Birthday and holiday promotional campaigns

Purpose

1.1. Automate personalized birthday and Jewish holiday promotional campaigns for customers of a retail Judaica store.
1.2. Automatically deliver tailored offers, discounts, and greetings to boost customer engagement, repeat purchases, and brand loyalty during meaningful dates.
1.3. Automate segmentation by Hebrew and Gregorian calendar, triggering holiday-appropriate messaging, and integrating omnichannel outreach.
1.4. Minimize manual effort, automate scheduling, and ensure delivery consistency through advanced marketing automation workflows.

Trigger Conditions

2.1. Customer’s birthday (captured at account creation or past orders).
2.2. Jewish holiday date approaching (Hanukkah, Passover, Purim, etc.) using Hebrew/Gregorian calendar API sync.
2.3. Opt-in/consent-based triggers for SMS, email, or push notifications.
2.4. Automated date-matching logic in CRM or eCommerce backend.
2.5. Trigger automation upon user registration or milestone purchases.

Platform Variants

3.1. Mailchimp
• Feature/Setting: Customer Journey Builder + Audience Tags; sample: automate sending emails on birthday or tagged holiday with “Send Email” action.
3.2. Klaviyo
• Feature/Setting: Flows + Date-Based Triggers; sample: automate “Birthday Flow” with scheduled promotional templates using event properties.
3.3. ActiveCampaign
• Feature/Setting: Automations + Date Field Triggers; sample: automate sending campaign when “Birthday” or “Holiday” date field matches today.
3.4. HubSpot
• Feature/Setting: Workflows + Contact Properties; sample: automate email sending using birthday property or holiday-specific list smart triggers.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder + Event Triggers; sample: automate scheduled sends using Data Extension with birthday or holiday fields.
3.6. Twilio
• Feature/Setting: Programmable SMS API + Scheduler; sample: automate sending SMS via “Messages” endpoint on specific dates.
3.7. SendGrid
• Feature/Setting: Marketing Campaigns Automation + Dynamic Fields; sample: automate email content based on {{birthday}} or {{holiday}} substitutions.
3.8. Constant Contact
• Feature/Setting: Email Automation + Event Triggered Emails; sample: automate recurring email send on date field criteria.
3.9. Shopify Flow
• Feature/Setting: Trigger-based Flows; sample: automate discount code sending when tag “Birthday” or “Holiday” applies.
3.10. Zapier
• Feature/Setting: Scheduler + Gmail/Slack actions; sample: automate by triggering on custom dates and sending a Gmail email or Slack DM with templates.
3.11. Google Calendar API
• Feature/Setting: Events List + Webhook; sample: automate detection of holiday events and trigger webhook to marketing tool.
3.12. Omnisend
• Feature/Setting: Automated Workflow + Special Dates; sample: automate holiday or birthday campaign emails using “Anniversary” trigger.
3.13. MoEngage
• Feature/Setting: Personalized Campaigns + Event Triggers; sample: automate push notifications and SMS on important dates.
3.14. Viber
• Feature/Setting: Viber Bot API + Scheduled Messages; sample: automate campaign push via bots on specific user events.
3.15. WhatsApp Business API
• Feature/Setting: Automated Message Templates; sample: automate birthday/holiday offers using templated message automation.
3.16. Intercom
• Feature/Setting: Custom Bots + Inbox Automations; sample: automate greeting messages sent via live chat or email on customer’s event date.
3.17. Facebook Messenger API
• Feature/Setting: Messenger Bots + Scheduling; sample: automate personalized messages sent via bot triggers.
3.18. Braze
• Feature/Setting: Canvas Flows + Connected Content; sample: automate sending tailored emails or notifications based on dynamic dates.
3.19. Iterable
• Feature/Setting: Workflow Studio + Date Filtering; sample: automate segment-triggered flows for birthdays and holidays.
3.20. Eloqua
• Feature/Setting: Program Canvas + Field-Based Decisions; sample: automate multi-channel promo sends using decision nodes for date-matching.
3.21. Microsoft Power Automate
• Feature/Setting: Scheduled Flows + Outlook/Gmail actions; sample: automate sending personalized emails or Teams messages on certain dates.
3.22. Shopify API
• Feature/Setting: Customers endpoint + Metafields; sample: automate detection of customer events and trigger follow-up campaigns.

Benefits

4.1. Automates customer retention with consistent date-based offers.
4.2. Eliminates manual campaign setup; automator triggers run on precise schedules.
4.3. Automatedly increases conversion rates with timely, relevant communication.
4.4. Automation reduces human error, ensuring no missed promotional opportunities.
4.5. Scales customer engagement automatingly as the list grows.
4.6. Multi-platform automating enables omnichannel reach for maximum impact.
4.7. Seamless API integrations let you automate end-to-end without manual intervention.