Birthday or anniversary offer dispatch

Purpose

1.1. Automate recognizing customer birthdays and anniversaries for timely offer dispatch in a hamburger restaurant chain.
1.2. Automates tailored marketing outreach boosting loyalty, increasing visits, and personalizing the dining experience.
1.3. Enriches customer data, tracks special dates, schedules automated coupon/gift delivery, and logs responses to refine future automations.

Trigger Conditions

2.1. Automated trigger based on customer profile matching today’s date with stored birthday or anniversary.
2.2. Triggers upon real-time data sync with POS, reservation, or CRM system.
2.3. Monthly, weekly, or daily checks to automate detection of eligible recipients.
2.4. Optional manual override for VIPs or exceptions.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS API — set up programmable triggers to send celebratory offer messages ("POST /Messages").
3.2. SendGrid
• Feature/Setting: Automated Email API — configure "Mail Send" endpoint with dynamic templates for occasion-based promotions.
3.3. Mailchimp
• Feature/Setting: Automate with Birthday Automation workflow — trigger campaign based on stored dates in audience fields.
3.4. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder — automate journey with event-based triggers and personalized messages.
3.5. HubSpot
• Feature/Setting: Workflow Automation — if/then branch for birthday or anniversary properties, set up automated offer email.
3.6. ActiveCampaign
• Feature/Setting: Automate with Date-based Automations — map customer date fields to campaign triggers.
3.7. Zoho CRM
• Feature/Setting: Workflow Rules — automate custom email/SMS sequences on customer’s special dates.
3.8. Klaviyo
• Feature/Setting: Automate with "Date Property Triggered Flow" for sending special offers automatically.
3.9. Intercom
• Feature/Setting: Automated messages — configure event triggers for chat/email dispatch based on customer date fields.
3.10. Slack
• Feature/Setting: Incoming Webhooks — automates alert to staff with offer fulfillment details.
3.11. Zapier
• Feature/Setting: Multi-step Zaps — link CRM, email/SMS, and scheduling tools for end-to-end automation.
3.12. Google Sheets
• Feature/Setting: Scripted triggers — schedule Apps Script to detect eligible dates and export to email/SMS automators.
3.13. Facebook Messenger
• Feature/Setting: Automated Messenger API bots — send celebration messages tied to user profiles.
3.14. WhatsApp Business API
• Feature/Setting: Automated template messages — configure rules for scheduled dispatch based on birthday/anniversary tags.
3.15. Freshdesk
• Feature/Setting: Automation Rules — send internal tickets to marketing when a customer’s special date arrives.
3.16. Microsoft Outlook 365
• Feature/Setting: Power Automate flows — automate email greetings with attached voucher codes.
3.17. Shopify
• Feature/Setting: Automated alerts via Flow — trigger personalized promo emails at checkout or based on customer tags.
3.18. Constant Contact
• Feature/Setting: Automated email scheduling — link customer date fields to recurring special offer campaigns.
3.19. LoyaltyLion
• Feature/Setting: Automated loyalty rewards workflows for birthdays and anniversaries, pushing emails/SMS.
3.20. Pipedrive
• Feature/Setting: Workflow Automation — create activities notifying sales or support to dispatch offers.

Benefits

4.1. Automates customer engagement, making outreach consistent and timely.
4.2. Streamlines multi-channel marketing through scalable automations.
4.3. Reduces manual work, freeing staff for high-value activities.
4.4. Boosts customer satisfaction and retention via automatable personalized experiences.
4.5. Enables analytics-driven improvements by tracking automated campaign performance on special occasions.