Automated birthday and anniversary greetings to customers

Purpose

1. Automate sending personalized birthday and anniversary greetings to customers to strengthen relationships and drive repeat sales.

2. Automatedly capture customer dates from CRM and scheduled automated greetings by email, SMS, WhatsApp, or physical card shipment.

3. Help the organization automate reminders, enhance customer loyalty, and improve retention via consistent, timely, and relevant communication.

Trigger Conditions

1. Customer’s birthday or anniversary date matches the current date.

2. Manual data entry or automated CRM update triggers scheduling.

3. Automator runs daily to check upcoming greetings and initiates communication automatically.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automated SMS API — Configure programmable SMS flow to send wish template with dynamic customer name & date fields.
  

2. SendGrid

• Feature/Setting: Automated email send via Transactional Templates API; configure scheduled sends referencing customer milestone.
  

3. Mailchimp

• Feature/Setting: Customer Journey Automations — Automated "date-based" trigger for sending personalized email greetings.
  

4. Salesforce

• Feature/Setting: Workflow Rule/Process Builder — Automate email/SMS trigger on birthday or event date.
  

5. HubSpot

• Feature/Setting: Workflow Automator — Schedule automated email or in-app message for special dates using contact properties.
  

6. Zoho CRM

• Feature/Setting: Macro Rules and Workflow Automation — Send automated wishes as email or SMS using Twilio/Zoho campaigns API.
  

7. ActiveCampaign

• Feature/Setting: Date-based automation triggers for email or SMS to automate milestone communication.
  

8. LinkedIn

• Feature/Setting: Automated Messaging via LinkedIn API and scheduling platforms (Phantombuster/Expandi) for personalized wishes.
  

9. WhatsApp Business API

• Feature/Setting: Automated WhatsApp message scheduler for birthday or anniversary templates, linked via phone number in CRM.
  

10. Google Calendar

• Feature/Setting: Automated reminders and calendar event triggers via Google Calendar API combined with notification tools.
  

11. Microsoft Outlook

• Feature/Setting: Use Outlook Calendar and Power Automate to automate greeting email or Teams message on anniversary dates.
  

12. Slack

• Feature/Setting: Slack API and scheduled workflow to automate greeting messages in direct or group chats with staff/clients.
  

13. Intercom

• Feature/Setting: Automated campaigns trigger personalized in-app or email greetings when anniversary or birthday is detected.
  

14. Marketo

• Feature/Setting: Smart Campaign Automation — Date-based trigger sends email or SMS greeting.
  

15. Constant Contact

• Feature/Setting: Email Automation with contact birthday field, scheduled sends for each event using list segmentation.
  

16. Klaviyo

• Feature/Setting: Flow Automation with date property triggers, automates multi-channel greetings.
  

17. Shopify

• Feature/Setting: Shopify Flow to trigger order discounts or email on customer anniversaries using automation.
  

18. Pipedrive

• Feature/Setting: Workflow Automation to schedule templated emails or webhook calls to external SMS/email API.
  

19. Drip

• Feature/Setting: Rule automation for date-based emails; automates conditional workflows for milestones.
  

20. Webhooks (Generic)

• Feature/Setting: Trigger HTTP webhook to connect CRM dates to any mailing/SMS platform for automation of greetings.
  

21. Amazon SES

• Feature/Setting: SendTemplatedEmail API for automating milestone-based personalized emails.
  

22. Facebook Messenger

• Feature/Setting: Automated message flow via Messenger API and broadcast tools for birthday/anniversary wishes.
  

Benefits

1. Automates customer engagement and increases brand loyalty with minimal manual input.

2. Reduces operational time and costs by automating repetitive communication tasks.

3. Eliminates missed opportunities by automatedly ensuring every customer milestone is acknowledged.

4. Enables automatable multi-channel communication for broader reach and higher responsiveness.

5. Automating personal touches results in higher customer satisfaction and improved retention.