Birthday and milestone message automations

**Purpose**

1.1. Automatically send personalized birthday or recovery milestone messages to clients and alumni to foster a sense of recognition, care, community, and ongoing support; reinforce engagement, boost morale, improve retention, and strengthen relationships within addiction treatment programs.

**Trigger Conditions**

2.1. On client’s date of birth anniversary.
2.2. On pre-defined treatment milestones (e.g., 30, 60, 90, 365 days sober/clean, or after program completion).
2.3. At scheduled intervals post-discharge.
2.4. Upon manual flag by a staff member for special recognition.

**Platform Variants**

3.1. Twilio SMS
• Feature: Programmable Messaging; Configure trigger from CRM webhook; Use template with patient’s name and milestone.
3.2. SendGrid
• Feature: Dynamic Transactional Templates; Use schedule/send API for date-based triggers; Merge personalized fields.
3.3. Mailchimp
• Feature: Automation Workflows; Set up audience with custom birthday/milestone date fields; Set trigger via API.
3.4. HubSpot
• Feature: Workflows; Enroll contact on matching date; Send email or WhatsApp message.
3.5. Salesforce Marketing Cloud
• Feature: Journey Builder; Entry event linked to contact’s date/milestone; Use email/SMS channels.
3.6. ActiveCampaign
• Feature: Automations; Date-based trigger; Message personalization with contact fields.
3.7. Google Workspace (Gmail + Calendar)
• Feature: Google Apps Script; Calendar-based event triggers email; Use contact info sheet.
3.8. Microsoft Power Automate
• Feature: Scheduled cloud flow; Outlook send email action; Linked to Excel/Dataverse triggers.
3.9. Slack
• Feature: Workflow Builder; Scheduled reminders; Direct messages or channel posts.
3.10. WhatsApp Business API
• Feature: Message Template; Schedule via integration or external scheduler on specified dates.
3.11. Facebook Messenger
• Feature: Send API; Schedule messages via automation workflow.
3.12. Klaviyo
• Feature: Flows; Triggered flow from milestone date field; Personalized message block.
3.13. Moosend
• Feature: Automation Triggers; Date and custom field condition; Automated email send.
3.14. Pipedrive
• Feature: Workflow Automation; Custom field for date; Trigger message action via connected mail/SMS app.
3.15. Keap (Infusionsoft)
• Feature: Campaign Builder; Date-matching goal; Email/SMS message at trigger.
3.16. Zoho CRM
• Feature: Workflow Rules; Date/time based action; Send mail or trigger webhook.
3.17. Intercom
• Feature: Custom Bots & Campaigns; Date property trigger; In-app or email message.
3.18. Constant Contact
• Feature: Email Automation; Date-based triggers; Personalized subject line API.
3.19. Postmark
• Feature: Transactional API; Schedule batch via date logic in connected system.
3.20. Plivo
• Feature: SMS API; Schedule send with custom payload on milestone date.
3.21. Aircall
• Feature: Call scheduled via integration; Automated voice message delivery.
3.22. Telegram Bot API
• Feature: sendMessage; Schedule post via cron-integrated script; Personalized content.

**Benefits**

4.1. Improved client engagement and loyalty through timely recognition.
4.2. Reinforced sense of accomplishment and support during recovery.
4.3. Increased referrals and lower risk of relapse through ongoing outreach.
4.4. Automated system reduces staff workload and ensures no key event is missed.
4.5. Consistency in communications strengthens organizational reputation and trust.