Marketing Automation

The right message. The right customer. Sent automatically.

Most marketing tools sit alongside your business data — importing lists, guessing at timing, measuring clicks. HieCOR Marketing Automation connects directly to your real customer records, smartlist segmentation, purchase history, and service data so every campaign is built from what your customers actually did — and sent at exactly the right moment.

See a 30-minute demo Explore the platform ↓

No commitment required · US-based implementation team

Live

campaign audience from real-time customer data

no exports, no stale lists, no manual rebuilding

Auto

campaigns triggered by real customer events

post-delivery, warranty, anniversary, service interval

2-way

SMS and email with replies linked to customer records

every response in context, every conversation logged

Daily

AI marketing insights and optimization recommendations

best segments, timing, message type, audience mix

Built for marketing teams connected to retail, service, and customer operations

Appliance retail & serviceFurniture retailMattress & beddingHVAC & tradesAppliance repairEquipment sales & serviceMulti-location retailHome services

Live

campaign audience from real transaction data

no stale exports, no manual rebuilding

Auto

event-triggered campaigns from customer milestones

delivery, warranty, purchase anniversary, service due

45 days

average time from contract to go-live

US-based implementation team included

Daily

AI marketing optimization recommendations

segment, timing, message, and audience insights

Marketing Lifecycle

From audience targeting to campaign optimization — one connected marketing workflow.

Marketing operations break when audience data, campaign creation, outreach, and performance tracking live in different tools. HieCOR connects every step from live customer data through AI-optimized campaign outcomes in one platform.

app.hiecor.com / crm / customer-intelligence

1Connect

Start every campaign from real customer data — not a spreadsheet export.

Marketing Automation in HieCOR reads directly from your live customer records — purchase history, service visits, delivery status, account tier, warranty dates, and engagement signals. There is no export, no import, no stale list. The audience is always built from what your customers actually did.

LiveCampaign audience built from real-time customer dataNo exports, no imports, no stale lists — every campaign starts from live purchase, service, and engagement records.

✓Customer data from purchases, service, delivery, and invoices
✓No manual export or import between systems
✓Audience refreshes automatically as customer data changes
✓Lifetime value, account tier, and engagement signals included

See it in action Explore CRM & Smartlists →

app.hiecor.com / crm / smartlists

2Target

Build the right audience for every campaign — automatically.

Smartlists turn your customer data into a precise, dynamic audience. Filter by purchase date, product category, service history, last contact, account tier, geography, spend level, or warranty status. The list updates every day — customers enter when they match, exit when they don't. No manual rebuilding.

DynamicSmartlist audiences that update as customer behavior changesFilter by purchase, service, engagement, and account data. Lists stay current automatically — no manual maintenance.

✓Filter by purchase date, product, service history, and tier
✓Multi-criteria combinations for precise campaign targeting
✓Smartlists update automatically as underlying data changes
✓Separate audiences for retail, service, and winback campaigns

See it in action Explore Smartlists →

app.hiecor.com / marketing / campaign-builder

3Create

Build campaigns with templates built from your real customer context.

Create SMS and email campaigns using templates that pull from real customer data — name, purchase history, product owned, service date, and account status. Every message feels personal because it is built from actual records, not generic placeholders. Morgan AI can draft the message for you in seconds.

1Campaign built from real customer data in minutesSMS or email, template or AI-drafted — every message built from real customer context, not generic copy-paste.

✓SMS and email campaign creation from one interface
✓Templates that pull real customer data fields automatically
✓AI-drafted message copy from Morgan based on your audience
✓Preview before sending — see exactly what each customer receives

See it in action Meet Morgan, your Growth AI →

app.hiecor.com / messaging / active-chats

4Launch

Send to the right customers at the right time — automatically.

Send immediately or schedule for the right moment — the morning after a delivery, 12 months after a purchase, 30 days before a warranty expires. Every outbound message is logged on the customer record. Replies come back in the 2-way inbox with full customer context — so your team can respond without switching tools.

AutoCampaigns triggered by real customer events and datesPost-delivery, warranty expiry, purchase anniversary, service interval — triggered automatically from real transaction data.

✓Send now or schedule for a customer event or date
✓Post-delivery, warranty, service interval, and anniversary triggers
✓All outbound messages logged on the customer record
✓Replies received in 2-way inbox with full customer context

See it in action Explore 2-Way Text Messaging →

app.hiecor.com / marketing / campaign-analytics

5Track

See exactly how every campaign is performing in real time.

Delivery rate, open rate, reply rate, and conversion rate tracked per campaign — with the ability to drill into which customer segment responded best. Because the campaign is connected to real transaction data, you can see whether a marketing-attributed customer actually made a purchase — not just whether they clicked a link.

Real-timeCampaign performance from delivery to conversionDelivery, open, reply, and purchase conversion tracked per campaign — connected to real transaction outcomes, not just clicks.

