Birthday and special occasion greetings

Purpose

1.1. Automate the process of sending personalized birthday and special occasion greetings to motel guests for enhanced guest loyalty, engagement, and retention.
1.2. Systematically schedule, personalize, and deliver messages via email, SMS, or messaging apps using automated triggers based on guest data.
1.3. Automate acknowledgement of anniversaries, return stays, and festive days to promote promotional offers or coupons, boosting repeat bookings and upsell opportunities.
1.4. Automating greetings minimizes manual labor, reduces oversight risks, and maintains a consistent professional guest communication strategy.

Trigger Conditions

2.1. Automated triggers based on guest birthdate or special occasion dates stored in CRM or PMS.
2.2. Scheduled automation runs daily scanning for matching dates within the guest database.
2.3. Automated events trigger on defined event types (birthday, anniversary, loyalty tier achievement, or holiday).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use "Programmable SMS API" with template message; trigger flow on matching guest date. Example: Configure webhook from CRM to Twilio SMS API endpoint.
3.2. SendGrid
• Feature/Setting: Use "Transactional Email API" with dynamic templates; use automation to send emails on event match.
3.3. Mailchimp
• Feature/Setting: Use "Customer Journeys" automation with birthday-based trigger; template personalized greetings.
3.4. ActiveCampaign
• Feature/Setting: "Automations" module; trigger automated email or SMS on contact's date field.
3.5. HubSpot
• Feature/Setting: Use "Workflows" to schedule automated emails on the "birthday" contact property.
3.6. Salesforce Marketing Cloud
• Feature/Setting: "Journey Builder" triggers on contact event; send automated greetings via email/SMS.
3.7. Zoho CRM
• Feature/Setting: Use "Workflow Rules" to trigger email automation when birthday field matches system date.
3.8. Google Calendar
• Feature/Setting: Automate event trigger via "calendar event reminder" and push to other messaging apps.
3.9. Slack
• Feature/Setting: Use "Incoming Webhooks" to post automated celebratory messages in internal channels or to guests (if using Slack Connect).
3.10. WhatsApp Business API
• Feature/Setting: Automate outbound messaging using message templates approved for birthdays or events, per API policy.
3.11. Viber
• Feature/Setting: Use "Viber Business Messages API" for personalized automated greetings.
3.12. Microsoft Outlook
• Feature/Setting: Create automated rules or use Power Automate to trigger occasion-based emails.
3.13. Intercom
• Feature/Setting: Use "Outbound Messages" feature; trigger messages to users on their special dates.
3.14. Pipedrive
• Feature/Setting: Automation via "Workflow Automation" module for sending emails based on contact dates.
3.15. Airtable
• Feature/Setting: Automate via "Airtable Automations" and send emails or webhook notifications on date triggers.
3.16. SharpSpring
• Feature/Setting: Use "Visual Workflows" for date-triggered messaging automation.
3.17. Mailjet
• Feature/Setting: Use "Transactional Send API" with birthday date segmentations for automation.
3.18. MessageBird
• Feature/Setting: "Programmable Conversations API" to automate SMS or messaging app outreach.
3.19. Klaviyo
• Feature/Setting: "Flow Builder" for setting up automated birthday and anniversary emails.
3.20. Constant Contact
• Feature/Setting: Use "Autoresponder" for automated greetings based on special dates.
3.21. Freshdesk
• Feature/Setting: "Automations" for sending greetings as support tickets or email notes for customer engagement.
3.22. Facebook Messenger API
• Feature/Setting: Automate delivery of greetings via "Send API" for connected guests.
3.23. Telegram Bot API
• Feature/Setting: Schedule and automate messages via "sendMessage" API method triggered by event.
3.24. Shopify
• Feature/Setting: Use "Shopify Flow" and email/SMS integrations to automate greetings for lodging sales channels.

Benefits

4.1. Automated guest greeting increases loyalty, improves occupancy rates, and boosts brand recall.
4.2. Automation saves time, reduces errors, lowers manual workload, and ensures no guest is overlooked.
4.3. Automated workflows scale with guest volume, support multilingual messaging, and enable cross-channel engagement.
4.4. Tracking automatable messaging allows monitoring of open rates and guest feedback for continued optimization.
4.5. Automating these communications supports upselling and enhances customer relationship management in the accommodation sector.