Birthday or milestone congratulation emails

Purpose

1.1. Automatically send personalized birthday or milestone congratulation emails to aerial photography clients, enhancing engagement, loyalty, and brand recall.
1.2. Capture key client dates during onboarding, maintain in CRM, and trigger automated campaigns tied to these events, making every client feel remembered and valued, driving repeat business and referrals.

Trigger Conditions

2.1. Event entry in CRM or booking platform indicating client birthday or predefined milestone (e.g., 1-year client anniversary).
2.2. Daily/weekly scan of client records for dates matching the current day/month.
2.3. Manual tagging or update in project management or scheduling software triggering workflow.

Platform Variants

3.1. Mailchimp
• Feature/Setting: Automated Customer Journeys; configure ‘Date-based automation’ with triggers on client date fields.
3.2. HubSpot
• Feature/Setting: Workflows; set trigger: Contact’s birthday, configure automated email send.
3.3. Salesforce
• Feature/Setting: Process Builder; trigger on Contact custom date field, action: send email alert.
3.4. ActiveCampaign
• Feature/Setting: Date-based automation; trigger flow on contact custom field, action: send campaign.
3.5. Zoho CRM
• Feature/Setting: Workflow Rules; trigger on date field, action: email template dispatch.
3.6. Pipedrive
• Feature/Setting: Workflow Automation; condition: date field matches today, action: send email.
3.7. Constant Contact
• Feature/Setting: Automated Email Series; trigger: anniversary/birthday field, schedule card and email templates.
3.8. Microsoft Power Automate
• Feature/Setting: Flow using Outlook connector; schedule daily, filter contacts, auto send email.
3.9. Google Workspace (Gmail + Sheets)
• Feature/Setting: Apps Script; daily function checks birthdays in Sheet, sends Gmail email.
3.10. Sendinblue
• Feature/Setting: Automation workflow; trigger: date condition, action: personalized email.
3.11. Klaviyo
• Feature/Setting: Flows; trigger on date of custom profile property, action: email send.
3.12. Drip
• Feature/Setting: Automation Rules; trigger dates, action: send email to client.
3.13. Intercom
• Feature/Setting: Custom date attribute trigger; automated message with email delivery.
3.14. Marketo
• Feature/Setting: Smart Campaigns; trigger birthday field, send personalized campaign.
3.15. Keap (Infusionsoft)
• Feature/Setting: Campaign Builder; trigger on contact date-type field, automate email send.
3.16. Apptivo
• Feature/Setting: Email Scheduling; trigger on contacts' special dates.
3.17. HighLevel
• Feature/Setting: Workflows; trigger on birthday/milestone custom field.
3.18. Slack (with email integration)
• Feature/Setting: Scheduled workflow triggers birthday, uses email action integration.
3.19. Airtable Automations
• Feature/Setting: Script automation; scheduled run, matching date fields, trigger outbound email.
3.20. SAP Marketing Cloud
• Feature/Setting: Trigger-based campaigns; event triggers milestone/birthday email send.

Benefits

4.1. Strengthens relationships via thoughtful, personal outreach.
4.2. Reduces manual workload for aerial photographers.
4.3. Ensures timely, consistent messaging for all clients.
4.4. Increases referrals and repeat business due to enhanced client experience.
4.5. Supports branding by sending visually branded, on-message emails.
4.6. Data collection improves future targeting and segmentation.