Automatic birthday and milestone greetings

Purpose

1.1. Automate sending personalized birthday and milestone greetings to aerial dance clients to enhance engagement, retention, and client satisfaction, while saving administrative effort.
1.2. Ensure recurring recognition of client loyalty (e.g., 1-year membership, attending 50 classes), building community and encouraging continued participation.
1.3. Streamline communication so every client feels valued without manual data tracking or message dispatch.

Trigger Conditions

2.1. Client’s birthday matches today’s date in the database.
2.2. Client achieves a tracked milestone (e.g., set number of attendances, member anniversary).
2.3. New milestone type or client data update occurs in the system.

Platform Variants

3.1. Twilio (Programmable SMS)
• Feature/Setting: Automated SMS via API; set up webhook trigger based on date/client status.
3.2. SendGrid (Marketing Email API)
• Feature/Setting: Dynamic transactional templates; configure API to send email on trigger.
3.3. Mailchimp (Automation)
• Feature/Setting: Customer Journey Builder; birthday/anniversary triggers by segmented audience.
3.4. ActiveCampaign (Automations)
• Feature/Setting: Date-based trigger automation; set up flow for pre-populated emails.
3.5. HubSpot (Workflows)
• Feature/Setting: Date property triggers; configure custom properties for milestones.
3.6. Salesforce Marketing Cloud (Journey Builder)
• Feature/Setting: Event/date-based email sends; map custom fields for celebrations.
3.7. Slack (Incoming Webhooks)
• Feature/Setting: Automated channel message; integrate webhook trigger for date match.
3.8. Microsoft Teams (Power Automate Flow)
• Feature/Setting: Scheduled flow with Teams message action from Excel/CRM source.
3.9. WhatsApp Business API
• Feature/Setting: Automated greeting message; connect via trigger-based orchestration.
3.10. Gmail (Google Apps Script/Triggers)
• Feature/Setting: Time-based script in Sheets; auto-send personalized email.
3.11. Outlook (Power Automate)
• Feature/Setting: Recurrence trigger; auto-send email from contacts/birthdays calendar.
3.12. Zoho CRM (Workflow Rules)
• Feature/Setting: Date field workflow; send email or SMS automatically.
3.13. Constant Contact (Event Triggers)
• Feature/Setting: Anniversary or birthday trigger in email series.
3.14. Pabbly Connect (Automation)
• Feature/Setting: Scheduler + email/SMS module; map data fields to message template.
3.15. Intercom (Custom Bot Triggers)
• Feature/Setting: Operator triggers based on user properties for in-app message.
3.16. Viber Messaging API
• Feature/Setting: Send message on webhook trigger for user event.
3.17. Facebook Messenger (Send API)
• Feature/Setting: Automated messaging via webhook for profile event match.
3.18. Zapier (Multi-step Zap)
• Feature/Setting: Schedule/Filter + email/SMS app; use filters on client dates.
3.19. Airtable (Automations)
• Feature/Setting: Date-based automation to send pre-configured email/SMS.
3.20. Klaviyo (Flows)
• Feature/Setting: Triggered flows for birthdays/anniversaries from customer data.
3.21. Freshdesk (Automations)
• Feature/Setting: Time-triggered email messages from client records.
3.22. Google Calendar (Event Reminder API)
• Feature/Setting: Schedule event/trigger with email notification to clients.
3.23. Sendinblue (Automation)
• Feature/Setting: Anniversary/Birthday-triggered workflows for contacts.

Benefits

4.1. Consistent, timely recognition of client milestones increases satisfaction and loyalty.
4.2. Zero manual intervention after initial setup reduces staff workload.
4.3. Supports multichannel delivery (SMS, email, messenger), increasing reach.
4.4. Enables tracking and reporting on engagement from automated greetings.
4.5. Personalizes client experience, making aerial dance members feel valued.