Customer Relationship Management and MarketingPurpose
1.2. Automate identification of eligible dates from CRM or sales records and send targeted marketing via email, SMS, or in-app messages.
1.3. Enables automating loyalty program milestones by distributing discount codes or credits automatically, minimizing staff workload.
1.4. Ensures customers feel valued by automating the recognition of significant dates, enhancing their relationship with the shop.
Trigger Conditions
2.2. Loyalty tier update or milestone achieved, e.g., "Spend $500".
2.3. Automated scheduler checks daily against all contacts for both triggers.
2.4. Automation monitored for opt-outs and suppressions to respect compliance.
Platform Variants
• Feature/Setting: Use Programmable SMS API’s "Send Message" action with personalized templates.
3.2. SendGrid
• Feature/Setting: Configure "Mail Send" endpoint with birthday discount HTML email.
3.3. Mailchimp
• Feature/Setting: Automate using Customer Journeys’ "Date-based trigger" with dynamic coupon distribution.
3.4. Salesforce
• Feature/Setting: Process Builder automates actions from birthday/Loyalty Tier fields in Customer Records.
3.5. ActiveCampaign
• Feature/Setting: "Automations" module with date-based or tag-based triggers for discount emails.
3.6. Klaviyo
• Feature/Setting: "Flows" automate dispatch using birthday property with personalized coupon emails.
3.7. HubSpot
• Feature/Setting: Use "Workflows" to automate time-based marketing emails for birthdays or milestones.
3.8. Zoho CRM
• Feature/Setting: Zoho Workflow Rules automate email/SMS when a contact’s special date matches today.
3.9. Shopify
• Feature/Setting: Shopify Flow app automates discount code creation and delivery on customer milestones.
3.10. WooCommerce
• Feature/Setting: AutomateWoo or similar plugin triggers and sends loyalty coupons based on purchase history.
3.11. Intercom
• Feature/Setting: Series automation sends automated in-app and email birthday greetings with discounts.
3.12. Pipedrive
• Feature/Setting: Workflow Automations module triggers emails from contact custom fields for dates.
3.13. Brevo (formerly Sendinblue)
• Feature/Setting: Marketing Automation module automates “Anniversary Email” workflows.
3.14. Constant Contact
• Feature/Setting: Automated "Birthday Email" campaign setting configured for recurring annual sends.
3.15. Freshdesk
• Feature/Setting: Automate ticket creation or follow-up emails for customer milestones.
3.16. Zapier
• Feature/Setting: Multi-step Zap automates date-matching, discount generation, and multi-channel dispatch.
3.17. Google Sheets
• Feature/Setting: Use Apps Script to automate matching dates and triggering Google Mail API for emailing.
3.18. Dynamics 365
• Feature/Setting: Automated workflows for loyalty program events using Power Automate and templates.
3.19. Omnisend
• Feature/Setting: Automate email and SMS via behavioral triggers based on custom date fields.
3.20. Drip
• Feature/Setting: Automated Workflows with event-based triggers for personalized coupon delivery.
3.21. Airtable
• Feature/Setting: Automate scripting block or integration for birthday date detection and notifications.
3.22. SMSBump (for Shopify/BigCommerce)
• Feature/Setting: Configure automated SMS flows for birthday or loyalty programs.
3.23. Gorgias
• Feature/Setting: Automate ticket/messaging workflows to notify or reward on eligible dates.
3.24. Customer.io
• Feature/Setting: Date-based Triggers automate personalized emails/SMS on special occasions.
Benefits
4.2. Minimizes manual work, maximizes automator reliability and timeliness in customer touchpoints.
4.3. Automates multi-channel customer outreach (SMS, email, in-app).
4.4. Reduces risk of missing key CRM engagement opportunities due to oversight.
4.5. Securely automates data-driven communications to strengthen loyalty and drive sales cycles.
4.6. Automation enables granular segmentation, targeting, and performance analytics for retailer’s marketing team.