Purpose
1.2. Automate detection of client date milestones and trigger automated outreach to drive foot traffic and online visits.
1.3. Enhance marketing automation by using targeted celebratory messages for upselling or cross-selling art pieces.
1.4. Support event-driven, automated campaigns within art galleries, automating gifting of special discounts, previews, or invites.
Trigger Conditions
2.2. Automation triggers when a date matches pre-set criteria (e.g., on the day, a week before, or recurring annual).
2.3. Automatedly triggers upon client profile creation or update with new date information.
Platform Variants
3.1. Twilio (SMS)
• Feature/Setting: Use Programmable Messaging API to automate SMS greetings and offers.
• Sample: Configure a message template and set schedule trigger in Twilio Studio.
3.2. SendGrid
• Feature/Setting: Use Marketing Campaigns API to automate email delivery; set dynamic fields for name, offer, date.
• Sample: Create automation using Event Webhook and schedule workflow via API.
3.3. Mailchimp
• Feature/Setting: Automate e-card campaigns using Customer Journeys; trigger by CRM custom field date.
• Sample: Set up journey trigger "Date-based" with automated email templates.
3.4. HubSpot
• Feature/Setting: Automated workflow in Marketing Hub; triggers on contact property (birthday/anniversary).
• Sample: Configure workflow with "Birthday is today" trigger and automated email action.
3.5. ActiveCampaign
• Feature/Setting: Automate campaign by setting up a date-based trigger in automations.
• Sample: Use “Date field matches today” condition and send offer email or SMS.
3.6. Salesforce
• Feature/Setting: Use Process Builder or Flow Automator to send notifications or emails.
• Sample: Trigger on Account/Contact custom date field, with automated action.
3.7. Zoho CRM
• Feature/Setting: Use Workflow Rules to automate greetings via email or SMS integration.
• Sample: Trigger workflow when “Birthday” field is reached and send automated message.
3.8. Pipedrive
• Feature/Setting: Automate with Workflow Automation to send personalized email using templates.
• Sample: Set automatic action when “Anniversary” date matches today.
3.9. Drip
• Feature/Setting: Automated email workflow using trigger “Custom Field Date.”
• Sample: Automate sending celebration offer emails on client milestone dates.
3.10. Klaviyo
• Feature/Setting: Flow Automation using Date Property Trigger; automated SMS or email.
• Sample: Set “Trigger Flow on Birthday” and automated message content.
3.11. Constant Contact
• Feature/Setting: Use automated email campaigns with Date-Based Scheduling.
• Sample: Configure otomatededly send emails or coupons on contact’s birthday.
3.12. Google Calendar + Gmail API
• Feature/Setting: Automate detection of dates via Calendar; Gmail API automates email sending.
• Sample: Triggered Google Apps Script parses calendar, sends automated emails.
3.13. Airtable
• Feature/Setting: Date field automation; integrates with third-party APIs to automate reminders/emails.
• Sample: Configure Airtable Automations with webhook to messaging API.
3.14. Microsoft Power Automate
• Feature/Setting: Date condition triggers automated email/SMS through connected services.
• Sample: Flow setup for matching date and using Outlook or Twilio connectors automatedly.
3.15. Slack
• Feature/Setting: Automate birthday reminders and greetings via scheduled messages.
• Sample: Slack app scheduled automation posts direct or channel messages.
3.16. Intercom
• Feature/Setting: Automated messaging workflows with user attribute triggers.
• Sample: Configure “Customer anniversary” triggers for email or in-app message.
3.17. WhatsApp Business API
• Feature/Setting: Use message templates and schedule delivery with date-specific automation.
• Sample: Automatedly send opt-in offers to client mobile numbers.
3.18. Facebook Messenger (Messenger Platform)
• Feature/Setting: Automate delivery of celebratory offers with Bot Framework; trigger on stored dates.
• Sample: Configure Messenger bot with scheduled automation for delivery.
3.19. Shopify
• Feature/Setting: Automated customer email (or SMS) with campaign builders using “customer_birthday” app or API field.
• Sample: Schedule automatededly send discount codes on special dates.
3.20. Brevo (ex-Sendinblue)
• Feature/Setting: Automation senders for date-based email workflows.
• Sample: Trigger “Birthday” automation and configure message and offer.
3.21. Zapier
• Feature/Setting: Create Zaps to connect CRM and mail/SMS tools for date triggers.
• Sample: Date match triggers multi-channel launch of automatededly greeting.
3.22. Gupshup
• Feature/Setting: Automated bot message workflow using event-based triggers.
• Sample: Schedule WhatsApp/SMS offer messages for anniversaries.
Benefits
4.2. Pushes automated marketing offers, increasing sales from returning or top-value clients.
4.3. Improves customer experience via personalized, celebratory outreach automatedly on important milestones.
4.4. Enhances brand loyalty by automating thoughtful engagement and consistent recognition of client milestones.
4.5. Provides trackable, automatable metrics through digital campaign reporting and analytics integrations.