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Guest birthday/anniversary deal automation

Purpose

1.1. Automate the process of identifying guests with upcoming birthdays or anniversaries and send them exclusive deals, ensuring timely customer engagement and maximizing customer retention in mountain hut hiking facilities.
1.2. Automatically retrieve guest data from CRM/booking sources, schedule personalized offers, and trigger multi-channel messaging to automate loyalty marketing.
1.3. Automate upsell opportunities by recommending adventure packages or upgrades based on special dates, thus enhancing guest satisfaction while automating revenue streams.

Trigger Conditions

2.1. Automated trigger when guest’s birthday or anniversary matches a set date field in CRM or PMS (property management system).
2.2. Pre-set automation for X days before special date, or on exact date, using scheduled triggers or event-based automators.
2.3. Manual override option for hotel staff to initiate automation if needed.

Platform Variants

3.1. Salesforce CRM
• Feature/Setting: Automate workflows using Process Builder; trigger on custom date fields (birthday/anniversary), auto-send email via workflow.
3.2. Twilio SMS
• Feature/Setting: Messaging Service API; configure automated SMS send on guest special dates using SMS templates.
3.3. SendGrid
• Feature/Setting: Marketing Campaigns Automated Triggers; connect birthday/anniversary fields to auto-send promotional emails.
3.4. Mailchimp
• Feature/Setting: Customer Journeys automation; automate sending deals via date-based triggers.
3.5. HubSpot
• Feature/Setting: Workflow tool for contact-based triggers; auto-email or internal notification on date event.
3.6. ActiveCampaign
• Feature/Setting: Date-based automation; setup automators to send deals by email/SMS when a date is reached.
3.7. Zapier
• Feature/Setting: Scheduled automations; connect CRM calendar fields to multi-channel message automators.
3.8. Intercom
• Feature/Setting: Automated chat messages or emails using event-triggered campaigns.
3.9. Klaviyo
• Feature/Setting: Date property-triggered flows for automated marketing emails.
3.10. Google Calendar API
• Feature/Setting: Automated event triggers; create automation for events occurring on specific dates.
3.11. Microsoft Power Automate
• Feature/Setting: Recurrence trigger with conditionals based on guest data, performing automated actions.
3.12. Slack
• Feature/Setting: Incoming Webhooks; automate internal deal alerts to cabin staff on guest anniversary/birthday.
3.13. WhatsApp Business API
• Feature/Setting: Automated bulk message send on pre-filtered guest lists for special dates.
3.14. Freshdesk
• Feature/Setting: Automated ticket creation or canned response based on guest connection anniversaries.
3.15. Zoho CRM
• Feature/Setting: Date-based workflow rules to automate emails/SMS or task assignments.
3.16. Trello
• Feature/Setting: Butler automation rules; automatically create cards for guest special dates, alerting staff.
3.17. Shopify
• Feature/Setting: Flow automation app; date-based customer segmentation and promo code automation.
3.18. WooCommerce
• Feature/Setting: AutomateWoo extension; send personalized birthday/anniversary offers.
3.19. Typeform
• Feature/Setting: Automated reminders for survey completion on guest special dates.
3.20. Pipedrive
• Feature/Setting: Workflow automation on custom fields (birthday/anniversary); send offers or create activities.
3.21. Airtable
• Feature/Setting: Automations on date columns; auto-email or webhook triggers for marketing deals.
3.22. Calendly
• Feature/Setting: Automated workflow to send invite or deal on matching dates in guest profile.

Benefits

4.1. Automated guest reminders increase retention and repeat bookings for mountain hut businesses.
4.2. Automation produces scalable marketing with minimal manual intervention, reducing staff workload.
4.3. Automating personalized engagement improves guest loyalty and brand reputation.
4.4. Automatedly targeting special dates ensures relevant deals, maximizing conversion rates.
4.5. Automators provide actionable analytics for optimization of customer retention strategies.
4.6. Automation guarantees consistency in guest outreach, closing gaps missed through manual handling.

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