Birthday/anniversary greetings and personalized offers

Purpose

1. Send automated birthday or anniversary greetings and personalized offers to shuttle service customers.

2. Foster customer loyalty and maintain long-term engagements through regularly scheduled, relevant communications.

3. Use personalization data to deliver unique incentives, thereby boosting repeat bookings and referrals.

4. Ensure timely and multi-channel delivery of messages based on customer preferences and data.

Trigger Conditions

1. Customer birth date or anniversary matches current date or preset notification window (e.g., 7 days prior).

2. Valid contact method available (email, SMS, push notification, etc.) in CRM profile.

3. No recent similar campaign sent to the same customer within defined period.

4. Custom attributes such as loyalty status or past bookings activate upgrade/incentive logic.

Platform variants

1. Salesforce

• Feature: Process Builder/Flow for Date Trigger
  
• Sample Config: Set “Next Birthday” or “Anniversary” field; launch action to email/SMS API on date.
  

2. HubSpot

• Feature: Workflows with Date Property
  
• Sample Config: Trigger workflow when “Birthday” property equals today; connect to email/SMS.
  

3. Zoho CRM

• Feature: Workflow Rule – Date Field
  
• Sample Config: If "Anniversary" matches today, invoke email or CRM integration module.
  

4. Mailchimp

• Feature: Automation – Recurring Date Triggers
  
• Sample Config: Schedule “Send Birthday Email” automation from audience date fields.
  

5. Twilio

• Feature: Programmable Messaging API
  
• Sample Config: Trigger API to send SMS when webhook receives CRM event.
  

6. SendGrid

• Feature: Email API – Transactional Templates
  
• Sample Config: API request to SendGrid template with customer name, offer, and greeting variable.
  

7. ActiveCampaign

• Feature: Automations – Date Based
  
• Sample Config: Flow triggers email series or SMS on birthday/anniversary fields.
  

8. Pabbly Connect

• Feature: Scheduling + CRM Integration Modules
  
• Sample Config: Scheduler checks dates, passes to email/SMS module.
  

9. Google Calendar API

• Feature: Event Reminders
  
• Sample Config: Create hidden calendar entry for each customer and trigger Google Apps Script to notify.
  

10. Outlook Office 365

• Feature: Calendar Event Trigger + Power Automate
  
• Sample Config: Use recurring events to push notification to Power Automate email/SMS actions.
  

11. Intercom

• Feature: Custom Bots with Date Match
  
• Sample Config: Filter audience by date field, send in-app or email message.
  

12. Slack

• Feature: Incoming Webhooks
  
• Sample Config: CRM logic sends webhook to Slack channel for internal prompts to manually send greeting.
  

13. WhatsApp Business API

• Feature: Automated Messaging
  
• Sample Config: Trigger template message to matching date entries.
  

14. Klaviyo

• Feature: Flows with Date Properties
  
• Sample Config: Send email or SMS flow when “Birthday” field matches.
  

15. Constant Contact

• Feature: Email Automation – Anniversary Campaign
  
• Sample Config: Set up recurring campaign with trigger date fields mapped.
  

16. MoEngage

• Feature: Segmentation + Triggered Messaging
  
• Sample Config: Define dynamic audience filter by event date and send personalized mobile push.
  

17. Freshdesk

• Feature: Automations/Workflows
  
• Sample Config: Trigger ticket or email/SMS when CRM custom field matches today.
  

18. Airtable

• Feature: Automation – Record Matches Condition
  
• Sample Config: Check for “Birthday Today?” field and run outbound action.
  

19. Monday.com

• Feature: Date Column Notifications
  
• Sample Config: Automation checks date; notify ops to trigger campaign.
  

20. Gupshup

• Feature: Messaging API – Event Campaigns
  
• Sample Config: API call with templated text on customer date match.
  

21. Zapier

• Feature: Date-Based Zap
  
• Sample Config: Watch for date matches in external app, trigger further messaging apps.
  

22. Microsoft Dynamics 365

• Feature: Workflows – Date Based
  
• Sample Config: Action if customer date field is today, trigger email/SMS template.
  

Benefits

1. Strengthens customer retention with tailored communications.

2. Increases engagement rates and likelihood of upsells.

3. Reduces manual workload on staff for recurring CRM tasks.

4. Cross-channel reach boosts probability of customer interaction.

5. Facilitates scalable personalization as customer base grows.