Birthday and anniversary greetings to customers

Purpose

1.1. Automate the delivery of personalized birthday and anniversary greetings to customers of Acura dealerships, strengthening customer loyalty, enhancing the dealer’s customer experience, and prompting engagement for service/vehicle offers.
1.2. Ensure interactions are timely, data-driven, and fully trackable, providing both value and a personal touch at scale.

Trigger Conditions

2.1. Customer’s birth date or anniversary date matches the current date.
2.2. Customer record updated with new date or new customer added.
2.3. Pre-defined lead time (e.g., 7 days before event) reached.

Platform Variants

3.1. Twilio SMS
• Function: Messaging API – Send SMS.
• Configuration: Set API key, add message template, dynamically insert customer name/date.

3.2. SendGrid
• Function: v3 Mail Send API.
• Configuration: Use API key, HTML template, schedule message via automation logic.

3.3. Mailchimp
• Feature: Campaign Automations – Date-based trigger.
• Configuration: Upload customer list, set trigger date, personalize content block.

3.4. HubSpot
• Feature: Workflows – Date Property Trigger.
• Configuration: Enable workflow on “Birthday” property, set email/SMS actions.

3.5. Salesforce
• Feature: Process Builder – Time-based workflow.
• Configuration: Define process on contact object, trigger on date field.

3.6. Zoho CRM
• Feature: Workflow Automation – Date Field.
• Configuration: Date field as trigger, action block (email/SMS template).

3.7. ActiveCampaign
• Feature: Automation – Date-based Trigger.
• Configuration: Use "Date Occurs" trigger, connect to lists, set up email.

3.8. Pipedrive
• Feature: Workflow Automation – Custom Field Date.
• Configuration: Trigger email or app action when date matches.

3.9. Microsoft Power Automate
• Feature: Recurrence and Condition Actions.
• Configuration: Recurring check on dates, connect with Teams, Outlook, or Twilio.

3.10. Google Workspace (Gmail/Sheets)
• Function: Apps Script/Sheets – Time-driven triggers.
• Configuration: Script runs daily, filters rows by date, sends Gmail.

3.11. Slack
• Feature: Scheduled Workflow – Reminder or Direct Message.
• Configuration: Workflow with trigger from external database/API call.

3.12. Klaviyo
• Feature: Flows – Date Triggered.
• Configuration: List contacts by birthday/anniversary, set mail template.

3.13. Constant Contact
• Feature: Email Automation – Anniversary/Birthday.
• Configuration: Configure triggers on custom date fields.

3.14. Intercom
• Feature: Custom Bots – Date-based Messaging.
• Configuration: Event trigger to send messages via chat/email.

3.15. WhatsApp Business API
• Feature: Message Template API.
• Configuration: Pre-approved template, triggered via REST API.

3.16. Telegram Bot API
• Feature: sendMessage Method.
• Configuration: Bot token, customer chat ID, schedule send.

3.17. Viber Business Messages
• Feature: REST API – Transactional Message.
• Configuration: Use messaging endpoint, personalization token.

3.18. Freshdesk
• Feature: Automations – Customer Notifications.
• Configuration: Ticket or contact field as date, send notification.

3.19. Gupshup
• Feature: SMS and WhatsApp API.
• Configuration: Set up campaign, schedule send from customer data.

3.20. ActiveTrail
• Feature: Automation – Date Trigger.
• Configuration: Import list with dates; design message for scheduled automation.

3.21. Marketing Cloud (Salesforce)
• Feature: Journey Builder – Date-entry events.
• Configuration: Audience imports, set date trigger, personalize content.

Benefits

4.1. Enhances customer retention and satisfaction with timely, relevant communications.
4.2. Reduces manual effort, allowing staff to focus on high-value tasks.
4.3. Increases service visits or vehicle upgrades driven by well-timed offers.
4.4. Ensures consistent tone, branding, and compliance across all outreach.
4.5. Captures engagement data for further marketing personalization and reporting.