Automated birthday and event reminders for clients

Purpose

1.1. Automate birthday and event reminders for clients to enhance lead management and customer engagement in a children's party buffet business.
1.2. Automatedly schedule, send, and manage reminders for upcoming birthdays and special events booked by or related to clients’ children.
1.3. Keep the brand top of mind, automate upsell offers, and drive repeat bookings by automating personalized reminders via SMS, email, and other channels.
1.4. Automate collection and updating of client event data across contact points for accurate, timely automated reminders.

Trigger Conditions

2.1. New client profile added with a child’s birthday entered.
2.2. Upcoming event date in client database matches preset reminder interval (e.g., 30 days, 7 days before event).
2.3. Manual trigger by staff to send additional reminders or updates automatically.
2.4. API call from external CRM, web form, or POS signaling a recorded event/birthday.

Platform Variants

3.1. Twilio
• Feature/Setting: Configure programmable SMS API to send automated birthday reminders; e.g., trigger SMS flow on event date minus X days.
3.2. SendGrid
• Feature/Setting: Automated email campaign trigger using Marketing Campaigns API; filter by custom birthday or event fields.
3.3. Google Calendar API
• Feature/Setting: Automate event insertion and reminder popups; programmatically create calendar reminders tied to client event dates.
3.4. Mailchimp
• Feature/Setting: Automation journey using "Birthday" or "Custom Date" trigger in Customer Journeys.
3.5. HubSpot
• Feature/Setting: CRM workflow automator with birthday property trigger; automate reminder emails/SMS using workflow actions.
3.6. Salesforce
• Feature/Setting: Process Builder or Flow to automate birthday reminder tasks or send emails based on Contact custom fields.
3.7. Zoho CRM
• Feature/Setting: Automation rule using "Workflow Rule" set to trigger on event or birthday date field.
3.8. ActiveCampaign
• Feature/Setting: Date-based automation for contacts using "Date Triggered Automation" on custom fields.
3.9. Slack
• Feature/Setting: Incoming Webhooks automating notifications to staff about client birthdays for personal outreach.
3.10. WhatsApp Business API
• Feature/Setting: Automatedly send templated birthday messages via WhatsApp for registered phone numbers.
3.11. Facebook Messenger Platform
• Feature/Setting: Automate birthday reminders using chatbot flows scheduled with event-based triggers in Messenger API.
3.12. Outlook Calendar API
• Feature/Setting: Automated calendar event creation and follow-up reminders via Microsoft Graph API.
3.13. Airtable
• Feature/Setting: Automate date-triggered email or SMS using scripting or integrations; filter by "birthday" field.
3.14. Pabbly Connect
• Feature/Setting: Date-based workflow automator for sending reminders via email or SMS.
3.15. Brevo (Sendinblue)
• Feature/Setting: Marketing automation workflow using “Anniversary Date” for automating reminders.
3.16. Klaviyo
• Feature/Setting: Automate flows triggered via the “Date Property” (e.g., birthday); send personalized automated emails.
3.17. Constant Contact
• Feature/Setting: Event triggers in “Birthday & Anniversary Email” templates.
3.18. Microsoft Power Automate
• Feature/Setting: Scheduled flows to automate reminder emails or Teams notifications before event date.
3.19. Google Sheets + Apps Script
• Feature/Setting: Scheduled Google Apps Script automating email/SMS reminders based on “date” column.
3.20. Zoho Campaigns
• Feature/Setting: Automated workflows triggered by birthdays or custom dates in contact records.
3.21. Intercom
• Feature/Setting: Automated message via Series triggered on custom event or birthday date for in-app or email notification.
3.22. Viber API
• Feature/Setting: Automate reminders via Viber messaging tied to client event fields in database.
3.23. Telegram Bot API
• Feature/Setting: Automated birthday message dispatch through scheduled bot commands.

Benefits

4.1. Automates customer engagement processes, saving manual effort for staff.
4.2. Increases customer loyalty and retention by automatedly delivering personalized reminders.
4.3. Supports upselling and cross-selling opportunities via automated follow-ups for related services.
4.4. Automatable reminders reduce missed opportunities for rebooking and referrals.
4.5. Scalable automation supports any client volume without increased administrative workload.
4.6. Automating outreach ensures timely contact and enhances customer perception of service quality.