Birthday or anniversary emails with special offers

Purpose

1.1. Deliver birthday or anniversary emails with tailored offers to customers, enhancing loyalty, promoting re-engagement, and boosting sales for airbrushing products.
1.2. Automate recognition of customer milestones, personalizing engagement with digital coupons, special bundles, or exclusive promos.
1.3. Segment offers by customer history (e.g., frequent buyers receive premium discounts) to maximize retention and average order value.

Trigger Conditions

2.1. Customer's date of birth or account anniversary date matches today’s date.
2.2. Customer’s consent for promotional communications is active.
2.3. Customer’s email is valid and not unsubscribed or suppressed.
2.4. Optional: Timing window (e.g., send 7 AM local time or X days before/after event).
2.5. Inventory check (ensure promotional items are available).

Platform Variants

3.1. Mailchimp
• Feature: Customer Journeys — Set “Date-based” trigger; configure email content with {FNAME}, {DISCOUNT_CODE}.
3.2. Klaviyo
• Flow: Triggered flow on birth/anniversary profile field; dynamic coupon generation via API.
3.3. ActiveCampaign
• Automation: “Date Field” trigger; action: send email, personalize with dynamic deal link.
3.4. HubSpot
• Workflow: “Contact property date occurs” action; branch sequence for A/B testing offers.
3.5. SendGrid
• API: v3 Mail Send API; set dynamic_template_data fields for name, offer, and date.
3.6. Zoho CRM
• Blueprint: Scheduled function; custom workflow for date match, Zoho Campaigns integration.
3.7. Twilio SendGrid
• Marketing Campaigns: Automated series for milestone emails, with variable substitution.
3.8. Salesforce Marketing Cloud
• Journey Builder: “Anniversary/Birthday” entry event; configure AMPscript for personalization.
3.9. Microsoft Dynamics 365
• Customer Insights Trigger: Automated email with Power Automate flow.
3.10. Constant Contact
• Email Automation: Triggered by special date field; segment by interest in airbrushing.
3.11. Brevo (ex-Sendinblue)
• Scenario: Marketing Automation “Anniversary/Birthday” date workflow; assign promo code.
3.12. Shopify (with built-in email)
• Automation: Trigger “Customer tag” with date script; send custom email using Liquid.
3.13. WooCommerce (with AutomateWoo)
• Workflow: “Custom date field” trigger; action: generate dynamic coupon, send email.
3.14. Magento
• Scheduled Tasks: Birthday/anniversary rule; transactional email template assignment.
3.15. Oracle Eloqua
• Program Canvas: Anniversary/Birthday decision rule; invoke email action.
3.16. Iterable
• Workflow: Event-based trigger; send personalized offer email via API.
3.17. Drip
• Automation: “Custom field date match”; trigger email with personalized discount.
3.18. Omnisend
• Automation: “Customer’s birthday” workflow; split for different customer segments.
3.19. Customer.io
• Campaign: Date-triggered messaging workflow; API call for coupon assignment.
3.20. Mailjet
• Automation: Scenario with date trigger; insert custom variables for dynamic content.
3.21. Pipedrive
• Workflow Automation: Date field check, email send action via integrated campaigns module.
3.22. Intercom
• Series: Event/attribute trigger; email with unique incentives for returning engagement.
3.23. SAP Emarsys
• Automation: Lifecycle Tactic for anniversaries/birthdays; voucher generation rule.
3.24. Adobe Campaign
• Workflow: Date-based trigger activity; personalized content blocks and incentive logic.

Benefits

4.1. Increases customer loyalty and repeat buying by acknowledging special occasions.
4.2. Saves staff time through automation, reducing manual outreach and error.
4.3. Enables granular segmentation for high-impact promotions.
4.4. Ensures consistent, timely delivery of marketing messaging year-round.
4.5. Provides detailed analytics on campaign success and customer responsiveness.