Sending personalized birthday or anniversary offers

Purpose

1. Deliver highly personalized birthday or anniversary offers to restaurant customers, increasing repeat visits and loyalty.

2. Use automated triggers to send timely messages via email, SMS, social media, or mobile apps.

3. Integrate with CRM to track customer dates, personalize messaging, and monitor redemptions.

4. Enhance guest engagement by ensuring customers feel valued on special days, improving long-term retention.

Trigger Conditions

1. Customer profile contains a birthday or anniversary date.

2. Automated check runs daily or weekly to identify upcoming celebratory dates (e.g., 7 days before event).

3. Triggers when conditions: today = event date, or today = (event date - set days).

4. Customer opted in for promotional messages and notifications.

Platform Variants

1. Twilio SMS

- Feature: Programmable Messaging API
- Setting: Configure an automated workflow to send personalized SMS with offer codes upon trigger
- Example: Use POST to /Messages endpoint with dynamic fields for name, offer, and date.

2. SendGrid

- Feature: Dynamic Email Templates
- Setting: Use transactional email API with variable substitution for name and offer
- Example: Configure automation to pass customer data to template and schedule sends.

3. Mailchimp

- Feature: Customer Journeys
- Setting: Journey automation with birthday/anniversary triggers, custom merge tags for personalized offers
- Example: Automated journey starts X days prior to stored date.

4. ActiveCampaign

- Feature: Date-Based Automations
- Setting: Trigger email sequence based on contact’s date field; include unique offer code
- Example: Automated flow selects matching contacts for email blast.

5. HubSpot

- Feature: Marketing Workflows, "Contact Date Property"
- Setting: Trigger marketing email using stored special date property; include dynamic content
- Example: Schedule workflow using event-driven delays.

6. Salesforce Marketing Cloud

- Feature: Journey Builder
- Setting: Set up date-based event triggers and personalized message nodes
- Example: Use decision splits for birthday/anniversary segmentation.

7. Klaviyo

- Feature: Flows using Date Properties
- Setting: Create a flow triggered by “Birthday” field with custom email/SMS
- Example: Use “Anniversary Flow” with dynamic variables.

8. Zoho CRM

- Feature: Workflow Rules + Email/SMS Integration
- Setting: Rule triggers on matching date; send message via in-app email/SMS connectors
- Example: Automated workflow executes on profile date field.

9. Intercom

- Feature: Custom Bots + Campaigns
- Setting: Messenger campaigns triggered by user special date
- Example: Automated chat message or email delivery based on profile tags.

10. Slack

- Feature: Incoming Webhooks
- Setting: Send notification to staff or customer-specific Slack channels
- Example: JSON payload triggers offer message on event day.

11. WhatsApp Business API

- Feature: Template Messages
- Setting: Message templates auto-sent via API call when event triggers
- Example: Personalize message variables for celebratory greetings.

12. Facebook Messenger Platform

- Feature: Send API
- Setting: Automated bot sends personalized message and offer card
- Example: Use Send API with birthday persona payload.

13. Viber API

- Feature: Messaging Bot
- Setting: Schedule bot messages for user milestones using Viber Bot API
- Example: Personalized greeting with offer on anniversary date.

14. Google Calendar API

- Feature: Event Watchers
- Setting: Sync customer special dates and trigger notifications
- Example: Automated offer sent on calendar event.

15. Pipedrive

- Feature: Workflow Automation
- Setting: Trigger actions based on custom date fields in contacts
- Example: Send email or webhook for offers.

16. Shopify

- Feature: Flow Connector
- Setting: Schedule discounts and marketing emails tied to customer event dates
- Example: “Send email on birthday” automation.

17. Microsoft Power Automate

- Feature: Scheduled Flows
- Setting: Check database for matching birthday/anniversary, trigger message via email/SMS connector
- Example: Scheduled task fetches and processes celebrants daily.

18. Airtable

- Feature: Automations
- Setting: Script block or automatic send based on date field
- Example: “When date matches, send email” automation.

19. G Suite (Gmail API)

- Feature: Automated Send
- Setting: Scripted emails triggered by date in Google Sheets/CRM
- Example: API sends personalized template to matching contacts.

20. Zendesk

- Feature: Trigger + Target
- Setting: Triggers on ticket or customer profile date; sends email or text via third-party integration
- Example: Set up automations on custom fields.

21. Constant Contact

- Feature: Email Automation
- Setting: Automated emails for birthdays/anniversaries using contact tags
- Example: Schedule campaign using “triggered email” feature.

22. Drip

- Feature: Event-Based Automation
- Setting: Customer event triggers flow; send offer via email/SMS
- Example: Custom event or tag initiates messaging.

23. SMSAPI

- Feature: Scheduled Bulk SMS
- Setting: Date-based campaign scheduling for SMS promotions
- Example: Upload contact list with special dates for timed send.

Benefits

1. Improves customer loyalty and satisfaction through personalized recognition.

2. Increases special occasion bookings and in-house celebrations.

3. Automates repetitive marketing, reducing staff workload and error likelihood.

4. Allows precise tracking of campaign success and customer engagement metrics.

5. Offers multichannel outreach, increasing the likelihood offers are seen and redeemed.