Special offer automation for birthdays and anniversaries

Purpose

1. Automate the process of identifying clients' birthdays and anniversaries for a Bikram Yoga studio.

2. Automatedly send targeted special offers, discounts, or rewards to enhance client engagement, loyalty, and retention.

3. Automate omnichannel delivery (email, SMS, app notifications) to ensure maximum client reach and conversion.

4. Streamline marketing team workflows by removing manual offer management.

5. Increase brand perception through timely, personalized communications automated for each special date.

Trigger Conditions

1. Automated trigger when client’s birthday date or anniversary matches the current date.

2. Automate based on data from membership, CRM, or booking platforms.

3. Optional automated reminder trigger X days before or after the date.

Platform Variants

1. Mailchimp

• Feature/Setting: Automate Audience Segmentation with workflows, send automated Birthday/Anniversary Campaign using Mailchimp API.
  

2. Twilio SMS

• Feature/Setting: Automatically send personalized SMS offers using Twilio Programmable SMS API, configure trigger via date-matching webhook.
  

3. SendGrid

• Feature/Setting: Automate marketing email delivery using SendGrid Marketing Campaigns API, assign contact list with birth/anniversary field.
  

4. ActiveCampaign

• Feature/Setting: Create automated Date-Based automations; use Deals API to track offer redemptions.
  

5. HubSpot

• Feature/Setting: Automate workflow with Contact Properties (birthdate/anniversary), utilize HubSpot Workflows API for automated emails.
  

6. Salesforce Marketing Cloud

• Feature/Setting: Automate Journey Builder for milestone-based communication; use Data Extensions and Automation Studio.
  

7. Constant Contact

• Feature/Setting: Use Birthday/Anniversary Automation Template, connect to contact fields, automate via scheduled campaigns.
  

8. Zoho CRM

• Feature/Setting: Automate workflows for client date fields, send automated alerts and emails through Zoho API.
  

9. Klaviyo

• Feature/Setting: Create Date Property Flows for personalized offer emails, configure trigger logic via Klaviyo API.
  

10. Google Calendar API

• Feature/Setting: Automate event creation per member; trigger offer automations on matching calendar events.
  

11. Shopify

• Feature/Setting: Use Shopify Flow app to automate customer tagging and birthday-offer notifications with Shopify API.
  

12. Slack

• Feature/Setting: Send automated internal reminders to studio staff via Slack Webhooks API when special dates are reached.
  

13. Intercom

• Feature/Setting: Use Automated Messaging based on user data; configure Intercom Event Triggers for special dates.
  

14. WhatsApp Business API

• Feature/Setting: Automate message blasting to celebrant clients; use scheduled automation and client templates.
  

15. Calendly

• Feature/Setting: Integrate webhook firing on calendar event dates to automate offer dispatch via email/SMS.
  

16. Airtable

• Feature/Setting: Automated record filtering by date, trigger email using Airtable Automations and Webhooks.
  

17. Drip

• Feature/Setting: Create automation workflows with Custom Date fields; automate birthday email sequence.
  

18. Pipedrive

• Feature/Setting: Automate workflow for contacts with special dates; trigger emails or tasks using Pipedrive API.
  

19. Microsoft Outlook/Graph API

• Feature/Setting: Automate sending calendar invites, birthday/anniversary messages using Outlook Actionable Messages API.
  

20. Eventbrite

• Feature/Setting: Automate special class/event invitations to clients; scheduled email/SMS via Eventbrite API on key dates.
  

21. Zendesk

• Feature/Setting: Automatically open celebratory tickets or send recognition messages using Zendesk Triggers API.
  

22. Facebook Messenger

• Feature/Setting: Automate message bots to send celebratory offers, trigger from CRM or custom webhook.
  

Benefits

1. Automates customized client engagement, boosting loyalty and retention.

2. Saves marketing/admin time; automator runs offers hands-free.

3. Automatedly increases revenue potential via timely, relevant offers.

4. Delivers consistent client experience through automation, eliminating manual errors.

5. Automatable system scales offers as client base grows without added effort.

6. Automation optimizes multi-channel outreach, maximizing offer visibility.