Birthday/anniversary offer dispatch

Purpose

1. Automate the dispatch of personalized birthday or anniversary offers to customers of chicken takeaway businesses to increase repeat purchases, strengthen loyalty, and enhance customer engagement.

2. Automatedly schedule and send time-sensitive special offers, discount codes, or free item vouchers as a customer engagement tactic to drive store visits and online orders.

3. Automation ensures no milestone is missed, leveraging customer data from POS or CRM for campaign targeting and reporting.

Trigger Conditions

1. Automated trigger on customer’s recorded birthday or anniversary date.

2. On detection of eligible customer profile in CRM or POS database.

3. Optional manual override or batch upload for onboarded customers.

Platform Variants

1. Twilio SMS

• Feature/Setting: Use ‘Messages API’ for automated SMS offer sends; configure sender ID, templated message, and webhook as trigger.
  

2. SendGrid

• Feature/Setting: ‘Send Email API’ for automated, templated email dispatch with coupon code; configure automated workflow with dynamic fields.
  

3. Mailchimp

• Feature/Setting: ‘Customer Journeys’ or ‘Transactional Email API’ for scheduling and sending offer emails based on profile field date match.
  

4. HubSpot

• Feature/Setting: ‘Workflows Automation’ for date-based trigger; configure “birthday automation” email with unique coupon code.
  

5. Zapier

• Feature/Setting: ‘Automation Zaps’ using “Schedule by Zapier” for date triggers and integrated email/SMS actions.
  

6. ActiveCampaign

• Feature/Setting: ‘Automations’ builder; trigger by custom date field, send segmented offers, track engagement analytics.
  

7. Klaviyo

• Feature/Setting: ‘Flows’ for automating birthday/anniversary messages via SMS and email by segmenting users with birthday date filter.
  

8. WhatsApp Business API

• Feature/Setting: Automated outreach via WhatsApp for personalized message using session API and CRM data.
  

9. Facebook Messenger API

• Feature/Setting: Automated chatbot sends offers on Messenger using scheduled message endpoint with customer tag.
  

10. Google Chat API

• Feature/Setting: Automated instant messaging dispatch using ‘Spaces.messages.create’ for special offers to staff or VIPs.
  

11. Salesforce Marketing Cloud

• Feature/Setting: ‘Journey Builder’ automates multi-channel outreach tied to birthday/anniversary attributes in contact data.
  

12. Shopify

• Feature/Setting: ‘Automated Marketing’/‘Flow’ app sends birthday offers via email or SMS triggered from Shopify customer profile.
  

13. Omnisend

• Feature/Setting: ‘Birthday Automation’ flows triggered from contact birthday field, sending omnichannel offer.
  

14. Viber Business Messages API

• Feature/Setting: Schedule and automate special deals via VBM API integrated to customer contact list.
  

15. Intercom

• Feature/Setting: ‘Outbound Messaging’ with scheduled automation for event-driven messaging using birthday date event.
  

16. Pabbly Connect

• Feature/Setting: Automated workflow; trigger by date field and connect to email/SMS platform for campaign send.
  

17. Amazon SES

• Feature/Setting: ‘SendEmail’ API with automated batch process, sending personalized birthday/anniversary messages.
  

18. Slack API

• Feature/Setting: Automated messages via ‘chat.postMessage’ for reminders to staff, automating internal customer service tasks.
  

19. BarkSMS

• Feature/Setting: SMS API; automate outbound celebratory messaging based on customer events.
  

20. Freshsales

• Feature/Setting: ‘Workflow Automator’ triggers for email, SMS, or WhatsApp automations based on date fields.
  

21. MoEngage

• Feature/Setting: ‘Flows’ automates trigger-based multichannel messaging campaigns for occasion-driven offers.
  

22. Customer.io

• Feature/Setting: ‘Campaigns’ and ‘Transactional API’ for automated milestone marketing based on profile dates.
  

Benefits

1. Automated engagements improve customer retention and encourage repeat orders.

2. Automation reduces operational workload and eliminates manual error or oversight.

3. Automating personalized milestone offers boosts open rates, redemptions, and campaign ROI.

4. Automated/automatable campaign analytics assist with A/B testing and strategy optimization.

5. Scheduling and automated dispatch ensure all eligible customers are reached timely, scaling loyalty efforts.