Birthday/anniversary greetings to clients

Purpose

1.1. Automate sending personalized birthday and anniversary greetings to wholesale metal supply clients to strengthen relationships, foster loyalty, and improve retention.
1.2. Ensure automated touchpoints without manual intervention, increasing efficiency and ensuring no client is missed.
1.3. Centralize date tracking, automating notifications, and multi-channel outreach for scalable customer relationship management in the metals and alloys industry.

Trigger Conditions

2.1. Automated trigger on client’s birthday or anniversary dates from CRM or ERP database.
2.2. Manual override for custom bulk or individual greeting automation.
2.3. Scheduled automation (e.g. daily batch check and execution at 9:00am).
2.4. Automation triggered by new client creation or update to client record with relevant dates.

Platform Variants (with function/API examples and sample settings)

3.1. Twilio SMS
• Feature/Setting: SMS API, use `messages.create` function, template: "Happy Birthday, [Name]! Thank you for partnering with us."
3.2. SendGrid
• Feature/Setting: Email API, use `/mail/send` endpoint, configure sender identity, automate dynamic templates.
3.3. Mailchimp
• Feature/Setting: Automated Email Campaigns, configure audience birthdate merge tag, set up journey triggers.
3.4. HubSpot
• Feature/Setting: Workflows automation, trigger by contact properties, automate personalized emails or internal tasks.
3.5. Salesforce
• Feature/Setting: Process Builder/Flow automation, trigger on custom object date field, automate email/message.
3.6. Slack
• Feature/Setting: Incoming Webhooks, scheduled automated messages to sales or service channels.
3.7. Google Calendar
• Feature/Setting: Notifications API, automate event-based reminders and tasks for client greetings.
3.8. ActiveCampaign
• Feature/Setting: Automations, use “date-based” automation trigger, automated email or SMS delivery.
3.9. WhatsApp Business API
• Feature/Setting: Message API, pre-approved templates, automate message send on date match.
3.10. Microsoft Outlook
• Feature/Setting: Power Automate integration, trigger flows on contact birthdays to send automated emails.
3.11. Zoho CRM
• Feature/Setting: Workflow Rules, trigger automated custom functions/email on birthday date fields.
3.12. Pipedrive
• Feature/Setting: Workflow Automations, automatedly send email/SMS via integrations on key dates.
3.13. Intercom
• Feature/Setting: Automated Messaging, date-based triggered messages or in-app notifications.
3.14. Zapier
• Feature/Setting: “Schedule” & “Filter” automation, connect any CRM to email/SMS for automated greeting.
3.15. Shopify
• Feature/Setting: Flow app, trigger on specific customer tags or dates for email automation.
3.16. Gmail
• Feature/Setting: Google Apps Script, schedule triggers to send emails automatically from birthday fields.
3.17. Facebook Messenger API
• Feature/Setting: Send API, automate chatbot or direct message on special dates.
3.18. Klaviyo
• Feature/Setting: Flows automation, date property triggers for personalized email/SMS.
3.19. Drip
• Feature/Setting: Workflow automations, date-field triggers for automated engagement.
3.20. Freshdesk
• Feature/Setting: Automations, set birthday as ticket event, send greetings via email or SMS integration.
3.21. Marketo
• Feature/Setting: Smart Campaigns, date-based triggers for automated email sequences.
3.22. Constant Contact
• Feature/Setting: Automated Email Scheduler, trigger series based on birthday/anniversary fields.

Benefits

4.1. Automatedly enhances customer retention through ongoing, personalized relationship building.
4.2. Automates repetitive tasks, freeing staff for strategic work and reducing errors/oversights.
4.3. Automation improves client satisfaction and loyalty in the metal supply sector.
4.4. Omnichannel automation adapts to each client’s preferred communication method.
4.5. Automated reminders and reports help monitor campaign effectiveness and ROI.