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Yegertek
Marketing Automation

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 businesses that get the most value from this aren't necessarily the ones running the most campaigns — they're the ones who can already point to a specific moment, like a lapsed-purchase signal or a tier milestone, where a faster, better-timed message would have changed the outcome.

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.

Technology Stack

    Integrations

      Frequently Asked Questions

      Yes — tier upgrades, points milestones, redemptions, and expiry warnings can all fire automated communications in real time.

      It can send through your existing email and SMS providers via API, so you can keep your current delivery stack.

      Every automation trigger is linked to a retention or revenue outcome in Rubix — not just to open or click rates.

      Both, and push and in-app messaging as well — automation rules are channel-agnostic and route through whichever communications providers you already use.

      No — workflows are configured through a business-user interface, though most teams do assign one person to own the rule set as the program grows.

      For a single well-defined trigger — a tier-upgrade message or a lapse warning, for example — the configuration itself is quick; most of the timeline is agreeing the trigger logic and message content up front.

      Ready to see Marketing Automation in action?