Automated birthday and special occasion discount campaigns

Purpose

1.1. Automate the sending of personalized birthday and special occasion discounts to customers, maximizing engagement, retention, and driving sales for a pine furniture retailer.
1.2. The automation recognizes key customer dates from CRM, purchases, or loyalty programs and sends tailored messages/offers via email, SMS, or messaging apps.
1.3. Enables fully automating the workflow so no manually scheduled batch discount campaigns are needed.
1.4. Makes it automatable to adjust discounts based on customer segments, past purchases, and engagement level.

Trigger Conditions

2.1. Automatedly triggered when a customer’s birthday or predefined special occasion (anniversary, signup date, etc.) matches the current date.
2.2. Optional: Automator may include purchase anniversaries, seasonal events, or other milestones.
2.3. Trigger can be automated via CRM field update, e-commerce order metadata, or inbound API to the automation platform.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS send via Twilio Programmable Messaging API.
• Sample Configuration: Set recipient number, message body, and schedule via API POST endpoint.
3.2. SendGrid
• Feature/Setting: Automate templated email dispatch via SendGrid Mail Send API.
• Sample Configuration: Configure dynamic templates, insert customer variables.
3.3. Mailchimp
• Feature/Setting: Automated birthday journey using Customer Journeys.
• Sample Configuration: Custom trigger for customer birthday, apply offer code merge tag.
3.4. Shopify
• Feature/Setting: Trigger automated discount email via Shopify Flow on customer’s birthday tag.
• Sample Configuration: Flow action—“Send marketing email”—on customer tag match.
3.5. Klaviyo
• Feature/Setting: Automate birthday flows using automated email series.
• Sample Configuration: Segment by birthdate and initiate automated coupon email.
3.6. ActiveCampaign
• Feature/Setting: Automated date-based email campaigns.
• Sample Configuration: Set up automation for “Date field arrives” trigger.
3.7. HubSpot
• Feature/Setting: Workflow automation for contact property birthday.
• Sample Configuration: Enroll contacts with today’s birthday; automate email/SMS send.
3.8. Zoho CRM
• Feature/Setting: Custom workflow automation for Contact birthday fields.
• Sample Configuration: Automated email task based on date field trigger.
3.9. Salesforce
• Feature/Setting: Process Builder/Flow automation for Contact special dates.
• Sample Configuration: Automated send via email/SMS integration.
3.10. Microsoft Dynamics 365
• Feature/Setting: Power Automate birthday workflow.
• Sample Configuration: Trigger automated marketing email when birthday field matches current date.
3.11. Pipedrive
• Feature/Setting: Automate email send on custom field match.
• Sample Configuration: Set automator for “birthdate = today”.
3.12. WhatsApp Business API
• Feature/Setting: Automated discount notification via WhatsApp message API.
• Sample Configuration: Endpoint call with personalized message template.
3.13. Viber Business Messages
• Feature/Setting: Automated alerts via Viber Messaging API.
• Sample Configuration: Set recipient, text variable, and send date.
3.14. Facebook Messenger Platform
• Feature/Setting: Automate bot send via Messenger Send API.
• Sample Configuration: Bot sends coupon to users with matching anniversary.
3.15. Google Calendar API
• Feature/Setting: Automator pulls event dates for automation triggers.
• Sample Configuration: Scan for contact event matching today.
3.16. Intercom
• Feature/Setting: Automatic messages via event triggers.
• Sample Configuration: Birthday date met—trigger special offer chat notification.
3.17. Drift
• Feature/Setting: Automate chat-based delivery of coupons.
• Sample Configuration: Chatbot workflow for date-based trigger.
3.18. Slack API
• Feature/Setting: Automate internal notification for staff follow-up.
• Sample Configuration: Send automated Slack message when customer birthday approached.
3.19. Gmail API
• Feature/Setting: Schedule and automate send of email template.
• Sample Configuration: Automated mail merge on special date.
3.20. Outlook 365 API
• Feature/Setting: Automate campaign email based on calendar date.
• Sample Configuration: Automated schedule and send process via API.

Benefits

4.1. Automatedly increases customer loyalty and repeat purchasing with targeted, timely offers.
4.2. Ensures no special occasion is missed—automation reduces manual effort and errors.
4.3. Supports omni-channel outreach, expanding automatable touchpoints on SMS, email, chat, and social.
4.4. Enables scaling of birthday campaigns as business grows with minimal human intervention due to automation.
4.5. Provides measurable uplift in engagement, retention, and average order value via analytics on automated campaigns.