Marketing & Audience EngagementPurpose
1.2. Ensure timely recognition of key life events, fostering deeper connections and encouraging repeat attendance and involvement.
1.3. Enable efficient tracking and messaging, reducing manual admin work and human error.
Trigger Conditions
2.2. Automated daily check for matching event dates.
2.3. Trigger when current date matches stored event date.
Platform Variants
• Feature: SMS API; configure automated send via API trigger when date matches.
• Sample: Use Message resource in the REST API with dynamic phone number and message body.
3.2. SendGrid
• Feature: Mail Send API; schedule birthday emails with dynamic templates via API POST.
• Sample: Use /mail/send with template substitution for contact name and date.
3.3. Mailchimp
• Feature: Customer Journeys; configure trigger for date-based messages.
• Sample: Journey path "Date Added > Birthday > Send Email."
3.4. HubSpot
• Feature: Workflows; create "Contact property date" trigger for personalized emails.
• Sample: Workflow action “Send Email” with contact tokens.
3.5. ActiveCampaign
• Feature: Automations; trigger “Date-based” automation for custom fields.
• Sample: Start trigger “Contact’s Birthday” > “Send Email/SMS” step.
3.6. Salesforce Marketing Cloud
• Feature: Journey Builder; date event entry source for messaging.
• Sample: Customer journey with “Anniversary” as event source.
3.7. Zoho CRM
• Feature: Workflow Rules; “On a Date/Time” trigger for birthday emails.
• Sample: Rule for “Birthday” field, action: “Send Email.”
3.8. Slack
• Feature: Webhook API; automate personalized DM to patron channels.
• Sample: Use Incoming Webhook for posting congratulatory message.
3.9. WhatsApp Business API
• Feature: Send Message; configure API call on event match.
• Sample: POST “/messages” with user’s WhatsApp number and custom text.
3.10. Facebook Messenger
• Feature: Send API; automate message send based on profile field.
• Sample: /v13.0/me/messages API call with birthday/anniversary greeting.
3.11. Gmail API
• Feature: Send Email endpoint; automate message creation.
• Sample: POST /gmail/v1/users/me/messages/send with dynamic content.
3.12. Microsoft Graph
• Feature: Send Mail API; scheduled logic to push greeting emails.
• Sample: /users/{id}/sendMail endpoint with templated email body.
3.13. Constant Contact
• Feature: Email Automation Trigger; “Anniversary” field as automation trigger.
• Sample: Automated campaign start > email send action.
3.14. Pipedrive
• Feature: Workflow Automation; set “birth date” automation.
• Sample: Trigger: Deal contact date > action: Send Email/SMS.
3.15. Intercom
• Feature: Custom Bots; send personalized in-app or email greeting on event.
• Sample: Create bot rule: “User’s birthday is today.”
3.16. Viber APIs
• Feature: Messages API; push message on specific date.
• Sample: /send_message with user ID and greeting text.
3.17. Customer.io
• Feature: Date-triggered Campaign; send event-based email/SMS.
• Sample: Campaign logic: “On Anniversary” > Send communication.
3.18. Drip
• Feature: Automated Workflows; birthday/anniversary as trigger.
• Sample: “Workflow Trigger: Birthday > Action: Send Email.”
3.19. Klaviyo
• Feature: Date Property Triggered Flow; configure “birthday/anniversary” event.
• Sample: “Birthday” flow, trigger email/SMS.
3.20. MoEngage
• Feature: Event Triggered Campaigns; schedule communications by user property.
• Sample: “Trigger campaign on user property: DOB.”
Benefits
4.2. Drastically reduces manual staff time and ensures accuracy.
4.3. Enhances patron retention and encourages word-of-mouth promotion.
4.4. Provides actionable data on engagement rates via recipient responses.
4.5. Increases likelihood of repeat ticket sales and donations.