Birthday/anniversary greetings to students and staff

Purpose

1.1. Automatically send personalized birthday or anniversary greetings to students and staff
1.2. Maintain regular touchpoints to foster a sense of appreciation and inclusion
1.3. Reduce manual effort and risk of oversight in outreach
1.4. Strengthen community engagement and improve retention
1.5. Enable seamless, scheduled communication using preferred user channels (SMS, email, chat, social)

Trigger Conditions

2.1. Date matches birthday or anniversary field in student/staff database
2.2. Time is set for convenient dispatch (e.g., 9am local time)
2.3. Optionally filter criteria (e.g., current enrollment, staff role, opt-in status)
2.4. A new entry is added with upcoming date within X days

Platform Variants

3.1. Twilio SMS
• Feature: Messaging API
• Setting: SMS endpoint; map contact number and greeting template
3.2. SendGrid
• Feature: Mail Send API
• Setting: Configure template with dynamic fields; schedule batch send
3.3. Gmail API
• Feature: Users.messages.send
• Setting: OAuth2 token; create HTML body with merge tags
3.4. Mailchimp
• Feature: Campaigns API
• Setting: Use Automation workflows; birthday segment; configure trigger
3.5. Outlook 365
• Feature: SendMail (Graph API)
• Setting: Set subject/body, To field; dynamic content from user profile
3.6. Slack
• Feature: chat.postMessage
• Setting: Slack Bot token; channel or DM, schedule post
3.7. Microsoft Teams
• Feature: Messages API
• Setting: Bot Framework integration, card template with fields
3.8. Facebook Messenger
• Feature: Send API
• Setting: Page access token, recipient ID, message template
3.9. WhatsApp Business API
• Feature: messages endpoint
• Setting: Template message with parameters, recipient phone mapping
3.10. Telegram
• Feature: sendMessage
• Setting: Bot token, chat_id, text body with variable replacement
3.11. Zoho CRM
• Feature: Workflow Rules
• Setting: Trigger on date field, action send email/SMS with mapped content
3.12. Salesforce
• Feature: Process Builder/Flow
• Setting: Record-triggered flow, execute email alert
3.13. HubSpot
• Feature: Workflows
• Setting: Date-based enrollment trigger, automated email/push
3.14. ActiveCampaign
• Feature: Automations
• Setting: Date-based condition; action: send email/sms
3.15. Amazon SES
• Feature: SendEmail API
• Setting: Sender credentials, template, recipient merge fields
3.16. Google Calendar
• Feature: Calendar Events API
• Setting: Scheduled event with attached email/notification
3.17. Intercom
• Feature: Messages
• Setting: Automated rule based on custom attribute date
3.18. Pipedrive
• Feature: Activities API
• Setting: Schedule activity for user; trigger linked email
3.19. Zendesk
• Feature: Triggers/Automations
• Setting: Event-based trigger sends outbound email on date
3.20. Shopify
• Feature: Flow App
• Setting: Customer tag/date rule, action: notification/email
3.21. ClickSend
• Feature: SMS API
• Setting: API key, contact number, scheduled SMS campaign
3.22. Airtable
• Feature: Automations
• Setting: Trigger: date matches, Action: send email/SMS via integration
3.23. Google Sheets
• Feature: App Script/Automation
• Setting: Time-driven trigger, lookup row, send formatted email

Benefits

4.1. Eliminates manual calendar tracking and message delivery
4.2. Ensures timely, personalized messages on every occasion
4.3. Works across a wide range of messaging channels and platforms
4.4. Integrates seamlessly with existing databases and education management systems
4.5. Boosts morale, engagement, and loyalty among both students and staff