Customer Engagement & MarketingPurpose
1.2. Automates scheduling and sends out celebratory messages or discounts to targeted customers in an eclectic restaurant context, leveraging automation to scale marketing without manual intervention.
1.3. Automation ensures timely, relevant communication that fosters customer engagement, maximizes data-driven marketing, and helps convert celebratory events into reservations and purchases.
Trigger Conditions
2.2. Customer joins loyalty program or fills out a profile with date of birth/anniversary to automate eligibility enrollment.
2.3. Predefined time frame for automation (e.g., 7 days before event, on the event, or post-event for follow-up).
2.4. Reservation data automatically parsed for special occasion flags.
Platform Variants
• Function: Automated SMS Messaging
• Configure API to send templated birthday messages with offer codes triggered by event date match.
3.2. SendGrid
• Function: Automate transactional email delivery
• Set up automated workflows to deliver personalized offer emails based on customer milestone dates.
3.3. Mailchimp
• Feature: Customer Journey Automator
• Build an automatable journey triggered by birthday or anniversary tags in CRM.
3.4. ActiveCampaign
• Feature: Date-based Automation
• Set up automator to send offers on specific customer anniversaries using date field automation.
3.5. HubSpot
• Feature: Automated Marketing Emails
• Program workflow automation for celebratory emails leveraging contact properties.
3.6. Salesforce Marketing Cloud
• Function: Journey Builder Automation
• Configure Event Triggers for personalized offer sends automatedly around customer dates.
3.7. Zoho CRM
• Feature: Workflow Rules
• Automate rule to trigger email/SMS on stored customer celebration dates.
3.8. Shopify
• App/Plugin: Email/SMS Workflow Automation
• Configure plugin to automate sending special coupons to customers celebrating events.
3.9. Slack
• Workflow Builder: Automated Bot Messages
• Set automated reminders to staff or direct celebratory messages for VIP guests.
3.10. Google Calendar
• Function: Event-based Automation via API
• Integrate with CRM/customer sheet to automate notification generation for upcoming events.
3.11. Outlook 365
• Power Automate Flows
• Set up to automate delivery of custom templates based on customer milestone dates.
3.12. Klaviyo
• Feature: Date Triggered Flows
• Automate segmented campaign launches for each celebration type.
3.13. Constant Contact
• Feature: Automated Email Series
• Schedule event-driven emails that are automatedly triggered.
3.14. Intercom
• Product Tours/Outbound Messages
• Trigger automated messages to web or app users celebrating their milestone.
3.15. WhatsApp Business API
• Automated Template Messages
• Automate personalized offer delivery directly to user’s WhatsApp.
3.16. Facebook Messenger
• Messenger Bots
• Schedule automator to send automated congratulatory messages and coupons.
3.17. Viber
• Viber Business Messages
• Automate Viber messages based on date triggers from dining profile data.
3.18. Zendesk
• Triggers and Automations
• Automate internal ticketing for special-occasion table prep or guest outreach.
3.19. Airtable
• Airtable Automations
• Configure automatable workflows to identify and trigger celebration offers.
3.20. Google Sheets
• App Script Automation
• Script to automatedly send emails based on matching date criteria in guest list.
3.21. Trello
• Butler Automation
• Automator creates cards or notifications for staff to prep celebration offers.
3.22. Freshdesk
• Ticket Automations
• Set up automated celebration touchpoints in customer service flow.
Benefits
4.2. Increases retention and loyalty via automated, personalized offers utilizing celebration data.
4.3. Reduction in manual tasks by automating end-to-end communication.
4.4. Accelerates customer delight and word-of-mouth promotion through automation.
4.5. Makes celebration-driven promotions fully automatable, ensuring zero missed opportunities.