What is the Trigger Plan I can implement in 60 minutes?

Map key events, pick three high value triggers to launch (example: postcard batch, instant SMS, email nurture), set simple SLAs, use one source of truth for contacts and consent, and run a short pilot with logging and baseline metrics.

How should I set SLAs for postcard, SMS, and email triggers?

Keep SLAs simple and measurable. Example SLAs: SMS within 15 minutes, email within 1 hour, postcard print within 24 hours. Log timestamps and outcomes to verify adherence.

Which tools make a good integration spine for these triggers?

Common choices include HubSpot for CRM, PostcardMania for printing, Make or Zapier for low code routing, a mail API for sending, and Google Sheets or QuickBooks for lightweight reporting and billing.

What patterns create self-healing integrations that dont break?

Use three health layers: commit checks (schema and auth), run time checks (heartbeats), and recovery steps (exponential backoff retries and automatic failover to a secondary provider or queue). Monitor schema drift, auth expiry, connectivity, and rate limits.

What should a live results dashboard show to drive action?

Show trigger health, channel delivery, recipient outcome, and revenue attribution in a simple pipeline view. Include filters (location, property type, tier), trigger firing rate, delivery success, time to first follow up, and campaign attribution.

How can I measure and improve direct mail performance with automation?

Use timely, measurable mail with hyperlocal lists and dynamic variables, run cohort and A/B tests (mail+SMS vs digital only, different offers), and compare booking or conversion rates within a defined window such as 14 or 72 hours.

What core controls ensure ethical, auditable automation?

Sync a consent flag across systems, use encrypted transport and a secrets manager for keys, store immutable logs for each trigger event, and keep audit trails for compliance and billing reconciliation.

What is a quick checklist for a 60-minute pilot?

Map three events to destination actions, create webhook endpoints or connect via Make/Zapier, enforce consent flags, log every trigger with timestamp and outcome, and record baseline metrics like response rate and time to first follow up.

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