Birthday and anniversary offer emails to loyal customers

Purpose

1.1. To automatically send personalized birthday and anniversary offer emails to loyal customers, enhancing engagement and customer retention in the Andalusian restaurant business.
1.2. Aim is to celebrate special moments of loyal patrons, encourage repeat visits, and differentiate customer experience by leveraging data-driven personalization.
1.3. Collects customer date-of-birth and significant event data at signup or via CRM, maintains updated lists, segments loyal customers, and pushes timely, targeted email offers for special occasions.

Trigger Conditions

2.1. Scheduled check daily for matches between customer special occasion dates and today’s date.
2.2. Customer categorized as “loyal” in CRM (based on frequency or total spend).
2.3. Valid email present; customer opted in for offers.

Platform Variants

3.1. Mailchimp
• Feature/Setting: Customer Journey “Date-based trigger” with API integration to fetch special dates, automated email sendout.
3.2. SendGrid
• Feature/Setting: Use Marketing Campaigns API “Schedule Send”; configure dynamic template for special offers with date-variable merge fields.
3.3. ActiveCampaign
• Feature/Setting: “Event Tracking” via API, plus “Automations” workflow to trigger on matching date field.
3.4. Salesforce Marketing Cloud
• Feature/Setting: “Journey Builder” entry event on date match; triggered send email activity with personalized content block.
3.5. HubSpot
• Feature/Setting: Workflows “Date property” trigger with email branching; API-driven list update for loyalty segment.
3.6. Klaviyo
• Feature/Setting: “Date Property Triggered Flow” for birthdays/anniversaries; dynamic offer blocks.
3.7. Zoho CRM
• Feature/Setting: Custom function on “onDateTrigger”; send via Zoho Campaigns API.
3.8. Microsoft Dynamics 365
• Feature/Setting: Power Automate scheduled flow with CRM date fields, using “Send Email” action via Outlook or integrated platform.
3.9. Brevo (formerly Sendinblue)
• Feature/Setting: Use “Transactional Email API” with event-based workflow for special occasions.
3.10. Customer.io
• Feature/Setting: Segment based on date attribute; Triggered Campaign on date match.
3.11. Constant Contact
• Feature/Setting: “Anniversary/Birthday” email template; scheduled email send using API.
3.12. Iterable
• Feature/Setting: “Workflow Studio” with “Date Split” node; personalized email variant configuration.
3.13. Oracle Eloqua
• Feature/Setting: “Program Canvas” with date-matching trigger step and “Send Email” action.
3.14. SAP Emarsys
• Feature/Setting: “Automation Center” recurring filter; use API to push segmented loyal user data.
3.15. Shopify (for restaurant ecommerce)
• Feature/Setting: Use third-party app or Flow builder; trigger email via integrated provider on date match.
3.16. Gupshup
• Feature/Setting: Email API, trigger campaign when CRM event matches user date attributes.
3.17. WhatsApp Business API
• Feature/Setting: Use template message approval for offers; trigger on birthday/anniversary via CRM integration.
3.18. Twilio SendGrid
• Feature/Setting: “Automated Email” on event API; schedule via dynamic transactional template.
3.19. Intercom
• Feature/Setting: “Smart Campaign” automation; schedule based on custom attribute for customer birthday/anniversary.
3.20. MoEngage
• Feature/Setting: “Date-based trigger” with Loyalty segment filter; schedule personalized message.
3.21. Mailjet
• Feature/Setting: “Transactional Send API”; event-based trigger with dynamic content blocks.
3.22. Pipedrive
• Feature/Setting: Scheduler on CRM custom fields; trigger email via integrated or third-party provider API.

Benefits

4.1. Enhances customer loyalty and sense of recognition by timely, relevant communication.
4.2. Drives incremental bookings and repeat visits around customers’ special dates.
4.3. Automates repetitive marketing tasks, freeing staff for personalized in-restaurant service.
4.4. Enables granular segmentation and targeted messaging for high-value, loyal customers.
4.5. Reduces manual errors and ensures consistent, branded customer experience.