Birthday and anniversary promotions sent to customer database

Purpose

1.1. Automatically send personalized birthday and anniversary promotions to customers from the database, increasing engagement, repeat visits, and loyalty for the Angler Fish restaurant.
1.2. Leverages customer profile data to ensure timing accuracy, relevant offers, and consistent outreach across digital channels.
1.3. Supports multi-channel messaging (SMS, email, WhatsApp, social), dynamic offer codes, and automated customer segmentation for maximized marketing ROI.

Trigger Conditions

2.1. Detects birthday or anniversary date match in customer database with today’s date.
2.2. Validates if message for the event has not been sent for current year.
2.3. Optionally checks for recent customer activity or preferences to tailor offers.

Platform Variants

3.1. Twilio SMS
• Feature: Messaging API
• Setting: Configure sender ID, set scheduled trigger, dynamic text with customer name and offer.
3.2. SendGrid
• Feature: Transactional Email API
• Setting: Automated template with personalization fields; schedule by webhook.
3.3. Mailchimp
• Feature: Customer Journeys
• Setting: Automation trigger by date field, merge tags for offers and names.
3.4. Salesforce Marketing Cloud
• Feature: Journey Builder
• Setting: Trigger on date, personalized content block insertion.
3.5. WhatsApp Business API
• Feature: Message Templates
• Setting: Automated trigger via webhook, dynamic message body from DB.
3.6. Klaviyo
• Feature: Flows
• Setting: Date-triggered flow, use profile custom fields for date/events.
3.7. HubSpot
• Feature: Workflows
• Setting: List segmentation by birthday/anniversary, workflow to trigger campaign.
3.8. ActiveCampaign
• Feature: Automation Builder
• Setting: Date-based trigger node, personalized promotion email setup.
3.9. Google Calendar API
• Feature: Event Reminders
• Setting: Scrape birthdays/anniversaries, trigger webhook on matching event.
3.10. Slack
• Feature: Incoming Webhooks
• Setting: Notify marketing staff of daily event list for personal calls/messages.
3.11. Facebook Messenger API
• Feature: Send API
• Setting: Template message with embedded promotion scheduled per date match.
3.12. Zoho CRM
• Feature: Workflow Rules
• Setting: Field update triggers email/SMS on matching date.
3.13. Constant Contact
• Feature: Email Automation
• Setting: Triggered campaigns with dynamic content for birth or anniversary.
3.14. Microsoft Power Automate
• Feature: Scheduled Flows
• Setting: Schedule triggers, lookup customer data, integrate with email/SMS APIs.
3.15. Airtable
• Feature: Automations
• Setting: Script birthday/anniversary checks, send POST request to comms API.
3.16. Freshdesk
• Feature: Automations
• Setting: Notify support team for manual or personalized reach-outs.
3.17. Shopify
• Feature: Flow App
• Setting: Automated email/SMS to tagged customer on birthday date.
3.18. Zoho Campaigns
• Feature: Autoresponders
• Setting: Date-field autoresponder for personalized promotions.
3.19. Intercom
• Feature: Message Automation
• Setting: Trigger message on user’s special date, dynamically insert personalized coupon.
3.20. Pabbly Connect
• Feature: Scheduler + Email/SMS API
• Setting: Daily check, trigger comm flows for dates matched.

Benefits

4.1. Boosts customer return rates and strengthens emotional brand connection.
4.2. Reduces manual marketing effort, eliminating date-tracking and one-off sends.
4.3. Delivers consistent and timely promotions, enhancing perceived restaurant value.
4.4. Enables granular tracking and optimization of campaign performance by channel.
4.5. Personalizes every outreach, increasing conversion and guest satisfaction.