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Trigger Series

Holt of California

At a Glance

Our trigger-based automation series delivers timely, behavior-driven communications across the customer lifecycle. By responding to key actions, status changes, and intent signals, each workflow ensures the right message is delivered at the right moment; driving engagement, improving customer experience, and supporting conversion through highly relevant, automated touch points.

ThinkBIG Application Trigger​

A three-touch nurture series designed to guide ThinkBIG prospects from initial interest to application. Triggered by form fills or intent signals, the workflow delivers a structured journey covering program awareness, key details, and clear next steps to drive conversion.

Cat Credits / Cat Card Trigger​

An automated financial communication workflow that supports key customer moments such as credit expirations, approvals, and pre-approvals. Each sub-workflow is triggered by status changes, ensuring customers receive timely, relevant financial messaging exactly when action or awareness is needed.