Automated birthday or anniversary messages with special offers

Purpose

1.1. Improve customer loyalty and retention in an aerial sports center by automatically sending personalized birthday or anniversary messages with exclusive offers.
1.2. Foster deeper engagement, drive repeat bookings, and incentivize referrals by integrating special incentives such as limited-time discounts or complimentary enhancements.
1.3. Maintain consistent communication with past clients and encourage reengagement for adventure packages or aerial events.

Trigger Conditions

2.1. Automated activation when a customer's date of birth or anniversary matches the current date from the CRM/database.
2.2. Optionally filtered by customer consent/preferences and the existence of a verified email or phone number.
2.3. Option to differentiate messaging logic based on the milestone type (birthday vs. registration anniversary or last visit date).

Platform Variants

3.1. Twilio (Programmable Messaging API):
• Feature/Setting: Automated SMS or WhatsApp triggers.
• Sample: Set up message flows via Twilio Studio, configure date-based trigger from webhook.
3.2. SendGrid (Marketing Campaigns):
• Feature/Setting: Scheduled personalized email send based on dynamic contact fields.
• Sample: Use “Dynamic Templates,” trigger via API on matching dates.
3.3. Mailchimp (Automations):
• Feature/Setting: Date-based journey.
• Sample: Conditional path for birthday email or anniversary promotion, using customer tags.
3.4. ActiveCampaign (Automations):
• Feature/Setting: "Date Field Reaches" trigger automation.
• Sample: Add “Birthday” or “Anniversary” automation sequence with coupon.
3.5. HubSpot (Workflows):
• Feature/Setting: Date property-based workflow.
• Sample: Send marketing email or trigger in-app chat message on date match.
3.6. Salesforce Marketing Cloud (Journey Builder):
• Feature/Setting: Event-triggered journey for customer lifecycle events.
• Sample: “Contact Date” event initiates journey with special offer email.
3.7. Klaviyo (Flows):
• Feature/Setting: Birthday/anniversary flow, time-triggered.
• Sample: Configure “Trigger flow on birthday” with offer code segmentation.
3.8. Zoho CRM (Workflow Rules):
• Feature/Setting: Custom workflow for field date match.
• Sample: Use “Scheduled Actions” to send email/SMS via Zoho Campaigns.
3.9. Intercom (Series):
• Feature/Setting: Automated personal messages based on custom attribute (date).
• Sample: Series starts when user’s custom “birthday” attribute matches today’s date.
3.10. Pipedrive (Workflows):
• Feature/Setting: Automated email/SMS through integration.
• Sample: When “Contact’s birthday” is today, trigger outbound communication via connected service.
3.11. Brevo (ex Sendinblue, Automation):
• Feature/Setting: Contact attribute date trigger.
• Sample: Execute custom birthday campaign with unique discount.
3.12. Freshworks CRM (Journeys):
• Feature/Setting: Personal event automation.
• Sample: Setup automated message journey on client milestone fields.
3.13. WhatsApp Business API:
• Feature/Setting: Automated templated messages sent on birth or anniversary dates.
• Sample: Use approved template message, send via API on CRM date field matching.
3.14. Slack (API/Workflows):
• Feature/Setting: Notify team of upcoming client birthdays.
• Sample: Slack workflow triggers message in team channel with offer for manual follow-ups.
3.15. Viber (Business Messages):
• Feature/Setting: Custom mass-messaging for specific contact events.
• Sample: Use API to send birthday greetings/offers to identified contacts.
3.16. Facebook Messenger (Send API):
• Feature/Setting: Automated chat greeting sequence.
• Sample: Messenger bot triggers when customer attribute matches calendar event.
3.17. Google Calendar API:
• Feature/Setting: Calendar events flagged by automation for birthdays/anniversaries.
• Sample: Calendar event sync triggers email or push notification to customer.
3.18. Airtable (Automations):
• Feature/Setting: Date-based trigger in customer table.
• Sample: Record matches today’s date, automation runs integration for outbound message.
3.19. Microsoft Power Automate:
• Feature/Setting: Scheduled or event-based workflow with connected CRM/data source.
• Sample: Date trigger launches email, SMS, or Teams message with customer-specific offer.
3.20. Shopify (Flow App):
• Feature/Setting: Automation for customer lifecycle events.
• Sample: Flow triggers promo email or SMS on customer birthday/anniversary property.
3.21. Constant Contact (Automation Paths):
• Feature/Setting: Anniversary/birthday email triggers.
• Sample: Prebuilt path sends personalized offer email on set date field in list.

Benefits

4.1. Deepens customer connection and recognition, fostering loyalty in highly experiential industries.
4.2. Maximizes repeat bookings by targeting key customer milestones with incentives.
4.3. Streamlines recurring promotional outreach, saving significant administrative effort.
4.4. Personalizes marketing touchpoints, increasing open and conversion rates.
4.5. Provides measurable engagement improvements and actionable analytics on campaign ROI.