Birthday and anniversary greetings for patrons and donors

Purpose

1.1. Automate the process of sending personalized birthday and anniversary greetings to patrons and donors.
1.2. Enhance stakeholder engagement by automatedly recognizing key dates.
1.3. Support donor retention and increase repeat patronage via regular, meaningful outreach.
1.4. Reduce manual workload for staff by automating routine celebratory communications.
1.5. Ensure no important patron/donor milestone is overlooked through automation.

Trigger Conditions

2.1. Automated match of today’s date with birthday or anniversary in CRM database.
2.2. Automated detection of new patron/donor record with associated date for future scheduling.
2.3. Manual entry triggers automation for scheduled greetings.
2.4. Recurrence automation triggers for annual events.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS; configure "Send SMS" API with scheduled triggers and merge fields for personalization.
3.2. SendGrid
• Feature/Setting: Automated email; use "Transactional Template Send" API with dynamic data for birthdays/anniversaries.
3.3. Mailchimp
• Feature/Setting: Automated Customer Journeys; use "Date-based trigger" for greeting automation and dynamic content blocks.
3.4. HubSpot
• Feature/Setting: Workflow Automator; configure date field trigger and email/sms sequence for milestone greetings.
3.5. Salesforce
• Feature/Setting: Process Builder or Flow Builder; automate workflow based on Contact’s custom fields (birthday/anniversary).
3.6. ActiveCampaign
• Feature/Setting: Date-based automations in automation builder; schedule personalized email/SMS.
3.7. Google Calendar
• Feature/Setting: Automated reminders/invites using "Events API" and email/SMS reminders.
3.8. Microsoft Outlook/Exchange
• Feature/Setting: Calendar event automation and "Send Mail" action via Power Automate for greetings.
3.9. Airtable
• Feature/Setting: Automation triggers on date fields; automated email/SMS via integrations.
3.10. Slack
• Feature/Setting: Scheduled reminders or direct messages via "Chat Post Message" API.
3.11. Constant Contact
• Feature/Setting: Birthday/anniversary triggers; automated campaign setup with "Email Automation" feature.
3.12. Zoho CRM
• Feature/Setting: Workflow automation on date fields; trigger emails/SMS or webhook.
3.13. Pipedrive
• Feature/Setting: Date-based workflow automation with external integrations for communication automation.
3.14. Monday.com
• Feature/Setting: Automate by using timeline fields and integration blocks to schedule messages.
3.15. Trello
• Feature/Setting: Dates/Custom Fields automation with Butler to trigger notifications or email/SMS via integrations.
3.16. Klaviyo
• Feature/Setting: Flow automation with "Date property-triggered flow" for personalized messaging.
3.17. Intercom
• Feature/Setting: Automated messages on user attributes; schedule birthday/anniversary “Custom Bot” messages.
3.18. WhatsApp Business API
• Feature/Setting: Automated template messages sent using Schedule and Message API.
3.19. Google Sheets
• Feature/Setting: Script automation detects matching dates and invokes email service.
3.20. Facebook Messenger Platform
• Feature/Setting: Message automation via "Send API" with date-based triggers for celebratory messages.

Benefits

4.1. Automation eliminates manual errors and ensures no donor is missed.
4.2. Automated greetings foster goodwill and strengthen stakeholder relationships.
4.3. Automation supports a scalable outreach approach as the donor and patron base grows.
4.4. Data-driven automation provides actionable engagement metrics for future campaigns.
4.5. Workflow reduces administrative burden, letting staff refocus on mission-critical arts outreach.