Automated birthday/anniversary greetings to customers

Purpose

1.1. Automate the process of sending personalized birthday or anniversary greetings to customers, increasing engagement, building loyalty, and improving customer retention.
1.2. Automated greetings ensure timely communication, strengthening relationships and enhancing the perceived value of the air conditioning repair brand.
1.3. Automates labor-intensive manual tasks, reduces human error, and allows for scalable, consistent outreach for thousands of customers.

Trigger Conditions

2.1. Automatedly triggered by the customer’s birthday/anniversary date stored in the CRM or service database.
2.2. Automation flows can be set to trigger at a specified time (e.g., midnight on the date) or ahead (e.g., 7 days before).
2.3. Triggers may run upon new customer data import, update, or scheduled interval.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS Messaging API; configure trigger date and SMS template; authenticate using Twilio API Key/Secret.
• Sample: Automate "POST /Messages" with dynamic message body and customer phone fields.

3.2. SendGrid
• Feature/Setting: Mail Send API; create automation for dynamic email templates personalized with customer data.
• Sample: Automate "POST /mail/send" with variables "birthday_name" and "occasion_type".

3.3. Mailchimp
• Feature/Setting: Customer Journeys & Email Automation; automates greeting emails based on custom audience fields.
• Sample: Trigger mail send when "birthday" field matches today’s date.

3.4. Slack
• Feature/Setting: Incoming Webhooks; automate notifications to internal service team for high-value clients’ anniversaries.
• Sample: Automate "POST webhook_url" with formatted message payload.

3.5. Microsoft Outlook/Office 365
• Feature/Setting: Graph API "SendMail"; automate email delivery based on contacts’ important dates.
• Sample: Automate "POST /me/sendMail" with dynamic to/subject/body.

3.6. Gmail
• Feature/Setting: Gmail API "users.messages.send"; automate personalized emails.
• Sample: Automate with OAuth credentials and merge data for occasions.

3.7. WhatsApp Business API
• Feature/Setting: Message Template API; automate sending pre-approved templates for birthdays/anniversaries.
• Sample: Automate "POST /v1/messages" with recipient and template ID.

3.8. ActiveCampaign
• Feature/Setting: Automations; use date-based triggers to automate campaign sends.
• Sample: Set trigger "on date field matches birthday".

3.9. HubSpot
• Feature/Setting: Workflows; automate email/SMS greetings using customer property triggers.
• Sample: Configure workflow "if birthday is today, send email".

3.10. Zoho CRM
• Feature/Setting: Workflow Rules; automates email/notification on contact’s special date.
• Sample: Automate workflow with “birthday_reminder” criteria.

3.11. Salesforce
• Feature/Setting: Process Builder/Flows; automate greeting delivery using scheduled flows.
• Sample: Schedule flow “birthday_greeting” on contact object.

3.12. Pipedrive
• Feature/Setting: Workflow Automations; automates email/SMS when custom field date matches.
• Sample: Trigger “on match deal person’s birthday, send email”.

3.13. Constant Contact
• Feature/Setting: Email Automation; automates messages using event-based triggers.
• Sample: Set up trigger “on contact’s custom date, send campaign”.

3.14. Intercom
• Feature/Setting: Custom Bots/Automations; automated personalized in-app or email greetings.
• Sample: Configure bot to trigger message on user profile birthday.

3.15. Viber Bots
• Feature/Setting: API for automated Viber messages; automate occasion notifications.
• Sample: Automate “send_message” call with user’s Viber ID.

3.16. Facebook Messenger API
• Feature/Setting: Messenger Send API; automate greeting messages via bots.
• Sample: Automate "POST /me/messages" with messaging_type "RESPONSE".

3.17. Drip
• Feature/Setting: Workflows Automation; automates sending greeting emails based on birthday property.
• Sample: Event trigger “birthday matches today”.

3.18. Klaviyo
• Feature/Setting: Flows; automate multi-channel greetings via email/SMS.
• Sample: Calendar-triggered birthday/anniversary flow.

3.19. Freshdesk
• Feature/Setting: Automation Rules; automate ticket creation/notifications to agents or emails to clients.
• Sample: Trigger rule "on customer milestone date".

3.20. SMSGlobal
• Feature/Setting: SMS API; automate greeting SMS for client dates.
• Sample: Automate "POST /v2/sms" with personalized template.

3.21. Infobip
• Feature/Setting: SMS/Email API; automate multi-channel delivery of greetings.
• Sample: Automate "POST /sms/2/text/advanced" for custom fields.

3.22. Brevo (formerly Sendinblue)
• Feature/Setting: Marketing Automation; schedule campaigns based on contact fields.
• Sample: Set scenario “if birthday, send email/SMS”.

Benefits

4.1. Automates manual outreach, increasing frequency and consistency of customer engagement.
4.2. Automation ensures timely delivery and eliminates missed opportunities to connect with customers.
4.3. Personalized automated messages improve recipient response rates and brand image.
4.4. Automating greetings reduces admin overhead and frees up resources for higher-value business activities.
4.5. Automation scales with the company’s client base, keeping processes efficient and reliable without extra staff.