Guest Communication & ExperiencePurpose
1.2. Improve guest communication, deliver a premium B&B experience, and reduce manual effort by automating celebrations based on guest records and historical stay data.
1.3. Ensure greetings are delivered through preferred channels—email, SMS, chat, or social messaging for maximum impact and automatable outreach.
Trigger Conditions
2.2. Guest profile marked as a returning visitor in PMS or CRM.
2.3. Scheduling trigger, e.g., a day before the event for advance automating greetings.
Platform Variants
• Feature: Programmable SMS API
• Setting: Automate scheduled message via date-based trigger using Twilio’s Message Scheduling
3.2. SendGrid
• Feature: Email API / Marketing Campaigns
• Setting: Automate personalized template emails using dynamic fields and automation series
3.3. Mailchimp
• Feature: Automation Builder
• Setting: Configure automator journeys for contacts with birthday/anniversary conditions
3.4. HubSpot
• Feature: Workflows
• Setting: Automate triggers on contact properties for date-based messaging
3.5. Salesforce
• Feature: Process Builder/Flow Builder
• Setting: Automate email/SMS task on custom or standard fields
3.6. WhatsApp Business API
• Feature: Automated Template Messages
• Setting: Automate API-triggered WhatsApp message on guest’s date
3.7. ActiveCampaign
• Feature: Date-based Automation
• Setting: Automate email or SMS greeting flows triggered by contact dates
3.8. Zoho CRM
• Feature: Workflow Rules
• Setting: Automate greeting email/SMS using date fields and connected apps
3.9. Constant Contact
• Feature: Automated Email Series
• Setting: Automate greeting sequence based on contact’s recorded milestones
3.10. Google Calendar + Gmail API
• Feature: Programmatic Events and Email Send
• Setting: Automate reminder creation and API email send for event dates
3.11. Microsoft Outlook Automation
• Feature: Rules & Power Automate
• Setting: Automate sending custom messages on matching calendar dates
3.12. Slack + Slack API
• Feature: Scheduled Messages
• Setting: Automate posting scheduled greetings in channels/DM via Slack API
3.13. Facebook Messenger API
• Feature: Send API
• Setting: Automate event-based Messenger messages to contacts
3.14. Klaviyo
• Feature: Flow Automation
• Setting: Automate flows with event-based triggers for birthday/anniversary
3.15. Intercom
• Feature: Auto Messages
• Setting: Set up automated chat/message sequences for celebration dates
3.16. Pipedrive
• Feature: Workflow Automation
• Setting: Automate messaging activities based on date custom fields
3.17. Brevo (ex-Sendinblue)
• Feature: Automation Workflow
• Setting: Automate triggering special day emails and SMS
3.18. Shopify Flow
• Feature: Automated Workflows
• Setting: Automate customer communication for special dates (for B&B on Shopify)
3.19. Viber API
• Feature: Messaging API
• Setting: Automate scheduled Viber greetings to contacts via REST API
3.20. Airship
• Feature: Automation Composer
• Setting: Automate in-app, push, or SMS greetings for app-connected guests
3.21. Zoho Campaigns
• Feature: Autoresponders
• Setting: Automate triggered sends based on guest anniversary/birthday dates
3.22. Infobip
• Feature: Omnichannel Automation
• Setting: Automate multi-channel messaging flows for guest celebrations
Benefits
4.2. Automated workflows save staff time on manual guest messaging tasks.
4.3. Ensure every eligible guest receives timely, personalized automated greetings.
4.4. Automating greetings across channels maximizes guest reach and satisfaction.
4.5. Drive positive guest reviews and referrals via memorable, automatable gestures.
4.6. Enable automatable reporting to assess guest communication impact on guest experience.
4.7. Achieve consistency and professional service level in guest celebration messaging.