Birthday and anniversary personalized greetings

Purpose

1.1. Automate sending personalized birthday and anniversary greetings to customers to boost engagement, foster loyalty, and drive repeat business.
1.2. Use dynamic message templates to personalize greetings with customer names, booking history, and exclusive travel offers.
1.3. Ensure timely delivery across channels (SMS, email, WhatsApp, push notifications) based on customer preferences.
1.4. Align communication style with brand voice and compliance with regional privacy laws.
1.5. Optionally trigger additional upsell flows (special fares, discounts, loyalty points) with the greeting.

Trigger Conditions

2.1. Identified customer’s birthday or anniversary date matches today’s date (based on CRM data).
2.2. Automated scheduling for upcoming dates using interval or cron-based logic.
2.3. Customer consent and contact preference on record.
2.4. No recent opt-out from marketing or communication lists.
2.5. Filtering to exclude ineligible contacts (e.g., unsubscribed, invalid details).

Platform Variants

3.1. Twilio Messaging
• Feature/Setting: SMS API — Configure POST /Messages with customer number, dynamic body: “Happy Birthday, [Name]!”
3.2. SendGrid
• Feature/Setting: v3 Mail Send endpoint — POST /mail/send with dynamic substitution tags for subject/body.
3.3. Mailchimp
• Feature/Setting: Campaign Automations — Trigger audience segment flows for custom fields ‘Birthday’ or ‘Anniversary.’
3.4. HubSpot
• Feature/Setting: Workflow Automation — Trigger email workflow using Contact properties and date-based triggers.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder — Create an event-triggered customer journey for milestone emails/SMS.
3.6. WhatsApp Business API
• Feature/Setting: POST /messages — Template with parameters, e.g., name and occasion type, to customer WhatsApp.
3.7. Microsoft Power Automate
• Feature/Setting: Date-based trigger on Dataverse; automated mail/send action with Outlook connector.
3.8. Google Workspace (Gmail API)
• Feature/Setting: POST /users/me/messages/send with MIME-encoded personalized body, using calendar triggers.
3.9. Slack API
• Feature/Setting: chat.postMessage — Push greeting in travel agents’ internal workspace as a daily alert.
3.10. Zoho CRM
• Feature/Setting: Workflow Rules — Trigger ‘Send Email’ action on contact’s date of birth or anniversary.
3.11. ActiveCampaign
• Feature/Setting: Automations — Date-based trigger, personalized email or SMS actions with custom fields.
3.12. Brevo (ex-Sendinblue)
• Feature/Setting: Marketing Automation — Entry point ‘Contact’s attribute is birthday/anniversary’ for message flow.
3.13. Klaviyo
• Feature/Setting: Flows — Segment by date property, trigger email/SMS sequence for the special occasion.
3.14. Intercom
• Feature/Setting: Custom Bots/Outbound — Automation based on ‘date’ user attribute reaching current day.
3.15. Pipedrive
• Feature/Setting: Workflow Automation — If contact custom field equals today’s date, trigger mail/send action.
3.16. Zendesk
• Feature/Setting: Notify Trigger — Set trigger to email or message user on their personal milestone date.
3.17. Freshdesk
• Feature/Setting: Automations — Scheduled customer email on contact’s birthday or signup anniversary; use placeholders.
3.18. Airship
• Feature/Setting: Automation Campaigns — Send mobile push notification on specified audience date fields.
3.19. Vonage
• Feature/Setting: SMS API — POST /sms/json with dynamic greeting content, mobile routing.
3.20. Plivo
• Feature/Setting: Message API — POST request to /v1/Account/{auth_id}/Message/ with personalization variables.
3.21. Facebook Messenger Platform
• Feature/Setting: Send API — POST /me/messages with dynamic templates, triggered by webhook/event.
3.22. Telegram Bots
• Feature/Setting: sendMessage method — Triggered by schedule, mentioning name and travel anniversary.
3.23. Amazon Simple Email Service (SES)
• Feature/Setting: SendEmail API — Template data injected with Lambda on event trigger.
3.24. Infobip
• Feature/Setting: SMS/Omni API — Unified API trigger for SMS, WhatsApp, or push with merge tags.

Benefits

4.1. Increases customer retention and recurring bookings by enhancing customer relationships.
4.2. Reduces manual effort and risk of missing special dates.
4.3. Delivers consistent, timely, personalized communication across preferred channels.
4.4. Opens opportunities for targeted promotions and upsells in highly receptive moments.
4.5. Strengthens brand loyalty in a competitive travel/ticketing environment.