Birthday/anniversary offer automation

Purpose

1. Automate sending personalized birthday or anniversary offers to customers of Anhui cuisine restaurants to increase customer retention, boost repeat visits, and enhance brand loyalty.

2. Provide timely, targeted specials or discounts tied to specific celebration dates collected from customer data.

3. Integrate with CRM and marketing tools for seamless campaign execution and tracking.

Trigger Conditions

1. Date matches a customer's recorded birthday or anniversary in the customer database.

2. New or updated customer profile includes a celebration date.

3. Manual administrator trigger for select customers or campaigns.

4. Time-based trigger (e.g., X days before celebration date).

Platform Variants

1. Twilio SMS

- Feature: Send automated SMS.
- Setting: Configure SMS trigger on date match; set message template with offer code.

2. SendGrid

- Feature: Scheduled email campaigns.
- Setting: Use Dynamic Templates API; trigger email when user event matches criteria.

3. Salesforce Marketing Cloud

- Feature: Journey Builder.
- Setting: Event-triggered journey for “Birthday” or “Anniversary” attribute.

4. HubSpot

- Feature: Workflows automation.
- Setting: Enrollment triggers based on birthdate field; automated personalization token.

5. Mailchimp

- Feature: Date-based automation.
- Setting: Set “Birthday” merge tag for list; auto-email with discount URL.

6. ActiveCampaign

- Feature: Date-triggered campaigns.
- Setting: Deal or contact date automations; send personalized offer coupon.

7. Zoho CRM

- Feature: Workflow automation.
- Setting: if/then rules on “Anniversary” field; webhook to SMS or email provider.

8. Klaviyo

- Feature: Flows automation.
- Setting: Trigger flow on custom property date; dynamic coupon in flow.

9. Shopify

- Feature: Customer tags + email automation.
- Setting: Use Shopify Flow + Email connector for date triggers.

10. Google Calendar API

- Feature: Event reminders.
- Setting: Create event matching customer date; trigger webhook to marketing app.

11. Facebook Messenger API

- Feature: Automated direct messaging.
- Setting: Use Messenger Platform for birthday triggers; send greeting and offer.

12. Intercom

- Feature: Behaviour-based message.
- Setting: Set in-app message to deliver near birthday/anniversary.

13. Viber Business Messages

- Feature: Scheduled broadcasts.
- Setting: API-based personalization with date filter for message delivery.

14. WhatsApp Business API

- Feature: Automated messaging.
- Setting: Schedule message by template on matching date field.

15. Slack API

- Feature: Internal notification.
- Setting: Send team reminder to recognize VIP diners.

16. Brevo (formerly Sendinblue)

- Feature: Marketing automation workflows.
- Setting: Date property triggers personalized birthday email.

17. Pipedrive

- Feature: Workflow Automation.
- Setting: Pipeline action on “Anniversary” custom field; webhook to messaging service.

18. Airtable

- Feature: Automation scripts.
- Setting: Filter view by anniversary date, trigger webhook/send email.

19. Freshsales

- Feature: Event-based workflows.
- Setting: Configure rule to send notification/email on special dates.

20. MoEngage

- Feature: Segmented push/email campaigns.
- Setting: Audience triggers by event date; send mobile app notification with offer.

21. Oracle Responsys

- Feature: Program automation.
- Setting: Schedule trigger nodes on profile date attribute; email or SMS blast.

Benefits

1. Streamlined customer engagement for special occasions, driving repeat visits.

2. Increased campaign personalization boosts offer redemption and loyalty.

3. Multi-channel approach reaches customers via preferred platforms.

4. Automated tracking and reporting for campaign ROI analysis.

5. Reduced manual effort; staff focuses on service, not reminders.

6. Enables scalable growth as customer database expands.