Birthday/anniversary promotional emails

Purpose

 1.1. Engage visitors by sending customized birthday/anniversary emails with exclusive offers, reward loyalty, increase visits, and foster guest connection.
 1.2. Automate celebratory communications for proactive outreach; personalize content and offers based on user profiles, visit frequency, and event dates.
 1.3. Reduce manual overhead in segmentation, scheduling, and ensuring personalized and timely delivery.

Trigger Conditions

 2.1. Event: Registered guest birthday or relationship anniversary date approaches (e.g., 7 days prior, same day).
 2.2. Data Source: Customer profile, CRM records, membership system feeds.
 2.3. Exclusion: Suppress for unsubscribers, absent data, or opted-out users.

Platform Variants

 3.1. Mailchimp
  • Feature/Setting: Customer Journeys or Automations – configure birthday date as trigger; set up personalized email templates.

 3.2. Salesforce Marketing Cloud
  • Feature/Setting: Journey Builder – use date-based entry event; map fields for birthdate/anniversary.

 3.3. Klaviyo
  • Feature/Setting: Flows – trigger by profile property “birthday” or custom property for anniversary.

 3.4. HubSpot
  • Feature/Setting: Workflows – use enrollment triggers based on contact properties.

 3.5. ActiveCampaign
  • Feature/Setting: Automations – date/time trigger for “Birthday” field; segment by type.

 3.6. SendGrid
  • Feature/Setting: Marketing Campaigns Automation – trigger on stored date property.

 3.7. Twilio SMS
  • Feature/Setting: Messaging Service API – automate SMS send on date-match via scheduled workflows.

 3.8. Mandrill
  • Feature/Setting: Transactional Email API – send on webhook trigger when date equals today.

 3.9. Freshworks
  • Feature/Setting: Freshmarketer Journeys – trigger based on contact property.

 3.10. Zoho CRM
  • Feature/Setting: Workflow Automation – configure field-date triggers; connect with Zoho Campaigns.

 3.11. Microsoft Dynamics 365
  • Feature/Setting: Customer Insights Journeys – trigger event on contact birthday/anniversary.

 3.12. Oracle Eloqua
  • Feature/Setting: Campaign Canvas – use decision rules on date fields.

 3.13. Constant Contact
  • Feature/Setting: Automated Emails – recurring event-based sends for birthdays/anniversaries.

 3.14. Braze
  • Feature/Setting: Canvas Flows – event-based trigger on custom date fields.

 3.15. Iterable
  • Feature/Setting: Workflow Studio – filter and action on profile field dates.

 3.16. Marketo
  • Feature/Setting: Smart Campaigns – use “date field is today” for birthday/anniversary automation.

 3.17. Drip
  • Feature/Setting: Workflows – automation trigger by custom date fields.

 3.18. Intercom
  • Feature/Setting: Series – time triggers based on user attributes.

 3.19. Adobe Campaign
  • Feature/Setting: Workflows – schedule triggers via birthday/anniversary field.

 3.20. Customer.io
  • Feature/Setting: Campaigns – data-triggered messaging flows on personal dates.

 3.21. SMSBump (for SMS)
  • Feature/Setting: Birthday flows in automations; send unique discount codes.

 3.22. Pipedrive
  • Feature/Setting: Workflow Automation – filters for date-based contact triggers.

 3.23. Shopify Email
  • Feature/Setting: Automated Email Flows – configure birthday/anniversary segment trigger.

 3.24. Emma
  • Feature/Setting: Audience Segmentation and Automation – send on customer event dates.

Benefits

 4.1. Enhances guest experience by delivering timely, relevant, and personalized offers.
 4.2. Drives repeat visits and seasonal upsells; increases likelihood of guest advocacy.
 4.3. Automates segmentation and follow-up, saving operational time and reducing manual errors.
 4.4. Improves data utilization for customer relationship management and marketing ROI.