Automated Marketing Campaigns with charles: 8 Use Cases

By Michel Behling

Growth Marketing Lead, charles

Marketing automation allows businesses to engage customers effectively and consistently while saving time and resources. With charles, a conversational AI platform, you can automate campaigns that run seamlessly in the background, delivering personalized experiences on platforms like WhatsApp, Instagram Direct, and Facebook Messenger.

From abandoned cart recovery to AI-powered product recommendations, charles enables businesses to set up campaigns once and let them operate 24/7. In this article, we’ll explore real-world use cases of how charles can transform your marketing efforts.

 

 

Why automate marketing campaigns?

Automated marketing campaigns allow businesses to engage customers at scale without requiring constant manual effort. They ensure that your messaging is timely, relevant, and personalized, all while saving valuable resources.

 

With charles, automation becomes even more impactful. Its AI-powered agents provide human-like interactions, while integrations with shop systems and CRMs ensure data flows seamlessly.

 

Key benefits include:

  • Efficiency: Automate repetitive tasks and free up your team.
  • Scalability: Engage thousands of customers simultaneously.
  • Personalization: Tailor messages to individual customer needs.
  • Consistency: Ensure timely communication across all touchpoints.
 

 

1) Automate customer support with AI Agents

Customer support is a cornerstone of customer satisfaction, but handling inquiries manually can overwhelm your team. charles’ AI-powered WhatsApp agents can automate a significant portion of your support requests.

 
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How it works

  • Customers ask questions via WhatsApp.
  • charles’ AI agents pull answers from a knowledge base, such as FAQs or product catalogs.
  • If the query is too complex or sensitive, it’s escalated to a human agent or fallback message. 
 

Benefits

  • 24/7 availability for customer inquiries.
  • Reduced workload for your support team.
  • Faster response times improve customer satisfaction.

 

 

 

2) Abandoned cart recovery on WhatsApp

Cart abandonment is a challenge for e-commerce businesses, but charles makes it easy to recover lost sales with automated WhatsApp reminders.

 

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How it works

  • charles integrates with your shop system (e.g., Shopify).
  • When a cart is abandoned, a WhatsApp message is triggered with a reminder and a direct link to the cart.
  • Optionally, include a discount code or free shipping offer to incentivize purchases.
 

Benefits

  • Recover lost revenue effortlessly.
  • Personalized messages increase conversion rates.

 

Aylin Koenig, a valued long-time customer, achieved an impressive €62.3 revenue per recipient with abandoned cart messages
 
 
 
 

 

3) Send personalized birthday messages

Birthday campaigns are a simple yet effective way to delight customers and drive repeat purchases.

 

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How it works

  • Collect customer birthdates during sign-up or checkout.
  • Schedule automated WhatsApp messages with a personalized greeting and a special discount.
 

Benefits

  • Strengthen customer relationships.
  • Drive repeat purchases with exclusive offers.
 

 

4) Back-in-Stock notifications

When popular products sell out, customers often miss the chance to purchase them. charles solves this with automated back-in-stock notifications.

 


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How it works

  • Customers opt-in to receive notifications for specific products.
  • When the product is restocked, charles automatically sends a WhatsApp message with a direct purchase link.
 

Benefits

  • Capture high-intent buyers.
  • Reduce missed sales opportunities.
 

 

5) AI-powered product recommendations in chat

Helping customers find the right product can be challenging, especially at scale. charles’ AI agents make it easy with personalized product recommendations in chat.

 

product catalog

How it works

  • Customers describe what they’re looking for via WhatsApp.
  • charles’ AI agents analyze the query and recommend products from your catalog.
  • Integration with shop systems ensures accurate inventory and pricing.
 

Benefits

  • Provide a personalized shopping experience at scale.
  • Increase upselling and cross-selling opportunities.

 

 

 

 

6) Replenishment reminders

For consumable products, timely reorders are key to customer retention. charles automates replenishment reminders to ensure customers never run out of their favorite items.

 

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How it works

  • charles tracks purchase history and predicts when customers will need a refill.
  • Sends a WhatsApp message with a reorder link before the product runs out.
 

Benefits

  • Increase customer lifetime value.
  • Reduce churn by staying top-of-mind.
 

 

7) Event-based campaigns (e.g., Black Friday, product launches)

Big events like Black Friday or product launches are perfect opportunities to engage customers. charles helps you create excitement and drive sales with automated campaigns.

 

Black Friday WhatsApp message collage

 

How it works

  • Schedule WhatsApp campaigns with countdowns, exclusive offers, and product previews.
  • Use AI agents to handle customer inquiries about the event.
 

Benefits

  • Maximize sales during high-traffic periods.
  • Create urgency with limited-time offers.

 

 

 

8) Post-Purchase Follow-Ups

The customer journey doesn’t end after a purchase. charles helps you engage customers post-purchase to build loyalty and drive repeat sales.

 

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How It Works

  • charles sends automated order updates, thank-you messages and asks for feedback.
  • Suggests complementary products based on the customer’s purchase.
 

Benefits

  • Enhance the post-purchase experience.
  • Drive repeat purchases with tailored recommendations.
 

 

How charles makes it all possible

charles combines powerful features to make these campaigns seamless:

 

 

 

Measuring Success: Analytics and Reporting in charles

charles provides robust analytics to track the performance of your campaigns:

  • Engagement rates, conversion rates, and ROI.
  • Insights into customer behavior to refine future campaigns.
  • Ensure every customer interaction is performance driven through A/B testing, zero-party data, powerful segmentation and detailed analytics
  • Extensive integration ecosystem ensures a seamless fit into your existing tech stack for true ominchannel journeys
  • Our success team is your business partner from Day 1, with deep expertise, tried-and-tested playbooks and a strong focus on helping you achieve your goals
  • Creative Agency services through an in-house team to craft high-impact, creative campaigns on your behalf
 

 

Best Practices for automated campaigns with charles

  • Segment Your Audience: Target specific customer groups for better results.
  • Test and Iterate: Use analytics to refine your campaigns.
  • Combine Automation with Human Touchpoints: For complex queries, escalate to human agents.
 

 

Conclusion

Automated marketing campaigns with charles are a game-changer for businesses looking to engage customers 24/7. From abandoned cart recovery to AI-powered product recommendations, charles makes it easy to run always-on campaigns that drive revenue and build customer loyalty.

 

Ready to take your marketing automation to the next level? Explore charles today and see the difference it can make for your business.