Automated birthday and special occasion greetings with offers

Purpose

1.1. Send automated, personalized greetings (birthday, anniversaries, milestones) to aquarium visitors, including special offers, discounts, or invitations to drive repeat visits and brand loyalty.
1.2. Enhance guest engagement, increase customer retention, and boost ticket and merchandise sales with timely, relevant messaging on guests’ special days.
1.3. Centralize collection of visitor data, automate trigger-based outreach, ensure each interaction feels unique and valued.

Trigger Conditions

2.1. Scheduled trigger: guest’s saved birthday or specified special occasion.
2.2. Event-based: lead capture during ticketing, newsletter sign-up, loyalty program, or guest registration.
2.3. Data update: manual or automated addition of new qualifying dates (e.g., family member’s birthday).

Platform Variants

3.1. Twilio
• API: Send SMS/WhatsApp — POST /Messages to deliver personalized greetings.
3.2. SendGrid
• API: Mail Send Endpoint — Automate birthday email campaigns, use dynamic templates.
3.3. Mailchimp
• Setting: Automation > Date-Based Trigger — Segment recipients for birthday/special day emails.
3.4. ActiveCampaign
• Feature: Date-Based Automations — Start workflow on guest’s birthday, use personal data fields.
3.5. HubSpot
• Setting: Workflows > Contact Property Trigger — Trigger sequence for birthdays, pull in coupon codes.
3.6. Salesforce Marketing Cloud
• Function: Journey Builder > Recurring Event — Send emails/SMS based on date fields.
3.7. Klaviyo
• Feature: Flows > Date Property Trigger — Personalized offers sent via email/SMS.
3.8. Zoho CRM
• Function: Workflow Rules — Automated emails/SMS using guest records’ dates.
3.9. Brevo (Sendinblue)
• API: Transactional Emails/SMS — Use contact attributes for occasion-based send.
3.10. Google Calendar API
• Method: Events.watch — Monitor and react to date changes for guest events.
3.11. Outlook/Office 365
• API: Calendar Event Subscription — Detect birthdays, automate Teams/email greeting.
3.12. WhatsApp Business API
• Endpoint: /messages — Personalized multimedia birthday greetings, redeemable codes.
3.13. Facebook Messenger Platform
• Endpoint: /messages — Send rich media greetings and promotional codes to followers.
3.14. Instagram Graph API
• Feature: Direct Messages — Automate personalized messages on special occasions.
3.15. Slack API
• Endpoint: chat.postMessage — Internal staff reminder to recognize VIP guests’ events.
3.16. Discord API
• Endpoint: /channels/{channel.id}/messages — Greet community members with special roles/offers.
3.17. Viber API
• Endpoint: /send_message — Push occasion-based offers to opt-in users.
3.18. Line Messaging API
• Function: Push Messages — Schedule greetings, offer QR/coupon codes.
3.19. Shopify Flow
• Trigger: Customer Birthday — Email/SMS discount codes for shop customers.
3.20. WooCommerce (WordPress)
• Extension: AutomateWoo > Birthday Workflow — Automate discount/greeting emails per customer meta-data.
3.21. Constant Contact
• Feature: Event-Based Email — Template-based automation for birthday messages.
3.22. Pabbly Connect
• Function: Scheduler + Email/SMS Action — Use CRM date to trigger multi-platform greetings.

Benefits

4.1. Increases guest loyalty and repeat visitation with personalized attention.
4.2. Enhances promotional timing for higher conversion on offers.
4.3. Automates process, saving staff time and reducing missed opportunities.
4.4. Unifies multi-channel engagement, expanding reach to all preferred guest touchpoints.
4.5. Enables performance tracking and continuous optimization with analytics from each platform.