Customer Engagement & LoyaltyPurpose
1.2. Boost customer loyalty and repeat visits through timely, relevant engagement.
1.3. Strengthen brand perception as attentive and customer-centric.
1.4. Encourage upsells by including special offers or coupons in greetings.
1.5. Collect customer data to refine future marketing and communication strategies.
Trigger Conditions
2.2. Data input when new customers register or provide milestones (anniversary, festivals).
2.3. Automated trigger on matching date, adjusted for timezone and preferences.
2.4. Manual override for ad hoc greetings by customer support.
2.5. Opt-in consent verification for compliance (GDPR, local laws).
Platform Variants
• Function: Messaging → Send SMS
• Sample config: API credentials, phone number, dynamic message template, customer segmentation.
3.2. SendGrid
• Function: Mail Send → Send Birthday Email
• Sample config: API key, dynamic email templates, personalization fields.
3.3. Mailchimp
• Function: Customer Journeys → Automated Birthdays
• Sample config: Audience date fields, automation builder, triggered emails.
3.4. WhatsApp Business API
• Function: Messages → Template Message
• Sample config: Official number, approved template, data merge tags.
3.5. Facebook Messenger Platform
• Function: Send API → Greeting Message
• Sample config: Page access token, recipient ID, occasion detection.
3.6. Slack Bots
• Function: Chat.PostMessage → Personalized Message
• Sample config: OAuth token, channel/user, scheduled triggers.
3.7. Viber API
• Function: Send_Message → User Direct Engagement
• Sample config: Auth token, receiver, JSON message template.
3.8. Microsoft Teams
• Function: Send Message → Adaptive Card
• Sample config: Webhook URL, birthday event, user mention.
3.9. Salesforce Marketing Cloud
• Function: Journey Builder → Date-Based Trigger
• Sample config: Contact Date fields, message template, multi-channel send.
3.10. Zoho CRM
• Function: Workflow Rules → Email/SMS Action
• Sample config: Date trigger, template selection, delivery log.
3.11. ActiveCampaign
• Function: Automations → Date-based Action
• Sample config: Deal triggers, email/SMS module, tags.
3.12. HubSpot
• Function: Workflows → Birthday Sequence
• Sample config: Contact properties, personalized messages.
3.13. Google Calendar API
• Function: Events Watch → Event Trigger
• Sample config: Calendar event, webhook, messaging bridge.
3.14. Zapier
• Function: Scheduled Task → Messaging Action
• Sample config: Zap with filter for date match, integrated comms app.
3.15. Pabbly Connect
• Function: Schedule → Communication Workflow
• Sample config: Event matching, SMS/email configuration, data mapping.
3.16. MoEngage
• Function: Campaign Automation → Personal Trigger
• Sample config: Occasion attribute, custom message, multichannel.
3.17. CleverTap
• Function: Triggered Campaign → Personalized Outreach
• Sample config: User property set, automation trigger, multi-modal.
3.18. Telegram Bot API
• Function: SendMessage → Event Triggered
• Sample config: Bot token, chat ID, customer lookup.
3.19. Intercom
• Function: Messages → Custom Bots
• Sample config: User event (birthday), personalized rule.
3.20. Klaviyo
• Function: Flows → Birthday Emails/SMS
• Sample config: Profile data, automation flow, conditional messages.
Benefits
4.2. Drives visits through incentive offers in greetings.
4.3. Maximizes special day recall, keeping brand top of mind.
4.4. Increases data-driven marketing opportunities.
4.5. Reduces manual effort for staff, ensuring timely outreach.