Customer birthday/anniversary personalized messages

Purpose

1.1. Automate the sending of personalized birthday and anniversary messages to Rolls-Royce customers, enhancing brand engagement, loyalty, and high-touch customer experiences.
1.2. Automatedly deliver timely, relevant communications via email, SMS, WhatsApp, in-app notification, postal, or voice channels, reducing manual workload and improving precision.
1.3. Automatable flow integrates customer data sources with omnichannel messaging services for seamless, customized outreach.

Trigger Conditions

2.1. Scheduled data fetch automation that identifies upcoming customer birthdays and anniversaries from CRM or DMS.
2.2. Automated trigger upon database date match with current date, executing personalized communication workflows.
2.3. Automator invokes notification flow based on pre-set lead times (same day, week prior, etc.).

Platform Variants and Automation Configuration

3.1. Twilio SMS
• Feature: Automate SMS sending — Use “Messages API”; configure Sender ID and template with placeholders for name/date.
3.2. SendGrid Email
• Feature: Automated email campaigns — Use “Transactional Mail API”; dynamic substitution tags for personalized content.
3.3. WhatsApp Business API
• Feature: Automate WhatsApp notifications — Configure via “message templates”; set dynamic fields and contacts.
3.4. Salesforce Marketing Cloud
• Feature: Journey Builder — Automates multi-channel personalized flows; schedule using “Contact Data” triggers.
3.5. HubSpot
• Feature: Workflows — Automate birthday emails/SMS via “Date property”-based enrollment triggers.
3.6. Mailchimp
• Feature: Customer Journeys — Automates triggered birthday flows with “Date-based automation.”
3.7. ActiveCampaign
• Feature: Automate sends via “Automation Builder”; utilize “date-based triggers” for anniversaries.
3.8. Microsoft Power Automate
• Feature: Scheduled cloud flows — Automates retrieval from Excel or Dynamics CRM; use “Send email (V2)” action.
3.9. Google Workspace (Apps Script)
• Feature: Automates custom calendar/checks via “Time-driven triggers” and “GmailApp.sendEmail.”
3.10. Zoho CRM
• Feature: Workflow Rules — Automates emails/SMS when customer birthday/anniversary fields match today’s date.
3.11. Freshsales
• Feature: Automated workflows — Use “Date-based triggers” to send in-app or email messages.
3.12. Pipedrive
• Feature: Automates triggers with “Workflow Automation”; send templated birthday wishes using connected mail/SMS.
3.13. Klaviyo
• Feature: Flows — Automates personalized messages through “Date Property-triggered Flows.”
3.14. Marketo
• Feature: Smart Campaigns — Set real-time “Trigger Campaigns” for date fields.
3.15. Intercom
• Feature: Custom Bots — Automate in-app messages on special dates using user attribute rules.
3.16. Drift
• Feature: “Playbooks”—automatedly triggers personalized website/in-app messages.
3.17. Airship
• Feature: Automation Composer — Configure “Audience Triggers” for mobile push/birthday notifications.
3.18. OneSignal
• Feature: Automated push notifications; “Automated Messaging” with segment filters for dates.
3.19. Postmark
• Feature: Transactional Email API with templates and dynamic fields; automate from server-side code.
3.20. Lob
• Feature: Automated direct mail/postal congratulatory cards via “Print & Mail API.”
3.21. CallFire
• Feature: Automate outbound voice calls using “Voice Broadcast API” with dynamic scripts.

Benefits

4.1. Automates personalized outreach, deepening customer relationships and brand prestige.
4.2. Reduces manual work, minimizing errors and freeing staff resources through automation.
4.3. Automated flows ensure no customer event is missed, boosting satisfaction via timely messaging.
4.4. Tracks engagement data for automatable follow-ups and next-level automation strategies.
4.5. Supports omnichannel automation, reaching customers via their preferred platform automatically.