Development of a Rule-Based Email and SMS Marketing Automation Platform

The client’s existing marketing platform is operational but lacks advanced functionalities essential for executing sophisticated and targeted marketing campaigns. These limitations restrict campaign effectiveness, automation complexity, and integration capabilities, thereby impacting overall marketing performance and scalability.

A mid-sized marketing technology company developing advanced marketing automation solutions for clients seeking sophisticated, rule-based email and SMS campaigns with integrated analytics and external platform connectivity.

• Implement a flexible template editor for creating diverse email and SMS campaign templates.
• Integrate social media advertising platforms to facilitate subscriber attraction through targeted ads.
• Enable messaging functionalities that support contacting subscribers via SMS and email, including automation features.
• Develop an integration module with eCommerce platforms to import user data, including cart contents and subscriber profiles, for targeted marketing.
• Enhance statistical monitoring and data aggregation features to improve campaign performance analysis and reporting.
• Reduce in-house development costs while increasing the development team’s capacity to deliver mission-critical functionalities.

• A template editor supporting creation of varied email and SMS templates.
• Integration with social media advertising platforms to attract and segment new subscribers.
• Messaging module enabling contact via SMS and email, supporting automated and manual campaigns.
• Integration module with eCommerce systems allowing dynamic importing and updating of user data, including shopping cart contents and profiles.
• Enhanced analytics dashboard for monitoring campaign statistics, aggregating data for insightful reporting.
• Capability to trigger automated messaging rules based on subscriber actions and data attributes.

• Social media ad platforms (e.g., Facebook Lead Ads) for subscriber acquisition
• eCommerce systems (e.g., Magento, Shopify) for customer data import
• Messaging gateways for SMS and email delivery

• System must support high load for large-scale campaigns with real-time data processing
• Ensure data security and compliance with relevant privacy regulations
• Achieve high uptime and reliability for mission-critical operations
• Deliver the platform within an optimal timeframe and budget, maintaining high code quality

The implementation of this platform aims to nearly double the client’s marketing campaign capacity while reducing development costs by at least 50%. The enhanced system will enable the client to execute more sophisticated, targeted, and automated campaigns, resulting in improved customer engagement, higher conversion rates, and more comprehensive analytics for strategic decision-making.