Customer birthday/anniversary offers delivery

Purpose

1.1. Automate personalized delivery of special birthday or anniversary offers to cookie shop customers in order to increase engagement, retention, and sales.
1.2. Automating recognition of customer milestone dates enables instant incentives, strengthens loyalty, generates positive word-of-mouth, and enriches customer experience.
1.3. Automated workflows relieve staff from manual tracking and guarantee delivery of timely, relevant marketing messages.

Trigger Conditions

2.1. Trigger when a customer's birthday or anniversary date occurs or is upcoming (e.g., 7 days in advance).
2.2. Automator checks customer database for milestone dates on a daily schedule.
2.3. Optionally, trigger by new milestone data entry or update.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS campaign via programmable SMS (twilio.messages.create); sample config: message template with customer name, offer, link, and scheduling logic.
3.2. SendGrid
• Feature/Setting: Automate email via SendGrid API (mail/send); config: HTML offer email, merge fields for personalized greeting tied to milestone data.
3.3. Mailchimp
• Feature/Setting: Automator triggers customer journey automation (API: POST /automations); dynamic segment for birthdays and auto-email with coupon code.
3.4. Klaviyo
• Feature/Setting: Automate flow via Klaviyo "Date Property Triggered Flow"; config: select ‘Birthday’ property, attach personalized offer email/SMS.
3.5. HubSpot
• Feature/Setting: Workflow automation (Workflows > Set enrollment trigger: Contact birthday); config: delay, personalized email, and coupon assignment.
3.6. ActiveCampaign
• Feature/Setting: Automation builder triggers by date field; sample: ‘birthday’ automation sends sequence of emails/offers.
3.7. Shopify Email
• Feature/Setting: App integration with customer tags/metadata; automatable trigger upon tag match, email automation sends offer.
3.8. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder automates milestone offers (Entry Source: Data Extension by date); multi-channel delivery configured per preference.
3.9. Zapier
• Feature/Setting: Scheduler finds dates; automates sending via Gmail, SMS, or webhooks for cross-system delivery.
3.10. Google Calendar + Gmail
• Feature/Setting: Auto-created event for customer date, automator sends scheduled email using Apps Script.
3.11. Facebook Messenger (ManyChat)
• Feature/Setting: Automated message flow triggers on birthday (Custom user field match); config: message sequence with offer.
3.12. WhatsApp Business API
• Feature/Setting: Automated message delivery via WhatsApp API when CRM milestone date matches today’s date.
3.13. Constant Contact
• Feature/Setting: Contact list automation for special dates; config: automate delivery of pre-built email templates.
3.14. Drip
• Feature/Setting: Automation workflow triggered by date-based tag for “Birthday” or “Anniversary”; sends personalized email/SMS automation.
3.15. Pipedrive
• Feature/Setting: Workflow automator checks contact “birthday” field; triggers action via email, SMS, or custom webhook for offers.
3.16. Moosend
• Feature/Setting: Automated workflow editor to trigger on specific date field and send email offer.
3.17. Infobip
• Feature/Setting: Flow automator triggers SMS, Viber, or WhatsApp via milestone (API: send SMS/Email with customer info and offer).
3.18. Intercom
• Feature/Setting: In-app message, email or push notification automated by user attribute “birthday/anniversary.”
3.19. Omnisend
• Feature/Setting: Automation flow for “special dates”; configures email/SMS automation with coupon.
3.20. Eloqua
• Feature/Setting: Date-based campaign workflow automates personalized content on customer record milestones.
3.21. Customer.io
• Feature/Setting: Automated campaign triggers on attribute match for birthday/anniversary; config: multi-channel automated messaging.
3.22. Freshsales
• Feature/Setting: Automated workflows trigger based on custom field date; sends offer email.

Benefits

4.1. Automated delivery ensures consistent, on-time marketing for all customers’ birthdays/anniversaries.
4.2. Automation reduces manual workload, minimizes errors, and increases offer redemption rate.
4.3. Automatable personalization boosts customer loyalty and frequency of purchases.
4.4. Automating the campaign cycle allows continuous optimization and measurable performance tracking.
4.5. Automation allows multi-channel delivery, reaching customers by their preferred method (email, SMS, app, messenger).
4.6. Automator-generated insights enable fine-tuning of offer content and timing for maximum revenue impact.