Automated birthday and loyalty campaigns

Purpose

1.1. Strengthen customer engagement by automatically sending personalized birthday greetings and loyalty rewards.
1.2. Drive repeat visits, upsell exclusive offers, and foster an emotional brand connection.
1.3. Collect actionable customer data for refined campaign targeting in the Brazilian street food restaurant context.
1.4. Minimize staff workload by eliminating manual outreach.

Trigger Conditions

2.1. Customer’s date of birth matches the current date in the CRM database.
2.2. Customer completes loyalty milestones (e.g., after every 5th visit or order).
2.3. Opt-in flag is present (consent for marketing).
2.4. Customer contact details are valid and up-to-date.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Trigger SMS via REST API (Messages endpoint) for birthdays or milestones, with personalized message templates.

3.2. SendGrid
• Feature/Setting: Schedule transactional email via Dynamic Templates API; merge customer name, birthday, and coupon codes.

3.3. Mailchimp
• Feature/Setting: Use Customer Journeys with birthday merge fields; trigger email sequence on matching dates.

3.4. ActiveCampaign
• Feature/Setting: Automation workflow triggered by contact's birthday or custom loyalty field update.

3.5. HubSpot
• Feature/Setting: Workflow automation; enroll contacts with date-based trigger and send automated email or SMS.

3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder with date- and field-based triggers; send Multi-Channel greetings.

3.7. Klaviyo
• Feature/Setting: Flow setup using birthday property and loyalty event tracking.

3.8. Constant Contact
• Feature/Setting: Automated Email Series set to launch on specific contact anniversary dates.

3.9. Zoho CRM
• Feature/Setting: Workflow rules to trigger mail merge email or SMS based on contact’s birthday field.

3.10. Slack
• Feature/Setting: Use Incoming Webhooks API to post birthday/loyalty notifications to internal team channels.

3.11. Facebook Messenger (Meta API)
• Feature/Setting: Send personalized message via Facebook Graph API on trigger conditions.

3.12. WhatsApp Business API
• Feature/Setting: Automated templated message delivery via POST endpoint for approved templates.

3.13. Google Calendar
• Feature/Setting: Auto-create event reminders for staff or customer-facing loyalty events.

3.14. Shopify
• Feature/Setting: Use Shopify Flow to auto-tag and trigger email offers for loyal online customers.

3.15. Square
• Feature/Setting: Use Customer Directory, set up custom fields for birthdays/loyalty, trigger marketing messages.

3.16. Typeform
• Feature/Setting: Collect and store birthday info, push via API to CRM for automation.

3.17. Intercom
• Feature/Setting: Trigger in-app or email messages using automated message rules and customer attributes.

3.18. Zendesk
• Feature/Setting: Use Triggers to send automated satisfaction messages tied to events or customer details.

3.19. Customer.io
• Feature/Setting: Segment-based campaign; trigger workflow on customer birthday or event milestone.

3.20. Pipedrive
• Feature/Setting: Set up workflow automations based on contact person fields (birthday/loyalty).

3.21. Airtable
• Feature/Setting: Use Automation scripts to detect date matches and trigger emails via integration.

3.22. Microsoft Power Automate
• Feature/Setting: Scheduled flow to scan CRM for trigger criteria and send communications using connectors.

3.23. LoyaltyLion
• Feature/Setting: Reward program engine—automated notifications sent for loyalty thresholds or birthdays using API webhooks.

Benefits

4.1. Drives higher customer return rates and average spend per guest.
4.2. Enhances customer satisfaction through timely, relevant communication.
4.3. Reduces manual errors and frees staff for high-value hospitality tasks.
4.4. Enables granular tracking and ROI attribution for marketing campaigns.
4.5. Leverages omnichannel outreach for maximum engagement in the Brazilian street food sector.