Birthday and anniversary offers/reminders

Purpose

1.1. Enhance customer loyalty and retention by automatically sending personalized birthday and anniversary greetings or promotional offers to restaurant patrons.
1.2. Foster emotional connection with guests, increasing repeat visits and positive word-of-mouth.
1.3. Drive targeted marketing during special dates to maximize guest engagement and revenue opportunities.
1.4. Collect and utilize special date data responsibly for tailored outreach in compliance with data privacy regulations.

Trigger Conditions

2.1. Scheduled trigger based on stored customer birthdates or anniversary dates within CRM or marketing platform.
2.2. Manual input: Staff records key dates during reservation or feedback collection.
2.3. API webhook: Event fires when a customer’s special date matches the current date.
2.4. Recurring time-based schedule to check for upcoming birthdays/anniversaries (e.g., daily or weekly).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS API – Configure messaging service and webhook to dispatch personalized texts on event match.
• Sample Config: Use Twilio Message Resource with personalization keys mapped from CRM data.
3.2. SendGrid
• Feature/Setting: Dynamic Transactional Templates – Set automation to send email offers using customer fields.
• Sample Config: Create template with birthday variable; trigger via API on scheduled job.
3.3. Mailchimp
• Feature/Setting: Customer Journeys – Automate campaigns for contacts with matching birthdates.
• Sample Config: Journey trigger with date field equals today; add promotional content block.
3.4. ActiveCampaign
• Feature/Setting: Date-based Automation – Send targeted birthday or anniversary emails.
• Sample Config: Create automation workflow with “Date Trigger” on birthday.
3.5. HubSpot
• Feature/Setting: Workflow Automation – Trigger email based on custom date property.
• Sample Config: Segment list with birthday/anniversary property; set scheduled emails.
3.6. Salesforce
• Feature/Setting: Process Builder/Flows – Send email or SMS using workflow rules on date fields.
• Sample Config: Use Flow to query contacts with today’s date and invoke notification action.
3.7. Zoho CRM
• Feature/Setting: Workflow Rules – Automate email/SMS using date fields.
• Sample Config: Define rule with birthday as criteria, trigger message via Zoho Campaigns/CRM SMS integration.
3.8. Klaviyo
• Feature/Setting: Date Property Flows – Run flows sending coupons/emails when dates match.
• Sample Config: Use “Birthday” property trigger; branch for lead/customer type offers.
3.9. Constant Contact
• Feature/Setting: “Anniversary Campaigns” – Set to send an email or coupon based on stored dates.
• Sample Config: Enable date-based email trigger in campaign builder.
3.10. Google Calendar + Gmail
• Feature/Setting: Calendar reminder + Gmail API – Schedule emails via script on calendar event.
• Sample Config: Calendar event triggers Gmail API sendEmail call with template.
3.11. Outlook + Power Automate
• Feature/Setting: Calendar Event + Flow – Automated email/SMS when date arrives.
• Sample Config: Flow reads Outlook contact birthdays, dispatches emails using configured template.
3.12. Intercom
• Feature/Setting: Custom Bots + Workflows – Trigger personalized message workflows for special dates.
• Sample Config: Rule triggers on contact attribute “birthday” = today; send in-app/email message.
3.13. Slack
• Feature/Setting: Scheduled Bot Message – Notify staff or send direct messages to customers.
• Sample Config: Slack bot checks CRM database and sends message via Slack API.
3.14. Facebook Messenger (Meta API)
• Feature/Setting: Automated Messaging – Use bot/API to send celebratory messages on exact dates.
• Sample Config: Messenger Platform API sends template message pulled from CRM.
3.15. WhatsApp Business API
• Feature/Setting: Template Message – Send automated WhatsApp greeting using event date.
• Sample Config: WhatsApp API sends preapproved message text with merge fields.
3.16. Shopify
• Feature/Setting: Automated Email or SMS via Shopify Flow – Send offer to registered guests.
• Sample Config: Flow workflow checks customer tag for birthday, triggers email/SMS.
3.17. LoyaltyLion
• Feature/Setting: Event Reward Automation – Send points/offers on birthday via loyalty program.
• Sample Config: Automated rule grants bonus points and triggers email.
3.18. Square
• Feature/Setting: Square Marketing – Automated campaign for celebration dates.
• Sample Config: Campaign scheduling configured for birthdays/anniversaries.
3.19. Pabbly Connect
• Feature/Setting: Date Trigger + Multi-channel Messaging – Orchestrate multi-step automations.
• Sample Config: Scheduled trigger matches contact’s birthday, executes email/SMS action steps.
3.20. Airtable
• Feature/Setting: Date-Based Automation + Integration – Run script/email based on matching date in record.
• Sample Config: Airtable automation checks for date match, uses Gmail/SMS integration to deliver offer.

Benefits

4.1. Delivers personalized guest experiences, increasing visit frequency and spend.
4.2. Ensures timely engagement without manual effort, boosting marketing efficiency.
4.3. Supports multi-channel reach via SMS, email, and messaging platforms.
4.4. Strengthens customer loyalty and word-of-mouth marketing.
4.5. Automates compliance by scheduling, logs, and data management.