Birthday and anniversary email reminders

Purpose

1.1. Strengthen member relationships by automating personalized birthday and anniversary email reminders.
1.2. Reduce manual oversight, ensuring every significant date is acknowledged, increasing engagement and sense of belonging.
1.3. Support church leadership in systematic, timely communication, reflecting care and pastoral connection.
1.4. Enhance data-driven member care by integrating with membership databases and synchronizing communications.
1.5. Allow segmentation by group (e.g., families, ministry teams) for tailored messaging according to roles or involvement.

Trigger Conditions

2.1. Member’s birthday or anniversary matches the current date in the church management system.
2.2. Scheduled trigger—system checks daily for upcoming celebratory dates.
2.3. Record updated or batch import triggers recalculation of reminder list and message queue.
2.4. Manual override—staff can send reminders for special cases or corrections.

Platform Variants

3.1. Twilio
• Feature/Setting: Email API — configure `SendGridEmail` to dispatch templated emails when triggered.
3.2. SendGrid
• Feature/Setting: Dynamic Templates — set up templates; invoke `v3/mail/send` for personalized sends.
3.3. Mailchimp
• Feature/Setting: Automated Emails — configure audience triggers for date fields; use `Automations API`.
3.4. Google Workspace (Gmail)
• Feature/Setting: Gmail API — `users.messages.send` for automated personalized emails via service accounts.
3.5. Microsoft 365 (Outlook)
• Feature/Setting: Microsoft Graph `/sendMail` API for bulk or conditional email sends from designated inbox.
3.6. Zoho Mail
• Feature/Setting: Zoho Mail API — `sendMail` endpoint to automate sending messages to relevant contacts.
3.7. Salesforce
• Feature/Setting: Process Builder with `Email Alert`, or `Messaging.singleEmailMessage` in Apex.
3.8. HubSpot
• Feature/Setting: Workflow Automation — triggers via custom contact properties, send via `Single Send API`.
3.9. ActiveCampaign
• Feature/Setting: Automation Series — triggers on custom date fields using segment logic.
3.10. Constant Contact
• Feature/Setting: API V3 — schedule or trigger email campaigns to segmented lists via contact custom fields.
3.11. Klaviyo
• Feature/Setting: Flows — automatic email triggers set on date fields; use `Events API` for custom triggers.
3.12. Pabbly
• Feature/Setting: Email API — configure to send on date-match using workflow conditions.
3.13. Brevo (formerly Sendinblue)
• Feature/Setting: Transactional Email API — schedule emails by date field via `smtp/email` endpoint.
3.14. Mandrill (Mailchimp Transactional)
• Feature/Setting: `messages.send-template` API for dynamic, occasion-based email sends.
3.15. Amazon SES
• Feature/Setting: SDK or SMTP Interface for sending emails programmatically on custom triggers.
3.16. Intercom
• Feature/Setting: Custom Bot — send automated email via Inbox or Campaigns when attribute changes.
3.17. Slack
• Feature/Setting: Incoming Webhooks — trigger notifications to admin/communication team channels.
3.18. Jotform
• Feature/Setting: Automated Email Notifications — schedule reminders as autoresponders linked to date fields.
3.19. Notion
• Feature/Setting: Integrate `/email` API via automation platforms to trigger custom reminder emails.
3.20. Airtable
• Feature/Setting: Automations — schedule or conditionally send messages using the `Send email` action.

Benefits

4.1. Guarantees every member is remembered on key dates, cultivating deeper community connections.
4.2. Frees staff and volunteers from repetitive administrative tasks, allowing focus on ministry.
4.3. Reduces human error, ensuring accuracy in outreach and data pulling.
4.4. Provides measurable engagement metrics and delivery tracking for every campaign.
4.5. Scales as church membership grows without increase in administrative workload.