Birthday and anniversary offers automation

Purpose

 1.1. Automate personalized birthday and anniversary offers for customers to boost loyalty, increase repeat purchases, enhance customer engagement, reduce manual marketing effort, ensure timely, relevant communications, comply with consent and privacy standards, and support omnichannel promotions for adult retail customers.

Trigger Conditions

 2.1. Customer record contains a valid birthdate or anniversary date.
 2.2. Date matches trigger (e.g., X days before birthday/anniversary).
 2.3. Customer has given marketing communications consent.
 2.4. Customer is enrolled in the loyalty or communications program.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Use Programmable Messaging API; configure Message Service SID, schedule SMS with dynamic birthday/anniversary content.

 3.2. SendGrid
  • Feature/Setting: Use Marketing Campaigns API and Dynamic Templates; pre-build email template with customer-specific offers and schedule via Automation API.

 3.3. Mailchimp
  • Feature/Setting: Set up Customer Birthdays Merge Tags and Date-Based Automations; link offer codes to tags.

 3.4. Klaviyo
  • Feature/Setting: Flow Trigger on Date Properties; personalize offers using profile variables.

 3.5. ActiveCampaign
  • Feature/Setting: Automation Workflow with Date Field Trigger; insert unique coupon codes; configure conditional content blocks.

 3.6. HubSpot
  • Feature/Setting: Marketing Automation workflow with “Date Property is Today” trigger; use workflow email with personalization tokens.

 3.7. Salesforce Marketing Cloud
  • Feature/Setting: Journey Builder; Entry Event on birthday field match; send offer via Email/SMS Activity.

 3.8. MoEngage
  • Feature/Setting: Triggered Campaigns using user attributes; set up push/email notifications with dynamic offer links.

 3.9. Braze
  • Feature/Setting: Canvas flow with Date Triggered Audience; insert custom attribute for birthday/anniversary.

 3.10. Omnisend
  • Feature/Setting: Automation Workflow using Birthday Trigger; email/SMS step with special offer and promo code.

 3.11. Zoho Campaigns
  • Feature/Setting: Date Field Trigger Automation; dynamic merge tags for personalized incentives.

 3.12. Constant Contact
  • Feature/Setting: Email Automation on Birthday Field; insert offer code via custom blocks.

 3.13. Intercom
  • Feature/Setting: Event-based Messaging; set up scheduled messages based on user attributes.

 3.14. Shopify Flow
  • Feature/Setting: Workflow trigger on customer birthday metafield; action to email or discount app.

 3.15. WooCommerce AutomateWoo
  • Feature/Setting: Workflow on customer birthday; send email with coupon; SMS if integrated.

 3.16. Pabbly Connect
  • Feature/Setting: Scheduler+email/SMS action; map spreadsheet or CRM date column.

 3.17. Zapier
  • Feature/Setting: Schedule by Zapier; filter for upcoming birthdays/anniversaries, action to email/SMS.

 3.18. Iterable
  • Feature/Setting: Triggered Campaigns based on custom event; send personalized message with offer.

 3.19. Listrak
  • Feature/Setting: Smart Lifecycle triggers on customer profile dates; send email/SMS.

 3.20. Benchmark Email
  • Feature/Setting: Automation Pro with date-based rules; personalize birthday content and coupon codes.

Benefits

 4.1. Reduce staff workload by automating repetitive birthday/anniversary marketing.
 4.2. Deliver timely, hyper-personalized offers to increase conversion rates.
 4.3. Maintain consistent, compliant customer touchpoints.
 4.4. Strengthen brand loyalty and keep customers engaged year-round.