Birthday and anniversary offers sent to customers

Purpose

1.1. Automate delivery of personalized birthday and anniversary messages/offers to boost customer retention and engagement in Bangladeshi restaurant settings.
1.2. Automate timed campaigns for exclusive celebration offers, encouraging repeat visitation and positive word-of-mouth.
1.3. Automate accurate reminders for special dates, integrate with CRM, and automate personalized discount codes, vouchers, or menu highlights.

Trigger Conditions

2.1. Automate trigger when customer’s birthdate/anniversary in the database matches today’s date.
2.2. Automate triggers on week-of or day-of notification depending on campaign strategy.
2.3. Automate additional trigger for manual entry by staff or through customer self-registration.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS API; configure automated template message, set recipient from CRM match.
• Sample: POST to /Messages with dynamic body variables from customer profile.

3.2. SendGrid
• Feature/Setting: Transactional email API; automate scheduled email using dynamic templates.
• Sample: API call to /mail/send with substitution tags.

3.3. Mailchimp
• Feature/Setting: Automations > Customer Journey; configure date-based “Happy Birthday” email automator.
• Sample: Journey trigger - Contact’s birthday field.

3.4. HubSpot
• Feature/Setting: Marketing Automation Workflows; schedule property-based automations for offers.
• Sample: Date property (birthday/anniversary) triggers workflow email.

3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; automate event-based communication using Data Extensions.
• Sample: Trigger from “Contact Birthday” field, send personalized coupon.

3.6. Zoho CRM
• Feature/Setting: Workflow Rules; automate time-based action for customer records.
• Sample: Condition “Birthday equals Today”, action “Send SMS/Email”.

3.7. ActiveCampaign
• Feature/Setting: Automations; trigger automator for custom dates.
• Sample: “Date-triggered automation” sends custom message.

3.8. Klaviyo
• Feature/Setting: Flows; configure “Birthday Flow” automating discount code email.
• Sample: Flow trigger is contact’s birthday field.

3.9. WhatsApp Business API
• Feature/Setting: Automated message templates; configure outgoing message on matched date.
• Sample: POST to /messages endpoint with customer’s WhatsApp ID.

3.10. Facebook Messenger API
• Feature/Setting: Automated Messenger bots; trigger direct message.
• Sample: Use Send API with dynamic text.

3.11. Google Calendar API
• Feature/Setting: Automate reminders added for staff when customer special dates arise.
• Sample: Insert event for “John Doe’s Birthday Offer”.

3.12. Google Sheets API
• Feature/Setting: Automator scans for dates, triggers mail/SMS workflow.
• Sample: Scheduled script checks “birthdate” column daily.

3.13. Shopify
• Feature/Setting: Automated email/SMS via Shopify Flows for tagged customer events.
• Sample: Order placed by “Birthday Club” tagged user triggers promo code.

3.14. Slack
• Feature/Setting: Automated Slack message to staff to prepare customer note/gift.
• Sample: Incoming Webhook sends “Today’s Special Offers” for VIPs.

3.15. Intercom
• Feature/Setting: Automated in-app and email messages for milestone dates.
• Sample: Series automation with event date as trigger.

3.16. Pabbly Connect
• Feature/Setting: Automator for connecting CRM and marketing tool; triggers based on conditions.
• Sample: Scenario “If-Then” for customer special date.

3.17. Airtable
• Feature/Setting: Table automation checks for dates and invokes message API.
• Sample: Scheduled automation on “birthdays” view.

3.18. MoEngage
• Feature/Setting: Smart Trigger for birthday/anniversary engagement notification.
• Sample: User profile “Date of Birth” triggers push/email.

3.19. Viber Business API
• Feature/Setting: Automated message broadcast for celebration offers.
• Sample: Schedule campaign for contact segment.

3.20. Constant Contact
• Feature/Setting: Automated Email Reminders; set up for date-driven greetings.
• Sample: Recurring campaign for “Birthday Club” list members.

3.21. Microsoft Power Automate
• Feature/Setting: Scheduled Flow to email/SMS customers based on date field.
• Sample: Recurrence trigger checks CRM records, automates action.

3.22. Freshsales
• Feature/Setting: Automated workflows for milestone-based outreach.
• Sample: Date field meets criteria, triggers email template.

3.23. Segment
• Feature/Setting: Profile traits trigger engagement flows to connected destinations.
• Sample: Trait: “Birthday Today” triggers downstream campaign.

3.24. Oracle Responsys
• Feature/Setting: Program automations for targeted lifecycle campaigns.
• Sample: Date-based trigger initiates email/push journey.

3.25. Local Bangladesh SMS Gateway
• Feature/Setting: Automated API for SMS campaign, connected to CRM export.
• Sample: REST API scheduled bulk send from filtered customer list.

Benefits

4.1. Automates timely, personalized outreach improving customer satisfaction.
4.2. Automator increases efficiency, eliminating manual tracking and contact.
4.3. Automation raises repeat visit frequency and boosts referral potential.
4.4. Automating this task standardizes brand voice and maximizes campaign ROI.
4.5. Automatedly captures valuable data for future loyalty program optimization.