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Birthday and special occasion greeting automation

Purpose

1.1. Automate the sending of birthday and special occasion greetings to customers to boost loyalty, repeat visits, and positive brand recall.
1.2. Automates personalized communication using customer data, such as birthdays or anniversaries, for targeted, timely outreach in the gifts and crafts retail sector.
1.3. Streamlines customer relationship management by delivering automated greetings, discount codes, or gift suggestions tied to special dates, enhancing retention and upselling opportunities.
1.4. Enables automated segmentation of customer lists to ensure each greeting is relevant and context-aware, improving customization and conversion.

Trigger Conditions

2.1. New customer records with date-of-birth or notable events are created or updated in CRM.
2.2. Automated scheduler checks for upcoming birthdays or stored special dates daily or at predefined intervals.
2.3. Manual tagging of customers in the database as "VIP" or "Occasion Eligible" for greeting automation.
2.4. Customer opt-in for greetings during registration or checkout, initializing an automated workflow.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Send Message API; configure recipient, timing, and SMS body with dynamic fields for names/occasions.
3.2. SendGrid
• Feature/Setting: Mail Send API; automate templated emails with occasion-based variables for greetings.
3.3. Mailchimp
• Feature/Setting: Customer Journeys; automate email sequence on birthday or custom dates using audience tags.
3.4. HubSpot
• Feature/Setting: Workflows; automate trigger on date property "Birthday" in contact record for greeting email.
3.5. ActiveCampaign
• Feature/Setting: Automation builder; automated email or SMS sent on contact’s birthday field match.
3.6. Salesforce
• Feature/Setting: Process Builder; automation triggers on contact anniversary or custom fields for greetings.
3.7. Zoho CRM
• Feature/Setting: Workflow Rules; automate anniversary/birthday actions with email, SMS, or notifications.
3.8. Klaviyo
• Feature/Setting: Flows; automate occasion-based emails with event-triggered personalized content.
3.9. Google Calendar
• Feature/Setting: Calendar API; check upcoming event dates, automate reminders or greeting emails via third-party connectors.
3.10. Microsoft Power Automate
• Feature/Setting: Automated Flows; connect CRM to email/SMS for birthday automation.
3.11. Outlook/Office 365
• Feature/Setting: Flow integration; automate greeting email scheduling on contacts’ birth dates.
3.12. Slack
• Feature/Setting: Webhook/API; automated greeting messages to staff or customer channels on special occasions.
3.13. WhatsApp Business API
• Feature/Setting: Message Template API; automate sending pre-approved occasion messages to opted-in customers.
3.14. Facebook Messenger
• Feature/Setting: Send API; automate occasion greetings based on customer profiles and event data.
3.15. Shopify
• Feature/Setting: Flow App, automate post-purchase customer data entry and occasion email triggers.
3.16. WooCommerce
• Feature/Setting: AutomateWoo or webhook to trigger greeting emails/SMS based on birthday custom field.
3.17. Zapier
• Feature/Setting: Automated zaps to detect special dates and trigger multi-channel greetings.
3.18. Intercom
• Feature/Setting: Automated Messages; trigger personalized greetings via email, chat, or SMS on defined events.
3.19. Freshdesk
• Feature/Setting: Automations; schedule and send greeting emails from tickets or CRM profiles with special dates.
3.20. Pabbly
• Feature/Setting: Email Automation; set up recurring or event-triggered birthday/occasion greetings using customer fields.

Benefits

4.1. Automates customer engagement, ensuring timely greetings and reducing manual follow-up effort.
4.2. Enables retailers to scale personal touchpoints, automating repetitive communication tasks.
4.3. Improves data-driven segmentation and targeting accuracy, boosting marketing automation ROI.
4.4. Automated workflows reduce error rates and ensure no customer is missed, improving satisfaction.
4.5. Automation advances business reputation as proactive and caring, driving repeat sales and word-of-mouth.

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