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Birthday/anniversary campaign management

Purpose

1.1. Automate the sending of personalized birthday and anniversary messages, offers, or rewards to club members for improved member engagement and satisfaction.
1.2. Automating event reminders and celebratory notifications helps retain members and encourages repeat participation.
1.3. Enable targeted marketing through automated, timely outreach on special dates, leveraging data stored in club management or CRM systems.
1.4. Reinforce club brand loyalty by automating congratulatory or incentive campaigns around notable life events.
1.5. Automate operational workloads for communication staff, eliminating manual tracking and dispatch.

Trigger Conditions

2.1. Automated trigger when a member’s birthday or anniversary date matches the current day in the database.
2.2. Automate campaign scheduling based on pre-set periods (e.g., one week before the event, on the day of).
2.3. Trigger automation when new members join and input their special dates.
2.4. Automate additional triggers via integrations, such as updating tags in CRM, or from forms where members submit dates directly.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use "Send SMS" API to automate text delivery; configure with date-based triggers.
3.2. SendGrid
• Feature/Setting: Use "Mail Send API" to automate personalized email campaigns with merger variables for dates.
3.3. Mailchimp
• Feature/Setting: Set up "Customer Journeys" and "Birthday automation emails"; use merge tags for contact data.
3.4. ActiveCampaign
• Feature/Setting: Automate with "Date-based automations" and trigger sequences for event-based messages.
3.5. HubSpot
• Feature/Setting: Use "Workflows" and "Contact property date" triggers; configure automated personalization.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Utilize "Journey Builder" with "Event-based entry"—set birth/anniversary as trigger.
3.7. Klaviyo
• Feature/Setting: Automate with "Date property-triggered flows" to dispatch relevant campaigns.
3.8. Constant Contact
• Feature/Setting: Automate with "Anniversary & Birthday Email Automation" using contact fields.
3.9. Zoho Campaigns
• Feature/Setting: Configure "Autoresponder" to auto-send on date field events (birthdays, anniversaries).
3.10. Pipedrive
• Feature/Setting: Use automations—"Workflow Automation" with date-based filters for communication campaigns.
3.11. Airtable
• Feature/Setting: Automate notifications via "Airtable Automations" (scheduling emails/SMS using record dates).
3.12. Google Calendar
• Feature/Setting: Automate event-based triggers using "Calendar API" to send reminders/emails when dates occur.
3.13. Slack
• Feature/Setting: Automated reminders via "Scheduled messages" or API push events for group/member celebrations.
3.14. Microsoft Power Automate
• Feature/Setting: Use "Scheduled flow" triggering from Excel or SharePoint lists containing member dates.
3.15. WhatsApp Business API
• Feature/Setting: Automate template messages triggered by anniversaries/birthdays via webhook/callback API.
3.16. Facebook Messenger Platform
• Feature/Setting: Send automated celebratory messages using Messenger bot flows linked to event dates.
3.17. Intercom
• Feature/Setting: Automate targeted in-app and email messages using "Custom Bots" and "date properties".
3.18. Typeform
• Feature/Setting: Automate workflow with webhook integration for member date capture and downstream triggers.
3.19. Pipefy
• Feature/Setting: Automate notification or approval flows using "Automation rules" with date-based conditions.
3.20. Monday.com
• Feature/Setting: Use "Date arrives" automation to send emails or trigger other communication automations.
3.21. Shopify
• Feature/Setting: Use "Flow" for eCommerce to automate discount email/SMS on customer birthday or club anniversary.

Benefits

4.1. Automated processes increase engagement without manual tracking.
4.2. Automation reduces administrative time and ensures inclusive, error-free communication.
4.3. Automating campaigns fosters strong member relationships and boosts club loyalty.
4.4. Automated experiences position the archery club as attentive and tech-savvy, giving a competitive edge.
4.5. Automatedly leverages data-driven targeting for precise, personalized marketing.
4.6. Enables scalable member relationship nurturing without added staffing.
4.7. Automation helps track, report, and optimize marketing campaign impact automatically.

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