Birthday and special occasion greetings

Purpose

1.1. Automate sending birthday and special-occasion greetings to sauna guests to foster loyalty, commemorate special dates, improve retention, boost word-of-mouth marketing, and personalize customer experience.
1.2. Automating greetings enhances engagement, motivates repeat visits, increases upsell potential, and demonstrates customer appreciation, streamlining manual relationship management.

Trigger Conditions

2.1. Automatedly triggered by matching guest’s date of birth with system date.
2.2. Automates based on user-specified calendar events (e.g., anniversaries, holidays).
2.3. Triggered after user activity (booking, sign-up, or last visit) integrated into CRM and calendar.
2.4. Scheduled recurring automation workflows ensure no guest is missed.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: API “Messages - Create Message;” configure SMS body template, map to phone field; set trigger automation after birthday date match.
3.2. SendGrid
• Feature/Setting: API “Send Email;” set up birthday HTML email template; configure recipient automation via birthday segment.
3.3. Mailchimp
• Feature/Setting: Automated Journeys; configure ‘Birthday’ journey with email template; automate trigger with customer date-of-birth field.
3.4. Slack
• Feature/Setting: Incoming Webhooks; automate greeting message to team on customer’s birthday; set up integration and automated scheduling.
3.5. Gmail
• Feature/Setting: API “Send Mail;” program automated emails; trigger by contact birthday using Google Contacts API data.
3.6. Outlook (Microsoft 365)
• Feature/Setting: Automated Flow via Microsoft Power Automate; Email task triggered by customer date-of-birth from Calendar/People.
3.7. Facebook Messenger
• Feature/Setting: Send API; automate greetings as Messenger messages with bot trigger on stored birthday.
3.8. WhatsApp Business API
• Feature/Setting: Send Message endpoint; automate template messages scheduled on customer’s birthdate in database.
3.9. HubSpot CRM
• Feature/Setting: Workflow Automation; trigger email/SMS campaign on date-of-birth field match.
3.10. ActiveCampaign
• Feature/Setting: Automations; birthday-based trigger launches email/SMS sequence for greetings.
3.11. Zoho CRM
• Feature/Setting: Workflow Rules; automate greetings via mail or SMS on contact special date.
3.12. Salesforce
• Feature/Setting: Process Builder/Flow; automate greeting email or SMS based on Contact “Birthdate” field.
3.13. Pipedrive
• Feature/Setting: Workflow Automations; configure automated greeting email on custom birthday field.
3.14. Intercom
• Feature/Setting: Automated Messages; trigger chat/email greeting by user attribute “Date of Birth.”
3.15. Drip
• Feature/Setting: Workflow Automation; automated birthday/occasion email campaign.
3.16. Klaviyo
• Feature/Setting: Flow Automations; configure trigger by predictive date-of-birth or custom property for automated emails.
3.17. SMSAPI
• Feature/Setting: Send SMS endpoint; automate text greetings by filtered birthday date.
3.18. Freshdesk
• Feature/Setting: Automator/Workflow; send ‘thank you’ or celebratory email on customer birthday.
3.19. Viber Business Messages
• Feature/Setting: Public Account API; automate message broadcast triggered by date-of-birth data.
3.20. Google Calendar
• Feature/Setting: Create Event; automated notification for staff to greet guest in person upon visit on special date.

Benefits

4.1. Automatedly ensures consistent, timely customer outreach.
4.2. Automating greetings minimizes manual admin tasks, freeing staff for high-touch service.
4.3. Automation increases event-driven customer engagement and loyalty.
4.4. Automating omnichannel communications with diverse software maximizes customer reach and platform coverage.
4.5. Automate all steps for scalable, error-free, personalized marketing and retention.