Customer Relationship & Marketing AutomationPurpose
1.2. Foster brand loyalty through timely, personalized outreach based on CRM data, increasing frequency of orders and deepening relationships.
1.3. Reduce manual labor by automating recipient selection, message personalization, and cross-channel delivery for relevant offers or greetings.
Trigger Conditions
2.2. Customer accrues specific loyalty points threshold or completes a defined number of visits/orders.
2.3. Customer meets multi-condition criteria, such as birthday + reward eligibility.
Platform Variants
3.1. Twilio SMS
• Feature: Programmable SMS API
• Setting: Use webhook to trigger SMS with pre-set template on birthday date or loyalty threshold met.
3.2. SendGrid
• Feature: Marketing Campaigns API
• Setting: Configure personalized email automation using contact lists filtered by date or loyalty status.
3.3. Mailchimp
• Feature: Customer Journeys
• Setting: Set birthday or reward milestone as journey trigger for automated email/push notification.
3.4. Slack
• Feature: Incoming Webhooks
• Setting: Internal alert for staff to manually engage high-value customers on special occasions.
3.5. HubSpot
• Feature: Workflows/Marketing Automation API
• Setting: Automate segmented email and SMS delivery to qualifying contacts.
3.6. Salesforce Marketing Cloud
• Feature: Journey Builder
• Setting: Orchestrate cross-channel message flows triggered on customer birthdays or reward eligibility.
3.7. WhatsApp Business API
• Feature: Template Messaging
• Setting: Configure pre-approved birthday/reward message triggered via CRM system webhook.
3.8. Facebook Messenger
• Feature: Messenger API
• Setting: Integrate chatbot to send birthday wishes or exclusive reward codes on key dates.
3.9. ActiveCampaign
• Feature: Automation Workflows
• Setting: Trigger personalized email/sms with birthday rewards using customer tags or custom fields.
3.10. Klaviyo
• Feature: Flows
• Setting: Use date-based trigger flow for sending special offers on birthdays or upon loyalty level-up.
3.11. Intercom
• Feature: Custom Bots/Outbound Messages
• Setting: Automatically send in-app message or email when profile matches “birthday today” or reward condition.
3.12. Zendesk
• Feature: Triggers & Automations
• Setting: Notify support or customer by email when milestones are reached for proactive engagement.
3.13. Shopify
• Feature: Flow App
• Setting: Create automation to email or SMS customers on their birthdays or after specific purchases.
3.14. Freshdesk
• Feature: Automations
• Setting: Auto-generate tickets or alerts for birthday greetings or loyalty entitlement fulfillment.
3.15. Microsoft Power Automate
• Feature: Cloud Flows
• Setting: Scheduled flow to check for customer birthdays and trigger notifications to chosen channels.
3.16. Google Calendar API
• Feature: Event Reminders
• Setting: Sync customer data, create events for birthdays, trigger external notification service.
3.17. Zoho CRM
• Feature: Workflow Rules
• Setting: Automated notification workflow on customer birthday or reward milestone.
3.18. Pipedrive
• Feature: Workflow Automation
• Setting: Custom workflow for sending greetings coupon or discount links on critical dates.
3.19. Viber Business Messages
• Feature: Messaging API
• Setting: Birthday or reward campaign sent as personalized direct message.
3.20. Plivo
• Feature: SMS API
• Setting: Set automated SMS to deliver on date match or after loyalty achievement.
3.21. Calendly
• Feature: Event Types + Workflows
• Setting: Trigger celebration or reward notification after event-based customer activities.
3.22. Yelp Fusion API
• Feature: Business Notifications
• Setting: Request positive review or share reward after birthday or loyalty redemption.
Benefits
4.2. Consistently boosts repeat visitation and revenue from engaged customers.
4.3. Reduces staff workload with reliable, data-driven outreach.
4.4. Provides measurable, segmented campaign results for ongoing optimization.
4.5. Allows targeting via multiple channels based on customer preference.