Birthday and anniversary email campaigns for customer loyalty

Purpose

1.1. Automate sending timely birthday and anniversary email campaigns to customers for personalized engagement and loyalty in the off-roading, recreation, and outdoor activities sector.
1.2. Automates recognition of customer milestones to foster repeat visits and deeper brand attachment.
1.3. Enhances automatable marketing communications, automating customer touchpoints to increase revenue potential, referral rates, and retention.
1.4. Enables automatedly rewarding loyal off-roading clients with exclusive offers and event notifications on special dates.

Trigger Conditions

2.1. Automatedly triggers when customer’s birthday or recorded anniversary date matches today’s date in the CRM.
2.2. Automates if a new customer profile is created with a relevant date in the system.
2.3. Automation extends to periodic revalidation for automation accuracy (daily checks).

Platform Variants

3.1. Mailchimp
• Feature/Setting: Automation → Date-based trigger; configure workflow to send emails based on fields “Birthday” or “Anniversary.”
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API, automates email delivery via scheduled batch sends keyed to date fields.
3.3. ActiveCampaign
• Feature/Setting: Automations builder → Date-based start trigger, sends automated sequences per custom fields.
3.4. HubSpot
• Feature/Setting: Workflows → Date property trigger, automator for personalized email sends.
3.5. Twilio SendGrid
• Feature/Setting: Dynamic Template Emails, configure automated trigger with contact date properties via REST API.
3.6. Salesforce
• Feature/Setting: Process Builder/Flow for automating emails based on Contact custom date fields.
3.7. Zoho CRM
• Feature/Setting: Workflow Rules → Date Field trigger to automate emailing on special dates.
3.8. Klaviyo
• Feature/Setting: Flows → Date-property Trigger for automated birthday/anniversary campaigns.
3.9. Constant Contact
• Feature/Setting: Email Automation → Triggered Campaigns set by custom date fields.
3.10. Pipedrive
• Feature/Setting: Workflow Automation, triggers campaign using custom date fields via Mailigen connector.
3.11. Microsoft Power Automate
• Feature/Setting: Scheduled Flow; automates Outlook or connector email based on CRM data.
3.12. Google Workspace (Gmail + Apps Script)
• Feature/Setting: Apps Script scheduled triggers that automate sending emails on date match in Google Sheets.
3.13. Intercom
• Feature/Setting: Custom Bots with date-triggered message sequencing.
3.14. Drip
• Feature/Setting: Workflow Automations; event triggers from custom “date” properties.
3.15. Customer.io
• Feature/Setting: Automated Campaigns → Date trigger for profile events.
3.16. Brevo (ex-Sendy)
• Feature/Setting: Email Automation; set up date field triggers for automator workflows.
3.17. Omnisend
• Feature/Setting: Automation Workflow, uses “date property” as trigger for personalized campaigns.
3.18. Campaign Monitor
• Feature/Setting: Automated Customer Journeys, trigger on date-based custom fields.
3.19. Moosend
• Feature/Setting: Automation Editor with “Anniversary Date” trigger for automated sending.
3.20. Oracle Eloqua
• Feature/Setting: Program Canvas; configure decision rules for date field triggers.
3.21. SAP Marketing Cloud
• Feature/Setting: Email Campaign Automation; target audience set by date attribute filters.
3.22. Marketo
• Feature/Setting: Smart Campaigns, automator for triggering sends via date tokens in lead profiles.

Benefits

4.1. Automates personalized customer communication, increasing brand loyalty in off-roading communities.
4.2. Automation reduces manual work, eliminates errors, and ensures consistency.
4.3. Automatedly boosts engagement, promotes new offerings, and automates customer appreciation.
4.4. Automator maximizes ROI by leveraging existing CRM data for repeatedly automatable marketing actions.
4.5. Automation facilitates data-driven marketing strategies for ongoing optimization.