Visitor birthday and special occasion greetings

**1. Purpose**

1. Automate sending personalized greetings for visitor birthdays and special occasions to enhance themed roller coaster customer experience, improve customer retention, generate positive emotional connections, and automate loyalty-driving engagement.

2. Automatedly schedule, compose, and deliver greetings via preferred communication channels (SMS, email, WhatsApp, app notification, etc.), capturing key guest moments seamlessly.

3. Automate reminders for special events (anniversaries, first-time ride, loyalty milestones), supporting theme park's proactive outreach and ticketing upsell.

4. Automate integration with CRM, ticketing systems, and visitor data warehousing for precise, automated, omnichannel message delivery aligned with visitor lifecycle.

**2. Trigger Conditions**

1. Automated triggers when a visitor’s birthday or entered special occasion date matches the current date.

2. Automatedly trigger on advance (configurable: same day, one week before, etc.) for pre-event greetings or offers.

3. Trigger event on guest check-in if the day coincides with a stored special event.

4. Automated customer segment update (VIP, returning guest, first-timer) to trigger enhanced themed greetings.

5. Special roller coaster ride milestones (e.g., 10th ride) can activate automated congratulatory messages.

**3. Platform Variants**

3.1 Twilio SMS

• Feature/Setting: Automate "Programmable SMS" API — configure scheduled SMS workflow to send birthday messages with dynamic content population using visitor profile ID and occasion date.
  

3.2 SendGrid

• Feature/Setting: Use "Transactional Email API" — automate scheduled email send; configure email template with dynamic fields for occasion, recipient name, and roller coaster theme.
  

3.3 Mailchimp

• Feature/Setting: Automate "Customer Journeys" — trigger based on date-matched tags in audience segment; automate email sequence with pre-built templates.
  

3.4 Salesforce Marketing Cloud

• Feature/Setting: Automate "Journey Builder with Event Entry Source" — configure data extension for birthday; automate personalized, multichannel message sends.
  

3.5 HubSpot

• Feature/Setting: Automate "Workflows" — automate date-based triggers in CRM; automate sending email, SMS, or push through integrations.
  

3.6 WhatsApp Business API

• Feature/Setting: "Send Message" endpoint — automate day-based trigger to dispatch template messages personalized for occasion.
  

3.7 ActiveCampaign

• Feature/Setting: Automate "Automations" — date-driven trigger from contact custom fields to send email, SMS, or site message.
  

3.8 Zapier

• Feature/Setting: Automate "Schedule by Zapier" + "Action: send SMS or email" with data lookup; automate message customization via input fields.
  

3.9 Slack

• Feature/Setting: Automate "Scheduled message with webhook" — automate internal reminder for staff to greet VIPs personally.
  

3.10 Google Workspace (Gmail API)

• Feature/Setting: Automate message send using Gmail API, schedule via Google Apps Script with birthday field triggers.
  

3.11 Facebook Messenger (Meta API)

• Feature/Setting: Automate message send via "Send API" with date-driven webhook events.
  

3.12 Microsoft Power Automate

• Feature/Setting: Automate "Scheduled Cloud Flow," reading from guest data; triggers notifications through email or SMS providers.
  

3.13 Klaviyo

• Feature/Setting: Automate "Flows" — use "Date Property Trigger" for personalized greetings on stored occasions.
  

3.14 Intercom

• Feature/Setting: Automate "Custom Bots" and event-triggered outbound messaging based on visitor attributes.
  

3.15 Braze

• Feature/Setting: Automate "Campaigns" with "Date-based trigger" — automated omni-channel send (email, SMS, push).
  

3.16 Zendesk

• Feature/Setting: Automate "Triggers" — send notification or message to customer upon profile date match.
  

3.17 Airship

• Feature/Setting: Automate "Automation Rules" — trigger in-app or push messages when visitor date fields match.
  

3.18 Pipedrive

• Feature/Setting: Automate "Workflow Automation" — set custom date fields; trigger email or SMS via integration.
  

3.19 Constant Contact

• Feature/Setting: Automate "Anniversary Email" — schedule automated greetings based on contact profile dates.
  

3.20 Freshdesk

• Feature/Setting: Automate "Automations" — trigger upon visitor milestone or date for auto email/SMS.
  

3.21 Emarsys

• Feature/Setting: Automate "Automation Center" — date-based event triggers for multi-channel visitor messaging.
  

**4. Benefits**

1. Automatedly strengthens customer loyalty through timely, personal outreach.

2. Automates all guest interactions to minimize manual errors and missed opportunities.

3. Scales personalized experiences for every visitor without operational overhead.

4. Supports omnichannel automated notifications, enhancing guest engagement and driving repeat ticket sales.

5. Automates recognition of milestones, cultivating positive sentiment toward the roller coaster attraction.