Birthday and anniversary SMS/email campaigns

Purpose

1. Automate sending personalized birthday and anniversary SMS/email campaigns to boost customer retention and loyalty for a delivery Chinese restaurant.

2. Automate recognition of special occasions, ensuring timely outreach and strengthening customer relationships via automated celebratory messages and exclusive offers.

3. Support automated capturing and maintaining of key dates in the CRM to enable ongoing automatable engagement without manual intervention.

Trigger Conditions

1. Automated trigger when today matches a stored customer birthday or anniversary.

2. Trigger automated campaigns if customer has opted-in for marketing communication.

3. Re-trigger automation annually on event date for continuous engagement.

4. Optionally, automate notifications if the campaign fails or bounces.

Platform Variants

1. Twilio SMS

• Feature: API v2010/Accounts/Messages
  
• Sample: Automate POST to /Messages endpoint to send SMS with customer’s name and offer.
  

2. SendGrid

• Feature: v3 Mail Send API
  
• Sample: Automator configures dynamic templates and automates POST to /mail/send for personalized emails.
  

3. Mailchimp

• Feature: Automated Email Campaigns
  
• Sample: Automate audience segmentation and trigger date-based workflow for celebratory messages.
  

4. Plivo

• Feature: Message API
  
• Sample: Send automated SMS using /v1/Account/{auth_id}/Message endpoint on event trigger.
  

5. AWS SES

• Feature: SendEmail API
  
• Sample: Automate emails using SendEmail with Lambda to orchestrate trigger logic and dynamic content.
  

6. Constant Contact

• Feature: Email Automation Triggered Series
  
• Sample: Configure automatable event-triggered campaign for birthdays/anniversaries.
  

7. ActiveCampaign

• Feature: Automation Builder
  
• Sample: Set automated workflows to detect date matches and send emails or SMS via third-party integration.
  

8. MessageBird

• Feature: SMS Messaging API
  
• Sample: Automator sends SMS using /messages endpoint with template variables for occasion.
  

9. Nexmo (Vonage)

• Feature: SMS API
  
• Sample: Automate sending SMS on customer events using /sms/json endpoint.
  

10. Klaviyo

• Feature: Flows Automation
  
• Sample: Setup date-triggered flows to automate ceremonial emails/SMS.
  

11. HubSpot

• Feature: Workflows
  
• Sample: Configure automatable workflow for sending out emails on stored event dates.
  

12. Brevo (Sendinblue)

• Feature: Email & SMS Automation
  
• Sample: Automate sending using birthday/anniversary-triggered automation pipeline.
  

13. Zoho CRM

• Feature: Workflow Rules
  
• Sample: Automated SMS/email from CRM using date-based workflow triggers.
  

14. Salesforce Marketing Cloud

• Feature: Journey Builder
  
• Sample: Configure customer journey with automatable event-based triggers.
  

15. SAP Emarsys

• Feature: Automation Center
  
• Sample: Date-based repeat automation with personalized content for each recipient.
  

16. Google Cloud Functions + Firebase Cloud Messaging

• Feature: Automated Cloud Functions
  
• Sample: Automate cloud function triggers on matching dates, dispatching via FCM for SMS or email integration.
  

17. Pabbly

• Feature: Connect Workflow Automation
  
• Sample: Automate triggers from CRM and direct action to SMS/email platform.
  

18. ClickSend

• Feature: SMS & Email API
  
• Sample: Automate POST to SMS or Email endpoints on special dates.
  

19. Infobip

• Feature: SMS API
  
• Sample: Send automated celebratory SMS via /sms/1/text/message endpoint.
  

20. MoEngage

• Feature: Flows (Journey Automation)
  
• Sample: Automate in-app, SMS, and email messages triggered on customer events.
  

21. Telegram Bot API

• Feature: sendMessage
  
• Sample: Automate celebratory messages for customers who prefer messaging apps.
  

22. Microsoft Power Automate

• Feature: Scheduled Flows
  
• Sample: Build automatable flows that check for upcoming events and send emails/SMS.
  

Benefits

1. Automates consistent customer engagement, reducing manual errors and missed opportunities.

2. Maximizes customer lifetime value by automating personalized offers and celebration messages.

3. Automator funnels loyalty campaigns for higher retention and referral rates.

4. Enables scalable, automatable outreach, freeing staff for higher-value tasks and improving overall marketing ROI.

5. Instantly automates actionable insights by tracking campaign interactions and optimizing future automations.