Customer Communication & RetentionPurpose
1.2. Automate personalized greetings, reducing manual effort and ensuring no important client occasion is missed.
1.3. Uphold a professional image, showing clients they are remembered and valued year-round.
1.4. Foster repeat business through continual engagement on special dates specific to each customer.
Trigger Conditions
2.2. Periodic (e.g., daily) scheduler checks for upcoming client milestones.
2.3. New client added with relevant date fields triggers future automation scheduling.
2.4. User-initiated (manual) sending via staff dashboard if an automated run requires override.
Platform Variants
3.1. Twilio SMS
- Feature/Setting: Messaging API; configure SMS template and use scheduled API calls per client date.
Example: POST /Messages with {To, From, Body, SendAt}
3.2. SendGrid
- Feature/Setting: Mail Send API; setup template with dynamic fields and send with scheduled Lamda or webhook triggers.
Example: POST /mail/send with {personalizations, dynamic_template_data}
3.3. Mailchimp
- Feature/Setting: Automated Campaigns; configure birthday/anniversary workflow, link field mapping for special dates.
Example: POST /automations with birthday date field mapped
3.4. HubSpot
- Feature/Setting: Workflow Automation; create "Date-Based Workflow" for custom properties.
Example: Use property "Birthday" as workflow trigger
3.5. Salesforce
- Feature/Setting: Process Builder; automate email/SMS on contact “Birthdate” or “Anniversary_Date.”
Example: Scheduled Actions → Send Email or Message
3.6. ActiveCampaign
- Feature/Setting: Automations; trigger automation based on custom date fields.
Example: “If date field equals today” → Send Email/SMS
3.7. Zoho CRM
- Feature/Setting: Workflow Rules; setup rule on contact date fields, trigger email/SMS template.
Example: “Birthday equals today” triggers action
3.8. Freshsales
- Feature/Setting: Workflow Automation; map “Birthday” field, send message via communication channel API.
Example: Workflow triggers webhook/email on date match
3.9. Microsoft Power Automate
- Feature/Setting: Scheduled Flow; reads CRM records and triggers email/SMS using connectors.
Example: Recurrence → Get Rows → Condition → Send Email
3.10. Google Workspace (Gmail + Sheets)
- Feature/Setting: Apps Script; scheduled script checks Sheets for dates, sends personalized Gmail.
Example: Apps Script trigger, MailApp.sendEmail()
3.11. Pipedrive
- Feature/Setting: Workflow Automation; custom field triggers on dates, sends formatted message.
Example: Automations → On date field → Send email
3.12. Intercom
- Feature/Setting: Custom Bots; setup recurring messages for user properties with date triggers.
Example: Custom bot rules → Send chat/email
3.13. Slack
- Feature/Setting: Scheduled Workflow; workflow fetches contacts/dates and sends messages to team/clients.
Example: Workflow Builder → Scheduled trigger → Send Message
3.14. WhatsApp Business API
- Feature/Setting: Send Message endpoint; use scheduler to trigger template messages to contacts.
Example: POST /messages with date-filtered contacts
3.15. Viber Business Messages
- Feature/Setting: Messages API; scheduled automation sends customized greetings.
Example: API call with {receiver_id, text, scheduled time}
3.16. Constant Contact
- Feature/Setting: Email Plus Automation; event-based email series for birthdays/anniversaries.
Example: Create Event Triggered Email → Birthday Segment
3.17. Drip
- Feature/Setting: Automation Rule; date field triggers personalized campaign.
Example: Workflow → Date Trigger → Send Email
3.18. Klaviyo
- Feature/Setting: Flows; custom properties like birthdays/anniversaries set as triggers.
Example: Create Flow → Date property triggers message
3.19. Infobip
- Feature/Setting: Campaign Manager; automate SMS/Viber on date-driven triggers.
Example: Create Campaign → Schedule by property
3.20. Facebook Messenger API
- Feature/Setting: Send API; schedule bot messages using user data and trigger logic.
Example: POST /me/messages with template when date matches
Benefits
4.2. Saves staff time that would be spent manually tracking and messaging.
4.3. Reduces errors/forgotten dates, maximizing communication reliability.
4.4. Encourages repeat business and referrals from engaged, valued clients.
4.5. Scales easily as client database grows without additional overhead.