Automated birthday greetings with service or parts discounts

Purpose

1.1. Automated birthday greetings with service or parts discounts streamline and personalize customer retention for Genesis dealers in automotive retail.
1.2. Automates sending well-timed, tailored birthday messages and incentives, enhancing customer loyalty and engagement.
1.3. Integrated automation increases service appointments and parts sales by delivering relevant, timely discounts related to Genesis vehicles.

Trigger Conditions

2.1. Customer’s birth date matches current day, as identified in the CRM database.
2.2. Event is triggered by daily schedule run at dealership’s local timezone.
2.3. Customer has opted in to communications and birthday promotions.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate outgoing SMS; use Programmable Messaging API—automatically send texts with discount links on birthdays.
3.2. SendGrid
• Feature/Setting: Automate Email API; configure Dynamic Templates to generate personalized birthday emails with service coupons.
3.3. Mailchimp
• Feature/Setting: Use Automations > Customer Journeys with Birthday filter; automatedly dispatch customized campaign emails.
3.4. HubSpot
• Feature/Setting: Workflows > If/Then Logic using “Birth Date” contact property; automate sending emails or SMS to contacts.
3.5. Salesforce
• Feature/Setting: Process Builder/Flow; automate birthday check and launch discount email from Marketing Cloud.
3.6. ActiveCampaign
• Feature/Setting: Automations; trigger by date field (“Birthday”), automate discount and greeting delivery.
3.7. Klaviyo
• Feature/Setting: Flows; Birthday trigger for automating both SMS and Email birthday campaigns.
3.8. Zoho CRM
• Feature/Setting: Automation > Workflow Rules; automatically initiate greeting emails or tasks for manual outreach.
3.9. Pipedrive
• Feature/Setting: Workflow Automation; monitor “Birth Date” and send automatable birthday tasks or emails.
3.10. Constant Contact
• Feature/Setting: Automated Email Series for birthdays; set trigger using “Anniversary Date” field.
3.11. Microsoft Power Automate
• Feature/Setting: Scheduled Flow; query CRM, automate sending from Outlook, Teams, or SMS connectors.
3.12. Google Workspace
• Feature/Setting: Apps Script with Google Sheets as trigger; automate Email or SMS via integrated apps.
3.13. Slack
• Feature/Setting: Workflow Builder; automate posting birthday messages or private reminders with discount codes.
3.14. Intercom
• Feature/Setting: Custom Bots and Campaigns; trigger automated in-app messages or email sequences.
3.15. Zendesk
• Feature/Setting: Triggers and Automations; automatically create support tickets for follow-up or send emails.
3.16. Freshdesk
• Feature/Setting: Automation Rules; automatically generate tickets for greeting calls or personalized SMS dispatch.
3.17. WhatsApp Business API
• Feature/Setting: Automated template messages with dynamic fields for birthdays and discounts.
3.18. Viber API
• Feature/Setting: Automated messaging with promotional templates for discount delivery.
3.19. Facebook Messenger Platform
• Feature/Setting: Automate greeting bots, schedule messages with birthday and unique offers.
3.20. Shopify (for dealerships with webshops)
• Feature/Setting: Flow Automation; trigger birthday emails or SMS with unique discount codes.
3.21. Marketo
• Feature/Setting: Smart Campaigns; use date-based triggers for automating birthday email flows.
3.22. Oracle Eloqua
• Feature/Setting: Campaign Canvas with date filters for automatably sending themed communications.

Benefits

4.1. Automates personalized outreach—boosts brand image and customer sentiment.
4.2. Automation generates repeat business through exclusive birthday incentives.
4.3. Automates touchpoints, reducing manual effort and error, increasing engagement opportunities.
4.4. Enforces a predictable, consistent birthday greeting flow—standardizing dealer-customer communication.
4.5. Allows scalable, automatable, and adaptable campaigns synchronized with dealership marketing goals.