Automated birthday and anniversary greetings to clients

Purpose

1.1. Enhance long-term customer loyalty via scheduled, personalized birthday and anniversary greetings.
1.2. Foster emotional connection, increasing visit frequency and spend.
1.3. Automatically recognize clients on special dates, reducing manual workload and error risk.
1.4. Collect engagement analytics to refine campaigns for adult entertainment venues.

Trigger Conditions

2.1. Scheduled date match with birthday or anniversary fields in CRM.
2.2. Client opt-in status for receiving greetings is confirmed.
2.3. Verification that client isn't on exclusion (unsubscribed) list.
2.4. Optionally, trigger based on time zone for precise timing.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Configure SMS API (Messages endpoint); set to POST template message on trigger.

3.2. SendGrid
• Feature/Setting: Transactional Mail Send API; use dynamic template with personalization fields.

3.3. Mailchimp
• Feature/Setting: Use Customer Journeys to auto-send templated emails on date match.

3.4. Slack
• Feature/Setting: Set up Incoming Webhooks to notify staff for VIP client greetings.

3.5. WhatsApp Business API
• Feature/Setting: Use messages endpoint; configure pre-approved template, send via webhook.

3.6. Facebook Messenger Platform
• Feature/Setting: Send API with personalized messages linked to client profile.

3.7. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder with Date Decision Split for automation.

3.8. HubSpot
• Feature/Setting: Workflows triggered by contact property (birthday/anniversary).

3.9. Zoho CRM
• Feature/Setting: Scheduled Functions to trigger email or SMS action.

3.10. ActiveCampaign
• Feature/Setting: Automations to deliver messages based on date fields.

3.11. Shopify
• Feature/Setting: Customer Tag/Date app triggers for emails/SMS on special dates.

3.12. Klaviyo
• Feature/Setting: Date Property-triggered Flows (birthday/anniversary).

3.13. Google Calendar API
• Feature/Setting: Event triggers for sending email reminders to staff.

3.14. Outlook Graph API
• Feature/Setting: Automated Emails via scheduled calendar events.

3.15. Pipedrive
• Feature/Setting: Workflow Automation for custom fields (birthdays).

3.16. Intercom
• Feature/Setting: Automated messages sent on client’s date milestone.

3.17. Constant Contact
• Feature/Setting: Automated Email Triggers based on contact date fields.

3.18. Viber Business Messages
• Feature/Setting: API for push messaging with template greetings.

3.19. Freshworks CRM
• Feature/Setting: Workflow automations to trigger emails/SMS.

3.20. Plivo
• Feature/Setting: SMS API; schedule messages using cron jobs or triggers.

Benefits

4.1. Ensures timely, personalized outreach for all opted-in clients.
4.2. Drives repeat visitation and word-of-mouth via memorable touchpoints.
4.3. Minimizes staff workload, reducing operational costs.
4.4. Gains actionable insights for future engagement strategies.
4.5. Supports compliance and opt-out management with audit trails.