Customer birthday and anniversary greetings

Purpose

1. Automate sending personalized birthday and anniversary greetings to customers to build loyalty, strengthen client relationships, and humanize the wholesale experience in the hair extensions supplier sector.

2. Ensure no important celebration date is missed, automate the inclusion of promotion codes or product suggestions, and improve customer experience and retention through automatic communications.

3. Reduce manual CRM work by automating data lookup, message creation, scheduling, and delivery across preferred channels.

Trigger Conditions

1. Automation is triggered on the customer's birthdate or anniversary (stored in CRM or e-commerce platform).

2. Automator checks date fields daily and queues automatable greetings for relevant customers.

3. Automated triggers may occur via time-based workflow routines: e.g., at midnight server time or at CRM sync times.

Platform Variants

1. Twilio

• Feature/Setting: Automate SMS/MMS sending via Twilio’s Programmable Messaging API.
  
• Sample config: Schedule POST requests to "messages" endpoint with recipient’s mobile, template, and custom variables.
  

2. SendGrid

• Feature/Setting: Automate birthday email delivery with Dynamic Templates and the Send Email API.
  
• Sample config: Trigger transactional template on customer birthdate via automated API call.
  

3. Mailchimp

• Feature/Setting: Automating Campaign Triggers using Customer Date field.
  
• Sample config: Use "Recurring Date" automation with birthday field as trigger.
  

4. HubSpot

• Feature/Setting: Automate workflow triggers ("Date property" workflow) for email or SMS.
  
• Sample config: Workflow starts based on custom date property (birthdate).
  

5. ActiveCampaign

• Feature/Setting: Automate "Date Based Automation" for email/SMS on customer date fields.
  
• Sample config: Use "Date Triggered Automation" with personalized messages.
  

6. Salesforce

• Feature/Setting: Automate using Process Builder or Flow to send emails/SMS.
  
• Sample config: Scheduled action based on the Contact's birthday or anniversary field.
  

7. Zoho CRM

• Feature/Setting: Automate via Workflow Rules on contacts’ date fields, linking to Email/SMS actions.
  
• Sample config: Workflow rule triggers email with merge tags on date match.
  

8. Klaviyo

• Feature/Setting: Automate a "Date-triggered Flow" for birthday/anniversary.
  
• Sample config: Customer date property triggers an automated flow with custom template.
  

9. Pipedrive

• Feature/Setting: Automate Activity or Email, using Workflow Automation when a date field is reached.
  
• Sample config: "Deal or Person" date field automates greeting email.
  

10. Google Calendar + Gmail

• Feature/Setting: Automate sending scheduled emails with Calendar events as triggers.
  
• Sample config: Calendar event for customer date initiates automated Gmail draft/send.
  

11. Shopify

• Feature/Setting: Automate birthday greeting through Customer Fields app and Shopify Flow.
  
• Sample config: When 'birthday' met, automate email via shop notification.
  

12. WooCommerce

• Feature/Setting: Automate via Follow-Ups extension for recurring messages on customer dates.
  
• Sample config: Setup automator to notify when custom date field matches.
  

13. Microsoft Power Automate

• Feature/Setting: Automate across Microsoft Teams/Outlook via Flow triggered by CRM date field.
  
• Sample config: Scheduled Flow that checks date field, sends greeting email/Teams message.
  

14. Intercom

• Feature/Setting: Automate in-app or email messaging on customer dates using Custom Data Attributes.
  
• Sample config: Automated campaign scheduled on birthday property.
  

15. Drift

• Feature/Setting: Automate personalized chatbot or email greeting triggered from custom attribute date.
  
• Sample config: Automated playbook launches greeting on anniversary.
  

16. Slack

• Feature/Setting: Automate posting in channel or direct message via Slack API & scheduled jobs.
  
• Sample config: Scheduled automator posts birthday/anniversary reminder to internal teams.
  

17. Constant Contact

• Feature/Setting: Automate email campaigns on recurring dates using "Birthday/Anniversary Emails" feature.
  
• Sample config: Upload customer date fields, configure automatable recurring campaign.
  

18. AirTable

• Feature/Setting: Automate using Automations to run scripts or email on date matches.
  
• Sample config: Scheduled automation checks 'date' field, sends message via Gmail API.
  

19. monday.com

• Feature/Setting: Automate reminders and email integration through Automation Recipes tied to date columns.
  
• Sample config: When a date arrives, automate sending a greeting email.
  

20. Brevo (ex-Sendinblue)

• Feature/Setting: Automate "Date of Birth Campaigns" with custom triggers.
  
• Sample config: Dynamic segmentation triggers automated birthday email.
  

21. Gupshup

• Feature/Setting: Automate WhatsApp/SMS template messages via API calling.
  
• Sample config: Automator triggers API call to send templated greeting on date.
  

22. MessageBird

• Feature/Setting: Automate scheduled voice, SMS, or chat greetings using Flow Builder.
  
• Sample config: Contact date triggers automated greeting via Flow.
  

Benefits

1. Automates consistent, scalable customer engagement without manual effort.

2. Automator ensures zero missed birthdays/anniversaries, boosting perception of care.

3. Automatedly delivers multi-channel messages (SMS/Email/Chat) tailored for wholesale, ensuring professional touch.

4. Automation increases customer retention and upsell opportunities via timed offers and coupons.

5. Automating this CRM flow frees staff, increases happiness, and systematizes high-touch customer relationship processes.