Customer Experience & Loyalty AutomationPurpose
1.2. Collect customer data during reservation or online ordering, identify relevant occasions, and trigger reward or promotional messages at precise times to drive engagement.
1.3. Reinforce brand experience by celebrating culturally significant dates (Eid, Independence Day) in addition to birthdays and anniversaries.
1.4. Use automated omni-channel delivery (SMS, email, in-app, WhatsApp) to maximize offer reach and customer convenience.
1.5. Integrate with POS and CRM systems to ensure redemptions are seamless and tracked, enabling improved campaign analytics and ROI reporting.
Trigger Conditions
2.2. National/Cultural holiday relevant to Algerian heritage
2.3. Anniversary of first reservation or loyalty program sign-up
2.4. Customer status meets eligibility criteria (e.g., opted-in, active, or high-value customer)
2.5. Customer has not received a similar offer within set suppression window
Platform Variants
• Feature/Setting: Programmable Messaging API; configure message template with dynamic fields for name, date, offer code.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API; automate email sequence with merge tags and conditional logic for event type.
3.3. Mailchimp
• Feature/Setting: Automations > Customer Journeys; trigger flow based on birthday field, schedule offer email.
3.4. ActiveCampaign
• Feature/Setting: Automations; use date-based trigger for contacts and send personalized promotions.
3.5. HubSpot
• Feature/Setting: Workflows > Date Property; automate email or SMS based on contact birthday.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; birthday attribute to send multi-channel offers.
3.7. Klaviyo
• Feature/Setting: Flows > Birthday trigger; segment customers and fire personalized coupon email.
3.8. Zoho CRM
• Feature/Setting: Workflow Rules; set 'Birthday Reminder' to initiate sms/email via third-party plugin.
3.9. WhatsApp Business API
• Feature/Setting: Pre-approved templated messages; send occasion offers using customer phone data.
3.10. Facebook Messenger (Meta APIs)
• Feature/Setting: Messenger Bot; trigger offer coupon on customer’s Messenger based on stored data.
3.11. Viber for Business
• Feature/Setting: Message API; automate promotional notifications for special dates.
3.12. Google Calendar API
• Feature/Setting: Event Reminder; automate reminders for dates pulled from CRM, trigger workflow.
3.13. Stripe
• Feature/Setting: Coupons API; create and email single-use codes to customers for redemption.
3.14. Shopify
• Feature/Setting: Marketing Automations; trigger birthday discount via integrated email/SMS.
3.15. Loyverse POS
• Feature/Setting: Customer Management; scheduled email offers using customer’s birthday data.
3.16. Intercom
• Feature/Setting: Smart Campaigns; trigger in-app/message or email to user on special date.
3.17. Pabbly Connect
• Feature/Setting: Date-based triggers; link CRM birthday field to multi-platform engagement.
3.18. Zapier
• Feature/Setting: Scheduled workflows; connect CRM data to email/SMS senders based on event date.
3.19. Eventbrite
• Feature/Setting: Automated invitations; send special offers to event attendees near their birthdays.
3.20. Freshdesk
• Feature/Setting: Automation Rules; trigger custom offer emails for support contacts on anniversaries.
3.21. BambooHR
• Feature/Setting: Reminders API; integration for employee/customer occasion recognition (internal offers).
3.22. Segment
• Feature/Setting: Date-triggered destinations; send customer data to preferred channel for automated outreach.
Benefits
4.2. Enhances brand sentiment by acknowledging valued dates.
4.3. Eliminates manual effort and ensures timely, error-free campaign delivery.
4.4. Enables detailed tracking for ROI analysis and future targeting improvements.
4.5. Supports multi-channel customer engagement to maximize redemption and loyalty.