Customer Relationship & Marketing AutomationPurpose
1.2. Automates collection and use of special date data to generate tailored outreach, driving repeat visits.
1.3. Ensures automating reward delivery and scheduling based on customer-provided birth and anniversary dates, minimizing manual intervention.
1.4. Supports automated timely notifications with incentives like discounts, free menu items, or loyalty points, fully integrated within existing marketing communications.
Trigger Conditions
2.2. Additional automation trigger if new customer subscribes and provides date, or if consent is refreshed/renewed.
2.3. Automates filter for opted-in customers, ensuring only recipients who gave marketing consent receive messages.
Platform Variants
• Feature/Setting: Automated SMS messaging via Programmable Messaging API; set up automated birthday or anniversary triggers with a scheduled sendDate parameter in the API.
3.2. SendGrid
• Feature/Setting: Automated email using Marketing Campaigns API with dynamic personalization tags for name, event, and reward configured in automating workflows.
3.3. Mailchimp
• Feature/Setting: Automate audience segmentation with date fields, activate trigger-based journeys to automatedly send reward emails.
3.4. HubSpot
• Feature/Setting: Automate workflow with contact property date triggers for automating personalized emails or SMS.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder date-based trigger, automating multi-channel reward message delivery.
3.6. ActiveCampaign
• Feature/Setting: Automator for automated trigger by custom field (birthday/anniversary) with reward coupon in message.
3.7. Zoho CRM
• Feature/Setting: Workflow automation using date fields; automatedly send reward emails/SMS via integrations.
3.8. Klaviyo
• Feature/Setting: Automated flow with birthday/anniversary as trigger, dynamic content for reward messages.
3.9. Constant Contact
• Feature/Setting: Automation trigger on event-date fields, emails scheduled yearly via Event Email.
3.10. Google Sheets + Gmail
• Feature/Setting: Script to automate scanning of a date column and scheduled Gmail API dispatch for rewards.
3.11. Microsoft Power Automate
• Feature/Setting: Automated flows triggered by Excel/Dataverse date match, sending Outlook or SMS messages.
3.12. WhatsApp Business API
• Feature/Setting: Automate message scheduling and templating for anniversary or birthday rewards.
3.13. Intercom
• Feature/Setting: Automatically send reward messages with ‘Custom Bots’ triggered by customer metadata.
3.14. Facebook Messenger Bots (ManyChat)
• Feature/Setting: Automated message flow with date trigger for rewards, dynamic personalization setup.
3.15. Slack
• Feature/Setting: Automating direct messages or group announcements via Slackbot for staff/customer birthdays (if applicable).
3.16. Shopify + Flow
• Feature/Setting: Automate email or store credit via app triggers on a customer birthday field.
3.17. LoyaltyLion
• Feature/Setting: Integration automates the granting of loyalty points or rewards on set dates.
3.18. Pipedrive
• Feature/Setting: Workflow automation on custom date fields to send reward messages using integrated messaging.
3.19. Zapier
• Feature/Setting: Multi-app automation; trigger on spreadsheet or CRM date, automates reward message dispatch.
3.20. Infusionsoft (Keap)
• Feature/Setting: Automated campaign on date field, action step to send marketing rewards via pre-set templates.
Benefits
4.2. Automate manual effort, freeing staff resources and eliminating errors or missed opportunities.
4.3. Ensures timely and relevant reward delivery, automating positive experiences that drive repeat visits.
4.4. Supports automation of omnichannel outreach, amplifying touchpoints and maximizing marketing ROI.
4.5. Strengthens brand loyalty through consistent, memorable automated gestures tailored to personal milestones.