Birthday and anniversary special offer emails

Purpose

1. Automate sending special offer emails to customers on their birthdays and anniversaries, enhancing personalized engagement and driving return visits and loyalty for antique furniture purchases.

2. Gather and utilize customer data (date of birth, anniversaries) at checkout, newsletter signup, or CRM updates.

3. Ensure timing and content relevancy to make recipients feel valued, fostering brand attachment and increasing the likelihood of repeat sales.

4. Integrate with promotional inventory, allowing unique, time-limited discounts or exclusive events tailored to high-value occasions.

Trigger Conditions

1. Date matches customer’s birthday or recorded anniversary in CRM or email list.

2. Customer has opted-in to marketing communications.

3. No prior identical campaign sent in the same 12-month window.

Platform variants

1. Mailchimp

• Feature: Automated Birthday/Anniversary Email Campaign
  
• Setting: Create a customer list field for birthdays, schedule the workflow to trigger emails based on this field.
  

2. Salesforce Marketing Cloud

• Feature: Journey Builder
  
• Setting: Event-triggered journey using Date Entry Event on custom fields.
  

3. HubSpot

• Feature: Contact Workflows
  
• Setting: Workflow triggers on contact property (birthday/anniversary) matches current date.
  

4. SendGrid

• Feature: Automated Email API
  
• Setting: Use Dynamic Templates, trigger via API, schedule with custom logic.
  

5. Brevo (ex-Sendinblue)

• Feature: Automation
  
• Setting: Contact attribute triggers an email when the date matches.
  

6. Zoho CRM

• Feature: Custom Workflow Rules
  
• Setting: Workflow triggers when the date field matches today.
  

7. ActiveCampaign

• Feature: Date-Based Automations
  
• Setting: Set automation to trigger on anniversary/date fields.
  

8. Klaviyo

• Feature: Date Property Triggered Flows
  
• Setting: Flow triggers when custom property (“Birthday”) occurs.
  

9. Constant Contact

• Feature: Email Automation
  
• Setting: Trigger birthday/anniversary emails based on list fields.
  

10. Microsoft Power Automate

• Feature: Scheduled Cloud Flow
  
• Setting: Check CRM/Excel/DB for matches, send via Outlook connector.
  

11. Google Workspace (Apps Script + Gmail)

• Feature: Scripted Email Automation
  
• Setting: Time-based trigger matches customer date fields, sends mail.
  

12. Shopify Email

• Feature: Automated Email Campaign
  
• Setting: Triggering based on customer tag or metafield with date.
  

13. OmniSend

• Feature: Date Property Automation
  
• Setting: Special occasion workflow triggered by birthday/anniversary field.
  

14. Drip

• Feature: Date-Based Automation
  
• Setting: Rule triggers based on custom field with date.
  

15. Pipedrive

• Feature: Workflow Automation
  
• Setting: Custom field date reached, triggers email sequence.
  

16. Intercom

• Feature: Automated Messages
  
• Setting: Trigger event/message based on user attribute date.
  

17. Twilio SendGrid (Transactional)

• Feature: Scheduled Email API
  
• Setting: Custom scheduling with personalization via API.
  

18. SAP Emarsys

• Feature: Relational Segment Automation
  
• Setting: Segment customers by date, trigger event-based campaign.
  

19. Keap (Infusionsoft)

• Feature: Automated Campaign Builder
  
• Setting: Trigger campaign when date field matches today.
  

20. Marketo

• Feature: Smart Campaign
  
• Setting: Use trigger “Anniversary of Date Field” sends offers.
  

Benefits

1. Deepens customer relationships and increases retention with personalized offers.

2. Reduces manual calendar tracking and eliminates missed engagement opportunities.

3. Improves email open and conversion rates via relevance and timing.

4. Enhances brand image as attentive and customer-centric, especially important for high-consideration purchases like antiques.

5. Automates compliance (opt-in, frequency), reducing risk of unsubscribe or spam reports.