Anniversary and customer loyalty campaigns

Purpose

1.1. The purpose is to automate anniversary and customer loyalty campaigns for ballroom dance instructors to improve customer retention, increase lifetime value, and strengthen brand loyalty, by delivering timely, relevant, and personalized communication or offers to students on key dates (e.g., signup anniversaries, birthdays, milestone lesson completions).
1.2. This automation ensures consistent engagement, encourages repeat bookings, referrals, and enhances the perceived value of the dance studio’s offerings.

Trigger Conditions

2.1. Automated trigger on student signup anniversary date.
2.2. Automated trigger on birthday (if student profile includes DOB).
2.3. Automated trigger on “X lessons completed” milestone.
2.4. Automated trigger on “Y days since last attendance.”
2.5. Automated trigger on predefined calendar events, e.g., dance competitions or showcases.

Platform Variants

3.1. Twilio SMS
• Function: Send automated SMS campaign.
• Setting: Configure SMS Flow & connect to webhook; set trigger from Google Sheets or CRM via API.
3.2. SendGrid
• Function: Send automated email sequence.
• Setting: Use Template API; schedule using “Dynamic Templates”; webhook for trigger event.
3.3. Mailchimp
• Function: Automate personalized email journeys.
• Setting: Customer Journey Builder; trigger by custom audience update via API.
3.4. ActiveCampaign
• Function: Automate anniversary/birthday email/sms.
• Setting: Automations Tab; “Date-based Trigger” with student fields.
3.5. HubSpot
• Function: Automate marketing workflows for loyalty.
• Setting: Workflows > Date/Contact property-based trigger; email or internal notification steps.
3.6. Constant Contact
• Function: Send scheduled event campaigns.
• Setting: Email Automation; “Anniversary campaign” with contact birthday field.
3.7. Salesforce Marketing Cloud
• Function: Automate multi-channel campaigns.
• Setting: Journey Builder; Data Extension with trigger logic from student CRM.
3.8. Zoho CRM
• Function: Workflow automation for event reminders/offers.
• Setting: Workflow Rules; trigger on date type fields, action: send mail/sms.
3.9. Calendly
• Function: Automated event invitations/reminders.
• Setting: Event Type > Notifications & SMS Reminders; API for custom triggers.
3.10. Intercom
• Function: Automated chat/email sequences.
• Setting: Series Automation; date property triggers, personalized messaging.
3.11. Pipedrive
• Function: Automate follow-ups and campaigns.
• Setting: Workflow Automation; “Deal created on” or custom fields as triggers.
3.12. Slack
• Function: Internal automated notifications for campaign tasks.
• Setting: Workflow Builder; trigger by webhook from campaign system.
3.13. Airtable
• Function: Triggers automation on date fields.
• Setting: Automations panel; watch date field, send webhook or email.
3.14. Google Sheets + Apps Script
• Function: Trigger logic coded in script (email/sms on date match).
• Setting: Time-driven trigger; fetch rows; sendMail() or API call.
3.15. Microsoft Power Automate
• Function: Automate cross-application triggers for campaigns.
• Setting: Scheduled/recurrence trigger; action: send mail, push, or Teams.
3.16. Klaviyo
• Function: Automated email and SMS flows.
• Setting: Flows > Anniversary/Birthday trigger, use profile properties.
3.17. Drift
• Function: Automated chat outreach.
• Setting: Playbooks; event-based targeting (e.g. annual check-in).
3.18. Zapier
• Function: Automates campaign workflows across platforms.
• Setting: “Schedule by Zapier” or Google Calendar trigger, then multistep campaign actions.
3.19. ClickSend
• Function: Automates SMS/Voice campaign delivery.
• Setting: API Post on date trigger; configure SMS template.
3.20. WhatsApp Business API
• Function: Send automated loyalty campaigns via messaging.
• Setting: Template Message API; program flow on custom events.

Benefits

4.1. Automates consistent customer engagement, reducing manual workload.
4.2. Automated campaigns increase customer retention and referrals.
4.3. Automation enables rapid scaling of marketing outreach for multiple instructors/locations.
4.4. Automating campaign flows guarantees timely, relevant, and personalized interactions.
4.5. Automatedly captures campaign analytics for continuous improvement of loyalty strategies.