Purpose
1.2. Increase member engagement by leveraging tailored communications around special personal dates, ultimately boosting participation, event attendance, and word-of-mouth growth.
Trigger Conditions
2.2. Daily scheduled check or real-time event listener upon date match.
2.3. New member registration auto-enrolls into date tracking and messaging flow.
Platform Variants
• Feature: API SendMessage; use birthday_date or anniversary_date as date filter, then send SMS via POST /Messages.
3.2. SendGrid
• Feature: v3 Mail Send endpoint; personalize email body using member fields via dynamic_template_data.
3.3. Mailchimp
• Feature: Customer Journeys, trigger Automated Email via birthday field in audience data using predefined templates.
3.4. Slack
• Feature: chat.postMessage API; detect user’s date and post in relevant channel or DM using custom message body.
3.5. Discord
• Feature: Webhook messages; post to member DMs or channels using username and dynamic content.
3.6. WhatsApp Business API
• Feature: POST /messages with template-based, dynamically filled message for member events.
3.7. Microsoft Teams
• Feature: webhook or graph API to send adaptive card to group or member with personal message.
3.8. Facebook Messenger
• Feature: Send API with personalized message body; trigger based on scheduled webhook fetch of dates.
3.9. Gmail API
• Feature: users.messages.send allowing HTML templated emails fetched from date-triggered script.
3.10. Zapier
• Feature: Schedule and Filter + Email/SMS Message action, dynamic mapping to individual data fields.
3.11. Google Calendar
• Feature: Event-based trigger for custom notification script using Apps Script mail or SMS.
3.12. Outlook 365
• Feature: Power Automate Flow for Calendar Event, email via Send Email(V2) action with personalized highlights.
3.13. Trello
• Feature: Scheduled Butler automation; comment or card added to congrats list with member tag.
3.14. Salesforce
• Feature: Process Builder or Flow set to fire on member’s custom date field, sending outbound email or task.
3.15. HubSpot
• Feature: Workflow automation triggered on contact date field for email, SMS, or notification.
3.16. ActiveCampaign
• Feature: Date-based Automations to trigger Email/SMS workflow on member date match.
3.17. Zoho CRM
• Feature: Workflow Rule on custom date fields, triggers email or SMS template.
3.18. LINE Messaging API
• Feature: Push message to userID with templated birthday text, triggered from database lookup.
3.19. Intercom
• Feature: Custom bot or auto messages triggered by user attribute (date-based), deliver via in-app or email.
3.20. Pipedrive
• Feature: Workflow Automation on anniversary/birthday date to send personalized email or reminder.
3.21. OneSignal
• Feature: Automated push notifications with dynamic data (e.g., "Happy Anniversary, [Name]!") scheduled by member attribute.
3.22. Viber
• Feature: Public Account API; send birthday or anniversary message as a service message.
Benefits
4.2. Enables zero-effort, always-on communications for leadership.
4.3. Reduces manual admin overhead and human error in remembering dates.
4.4. Supports omni-channel engagement, maximizing reach and resonance for diverse member preferences.
4.5. Creates positive group reputation, as members share experiences across their offline and online networks.