✓Delivery, open, and reply rates per campaign
✓Conversion tracking connected to actual purchase and service data
✓Segment-level performance — which audience responded best
✓Campaign history per customer visible on their record

See it in action Explore Reporting & Analytics →

app.hiecor.com / marketing / ai-insights

6Optimize

Let AI improve every campaign before the next one goes out.

HieCOR AI reads your campaign history, audience response patterns, timing data, and conversion outcomes to surface what's working and what isn't. Which segment converts best. Which send time drives replies. Which message type produces purchases. Your team gets a ranked recommendation list — not a data dump to interpret.

DailyAI marketing insights and optimization recommendationsBest-performing segments, timing, message type, and audience mix — surfaced from real campaign outcomes, ranked by impact.

✓Best-performing segment identification by campaign type
✓Send time and channel optimization from response data
✓Message type analysis — which copy drives purchases vs replies
✓Audience expansion recommendations based on lookalike behavior

See it in action Meet Morgan, your Growth AI →

Core Capabilities

Built for marketing teams that need campaigns connected to the business.

HieCOR connects smartlist segmentation, SMS and email creation, event-triggered automation, performance tracking, and AI-powered optimization in one marketing operating system.

🎯

Smartlist audience targeting

Build dynamic campaign audiences from real purchase, service, and engagement data. Multi-criteria filtering. Automatic daily updates. No spreadsheet exports, no stale lists. The audience is always built from what your customers actually did.

Purchase-based filtersService history criteriaDynamic daily updatesMulti-criteria combinations

💬

SMS & email campaigns

Create and send SMS or email campaigns from one interface. Templates pull real customer data fields. Every message logged on the customer record. Replies received in the 2-way inbox with full order and service context already loaded.

SMS and email from one placeReal data field templates2-way reply inboxAll messages logged

⚡

Event-triggered automation

Set campaigns to trigger automatically from real customer events — post-delivery follow-up, warranty expiry reminder, 12-month purchase anniversary, service interval alert. The trigger fires from actual transaction data, not a manually set calendar date.

Post-delivery triggersWarranty expiry remindersPurchase anniversaryService interval alerts

📊

Campaign performance tracking

Delivery, open, reply, and conversion rates per campaign — connected to real transaction outcomes. You can see whether a marketed customer actually made a purchase, not just whether they opened an email.

Delivery & open ratesReply rate trackingPurchase conversionSegment performance

🤖

AI campaign drafting

Morgan AI reads your smartlist audience, reviews their purchase and service history, and drafts a campaign message that fits the audience — no generic copy-paste. Your team reviews, approves, and sends. The first draft is already personalized.

Audience-aware draftingReal customer contextTeam review before sendSMS and email formats

📈

Optimization & insights

HieCOR AI surfaces which segments convert best, which send timing drives replies, which message types produce purchases, and which audiences are underperforming — ranked by impact so your team knows where to focus next.

Best-segment identificationSend time optimizationMessage type analysisAudience expansion tips

AI Employees

AI working your marketing every day.

HieCOR AI Employees read your real customer, campaign, and engagement data to draft better messages, surface better audiences, and improve campaign outcomes without adding manual work for your team.

Morgan

Revenue Growth & Marketing AI

📣

→Identifies which customer segments are most likely to respond to outreach today — ranked by purchase signals and engagement history
→Drafts SMS and email campaign copy from your actual audience data — not generic templates
→Surfaces winback, service reminder, and review request opportunities ranked by customer value and response probability

Meet Morgan →

Jamie

Sales & Customer Experience AI

💼

→Flags customers from outreach campaigns who have opened but not responded — and queues them for personal sales follow-up
→Surfaces customers with stalled quotes who should receive a targeted campaign before their estimate expires
→Identifies high-value accounts in the CRM who haven’t been contacted in 90+ days and flags them for campaign inclusion

Meet Jamie →

Taylor

Customer Support AI

💬

→Monitors campaign reply threads and flags inbound responses that contain complaints or unsubscribe intent before they escalate
→Routes positive campaign replies to sales follow-up and complaint replies to support — automatically, based on message content
→Drafts responses to campaign-triggered inbound inquiries with the customer’s full purchase and service context loaded

Meet Taylor →

Alex

Inventory & Supply Chain AI

📦

→Identifies back-in-stock events and connects them to customer waitlists for automatic campaign triggering
→Flags slow-moving inventory with high promotion potential and surfaces it as a campaign opportunity for the marketing team
→Surfaces seasonal inventory patterns that suggest optimal timing for product-specific promotional campaigns

Meet Alex →

Why HieCOR

What changes when marketing is built from real business data.

The marketing gaps most retail and service businesses live with every day — and what HieCOR does differently.

