Birthday and event-based promotions to past customers

Purpose

1.1. Automate sending timely birthday and event-based promotions to past customers to boost retention, encourage repeat visits, and foster loyalty in a conveyor belt sushi restaurant environment.
1.2. Enable fully automated personalized offers, such as discounts or complimentary items, via multiple channels, seamlessly integrated with customer databases.
1.3. Automating key touchpoints increases engagement, optimizes marketing efforts, and provides scalable automator workflows for recurring campaigns.
1.4. The result is a consistent, automatable customer experience with measurable impacts on revenue and brand affinity.

Trigger Conditions

2.1. Customer’s recorded birthday matches system date (automated trigger).
2.2. Restaurant-designated events (e.g., anniversary, holidays) scheduled in calendar tool (automated calendar webhook trigger).
2.3. Customer opt-in present and not opted out (automated validation step).
2.4. Automation checks for last visit date to avoid repeat offers within configurable cooldown.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API; automate message sends with dynamic personalization (API: POST /Messages).
3.2. SendGrid
• Feature/Setting: Use Marketing Campaigns API; configure automated journey for email send on event match (API: POST /mail/send).
3.3. Mailchimp
• Feature/Setting: Automate birthday email workflows with Customer Journeys; trigger path on date fields.
3.4. Salesforce Marketing Cloud
• Feature/Setting: Automate Email Studio triggered sends using contact data and Automation Studio schedules.
3.5. HubSpot
• Feature/Setting: Build automated email workflows based on contact property (birthday/event); enrollment triggers.
3.6. ActiveCampaign
• Feature/Setting: Use automation builder for date-based campaign sends; connect to customer lists.
3.7. Zapier
• Feature/Setting: Automator; schedule automation using Schedule or Google Calendar triggers, send via Email/SMS apps.
3.8. Klaviyo
• Feature/Setting: Automate event-based emails using Flows; configure trigger splits for birthdays/events.
3.9. Slack
• Feature/Setting: Use Incoming Webhooks API for staff notification; automate reminders for in-restaurant celebrations.
3.10. Google Calendar
• Feature/Setting: Automating fetch of event dates to trigger workflows via Calendar Events API.
3.11. Pabbly
• Feature/Setting: Automate multi-channel campaign with Date Time Formatter and Email/SMS modules.
3.12. WhatsApp Business API
• Feature/Setting: Automate personalized WhatsApp messages using message templates, triggered by backend scheduler.
3.13. Facebook Messenger
• Feature/Setting: Automate sending Template Messages on user birthdate/event match using Messenger API.
3.14. Shopify
• Feature/Setting: Automator; utilize Customer Events API and Email app integration for post-visit promotions.
3.15. Square
• Feature/Setting: Automate Marketing Campaigns via Customer Profiles and automated announcements.
3.16. Zendesk
• Feature/Setting: Trigger automated ticket creation for birthday reservations or special event greetings.
3.17. Stripe
• Feature/Setting: Automate discount code generation for event promo, link to marketing send.
3.18. Intercom
• Feature/Setting: Use Series to automate chat/email sequences on customer date fields.
3.19. Airtable
• Feature/Setting: Automate reminder or notification via Scheduled Automation on date fields.
3.20. Monday.com
• Feature/Setting: Automate workflow to notify staff of upcoming VIP customer birthdays/events.
3.21. Freshdesk
• Feature/Setting: Automate creation of event tickets for reserved tables or greetings.
3.22. Google Sheets
• Feature/Setting: Automator; scheduled search of birthday/event columns, trigger notification/email send.
3.23. Notion
• Feature/Setting: Automate extraction of relevant dates, schedule integration via third-party API.
3.24. Typeform
• Feature/Setting: Automate data collection for birthdays/events, trigger follow-up automations.

Benefits

4.1. Automates personalized communication, increasing customer retention and conversion.
4.2. Automation reduces manual workload, enabling staff to focus on service.
4.3. Automator improves campaign accuracy and schedule adherence, minimizing errors.
4.4. Automating with diverse platforms facilitates seamless integration with existing software stack.
4.5. Automated tracking and analytics enable rich insights into campaign ROI and guest behavior.
4.6. Scalable, automatable for single or multi-location operations, supporting growth objectives.