Birthday and loyalty reward emails

Purpose

1.1. Automate the delivery of birthday and loyalty reward emails to engage miniatures store customers and increase repeat sales.
1.2. Ensures every customer receives a personalized message or offer on their birthday and at loyalty milestones, automating marketing outreach.
1.3. Strengthens relationship management by automating reward recognition and automating customer appreciation workflows.
1.4. Reduces manual effort and potential for human error by automating the process of sending timely reward-based emails.

Trigger Conditions

2.1. Customer’s date of birth matches today’s date for automated birthday email.
2.2. Customer reaches a predefined loyalty level (e.g. number of purchases, spending threshold) triggering an automated reward email.
2.3. Automated daily scan of CRM or e-commerce records detects qualifying customer events for automation.

Platform Variants

3.1. Mailchimp
• Feature/Setting: Automate "Birthday" or "Date-Based Email" workflow, configure trigger to customer date of birth and design reward template.
3.2. Klaviyo
• Feature/Setting: Automated Flow for "Date Property Triggers" using birthday and loyalty segment filters.
3.3. ActiveCampaign
• Feature/Setting: Automations – Start Trigger: "Contact’s Birthday" or custom loyalty tag, automated email dispatch.
3.4. HubSpot
• Feature/Setting: Automate workflow with "Date Property" as trigger, select "Birthday" from contact profile.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder with automated "Entry Event" for birthdays, Loyalty Program API integration for automated reward triggers.
3.6. SendGrid
• Feature/Setting: Marketing Campaigns Scheduler API for date-based automated emails; integrate loyalty API for rewards.
3.7. MailerLite
• Feature/Setting: Automate "Anniversary" trigger; segment by loyalty status for automated reward emails.
3.8. Zoho Campaigns
• Feature/Setting: Date-Field Trigger automation for birthdays; automate loyalty rewards via workflow criteria.
3.9. Omnisend
• Feature/Setting: Automate birthday and reward messages with "Automated Email Workflow" and custom property filter.
3.10. Brevo (formerly Sendinblue)
• Feature/Setting: Automate Birthday Email using contact attribute conditions, automated loyalty segment triggers.
3.11. Constant Contact
• Feature/Setting: Automated "Birthday Email" campaign, automate loyalty milestones via list segmentation.
3.12. Zapier
• Feature/Setting: Automate mapping of birthday/loyalty events to email dispatch via automated "Zap" between CRM/app and email tool.
3.13. Shopify
• Feature/Setting: Automate birthday emails through Shopify Flow app, connect to automated loyalty program for reward emails.
3.14. WooCommerce
• Feature/Setting: Automate birthdate and loyalty email triggers using AutomateWoo or similar automation plugin.
3.15. Dotdigital
• Feature/Setting: Date-triggered Program for automation of birthday and loyalty reward events.
3.16. Drip
• Feature/Setting: Automated Workflow with birthday and segment-based triggers for loyalty automated emails.
3.17. Eloqua
• Feature/Setting: Program Canvas – automates using contact date fields and custom loyalty logic for email delivery.
3.18. Iterable
• Feature/Setting: Automated Workflow "Trigger Event: birthday", Loyalty achievement event–automated email module.
3.19. Moosend
• Feature/Setting: Automated Birthday Automation, segment-based reward automation with loyalty tag triggers.
3.20. Customer.io
• Feature/Setting: Automated data-driven Campaign Trigger–send email when birthday or loyalty criteria met.

Benefits

4.1. Automatedly engages customers at key moments, automating retention and loyalty.
4.2. Automates personalized marketing, boosting conversion rates using data-driven automation.
4.3. Reduces staff workload with reliable, round-the-clock automation of repetitive communication tasks.
4.4. Enhances customer lifetime value through precisely timed automated touchpoints.
4.5. Improves professionalism and customer satisfaction with error-free, automatedly scheduled emails.