retention

Email, Chatbots, and CRM: Automation for Communities and Membership Sites | Webinar

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In the webinar, we discovered how to leverage automation to grow and engage an online communities effectively. Jaco Prinsloo shared strategies for integrating email campaigns, chatbots, and CRM systems to streamline communication, nurture members, and boost engagement. We learned how to set up automated workflows that save time while keeping your community active and satisfied. The session also covered best practices for personalization, segmentation, and retention, helping you turn casual members into loyal participants.

#Automation #EmailMarketing #Chatbots #CRM #MembershipSites

On the agenda:
💬 Practical use cases of Email, Chatbots, and CRM in action.
💬 How to automate onboarding, engagement, renewals, and partner promotions.
💬 Learn how to reduce manual work while keeping members engaged and connected.

Speaker:
Jaco Prinsloo, Founder of Nexlo Technology Solutions and Commix Digital

📒 Jaco’s slides: https://go.sendpul.se/tyhF

00:00:00 Welcome and introduction
00:01:02 Agenda overview
00:02:27 About the speaker and platform philosophy
00:04:00 Defining community and platform ownership
00:05:16 Why build your own community platform?
00:08:31 Benefits of community platform ownership
00:09:47 The need for automation
00:12:10 Common pain points and solutions
00:13:13 Why choose SendPulse
00:15:13 Key tools overview
00:16:24 Automating platform processes
00:18:41 Examples of automation in action
00:21:56 Emergency integrations and digital passes
00:24:45 Event ticketing and membership cards
00:27:04 Maintenance requests and club management
00:28:08 Member-only content and access controls
00:29:12 Ideas for creative automation
00:31:00 Live Q&A – reactivating members
00:32:01 Live Q&A – personalized onboarding
00:33:13 Live Q&A – why SendPulse stands out
00:34:42 Live Q&A – communication frequency
00:35:59 Live Q&A – multi-channel automations
00:37:20 Live Q&A – top time-saving automation
00:39:02 Live Q&A – testing your automations
00:40:13 Closing thoughts and key takeaways

Marketing & Sales Automation Platform: https://sendpulse.com
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👋 Follow us:
◾️ Instagram: https://www.instagram.com/sendpulse​​​​
◾️ Facebook: https://www.facebook.com/SendPulse​​​​
◾️ Linkedin: https://www.linkedin.com/company/9359878/
🎓 Free courses on digital marketing https://academy.sendpulse.com/en
💙 Join SendPulse Community https://community.sendpulse.com/

$127,555 in 4 days with email marketing. If you have a shopify brand, watch this today.

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Book a Call: https://cal.com/engage-expand/calendar
The Exact Framework Behind $30M: https://www.retainmorecustomers.com
Guides to Use: https://www.bardowndigital.com

I’m gonna show you exactly why you need to prioritize your shopify brands email list and send more email campaigns from your Klaviyo account. Turns out if you don’t prioritize a sales channel, it doesn’t act like a sales channel. Hopefully you’ll get the memo after watching this. I’ve done this for plenty of brands, I’m sure you’ve seen them before.

Questions?
DM me on Instagram: https://www.instagram.com/jackintheinbox/
Connect on LinkedIn: https://www.linkedin.com/in/jackwhiteemails/

Other Videos:
– https://www.youtube.com/watch?v=bzB20Hk0XjU
– https://www.youtube.com/watch?v=Y6G9kFLWip8
– https://www.youtube.com/watch?v=1TBJf9IcK8E

If you’re new here, I’ve spent the last 4 years working with some of the top ecom brands on Shopify. In that time, I’ve helped generate over $30 million with Klaviyo email marketing.

I’m most known for my ability to always deliver. The brands I work with would say I work quickly, with little friction.

My focus is to help ecom founders apply my data-driven email marketing strategies.

Lifecycle email marketing: Send your automated birthday greetings via newsletter 🥳

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Do you know the birthday of your customers? 🎁 With THEA, the email automation by CleverReach, you can easily set up a birthday email campaign to increase customer retention! We show you how in this step-by-step video tutorial.

You can also find the instructions for this lifecycle email campaign in our help centre:

https://support.cleverreach.com/hc/en-us/articles/360008622373-Send-a-birthday-mail-with-automation

Find out more about email marketing automation by CleverReach:

https://www.cleverreach.com/en-de/newsletter-tool/email-marketing-automation/

FOLLOW US:
» Facebook: https://www.facebook.com/cleverreach
» Instagram: https://www.instagram.com/cleverreach
» LinkedIn: https://www.linkedin.com/company/cleverreach
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CleverReach – Next Level E-Mail Marketing!
» Homepage: https://www.cleverreach.com/de/
» Helpcenter: https://support.cleverreach.de/hc/de

How to Hire an Email Marketing Agency (Shopify) | 2025

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How to choose the right email marketing agency for your Shopify or retail store. If you enjoy this content, give it a thumbs up and subscribe to the channel for similar videos just like this.

WORK WITH US
https://calendly.com/s2-marketing/discovery-call

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https://newsletter.s2-marketing.net/

MORE ABOUT S2
[S2 Marketing | E-Commerce Email & SMS Marketing](https://s2-marketing.net/)

Email Marketing Agencies 2025

Chapters
0:00 Choosing an agency
0:12 Email requirements
1:05 History and case studies
1:48 Services
2:26 Collaboration
3:02 Compliance
3:33 Pricing