Automated birthday/anniversary notifications for clients

Purpose

1. Enhance client engagement and satisfaction by delivering timely, personalized birthday or anniversary messages to residents and their families.

2. Strengthen relationships, foster a sense of care and inclusion, and support retention for adult foster care residents.

3. Reduce manual tracking and communication workload for care staff while ensuring no important date is overlooked.

4. Enable automated communication across SMS, email, phone, and messenger platforms with tailored content per recipient.

Trigger Conditions

1. Scheduled date/time matches a client or family member’s birthday or anniversary in the care management database.

2. New client data entry with a relevant celebratory date.

3. Manual override to send congratulatory messages for special milestones.

4. Calendar integration sync updates, ensuring all recent date changes are included.

Platform Variants

1. Twilio SMS

• Feature/Setting: Use API v2010 to configure POST /Messages for SMS; set "To", "From", and personalized body per event.
  

2. SendGrid

• Feature/Setting: Configure v3 Mail Send API; set recipient, sender, subject, and use dynamic_template_data for client names and date types.
  

3. Mailgun

• Feature/Setting: POST /messages API with variables for event; configure recipient, subject, and inline message templates.
  

4. Outlook 365

• Feature/Setting: Use Microsoft Graph /sendMail; set recipient, subject, and dynamic message content for celebration type.
  

5. Gmail

• Feature/Setting: Gmail API /users.messages.send; Base64-encode message, set recipient, subject, and personalized body.
  

6. Slack

• Feature/Setting: chat.postMessage API; channel/user, attach blocks for rich message, and trigger on specific event.
  

7. Microsoft Teams

• Feature/Setting: Use webhook URL to send JSON payload with @mentions and custom message.
  

8. WhatsApp Business

• Feature/Setting: API v2 messages endpoint; send template with placeholders for name and event.
  

9. Facebook Messenger

• Feature/Setting: Send API /me/messages; configure recipient_id and message with personalization.
  

10. Telegram

• Feature/Setting: Bot API sendMessage method; set chat_id, text, parse_mode for personalized greeting.
  

11. Discord

• Feature/Setting: Webhook or bot sendMessage; configure recipient server/channel, embed celebratory message.
  

12. HubSpot

• Feature/Setting: Use Workflows+Marketing Email API to trigger email on contact’s birth date property.
  

13. Salesforce

• Feature/Setting: Process Builder or Flow to schedule EmailMessage/in-app notification on date field.
  

14. Zoho CRM

• Feature/Setting: Workflow rule with date-based trigger; function to send email or invoke webhook.
  

15. Pipedrive

• Feature/Setting: Activity scheduler with email integration; auto-send templated emails on milestone date.
  

16. ClickSend

• Feature/Setting: SMS API send endpoint; set phone, message, sender, scheduled time.
  

17. Vonage (Nexmo)

• Feature/Setting: SMS API /v1/messages; set recipient, personalize message.
  

18. Freshdesk

• Feature/Setting: Automations/Dispatch’r rule to send notification via email or SMS connector.
  

19. Intercom

• Feature/Setting: Series Automation; send message/email on date-match with user attribute.
  

20. ActiveCampaign

• Feature/Setting: Automation trigger on date field match; send email template with merge tags.
  

Benefits

1. Increases resident and family satisfaction through thoughtful, consistent outreach.

2. Frees staff from manual tracking and messaging, reducing errors and repetitive tasks.

3. Provides audit trail of communications for compliance and quality assurance.

4. Supports branding and community by ensuring visible recognition of important client events.

5. Enables easy scaling as client roster grows without additional manual effort.