Birthday or anniversary special offer emails

Purpose

1.1. Automate the sending of birthday or anniversary special offer emails to customers, enhancing loyalty and repeat purchases.
1.2. Automated notifications celebrate customers’ milestones with personalized offers, boosting customer engagement for candle store businesses.
1.3. Ensure every special date receives an automated, timely, and relevant marketing message, fostering a personalized shopping experience and driving direct sales.

Trigger Conditions

2.1. Triggered when the current date matches the customer's birthday or anniversary date stored in the customer database.
2.2. Automation can run as a daily scheduler, hourly check, or instant webhook/event-driven detection from e-commerce platforms.
2.3. Automation can consider customer time zone for precise and localized delivery.

Platform Variants

3.1. Mailchimp
• Feature/Setting: Automate a Customer Journey; configure birthdate as journey starting point; set trigger to match customer property "Birthday."

3.2. Klaviyo
• Feature/Setting: Automated Flow; set trigger to “Date Property” for birthdate or anniversary; insert conditional splits for targeted offers.

3.3. SendGrid
• Feature/Setting: Marketing Campaign Automation; use the "Schedule Recipient List" API; configure email dynamic template with personal voucher.

3.4. ActiveCampaign
• Feature/Setting: Date-based Automations; use “Anniversary/Birthday Trigger”; select automated “Send Email” action, load offer template.

3.5. HubSpot
• Feature/Setting: Workflows; trigger: “Contact’s Birthday/Anniversary”; automated email with personalized coupon configured in workflow step.

3.6. Zoho Campaigns
• Feature/Setting: Event-triggered workflow; set “Birthday/Anniversary” custom field; automate recurring personalized campaign.

3.7. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder Automation; Entry Event: Date Attribute; automate email send with custom dynamic AMPscript.

3.8. Drip
• Feature/Setting: Workflow Rule; trigger: custom field date; action: automate personalized offer email on event.

3.9. Constant Contact
• Feature/Setting: Automated Email Series; trigger: specific date field, auto-send “celebration” campaign.

3.10. Moosend
• Feature/Setting: Automated Recurring Campaign; configure “Custom Field Specific Date” trigger; automate email based on date match.

3.11. Omnisend
• Feature/Setting: Automation Workflow; use “Birthday/Anniversary” contact property as trigger; action: send offer email.

3.12. GetResponse
• Feature/Setting: Marketing Automation; trigger: contact field date; automated email with time-based filter.

3.13. Brevo (formerly Sendinblue)
• Feature/Setting: Automation; Event: Anniversary/Birthday; action: schedule/send templated offer mail.

3.14. Campaign Monitor
• Feature/Setting: Date-based Automation Rule; trigger: anniversary date; sends automated, personalized candle offer.

3.15. MailerLite
• Feature/Setting: Automation Triggers; use “Date-based” trigger; send campaign to customers whose date matches.

3.16. Mandrill (Mailchimp Transactional)
• Feature/Setting: Scheduled API Trigger; use merge fields for birthday/anniversary; automate personalized transactional message.

3.17. Shopify Flow
• Feature/Setting: Workflow Automation; trigger: customer account date fields; send “Automated Email” action via native or compatible app.

3.18. Intercom
• Feature/Setting: Automated Messages (Outbound); trigger event: user attribute date; customized template for special date.

3.19. Google Apps Script
• Feature/Setting: Automated script; match date in Sheets to run Gmail API send-messages automatically.

3.20. Microsoft Power Automate
• Feature/Setting: Automated Flow; schedule daily run, compare customer dates, trigger Outlook or external service send-email API.

3.21. Pabbly Connect
• Feature/Setting: Scheduled trigger; match customer data, automate email trigger via SMTP or ESP integration.

3.22. Tray.io
• Feature/Setting: Automated workflow; trigger by date field, automate email via chosen ESP API.

3.23. Make (Integromat)
• Feature/Setting: Scheduled scenario; iterate on customer data, automate email send module for date match.

3.24. Airtable Automations
• Feature/Setting: Record trigger for specific date field; automated run of “Send Email” action via Gmail or Outlook block.

Benefits

4.1. Automatedly increases engagement with tailored messages on key dates, improving customer retention.
4.2. Automates workflows, saving staff time and reducing manual errors in campaign launch.
4.3. Ensures every customer milestone is celebrated, automating a consistent brand experience.
4.4. Automator reduces operational costs by scheduling and sending offers without human intervention.
4.5. Automated campaigns increase revenue through timely, personalized marketing appeals on meaningful dates.