Sending personalized offers/birthday greetings

Purpose

1.1 Automate the process of sending personalized offers and automated birthday greetings to restaurant patrons for deepened customer engagement, loyalty, retention, and increased repeat business.
1.2 Enables automator workflows that nurtures customer relationships, auto-tracks important dates, delivers targeted offers, automates rewards, and boosts Armenian cuisine brand affinity with automation.
1.3 Supports segmenting client lists, scheduling marketing automations, sending automated messages via multi-channel platforms, and syncs with POS/CRM to fuel automatable campaigns tailored to guest preferences.

Trigger Conditions

2.1 Customer’s date of birth matches today’s date for birthday automation.
2.2 Specific dates (e.g., holidays, anniversaries) for automated celebratory campaigns.
2.3 New sign-up captured for “welcome” automation.
2.4 Customer loyalty points threshold reached for reward automation.
2.5 Engagement inactivity (X days since last visit) for reactivation automation.

Platform Variants

3.1 Twilio SMS
• Feature/Setting: Programmable Messaging API — automate personalized SMS offers/birthday greetings using date-based triggers (Sample: Configure Studio Flow with Condition Split on birthdate).
3.2 SendGrid
• Feature/Setting: Marketing Campaigns API — automates scheduled email sends, set dynamic content fields for recipient names/offers (Sample: Automate POST to /v3/mail/send).
3.3 Mailchimp
• Feature/Setting: Customer Journeys — automated email journeys triggered by custom field “Birthday”; conditional splits for offers (Sample: Trigger = Date of Birth field, Journey Builder).
3.4 ActiveCampaign
• Feature/Setting: Automation Workflows — automate send actions when tag “Birthday – Today” added (Sample: Start Trigger = Tagged Contact, Action = Send Email/Deal).
3.5 HubSpot
• Feature/Setting: Workflows Automation — set date-based triggers for email, SMS, or in-app messaging (Sample: Birthday property, Automated Sequence).
3.6 Salesforce Marketing Cloud
• Feature/Setting: Journey Builder — date-attribute triggered journeys automate email/SMS offers, integrations with data extensions (Sample: Entry Event = Birthdate).
3.7 Klaviyo
• Feature/Setting: Flows — dynamic content and automated birthday offers via segment-triggered flows, SMS/email (Sample: Trigger = Birthday property, Flow).
3.8 Facebook Messenger API
• Feature/Setting: Messenger Automation — Messenger bot sends automated birthday greetings/offers; configure webhook-based triggers (Sample: Automated Message, Messenger Platform).
3.9 WhatsApp Business API
• Feature/Setting: Message Templates — automate greeting/offers messages using approved templates, schedule via API (Sample: POST /v1/messages, type = template).
3.10 Viber Business Messages
• Feature/Setting: Automated Campaigns — send scheduled messages via Viber API, use custom attributes for personalization (Sample: REST API POST with personalized body).
3.11 Google Calendar API
• Feature/Setting: Trigger automation on user/customer birthday by matching event dates, auto-start workflow (Sample: Watch Events, automate matching process).
3.12 Zapier
• Feature/Setting: Zap Automation — triggers on CRM date fields, automates multi-channel messages (Sample: Trigger = New/Updated Record, Action = Send Message via platform).
3.13 Pipedrive
• Feature/Setting: Workflow Automation — send offers via email/SMS when contact’s custom field “Birthday” matches today (Sample: Automation Trigger = Date Field).
3.14 Zoho CRM
• Feature/Setting: Workflow Rules — automate emails, SMS, tasks triggered by “Birthday” date field (Sample: Rule = Birthday, Action = Send Email/Function).
3.15 Intercom
• Feature/Setting: Automated Messages — in-app or email messages auto-triggered by date/behavior (Sample: Birthday Rule = custom attribute, send Messenger/email).
3.16 Customer.io
• Feature/Setting: Automated Campaigns — date-triggered messaging with dynamic personalization (Sample: Trigger = Attribute Date, Action = Send Email/SMS).
3.17 Freshdesk
• Feature/Setting: Automations — send automated birthday greeting as ticket or message via workflow rules (Sample: Trigger = Date property).
3.18 Omnisend
• Feature/Setting: Automated Workflows — custom triggers for birthdays/occasions, automate SMS/email (Sample: Birthday Workflow with Split Automation).
3.19 Constant Contact
• Feature/Setting: Email Automation — automate date-based email sends for offers/greetings (Sample: Automated Birthday Email Series).
3.20 Slack
• Feature/Setting: Bot/User Automation — automate messaging to staff/teams to remind/send personalized “greeting” to customers, integrate via Incoming Webhook.

Benefits

4.1 Automator-driven consistency in sending greetings/offers, strengthening Armenian restaurant loyalty automatedly.
4.2 Automated workflows reduce manual effort, boosting campaign timeliness and relevance.
4.3 Multi-platform automation expands customer reach via email, SMS, and social.
4.4 Automation ensures scalability—customizable, reliable, and always on.
4.5 Automation enables deep personalization, higher engagement, and measurable ROI.