Purpose
1.2. Automate recognition of guest milestones, build brand reputation, and encourage repeat bookings via scheduled, multi-channel communication flows.
1.3. Automating these touchpoints ensures timely, consistent guest acknowledgment, reduces manual effort, and maximizes guest satisfaction with minimal operational overhead.
Trigger Conditions
2.2. Additional automatable trigger logic can include booking confirmation, pre-arrival, or check-in dates with a lookback on key guest dates.
2.3. Automation can be triggered by custom fields or tags within guest profiles becoming due.
Platform Variants
• Feature: Programmable SMS; Activate automated SMS messages using the SendMessage API with guest name and offer variables.
• Sample: POST /2010-04-01/Accounts/{AccountSid}/Messages.json with dynamic ‘To’, ‘Body’ fields.
3.2. SendGrid
• Feature: Mail Send API; Automate transactional email greetings using templates with personalization fields.
• Sample: POST /v3/mail/send with substitutions for guest name, offer details.
3.3. Mailchimp
• Feature: Automated Email Journeys; Automate campaigns using “Birthday” or “Date-Based” API triggers.
• Sample: POST /automations/{workflow_id}/emails/{email_id}/queue with member ID and merge fields.
3.4. Salesforce Marketing Cloud
• Feature: Journey Builder; Automate journey starting on relevant date field condition.
• Sample: Entry source based on Data Extension date match; send via API.
3.5. HubSpot
• Feature: Workflows; Automator designed to send personalized emails using “Date property is today” trigger.
• Sample: PATCH /crm/v3/objects/contacts/{contactId} to update lifecycle, send sequences.
3.6. ActiveCampaign
• Feature: Automations; Automate sending via ‘Date-based trigger’.
• Sample: Create automation with "Sends anniversary greeting" condition.
3.7. Zoho CRM
• Feature: Workflow Rules; Use date fields to automate alert and greeting email or SMS action.
• Sample: Configure 'Send Email' workflow on 'Birthday' field.
3.8. Slack
• Feature: Incoming Webhooks; Automate notification to guest service staff to prepare additional special treatment.
• Sample: POST message with guest detail to a designated channel via webhook.
3.9. WhatsApp Business API
• Feature: Template Messaging; Automate WhatsApp message using “customer event” template.
• Sample: POST /v1/messages with recipient, template_name, and variables.
3.10. Facebook Messenger Platform
• Feature: Send API; Automate message using “birthday” or “anniversary” event trigger.
• Sample: POST /me/messages with dynamic greeting template.
3.11. Google Sheets
• Feature: App Script triggers; Detect date match and automate greeting email/sms initialization.
• Sample: Script using onEdit() or time-driven trigger, sendEmail().
3.12. Airtable Automations
• Feature: “When record matches conditions” trigger; Automate email/SMS action.
• Sample: Set view for records with today’s date, trigger outgoing webhook.
3.13. Pipedrive
• Feature: Workflow Automation; Use custom date field to automate message task.
• Sample: Automation when "Birthday" is today, send email via connected service.
3.14. Oracle Hospitality OPERA Cloud
• Feature: OPERA APIs; Automate event-based communication workflows.
• Sample: REST /events/notifications for guest milestone.
3.15. Microsoft Power Automate
• Feature: Scheduled cloud flows; Automate detection of dates and trigger action via email or SMS connector.
• Sample: Recurrence trigger, get items, send approval/send email actions.
3.16. Klaviyo
• Feature: Date Property Triggered Flows; Automate special offer emails on key dates.
• Sample: Flow with trigger: “Anniversary Date is today”.
3.17. Intercom
• Feature: Custom Bots/Outbound Messages; Automate personalized chat or email on event dates.
• Sample: Trigger message when custom attribute (birthday) matches today.
3.18. OneSignal
• Feature: Automated Push Notifications; Automate push based on scheduled segments or API triggers.
• Sample: POST /notifications with filter for scheduled segment ‘birthday today’.
3.19. Viber Business Messages API
• Feature: Message Automation; Automate rich message for greeting and offer.
• Sample: POST /pa/send_message with message text and variables.
3.20. SAP Customer Experience
• Feature: Marketing Cloud Flows; Automate personalized content based on guest CRM data fields.
• Sample: Automation on ‘special date’ triggers, dynamic content insertion.
3.21. Zendesk
• Feature: Triggers & Automations; Automate ticket/task for agent follow-up on guest greeting.
• Sample: Zendesk trigger when “Birthday Date” field matches current day.
3.22. Gupshup
• Feature: Messaging API; Automate cross-platform greetings (SMS, WhatsApp, RCS).
• Sample: API call with message template and recipient personalization.
Benefits
4.2. Automating special offers directly increases upselling and booking conversions.
4.3. Automated workflows reduce staff workload and ensure no opportunity is missed.
4.4. Improves guest satisfaction, brand loyalty, and the likelihood of positive reviews via consistent automator engagement.
4.5. Automatable flows allow A/B testing and optimization for communication tone, timing, and offers.