Birthday and special occasion greetings

Purpose

1.1. Automate the delivery of personalized birthday and special occasion greetings to jewelry buyers and wholesale clients, strengthening client relationships, improving lead nurturing, increasing loyalty, and supporting automatable customer engagement workflows across retail and wholesale jewelry operations.
1.2. Enables automated tracking, scheduling, and message sending, ensuring every important date is celebrated, automating processes that maximize client satisfaction and retention in the competitive jewelry industry.

Trigger Conditions

2.1. On matching recipient’s date of birth or special occasion anniversary in CRM/database.
2.2. Automated scheduler checks daily for upcoming relevant dates.
2.3. Manual admin override for ad-hoc or premium recognition events.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS sending; use Message API with SendMessage function; configure event triggers using recipient’s date of birth field.
3.2. SendGrid
• Feature/Setting: Automated email campaigns; configure Dynamic Templates API; automate personalization using substitution tags for names/occasions.
3.3. Mailchimp
• Feature/Setting: Customer Journeys; configure trigger-based automation for date fields; automate segment selection based on occasion criteria.
3.4. HubSpot
• Feature/Setting: Workflow Automation; use “Contact Birthday” trigger; automated email or SMS action node for greetings.
3.5. ActiveCampaign
• Feature/Setting: Date-Based Automations; trigger flows from custom fields; use automated email or SMS sequence.
3.6. Salesforce
• Feature/Setting: Process Builder; trigger automation from “Birthday” or “Anniversary” fields; integrate automated email/message API actions.
3.7. Zoho CRM
• Feature/Setting: Workflow Rules; define automation from date fields; configure automated email/SMS action using Zoho Campaigns integration.
3.8. Klaviyo
• Feature/Setting: Flows; configure date-triggered automations with dynamic content for different client segments.
3.9. WhatsApp Business API
• Feature/Setting: Automated messaging via Cloud API; schedule template messages for special occasions; manage consent settings automatedly.
3.10. Slack
• Feature/Setting: Automated scheduled messages; use Incoming Webhooks or Bots; send private celebratory messages to client channels.
3.11. Gmail (Google Workspace API)
• Feature/Setting: Automated email sending via Apps Script; trigger via time or date-matching event; template email automation.
3.12. Microsoft Outlook (Graph API)
• Feature/Setting: Automated email from Excel/Outlook with scheduled flows; configure mail/sendMail endpoint for personalized greetings.
3.13. Facebook Messenger (Messenger Platform API)
• Feature/Setting: Automated greeting messages using the Send API; configure event triggers from CRM webhook.
3.14. Telegram
• Feature/Setting: Bots send automated greetings; use sendMessage API; trigger from date events in CRM/Bot logic.
3.15. Plivo
• Feature/Setting: Automated SMS via SMS API; configure trigger for automated message dispatch.
3.16. Pipedrive
• Feature/Setting: Workflow Automation; automate scheduled reminders & emails based on “birthdate” or “event date” field.
3.17. Intercom
• Feature/Setting: Automated message campaigns; date-field triggers; customize automated chat/email actions for occasions.
3.18. Oracle Eloqua
• Feature/Setting: Data-driven campaigns; automate triggers from “Contact Birthdate”; configure dynamic content emails.
3.19. Shopify
• Feature/Setting: App integrations for Customer Tagging & Email Automation on special dates with Shopify Flow.
3.20. Viber
• Feature/Setting: Automated greeting message via Public Account API; configure messages for scheduled occasions.

Benefits

4.1. Automates repetitive outreach, saving staff time while maximizing engagement.
4.2. Automated messaging drives loyalty, encouraging repeat business and word-of-mouth.
4.3. Automation ensures no occasion is missed, enhancing reputation in jewelry retail/wholesale.
4.4. Automatable personalization elevates every client touchpoint, building lasting relationships.
4.5. Supports omnichannel automation (SMS, email, chat), adapting to varied client preferences.