Situation	Without HieCOR	With HieCOR
Building a campaign audience	✗Export from POS, filter in spreadsheet, clean duplicates, import to email tool — hours of work, already out of date by send time	✓Smartlist built from live purchase and service data in minutes — updates automatically every day, no rebuilding required
Post-delivery follow-up campaign	✗Someone manually checks delivery reports, identifies completed deliveries, exports a list, and writes a message — days after the delivery happened	✓Campaign triggers automatically from delivery completion data — sent within the configured time window, no manual step needed
Warranty expiry reminder	✗No system tracks warranty dates connected to customer contact info — reminders don’t happen, or require a manual process every quarter	✓Smartlist built on warranty expiry date triggers automated reminder at the configured lead time — every customer, every time
Customer replies to a campaign text	✗Reply goes to a bulk SMS platform with no customer context — team has to look up the customer in a separate system to respond	✓Reply arrives in the 2-way inbox with the customer’s full order history, service record, and prior messages already loaded
Measuring campaign success	✗Open rate and click rate from the email platform — no visibility into whether anyone who received the campaign actually made a purchase	✓Delivery, reply, and purchase conversion tracked per campaign — connected to real transaction outcomes, not just engagement metrics
Winback campaign for lapsed customers	✗Export, filter, clean, upload, write the message from scratch — 3–4 hours of prep for a single campaign	✓Morgan AI identifies lapsed customers, builds the Smartlist, drafts the message, and prepares the campaign — minutes, not hours

Use Cases

Built for every type of campaign your business needs to run.

HieCOR Marketing Automation works for post-delivery follow-up, service reminders, winback campaigns, review generation, and targeted product promotions — all connected to real customer data.

Retention

Service reminders & warranty follow-up

Customers who bought an appliance 12 months ago haven’t heard from you since. HieCOR builds a Smartlist of customers by purchase date and product category, triggers a service reminder at the right interval, and sends it by SMS or email — automatically, every day, without anyone rebuilding the list.

Smartlist built from real purchase data — always current
Trigger configured once — sends automatically at the right time
Replies received in context with full customer history

Growth

Winback & re-engagement campaigns

Morgan AI identifies customers who haven’t purchased in 6+ months, groups them by product category and account tier, drafts a targeted re-engagement message for each segment, and prepares the campaign for your team to review and send. From idea to ready-to-send in minutes.

AI identifies lapsed customers by category and value
Segment-specific messages drafted by Morgan AI
Team reviews and approves before sending

Experience

Post-delivery review & follow-up campaigns

The 48-hour window after a successful delivery is your highest-probability moment for a 5-star review. HieCOR triggers a review request automatically from delivery completion data — timed by Morgan AI for maximum response rate, sent by SMS to the channel the customer actually responds to.

Review request triggered from delivery completion
AI timing optimized for response rate by customer type
Complaint-risk customers excluded before send

FAQ

Questions buyers usually ask first.

Everything buyers ask before deciding whether HieCOR is the right platform for their business.

AwarenessIs HieCOR only a bulk email tool?

No. HieCOR Marketing Automation connects smartlist segmentation from real transaction data, SMS and email campaign creation, event-triggered automation, 2-way reply management, performance tracking connected to purchase outcomes, and AI-powered optimization — in one platform. It replaces the combination of list management, email, SMS, and analytics tools most businesses currently use.

AwarenessWhere does the campaign audience data come from?

Campaign audiences are built directly from HieCOR’s live customer records — purchase history, service visits, deliveries, invoices, warranty dates, account tier, and engagement signals. There is no export or import. The Smartlist runs against live data and updates automatically every day.

AwarenessCan HieCOR send both SMS and email campaigns?

Yes. HieCOR supports SMS and email campaign creation from one interface. Both message types are logged on the customer record, and replies from both channels arrive in the 2-way inbox with the customer’s full context already loaded.

EvaluationHow do event-triggered campaigns work?

You configure the trigger event (delivery completion, warranty expiry, purchase anniversary, service interval) and the send timing. When a customer crosses that threshold in HieCOR’s real transaction data, the campaign fires automatically — no manual list check, no scheduled export. Every qualifying customer receives the campaign at the right time.

EvaluationHow does HieCOR measure campaign effectiveness?

HieCOR tracks delivery rate, open rate, reply rate, and purchase conversion per campaign. Because the campaign is connected to the same system that records sales, you can see whether a customer who received a campaign actually made a purchase — not just whether they clicked a link in a separate email platform.

EvaluationHow does Morgan AI help with campaign creation?

Morgan AI reads your Smartlist audience, reviews the customer purchase and service patterns, and drafts a campaign message appropriate for that audience — SMS or email format, your choice. Your team reviews the draft, edits as needed, and approves. Morgan can also recommend the best send time based on engagement history from prior campaigns.

DecisionHow is HieCOR Marketing Automation priced?

HieCOR is priced based on the modules you deploy and customer base size. Most businesses replace 2–4 existing email, SMS, and list management tools when they implement HieCOR Marketing Automation — making it cost-neutral or better within the first year. Pricing is discussed during the demo.

DecisionWhat does implementation look like for marketing automation?

HieCOR’s US-based implementation team handles Smartlist configuration, trigger event setup, campaign template creation, and SMS and email channel setup. Because campaign audiences are built from existing transaction data, most of the setup requires configuration rather than data migration. Most businesses are live within 45 days.