Purpose
1.2. The automation process collects customer important dates, schedules messages, generates unique offer codes, and delivers greetings via multiple communication channels.
1.3. Ensures timely, consistent, and cost-effective outreach reducing manual effort while maximizing customer satisfaction and word-of-mouth referrals.
Trigger Conditions
2.2. Optional triggers include new customer sign-up, consent confirmation, or update to contact preferences.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automated SMS API — configure “Message Scheduling” and template message with dynamic fields for name, offer code, and event.
3.2. SendGrid
• Feature/Setting: Automation Workflow — set event-triggered emails using “Dynamic Templates” and “Scheduled Send” APIs.
3.3. Mailchimp
• Feature/Setting: Customer Journeys — automate “Birthday” and “Anniversary” email campaigns by segmenting customer lists and using “Merge Tags”.
3.4. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder — automate multichannel message orchestration triggered by Data Extensions containing event dates.
3.5. HubSpot
• Feature/Setting: Workflows — automate outreach by configuring “If/Then” branches using contact property date fields.
3.6. Slack
• Feature/Setting: Incoming Webhooks — automate internal notifications to staff before customer visit dates for personalized in-person gestures.
3.7. Microsoft Power Automate
• Feature/Setting: Scheduled Flows — automate message dispatch using date-based triggers and “Send Email” or “Send SMS” connectors.
3.8. WhatsApp Business API
• Feature/Setting: Template Messages — configure pre-approved automated greetings with dynamic variables for birthday/anniversary and offers.
3.9. Klaviyo
• Feature/Setting: Flows — automate time or event-based personalized emails/sms using “Birthday Flow” with customer profile filtering.
3.10. ActiveCampaign
• Feature/Setting: Automations — automate branching setups for date-based email/SMS with custom discount codes.
3.11. Zoho CRM
• Feature/Setting: Workflow Rules — automate sending email/SMS via “Functions” based on custom date fields.
3.12. Google Calendar API
• Feature/Setting: Automated Events — schedule reminders for marketing staff to initiate manual calls for VIP customers.
3.13. Facebook Messenger API
• Feature/Setting: Automated Message Templates — configure recurring events for automatededly delivered greetings and coupons.
3.14. Constant Contact
• Feature/Setting: Email Automation — automate sending using “Anniversary” and “Birthday” triggers from contact details.
3.15. Intercom
• Feature/Setting: Auto Messages — automate chat-based greetings inside mobile app/web portals on customer key dates.
3.16. Zendesk
• Feature/Setting: Automated Ticket Creation — notify support team to offer additional personalized service during special dates.
3.17. Shopify
• Feature/Setting: Automated Email Marketing Apps (e.g., Klaviyo integration) — automate scheduled special-occasion offers to loyalty members.
3.18. Wix Automations
• Feature/Setting: Triggered Emails — automate sending timed greetings with coupon codes for Wix Restaurant users.
3.19. Pabbly Connect
• Feature/Setting: Date/Time Scheduler + Email/SMS Integration — automate workflow to merge CRM dates with mass-messaging APIs.
3.20. Airtable
• Feature/Setting: Automations — automate detection of upcoming birthdays/anniversaries and trigger notifications/emails via third-party integrations (e.g., SendGrid, Gmail).
Benefits
4.2. Enables precise, automatable targeting based on real customer data, boosting campaign ROI.
4.3. Streamlines processes and reduces overhead for the restaurant team through automated scheduling and delivery.
4.4. Enhances customer experience by providing automated, timely, and personalized attention, increasing positive reviews and referrals.