Automated birthday/anniversary offers and discounts

Purpose

1. Automate the delivery of personalized birthday and anniversary offers/discounts to customers, boosting retention and loyalty for barbecue spots.

2. Automatedly celebrate customer milestones, increasing engagement, repeat visits, and word-of-mouth referrals.

3. Automate marketing efforts, saving time, and ensuring no special dates are missed, enhancing the guest experience.

4. Automator sends targeted communications with unique offers tied to specific customer events, strengthening relationships.

Trigger Conditions

1. Customer’s recorded birthday or anniversary date is matched with today’s date.

2. CRM/customer database update containing relevant date information.

3. Automatedly identify eligible contacts through regular data syncs and workflows.

4. Opt-in status confirmation for marketing communications.

Platform Variants

1. Twilio (SMS)

• Feature/Setting: Automate SMS send via Programmable Messaging API with dynamic templates; e.g., schedule POST to /Messages on customer’s birthday.
  

2. SendGrid

• Feature/Setting: Automate personalized email campaigns via Marketing Campaigns API, setting trigger for event-based sends.
  

3. Mailchimp

• Feature/Setting: Automate journey builder; trigger audience segment tag for birthday/anniversary, configure automated email flow.
  

4. HubSpot

• Feature/Setting: Automate workflow in CRM for date-based enrollment; use “Send Email” action upon trigger.
  

5. Salesforce Marketing Cloud

• Feature/Setting: Automate with Journey Builder; date-based entry and Email/SMS send activity setup.
  

6. ActiveCampaign

• Feature/Setting: Automate automation workflow triggered by customer date field, use “Send Email” or SMS module.
  

7. Klaviyo

• Feature/Setting: Automate flow using “Date Property” trigger, trigger SMS/email automation based on customer profile.
  

8. Zoho CRM

• Feature/Setting: Use workflow automation for field date matching, configure email/SMS action on matched dates.
  

9. Telegram Bots

• Feature/Setting: Automate delivery using python-telegram-bot; scheduled messages on event dates via sendMessage endpoint.
  

10. WhatsApp Cloud API

• Feature/Setting: Automate templates via /messages endpoint; trigger using schedule/realtime checks on special dates.
  

11. Slack

• Feature/Setting: Automate direct messages to staff channels notifying birthdays using scheduleMessage API.
  

12. Facebook Messenger

• Feature/Setting: Automate Messenger Platform Send API to issue coupons automatically on customer milestone dates.
  

13. Viber

• Feature/Setting: Automate Viber API (send_message) to deliver celebration offers on event date detection.
  

14. Shopify

• Feature/Setting: Automate with Flow app; trigger automation based on customer tag for special dates.
  

15. WooCommerce

• Feature/Setting: Automate with AutomateWoo; schedule actionable workflows on birthdays/anniversaries from order/customer meta.
  

16. Google Sheets

• Feature/Setting: Automate using Google Apps Script; time-driven trigger for lookup and email/SMS API call.
  

17. Airtable

• Feature/Setting: Automate Scripts & Automations; trigger on date match, initiate offer communication via webhooks or integrations.
  

18. Zapier

• Feature/Setting: Automate multi-step zap; “Schedule by Zapier” + data lookup + Messaging API action.
  

19. Pabbly Connect

• Feature/Setting: Automate workflow to trigger discounts and send emails/SMS via integrated apps on date events.
  

20. Intercom

• Feature/Setting: Automate smart campaigns, trigger event-based messaging via automated outbound messages.
  

21. Drip

• Feature/Setting: Automate workflows with “date field” trigger, configure automated offer delivery email/sms.
  

22. Customer.io

• Feature/Setting: Automate segment-triggered campaigns with pinpointed automated emails based on user property dates.
  

Benefits

1. Automate timely, consistent customer outreach with zero manual intervention.

2. Automatedly drive repeat business with proactive engagement for every milestone.

3. Automating operational workflows reduces staff workload and manual oversight.

4. Automates personalization at scale, increasing customer satisfaction and loyalty.

5. Supports automatable expansion—manage more customers without increased admin effort.