Birthday or anniversary special offer automations

Purpose

1.1. Automate sending personalized birthday or anniversary offers to customers of acrylic supply stores to increase customer loyalty, repeat purchases, and brand engagement.
1.2. Deliver time-sensitive discounts, special bundles, or gift rewards by leveraging customer data, ensuring every celebration receives attention.
1.3. Enhance customer experience by sending offers through preferred channels (email, SMS, app notification, or messaging) with minimal manual intervention.

Trigger Conditions

2.1. Customer profile records a date of birth or special anniversary in the CRM/eCommerce platform.
2.2. The automation runs on a schedule to match dates for upcoming birthdays/anniversaries within a set window (e.g., 7 days prior).
2.3. Trigger may also include customer activity thresholds (e.g., last purchase >60 days ago).

Platform Variants

3.1. Mailchimp
• Audience Segmentation & Automation: Use ‘Customer Birthday’ field as trigger; configure journey to send “Birthday Offer” email.
3.2. Klaviyo
• Flows > Date Property Trigger: Set flow trigger on ‘birthday’ or ‘anniversary’ and configure dynamic coupons.
3.3. ActiveCampaign
• Automations > Date-based Trigger: Initiate sequence for ‘date of birth’ field; send special offer campaign.
3.4. HubSpot
• Workflows > Contact Property Date: Build workflow triggered by ‘Birthday’ property; automate personalized emails.
3.5. SendGrid
• Marketing Campaigns API: Schedule a ‘Birthday Email’ for contacts with matching date attribute.
3.6. Twilio SMS
• Messaging API: Trigger SMS to customer numbers on date match with promotional code template.
3.7. WhatsApp Business API
• Message Template: Send templated anniversary/birthday messages via API on contact’s special date.
3.8. Shopify
• Script Editor/Apps: Automatically generate discount codes; use Shopify Flow to send email/SMS.
3.9. WooCommerce
• AutomateWoo or WooCommerce Automations: Rule triggers for ‘birthday’ meta field; personalized coupon generation.
3.10. Salesforce Marketing Cloud
• Journey Builder: Use ‘Anniversary Date’ or ‘Birthdate’ event to initiate multi-channel journey.
3.11. Zoho CRM
• Workflow Rules: Run on ‘birthday’/anniversary field change; trigger campaign module send.
3.12. Google Calendar API
• Events Insertion: Scan contacts for matching event date; pass data to outbound communication workflow.
3.13. Facebook Messenger Platform
• Send API: Automate message to recipients with matching special date using chatbots.
3.14. Viber Business Messages
• Messaging API: Send promotional Viber message to user segment based on special dates.
3.15. Customer.io
• Date-triggered Campaigns: Launch message sequence on a user’s special date property.
3.16. MoEngage
• Flows > Date Trigger: Target users with offers based on birthday/anniversary user attributes.
3.17. Omnisend
• Automation Workflows: Start birthday automation; configure special discount block in message.
3.18. Braze
• Canvas with Date Filters: Trigger journeys for users with upcoming birthdays/anniversaries.
3.19. Intercom
• Series/Auto Messages: Configure message delivery based on custom date field in user profile.
3.20. Slack API
• Scheduled Bot Notification: Bot posts offer (internal/external users) on dates with matching criteria.
3.21. Zendesk
• Triggers: Send satisfaction or thank you notes on customer anniversaries using macros and automations.

Benefits

4.1. Builds strong emotional connection with customers through timely, personalized outreach.
4.2. Increases likelihood of purchases and customer retention by recognizing customers’ milestones.
4.3. Reduces manual workload; enables consistent delivery regardless of business size or growth.
4.4. Enables precise tracking of offer redemption and customer engagement through platform analytics.