Birthday and loyalty reward automations

Purpose

1. Enhance customer retention and lifetime value by automatically recognizing birthdays and loyalty milestones for rental clients.

2. Deliver personalized messages, offers, or discounts to celebrate special occasions and recognize repeat business.

3. Increase repeat rentals, promote engagement, and build brand loyalty among aircraft rental customers.

4. Streamline communication and reward delivery, reducing manual workload and minimizing missed opportunities to connect with clients.

Trigger Conditions

1. Customer date of birth matches today’s date (for birthday rewards).

2. Customer cumulative completed rentals reach preset milestones (e.g., 5th, 10th booking).

3. Anniversary of first rental with the company.

4. Entry of a new qualifying event in customer relationship management (CRM) database.

5. A period of customer inactivity is surpassed after a milestone (e.g., no rentals for 3 months).

Platform variants

1. Twilio SMS

• Feature/Setting: Programmable Messaging API — Auto-send personalized SMS on trigger (sample: scheduleMessages, To: client phone, Body: "Happy Birthday, enjoy 10% off your next rental!").
  

2. SendGrid

• Feature/Setting: Marketing Campaign API — Automated trigger-based emails (sample: Trigger: birthday; Template: birthday_offer_id).
  

3. Mailchimp

• Feature/Setting: Customer Journeys — Send workflow using event-based triggers; Data: birthdate, loyalty level.
  

4. HubSpot

• Feature/Setting: Workflow Automation — Create date-based workflows on contacts for rewards; Delay until specific date property.
  

5. Salesforce

• Feature/Setting: Process Builder — Birthday/Loyalty logic; Action: send email alert or task for reward dispatch.
  

6. ActiveCampaign

• Feature/Setting: Automations — Contact field condition (birthday, loyalty points), send SMS or email rewards.
  

7. Slack

• Feature/Setting: Incoming Webhook — Post notification to customer support channel when reward is triggered.
  

8. Zoho CRM

• Feature/Setting: Workflow Rules — Run "SendEmail" or "SendSMS" actions for date or milestone fields.
  

9. Pipedrive

• Feature/Setting: Workflow Automation — Use "Deal Won" count as trigger; auto-send email or generate task.
  

10. Klaviyo

• Feature/Setting: Flows — Triggered by profile properties such as birthday or custom loyalty date field.
  

11. WhatsApp Business API

• Feature/Setting: Template Message API — Programmatically send celebration messages for key dates.
  

12. Google Calendar + Apps Script

• Feature/Setting: Time-driven trigger — Script scans birthdays/anniversaries, launches Gmail/SMS API.
  

13. Airtable

• Feature/Setting: Automation — Runs script or sends email when date field matches today.
  

14. Shopify

• Feature/Setting: Flow App — Custom trigger: customer tags or properties, auto-discount code issue.
  

15. Intercom

• Feature/Setting: Custom Bots/Workflows — Message triggers for user attributes such as "birthday" or "milestone."
  

16. Microsoft Power Automate

• Feature/Setting: Date-based Trigger — Flow sends a Teams or Outlook message when condition met.
  

17. Brevo (formerly Sendinblue)

• Feature/Setting: Automation workflows — Triggers on birthday field, sends transactional SMS/email.
  

18. Gupshup

• Feature/Setting: Messaging API — Automated WhatsApp/SMS with personalized templates on customer key dates.
  

19. Customer.io

• Feature/Setting: Event Trigger — Profile attribute (birthday/loyalty score) initiates campaign message.
  

20. Webex (Cisco)

• Feature/Setting: Bot Integration — Notification in workspace for staff action on anniversary customer.
  

21. Marketo

• Feature/Setting: Smart Campaign — Custom triggers (date fields, custom milestones), auto-email flow.
  

22. Zapier

• Feature/Setting: Date/field-based Zaps — Connect CRM, email, and SMS for multi-action workflows.
  

Benefits

1. Maximize customer engagement through personalized interactions at scale.

2. Boost rental frequency with targeted offers and appreciation gestures.

3. Reduce manual admin time by automating routine recognition and communication.

4. Strengthen competitive advantage by cultivating a customer-centric brand image.

5. Track campaign effectiveness and adjust strategies with integrated analytics or CRM feedback.