Customer Engagement & MarketingPurpose
1 Automate sending personalized birthday and anniversary greetings to customers of a running store, including automated unique offers or discounts, to increase customer loyalty, retention, and sales conversion rates through timely, relevant engagement.
2 Automates the repetitive manual process, ensures no occasion is missed, and leverages customer data for targeted marketing automation in sports retail.
3 Automating these touchpoints enhances brand perception and creates automatable opportunities for upselling and cross-selling.
Trigger Conditions
1 Automated trigger based on customer date of birth or loyalty program sign-up anniversary stored in CRM or POS.
2 Additional automation for recurring triggers every year or custom intervals.
3 Optional: Automated condition—customer made recent purchase or is part of loyalty tier.
Platform Variants
1 Mailchimp
- Feature/Setting: Automate Customer Journeys; use 'Date-Based Automations' on birthday/anniversary fields, configure "Send Email" with dynamic offers.
2 Salesforce Marketing Cloud
- Feature/Setting: Automation Studio; trigger automation with a 'Birthday Data Filter,' configure Journey Builder for dynamic, rule-based offer distribution.
3 Klaviyo
- Feature/Setting: 'Flows'; automate by segmenting on birthday properties, add a conditional split flow for offers.
4 HubSpot
- Feature/Setting: 'Workflows'; automate workflow to send automated personalized email from custom date properties.
5 Twilio SMS
- Feature/Setting: Automated SMS campaigns; trigger via API call to "SendMessage" on schedule.
6 SendGrid
- Feature/Setting: 'Automated Email Sequences'; integrate with "Marketing Campaigns" and configure template with offer codes.
7 ActiveCampaign
- Feature/Setting: 'Automations'; use date-based automation to send automated offers.
8 Zoho CRM
- Feature/Setting: Workflow automation; trigger on birthday, send templated email offer.
9 Shopify Flow
- Feature/Setting: 'Automations'; auto-trigger email or SMS on customer metafield for special dates.
10 WooCommerce AutomateWoo
- Feature/Setting: 'Workflows'; automate sending coupon emails based on customer birthday meta.
11 Omnisend
- Feature/Setting: 'Automation Workflows'; trigger on contact property change for date-based greetings.
12 Pipedrive
- Feature/Setting: 'Workflow Automation'; schedule automated email dispatch from custom fields.
13 Google Calendar API
- Function: Automated event trigger; invoke workflow via push notification on matching date event.
14 Microsoft Power Automate
- Feature/Setting: Recurrence trigger + Outlook mail or Teams message flow on matched customer date.
15 Intercom
- Feature/Setting: 'Custom Bots' automating messaging sequences based on user attributes.
16 Gupshup
- Feature/Setting: Automated WhatsApp message campaign; configure with customer DOB field.
17 Viber Business Messages
- Feature/Setting: Auto-trigger personalised greetings with offer via API.
18 Slack
- Feature/Setting: 'Workflow Builder'; schedule greeting channel message for internal staff reminders.
19 Brevo (ex-Sendinblue)
- Feature/Setting: 'Date Property Automation'; send automated coupon email for birthday/anniversary.
20 MailerLite
- Feature/Setting: 'Automation workflows'; trigger based on subscriber birthday field.
21 Eloqua
- Feature/Setting: Program Canvas with date comparison; automate send offer email step.
22 Constant Contact
- Feature/Setting: Email Automation series; date-based trigger for sending automated celebratory offers.
Benefits
1 Automated the entire greeting and offer workflow, saving time and reducing errors.
2 Automates personalized customer engagement, boosting loyalty and repeat business.
3 Ensures all qualifying customers receive automatable marketing offers without manual intervention.
4 Enables robust, scalable customer engagement and automates ROI measurement via campaign analytics.
5 Delivers automated satisfaction through timely recognition of customer milestones, automating brand advocacy.