Automated birthday or special occasion greetings

Purpose

1. Automate sending personalized greetings to customers on birthdays and special occasions to enhance loyalty, customer retention, word-of-mouth referrals, and create memorable experiences for adventure sports guests.

2. Ensure every customer feels valued, fostering long-term relationships and increased repeat bookings through timely acknowledgment.

3. Reduce manual staff workload, eliminate missed occasions, and enable cross-selling of seasonal promotions tied to customer milestones.

Trigger Conditions

1. Customer’s birthday or specified occasion date matches current date in the CRM or customer database.

2. New booking with an associated special occasion flag.

3. Regularly scheduled daily cron job checks for matches.

4. Updated customer profile with new significant life event (anniversary, milestone achievement).

Platform Variants

1. Twilio SMS

• Feature: Messaging API, Send SMS; Configure API to trigger SMS on event match; Sample: Use "Messages" endpoint with dynamic templates.
  

2. SendGrid

• Feature: Email API, Dynamic Templates; Configure transactional email with merge fields; Sample: Create dynamic template, map customer variables.
  

3. Mailchimp

• Feature: Customer Journeys; Configure journey with "Birthday" trigger, automated email.
  

4. HubSpot

• Feature: Workflows; Use "Contact birthday" property to trigger email or SMS sequence.
  

5. ActiveCampaign

• Feature: Automations; Use date-based trigger, set action to send email or SMS.
  

6. Salesforce Marketing Cloud

• Feature: Journey Builder; Set entry event to "Customer Birthday," configure personalized sends.
  

7. Zoho CRM

• Feature: Workflow Rules; Condition on date field, action: automated email/SMS notification.
  

8. Microsoft Power Automate

• Feature: Scheduled cloud flow; Trigger on date match, action: send Teams message, Outlook email, or third-party SMS.
  

9. Google Workspace

• Feature: Apps Script; Scheduled trigger reads Sheets for dates, sends personalized Gmail notifications.
  

10. Slack

• Feature: Scheduled reminder; Use workflow builder, bot posts in channel or DM on occasion.
  

11. Intercom

• Feature: Custom bot trigger; Occasion/date-based message via chat or email.
  

12. Klaviyo

• Feature: Flows; Event-triggered emails or push based on customer property.
  

13. WhatsApp Business API

• Feature: Automated message template; Use API to send pre-approved greetings on schedule.
  

14. Constant Contact

• Feature: Triggered Email Series; Define trigger list, start automation by date match.
  

15. Pipedrive

• Feature: Workflow automation; Trigger on custom field date, send email or call webhook.
  

16. Facebook Messenger API

• Feature: Webhook with greeting flow; Scheduled trigger via API, sends occasion message.
  

17. Viber API

• Feature: Event-based message; Bot sends personalized push on key dates.
  

18. Freshdesk

• Feature: Automations; Notify customer via email or SMS on recorded occasion.
  

19. Shopify

• Feature: Flow app; Scheduled trigger for customer birthday property, send email or tag for follow-up.
  

20. AirTable

• Feature: Automations; On date match in customer record, send email or webhook.
  

Benefits

1. Increases repeat bookings via personalization.

2. Strengthens customer bonds and boosts referrals.

3. Supports upsell and cross-sell on celebratory occasions.

4. Lowers manual workload and human error.

5. Standardizes guest engagement for consistent brand experience.