Leverage Automation and Build Momentum to Stand Out This Holiday Season

As the holiday season approaches, brands are gearing up for one of the most critical and profitable times of the year: BFCM. To help businesses make the most out of this bustling season, Pantastic recently hosted a webinar titled "Win Big During BFCM with Automated Campaigns & Offers." In this article, we'll recap the key takeaways from this insightful webinar, exploring how automation, email & SMS marketing, and upsell/cross-sell strategies can be leveraged to drive success during Black Friday Cyber Monday (BFCM). Click here to watch the full recording of the webinar.

1. The Power of Automation

Automation can streamline marketing processes and free up time for strategic planning. Francis Pilon, Director of Customer Success at Pantastic, explained that automation is the cornerstone of success during the holiday season. Automation streamlines processes, reduces manual efforts, and ensures that your marketing strategies are well-timed and effective. Whether it's sending personalized emails, creating dynamic bundles, or segmenting your audience, automation can significantly boost your efficiency.

  • Actionable Insights:
  • Identify repetitive tasks in your marketing efforts and automate them.
  • Invest in marketing automation software to schedule emails, segment your audience, and trigger personalized messages.
  • Use automation to respond to customer behavior in real time to enhance the shopping experience, like Limespot’s intelligent personalized product recommendation platform.

2. Email & SMS Marketing

Personalized and mobile-responsive email and SMS campaigns are crucial for engaging customers. Greg Zakowicz, Sr. E-commerce Expert at Omnisend, emphasized how email and SMS marketing remain powerful tools for engaging with customers during BFCM. He discussed the importance of crafting compelling, personalized messages that resonate with your audience. Implementing segmentation strategies, optimizing subject lines, and designing mobile-friendly emails were key points in enhancing the effectiveness of email and SMS campaigns.

  • Actionable Insights:
  • Prioritize personalization by using customer data to create tailored content and recommendations. You can even make transactional emails more customized with UpOrder.
  • Conduct A/B testing to optimize subject lines, email designs, and messaging.
  • Ensure that your emails and SMS messages are mobile-responsive to reach customers on various devices.

3. Upsell/Cross-Sell Strategies

Utilizing customer data to recommend complementary products can boost average order value. Molly Staats, Director of Strategic Partnerships at Lucky Orange stressed that upselling and cross-selling are invaluable tactics for increasing average order value (AOV). By strategically recommending related products or offering exclusive deals, you can entice customers to spend more. The panelists stressed the significance of understanding your customers' preferences and purchase history to tailor these recommendations effectively.

  • Actionable Insights:
  • Analyze customer purchase history to identify products that complement previous purchases.
  • Create bundles or exclusive offers that align with customer preferences.
  • Implement automated recommendation engines that suggest relevant items during the shopping journey. You can even leverage an app like Carthook to upsell and cross-sell products post-purchase. 

4. Building Momentum

Creating anticipation through teasers, countdowns, and exclusive previews can generate excitement. Braden Larsen, Chief Operating Officer at Sparkle in Pink, emphasized that building momentum before the holiday season kicks off is essential. Starting early with teasers, exclusive offers, and sneak peeks can generate excitement and anticipation among your customer base. By strategically planning and automating your campaigns, you can ensure a seamless transition into the BFCM rush.

  • Actionable Insights:
  • Plan a content calendar that includes teasers, countdowns, and exclusive previews leading up to BFCM.
  • Utilize various channels, including social media, email, and your website, to share engaging content.
  • Leverage automation to schedule and deliver these messages consistently.

5. Delivering Irresistible Offers

Crafting unique offers that go beyond discounts can capture customer attention.

Josh Ma, VP of Growth Strategy at Mutesix, discussed the art of crafting irresistible offers. While discounts play a role, it's equally crucial to create value-driven offers that resonate with your target audience. Offering exclusive experiences, freebies, or bundles can set your brand apart and drive conversions.

  • Actionable Insights:
  • Consider offering exclusive experiences, early access, or limited-edition products.
  • Highlight your brand's unique value and values in your offers.
  • Use automation to create urgency, such as limited-time offers or flash sales, and monitor customer responses.


In the world of e-commerce, the holiday season is a make-or-break time, and leveraging the right strategies is paramount to success. The Pantastic webinar, "Win Big During BFCM with Automated Campaigns & Offers," shed light on the importance of automation, email & SMS marketing, and upsell/cross-sell strategies, as shared by the webinar speakers. By implementing these insights, businesses of all sizes can make the most of the holiday season, increase AOV, and ultimately win big during BFCM.

As you gear up for the upcoming holiday rush, remember that success lies in planning, automation, and delivering value to your customers. With the expert advice shared in this webinar, you're well-equipped to thrive during the festive season and beyond.

For further guidance and in-depth strategies, feel free to explore the Pantastic blog for more valuable insights and resources.

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