Automated birthday/anniversary messages

Purpose

1.1. Automate the sending of personalized birthday or anniversary messages to athletic club members, ensuring timely, consistent, and engagement-driven communication.
1.2. Automating such outreach boosts member retention, celebrates milestones, fosters a sense of community, and saves manual effort.
1.3. Automation facilitates tracking of member engagement metrics around communication touchpoints.

Trigger Conditions

2.1. Automated trigger on member birthdate/anniversary date from the CRM or membership database.
2.2. Automator initiates on calendar event or API-pulled date match.
2.3. Automated action on membership join date anniversaries or recurring schedule.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Programmable SMS API; configure automated birthday/anniversary message template; set cron schedule or webhook trigger.
3.2. SendGrid
• Feature/Setting: Use Marketing Campaigns API; automate sending personalized emails based on date fields from contact lists.
3.3. Mailchimp
• Feature/Setting: Automated Customer Journeys; trigger by contact birthday/anniversary; insert merge fields for names and dates.
3.4. Slack
• Feature/Setting: Automate messages to member or group channels using Incoming Webhooks; schedule via Workflow Builder.
3.5. Microsoft Teams
• Feature/Setting: Power Automate connector; trigger on date condition; automate posting to chats or channels.
3.6. Salesforce
• Feature/Setting: Process Builder or Flow; automated email or SMS task on contact ‘Birthday’ field match.
3.7. HubSpot
• Feature/Setting: Workflow automation; trigger on custom ‘Birthday’ property; send personalized email template.
3.8. ActiveCampaign
• Feature/Setting: Use Automations; set trigger as contact date field; send automatic messages via email or SMS.
3.9. Zoho CRM
• Feature/Setting: Workflow Rules; condtion: Birthday/Anniversary date; automate email/SMS notification.
3.10. Google Calendar + Gmail
• Feature/Setting: Scripted automation using Apps Script; trigger on calendar event; send pre-configured email.
3.11. Pipedrive
• Feature/Setting: Workflow automation; trigger on custom date field; automate email via Mailigen integration.
3.12. AirTable
• Feature/Setting: Automations; trigger on field (Date); automate webhook or email using Sendgrid integration.
3.13. Constant Contact
• Feature/Setting: Automated email triggers; configure recurring emails based on list fields.
3.14. WhatsApp Business API
• Feature/Setting: Automated message template; trigger via CRM webhook on specific dates.
3.15. Facebook Messenger
• Feature/Setting: Automated flows via Messenger Platform; trigger via backend or bot webhook.
3.16. Intercom
• Feature/Setting: Automated Messages; trigger by user attribute/birthday date; personalize reply flow.
3.17. Klaviyo
• Feature/Setting: Flows; trigger on profile’s birthdate or custom date; send SMS/email automatically.
3.18. Bitrix24
• Feature/Setting: Automated Workflows (Business Processes); trigger by contact’s special days; send notification/email.
3.19. Drip
• Feature/Setting: Automated workflows on date-based triggers; automate SMS or email.
3.20. Viber Business Messages
• Feature/Setting: Automate birthday texts via the Business Message API; trigger from CRM integration.

Benefits

4.1. Automatedly delivers personalized messages with zero manual intervention.
4.2. Increases member satisfaction by automating positive touchpoints on special dates.
4.3. Centralizes member engagement data for analysis and segmenting.
4.4. Reduces human error, ensuring all birthdays/anniversaries are acknowledged.
4.5. Enhances club branding through regularly automated communications.
4.6. Scalable automation accommodates any growth in club member numbers.
4.7. Frees up staff for higher-value tasks by automatedly handling routine communication.