Customer Experience & EngagementPurpose
1. Automate sending personalized birthday and anniversary promotions to loyal guests to enhance repeat visits, strengthen guest loyalty, and create automated memorable guest experiences tailored for a Jewish restaurant environment.
2. Automatedly track guest milestones, trigger timely communications, and deliver special offers aligned with key life events using automation to maximize customer engagement and satisfaction.
Trigger Conditions
1. Guest profile includes date of birth or anniversary—entry or update detected in the CRM or POS system.
2. Automated recurring check runs daily or weekly to identify upcoming birthdays and anniversaries occurring within a set date range (e.g., 7 days in advance).
3. Automation initiates when matching date is found, and guest has not received an offer within the promotion period.
Platform Variants
1. Twilio SMS
- Feature/Setting: SMS API — Configure automated SMS sending with dynamic fields for guest name and promo code.
2. SendGrid
- Feature/Setting: Automated Email Campaigns — Personalize and automate birthday/anniversary email segments and promotional scheduling triggers.
3. Mailchimp
- Feature/Setting: Customer Journeys — Automate time-based emails for guest birthdays/anniversaries using behavioral triggers.
4. ActiveCampaign
- Feature/Setting: Automation Builder — Set up automated flows for special date-based guest segmentation and promo delivery.
5. Salesforce Marketing Cloud
- Feature/Setting: Journey Builder – Date-based automations for sending multi-channel promotions to qualifying contacts.
6. HubSpot
- Feature/Setting: Workflows – Automate emails and internal task notifications when guest milestone date is near.
7. Zapier
- Feature/Setting: Multi-app Workflow Automations — Connect CRM, POS, and communication channels to automatedly trigger promotions.
8. Klaviyo
- Feature/Setting: Flows – Automate email and SMS for birthdays/anniversaries with custom event triggers.
9. Microsoft Power Automate
- Feature/Setting: Scheduled Cloud Flows — Automate guest list review and promotion dispatch at set intervals.
10. Google Calendar API
- Feature/Setting: Events API — Automate reading milestones and launching promotional routines.
11. Facebook Messenger API
- Feature/Setting: Automated Message – Deliver special offers through automated direct messages to loyal guests.
12. Telegram Bot API
- Feature/Setting: Automated Bot Alerts — Trigger guest-specific messages on milestones using programmable flows.
13. WhatsApp Business API
- Feature/Setting: Automated Messages — Automate personalized promotion deliveries on guest special dates.
14. Shopify Flow
- Feature/Setting: Automated Customer Events — Trigger exclusive promo codes through automation for registered customer events.
15. Zoho CRM
- Feature/Setting: Workflow Rules — Create automated email/SMS promotion triggers when date fields match conditions.
16. Pipedrive
- Feature/Setting: Workflow Automation — Auto-send personalized communications based on guest date data fields.
17. Intercom
- Feature/Setting: Custom Bots — Automate check-in and offer delivery when anniversary or birthday is detected.
18. Freshdesk
- Feature/Setting: Automations – Send customer notifications and create tasks for celebratory promotions.
19. Slack API
- Feature/Setting: Workflow Builder — Trigger internal alerts or team reminders for manual or automated guest outreach.
20. Resy API
- Feature/Setting: Reservation Data Automation — Use automated queries to identify loyal guests and trigger communication workflows.
Benefits
1. Automates consistent guest engagement, maximizing restaurant visits and strengthening brand loyalty.
2. Automated personalized communications increase guest delight and boost word-of-mouth referrals.
3. Saves staff time by automating repetitive promotion and communication tasks.
4. Enhances marketing ROI through smart, automatedly-timed, and targeted offers.
5. Ensures no loyal guest milestone is missed with continuous, reliable automation.