Birthday/anniversary greetings for guests and members

Purpose

1.1. Automatically send personalized birthday or anniversary greetings to guests and members associated with an animal watering hole, enhancing customer loyalty, guest experience, and brand recall in hospitality environments focused on farm-stay or pet interaction.
1.2. Gather guest/member birthdates or anniversary dates at sign-up or booking, store preferences, and use these to communicate timely, branded messages across preferred channels (SMS, email, WhatsApp, etc.), optionally including offers or exclusive content.

Trigger Conditions

2.1. Date match: System checks daily for user records where today matches the recorded birthday or anniversary.
2.2. Optional logic: Segmentation (VIPs, frequent visitors), special milestones (e.g., 1st, 5th anniversary), upcoming visit reminders, or event-based triggers.

Platform variants

3.1. Twilio
• Feature/Setting: SMS API; configure webhook to trigger SMS on date match; use `messages.create`.
3.2. SendGrid
• Feature/Setting: Transactional email API; set automation to send emails with `mail/send`.
3.3. Mailchimp
• Feature/Setting: Customer Journeys; set date-based journey; trigger email with merge tags.
3.4. WhatsApp Business API
• Feature/Setting: Message templates; configure `messages.send` for custom greetings.
3.5. Slack
• Feature/Setting: Incoming Webhooks; send messages to team or private guest channels; use `chat.postMessage`.
3.6. Microsoft Teams
• Feature/Setting: Scheduled cloud flow in Power Automate; send adaptive card message via Teams connector.
3.7. Facebook Messenger API
• Feature/Setting: Automate via Send API; configure using `messages.send` for anniversary notes.
3.8. HubSpot
• Feature/Setting: Workflows; trigger email or SMS on contact property (date) with workflow automation.
3.9. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; date-based journey entry with triggered sends to stored contact info.
3.10. Zoho CRM
• Feature/Setting: Workflow Rules; automate email or SMS via integrated channels on birthday/anniversary fields.
3.11. ActiveCampaign
• Feature/Setting: Date-based Automations; schedule campaigns using contact custom date fields.
3.12. Constant Contact
• Feature/Setting: Automated email trigger on calendar dates in contacts’ custom fields.
3.13. Google Calendar & Gmail
• Feature/Setting: Apps Script triggers; check birthdays, send personalized mails via Gmail API.
3.14. Outlook & Power Automate
• Feature/Setting: Scheduled cloud flow; scan Excel/Outlook contacts, send emails on anniversaries.
3.15. Intercom
• Feature/Setting: Custom bot triggers; send personalized chat/email messages using date-based segments.
3.16. Pipedrive
• Feature/Setting: Workflow Automation; date fields in contacts trigger templated emails or notifications.
3.17. Klaviyo
• Feature/Setting: Flows; trigger SMS or email based on profile date property.
3.18. Viber Business Messages
• Feature/Setting: Send API; push personalized messages on specific dates to registered users.
3.19. Zapier
• Feature/Setting: Scheduled Zap; run daily check, match dates, trigger multi-channel messages.
3.20. Freshdesk
• Feature/Setting: Automations; send greetings via email or SMS to support contacts using event time triggers.
3.21. Telegram Bot API
• Feature/Setting: Scheduled bot script; send anniversary messages using `sendMessage` on match.
3.22. Shopify
• Feature/Setting: Flow app; use customer tag/date fields to auto-send email/SMS via integrated providers.

Benefits

4.1. Increases guest/member retention via personalized engagement.
4.2. Automates manual tasks, reducing risk of missing important dates.
4.3. Supports multi-channel outreach, tailoring to recipient preference.
4.4. Opens marketing opportunities for exclusive offers and event promotion.
4.5. Enhances brand reputation through thoughtful, consistent communication.