Purpose
1.1. Automate sending exclusive birthday and special occasion discount offers to customers, enhancing loyalty and driving repeat purchases.
1.2. Support art supply stores to recognize customer milestones, personalize outreach, and maximize engagement via multi-channel automated campaigns.
1.3. Automates repetitive marketing outreach for birthdays, anniversaries, and notable calendar events to optimize workflow.
1.4. Enrich customer data use, streamline marketing automation sequences, and ensure consistent, timely, and automated communication.
Trigger Conditions
2.1. Customer date of birth or special occasion date matches today’s date.
2.2. Customer created or updated in CRM with valid date fields.
2.3. Customer consents to marketing automation and campaign participation.
2.4. Specific calendar triggers—public holidays, shop anniversaries, etc., as automatedly detected in CRM/calendar.
Platform Variants
1. Salesforce
• Feature/Setting: Workflow Rule + Process Builder; set trigger where ‘Birthdate’ = Today, action: automate email/discount code via Email Alerts.
2. HubSpot
• Feature/Setting: Automated Workflow, ‘Contact Property – Birthdate’ as trigger, automate send of marketing email with unique promo code.
3. Shopify
• Feature/Setting: Shopify Flow automation with ‘Customer birthday is today’ trigger, auto-send email or SMS via third-party app.
4. Klaviyo
• Feature/Setting: ‘Date Property Triggered Flow’, automate email or SMS for custom properties like birthday/anniversary.
5. Mailchimp
• Feature/Setting: Customer Journey Builder, trigger ‘Birthday’ field, automates sending special occasion marketing campaign.
6. Twilio SMS
• Feature/Setting: SMS API; configure automated SMS template, trigger via date-matched webhook or scheduler.
7. SendGrid
• Feature/Setting: Marketing Campaigns automation, trigger via birthday field, automated personalized email dispatch.
8. ActiveCampaign
• Feature/Setting: Date-based automations, trigger: ‘Contact’s birthday’, auto-email or SMS with discount code.
9. Zoho CRM
• Feature/Setting: Workflow Automation, trigger: ‘Contact Birthday’, automated integration to send email/SMS.
10. Slack
• Feature/Setting: Scheduled message automation; webhook integration to automate celebratory notifications to staff or groups.
11. Google Calendar
• Feature/Setting: Calendar event automation; event reminders trigger workflow to automate message delivery.
12. Microsoft Outlook
• Feature/Setting: Calendar automation; birthday/anniversary events trigger Outlook API flow for automated emails.
13. Constant Contact
• Feature/Setting: Birthday/Special Date Email Scheduler, automates personalized campaigns on matching occasion dates.
14. Omnisend
• Feature/Setting: Automation workflow: Birthday trigger, send predefined discount/coupon via email or SMS.
15. Gorgias
• Feature/Setting: Shopify integration to automate occasion-based ticket responses or chatbot greetings.
16. Intercom
• Feature/Setting: Behavioral trigger automation, special date fields trigger chatbot or automated outbound messages.
17. WhatsApp Business API
• Feature/Setting: Automated message template sent on date match, uses WhatsApp API to send discount codes or greetings.
18. Airtable
• Feature/Setting: Automation tool, ‘date matches today’ trigger, automate webhook or email/SMS via third-party.
19. Pipedrive
• Feature/Setting: Workflow automation, ‘person’s birthday’ filter, auto-trigger Scheduler or email integration.
20. Typeform
• Feature/Setting: Collect birthdays/special dates via forms; automate workflow for campaign enrollment on date match.
21. Marketo
• Feature/Setting: Advanced segmentation, date-based trigger flows automate multi-channel campaign launches.
22. Freshdesk
• Feature/Setting: Custom workflow for customer contact fields, trigger on birthdays/anniversaries, automates greetings via ticket or email.
23. Trello
• Feature/Setting: Calendar Power-Up; occasion event triggers automated workflow, reminders, or notifications.
24. Monday.com
• Feature/Setting: ‘Date arrives’ automation, triggers email/SMS/coupon delivery via integrated automation.
Benefits
4.1. Automated engagement increases customer loyalty and retention with minimal manual effort.
4.2. Automation boosts sales during special occasions via targeted, timely discounts.
4.3. Automating outreach enhances overall marketing efficiency and campaign consistency.
4.4. Automated workflows free up staff time and reduce human error in campaign processes.
4.5. Customers receive personalized experiences, improving satisfaction and referral potential.
Customer Engagement & Marketing Automation