Automate the Right Message at the Right Moment
Marketing automation that fires on real customer events — not a schedule — because your best marketing moment is the one that follows a transaction, a milestone, or a lapse, not a date on a calendar.
Overview
Automation tools promise relevance but deliver batch sends. The gap is data: automation platforms cannot act on loyalty milestones, purchase events, or tier changes they cannot see. Yegertek's marketing automation is wired directly to the platform's shared event stream — so a points balance threshold, a membership anniversary, or a redemption can trigger a precisely timed, contextually relevant communication without any manual campaign setup.
The Challenge
- ✕Automation workflows built on static triggers that do not reflect real customer journeys.
- ✕Loyalty and behavioral events invisible to the marketing automation platform.
- ✕Personalization tokens that pull from stale data, producing generic-feeling "personalized" messages.
- ✕No feedback loop between automated campaigns and retention or revenue outcomes.
Our Approach
Automation rules are defined against real events in Engage 365, the CRM, and Blox. Every trigger is tied to an outcome target — retention, re-engagement, upsell — and refined continuously based on response data from Rubix.
Capabilities
Outcome-labeled features, not a laundry list.
Loyalty-event triggers
Tier changes, points milestones, and expiry warnings fire automated communications immediately
Behavioral journey mapping
Automation paths defined by what customers actually do, not assumed journey stages
Multi-channel message delivery
Email, SMS, push, and in-app messages orchestrated from a single rule engine
AI-optimized send timing
Rubix selects when each customer is most likely to respond, not when the batch runs
Suppression and fatigue management
Customers are never over-messaged because suppression reads from the same consent record
Outcome-linked reporting
Every automation workflow traced to retention and revenue, not just delivery metrics
Business Benefits
Automation wired to live loyalty and behavioral events produces measurably higher response rates than calendar-based sends, because the message arrives when the customer has already signaled intent or achieved a milestone. Fatigue and opt-out rates decrease because suppression is governed centrally. And program performance becomes visible — not estimated — because every automated touchpoint is linked to the same customer record tracking retention.
Yegertek