Client Management & EngagementPurpose
1.2. Eliminate manual effort by syncing client data, scheduling messages, and tracking delivery, ensuring no occasion is missed.
1.3. Enhance customer engagement by leveraging multiple communication channels (SMS, email, push notifications, social platforms) tailored to client preferences.
Trigger Conditions
2.2. Manual override: staff add “special date” events on client profiles.
2.3. Conditional trigger: criteria such as client status (active, premium) or milestone achievements initiate greetings.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging > Send Message API; configure recipient phone, message body (with client name), and set send date via workflow scheduler.
3.2. SendGrid
• Feature/Setting: SMTP/API v3 > “Mail Send” endpoint; customize template with personal variables; schedule via batch send.
3.3. Mailchimp
• Feature/Setting: Automated Email > “Date-based automation”; choose “Birthday Email” workflow and sync with member birthday field.
3.4. ActiveCampaign
• Feature/Setting: Automations > “Date Based Trigger”; create flow based on custom date field, personalize email templates.
3.5. HubSpot
• Feature/Setting: Workflows > "Contact property date triggers"; set automation for birthday field, configure action to send marketing email.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder > “Date-Based Entry Event”; map CRM custom date fields, use activity to dispatch greeting.
3.7. Zoho CRM
• Feature/Setting: Workflow Rules > “Field Update: Birthday”; trigger auto-email using template linked to date field.
3.8. Pipedrive
• Feature/Setting: Workflow Automation > “Deal/Contact Birthdays”; use action to send personalized message via connected comms service.
3.9. Intercom
• Feature/Setting: Series (Automations) > Scheduled Message; set segment to match “birthday = today” and deliver chat, SMS, or email.
3.10. Slack
• Feature/Setting: Scheduled Message API; configure bot to send direct message to user or group when date matches.
3.11. WhatsApp Business API
• Feature/Setting: Messages > POST “send message” with templated birthday content, dynamically insert names and dates.
3.12. Facebook Messenger Platform
• Feature/Setting: Send API > “message” endpoint; bot greets user with personalized card on the relevant date.
3.13. Google Calendar
• Feature/Setting: Event Triggers > Calendar API; poll or webhook for upcoming events, initiate greeting.
3.14. Microsoft Outlook
• Feature/Setting: Calendar API; check contacts’ birthdays, send Outlook email template on trigger.
3.15. Viber
• Feature/Setting: Viber REST API > “send_message”; configure personal greeting on user’s special day.
3.16. Telegram
• Feature/Setting: Bot API > "sendMessage" method; message to user chat when event detected via webhook/cron.
3.17. Moosend
• Feature/Setting: Automation Workflow > “Birthday Trigger”; schedule and send a campaign to matched contacts.
3.18. Constant Contact
• Feature/Setting: Email Automation > “Anniversary/Birthday” series, triggered by custom contact field.
3.19. Klaviyo
• Feature/Setting: Flow > "Date property-triggered flow"; select "birthday" or custom date, configure message.
3.20. SMSAPI
• Feature/Setting: “Schedule SMS” feature; integrate with client list and set delivery on exact birthday.
3.21. Brevo (formerly Sendinblue)
• Feature/Setting: Automation > “Anniversary Date” trigger; pick birthday field, schedule rich email.
3.22. Gmail
• Feature/Setting: Google Apps Script; auto-send personalized emails using birthday field from connected Google Sheet.
Benefits
4.2. Automates a repetitive administrative task, freeing up instructor/staff time.
4.3. Boosts engagement—personalized recognition builds loyalty and increases referrals.
4.4. Scalable solution for any client base size, reducing human error and ensuring consistency.
4.5. Multichannel flexibility provides higher message delivery success and client preference alignment.