Automated birthday and event reminders for guests

Purpose

1. Notify guests of upcoming birthdays and special events via preferred channels to enhance their experience, promote repeat visits, boost referrals, and streamline staff workload.

2. Retain customer engagement through personalized communication, exclusive offers, and reminders for celebratory occasions.

3. Support targeted marketing based on event-related guest segmentation to increase revenue and booking rates.

4. Foster brand loyalty by recognizing guest milestones without manual staff intervention.

5. Ensure accurate, timely reminders using guest-provided data from bookings, loyalty programs, or previous visits.

Trigger Conditions

1. Upcoming birthday date detected in the guest database (customizable days before event: e.g., 7, 3, 1 day).

2. Entered special event (anniversary, family day, graduation) marked in CRM/profile.

3. New guest registration form with date of birth filled or special occasion tagged.

4. Booking or reservation confirmation with event marker in notes.

5. Annual recurrence for guests with saved event dates.

Platform Variants

1. Twilio

• Feature/Setting: Programmable SMS — “Send SMS” API; configure to send message on event date.
  

2. SendGrid

• Feature/Setting: “Mail Send” API; trigger automated email campaign for events.
  

3. Mailchimp

• Feature/Setting: Automations > Birthday triggers; set personalized event workflows.
  

4. ActiveCampaign

• Feature/Setting: Automated workflows with “Date-Based Trigger”; schedule reminders.
  

5. HubSpot

• Feature/Setting: Workflows > “Date property is birthday”; create email, SMS, or in-app alert.
  

6. Salesforce Marketing Cloud

• Feature/Setting: Journey Builder with “Anniversary” event filter; multi-channel reminder setup.
  

7. Zoho CRM

• Feature/Setting: Workflow Automation > “Date Field Trigger”; send email/SMS using connected apps.
  

8. Pipedrive

• Feature/Setting: Custom activities with “Birthday” fields; webhook triggers for integrations.
  

9. Google Calendar API

• Feature/Setting: Batch “Events.insert”; automate creating calendar reminders per guest.
  

10. Outlook 365

• Feature/Setting: Calendar API > “Create event”; automate birthday reminders.
  

11. Slack

• Feature/Setting: Scheduled Slackbot messages via “chat.scheduleMessage”; notification in channels.
  

12. Discord

• Feature/Setting: “Create scheduled event” API; birthday reminders to community server.
  

13. WhatsApp Business API

• Feature/Setting: “Send Message”; configure to deliver personalized birthday/event greeting.
  

14. Facebook Messenger API

• Feature/Setting: “messages” endpoint; schedule auto-messages for guest events.
  

15. Intercom

• Feature/Setting: “Outbound Messages” > event-based trigger; automate celebratory messages.
  

16. Telegram Bot API

• Feature/Setting: “sendMessage”; configure bot to alert guest of their birthday/event.
  

17. Klaviyo

• Feature/Setting: “Date property trigger flows”; set up birthday and anniversary automations.
  

18. Constant Contact

• Feature/Setting: “Birthday Email” campaign type; automate reminder messages.
  

19. Customer.io

• Feature/Setting: Automated Campaign > “Date trigger”; send reminders via chosen channel.
  

20. Airship

• Feature/Setting: Automation > “Date Attributes”; push mobile notifications for events.
  

21. SMS Magic

• Feature/Setting: “Scheduled SMS campaigns”; trigger on guest event dates from CRM.
  

22. OneSignal

• Feature/Setting: Automated push notification via “Scheduled Notifications” for upcoming events.
  

23. Freshdesk

• Feature/Setting: Automations > “Event-based triggers”; send reminders via email/SMS/in-app.
  

24. Gupshup

• Feature/Setting: Messaging API > scheduled template messages to guest numbers.
  

Benefits

1. Enhances guest satisfaction via timely, personalized communication.

2. Increases repeat bookings by reminding guests of special occasions.

3. Automates workflows, freeing staff to focus on live guest engagement.

4. Enables segmented, event-driven marketing campaigns.

5. Reduces manual errors and ensures no guest event is overlooked.

6. Provides multi-channel reach, accommodating guest preferences and boosting message delivery rates.