Relevant timing
Use customer events and planned schedules to start outreach when it matters.
SOLUTION FOR CUSTOMER JOURNEYS
Turn customer signals into timely, repeatable engagement.
Use customer context, segments, schedules, triggers, messaging, tasks, and follow-up workflows to make outreach more consistent and measurable.
CONNECTED SOLUTIONAutomation connected to the customer record
Repeatable journeys
Standardize follow-up steps instead of rebuilding the same process each time.
Connected responses
Bring replies and resulting work back into the shared customer history.
WHAT THIS SOLUTION CONNECTS
Built around the work your team actually needs to do
A focused starting point today, with the ability to connect more LocalDigit capabilities as your requirements grow.
Audience context
Use connected customer and account information to define relevant groups.
Triggered messaging
Start approved outreach from customer events, milestones, or workflow conditions.
Scheduled follow-up
Coordinate messages, tasks, and handoffs across a planned customer journey.
Closed-loop visibility
Keep engagement, responses, and subsequent sales or service activity connected.
HOW IT COMES TOGETHER
A clear path from setup to everyday value
LocalDigit keeps communication, customer context, and team action in one connected flow.
Define the moment
Choose the customer event, segment, or schedule that should begin the journey.
Build the sequence
Arrange messages, waits, tasks, conditions, and team handoffs around the goal.
Review and refine
Use engagement and downstream customer activity to improve the next run.
BETTER TOGETHER
Connect Marketing Automation with the rest of LocalDigit
Start with this solution, then combine it with the plans that add the customer context, workflow, and visibility your team needs.
READY TO EXPLORE?
Book a DemoSee how Marketing Automation can fit your business.
We will focus the conversation on your team, workflows, and next stage of growth.