purchased 2. Pre-booking (2 days prior to booking) 3. Post-booking w​/​ review request (NPS) 4. 30 days out w​/​ discount code Additional email sequences we'd like to build: -Send emails to customers after they fill out forms in airtable and allow them to book a calendly meeting -Send outbound email sequences to prospects and be able to track their opens and activity and book a meeting We use Shopify as our booking engine​,​ and so far we've been using Klavyio as our mailing automation tool. We also have Hubspot but aren’t using it very much. We're open to other software and are considering Apollo.io and Klaviyo.

Project scope

Setup email sequence
When a product a purchasedPre-booking (2 days prior to booking)Post-booking w/ review request (NPS)30 days out w/ discount code
Additional email sequences
Send emails to customers after they fill out forms in airtableSend outbound email sequences to prospects

Required software

  • HubSpot
  • Klaviyo
  • Shopify

Location

United States

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