Marketing & Customer EngagementPurpose
1.2. Increase guest retention, boost bookings, and incentivize repeat visits.
1.3. Enhance guest experience by making each customer feel valued on special occasions.
1.4. Collect and use guest data for future targeted marketing activities.
1.5. Streamline manual marketing tasks, reducing human error and time spent.
1.6. Enable segment-based promotions that cater specifically to birthdays.
1.7. Foster loyalty and promote upselling during celebratory events.
Trigger Conditions
2.2. Customer enters a new birthday during sign-up or reservation.
2.3. Marketing campaign period matches a pre-set promotional window.
2.4. Customer opts-in for marketing communications.
2.5. Upcoming birthday within a reminder threshold (e.g., 7 days before).
Platform Variants
3.1. Twilio (SMS)
• Feature: Messaging Service API — Configure to send SMS on trigger event.
• Sample: Use the Messages resource to send SMS with personalized content.
3.2. SendGrid
• Feature: Transactional Emails API — Set to dispatch birthday emails with offers.
• Sample: Use “mail/send” endpoint with dynamic templates filled with customer data.
3.3. Mailchimp
• Feature: Customer Journeys — Automate email delivery on birthday triggers.
• Sample: Set journey entry trigger as subscriber’s birthday field.
3.4. ActiveCampaign
• Feature: Automations — Configure “Date-Based Trigger” to dispatch offers.
• Sample: Set automation triggered by the contact’s birthday date.
3.5. HubSpot
• Feature: Workflows — Set workflow for birthday emails or SMS.
• Sample: Use “Contact Property Date” as trigger for workflow branch.
3.6. Salesforce Marketing Cloud
• Feature: Journey Builder — Create journey activated by birthday date.
• Sample: Trigger journey via “Date Entry Source” on customer profile.
3.7. Zoho CRM
• Feature: Automation Rules — Trigger birthday emails or promo codes.
• Sample: Set Workflow Rule on birthday field with “Send Email” action.
3.8. Klaviyo
• Feature: Flows — Schedule email/SMS for birthday triggers.
• Sample: Use “Date Property Trigger” for personalized sequence start.
3.9. Intercom
• Feature: Event-based Messaging — Set to send messages on birthday.
• Sample: Use custom attribute for birthday to launch outbound message.
3.10. Constant Contact
• Feature: Email Automation — Schedule automated birthday or promo emails.
• Sample: Set up trigger using custom date fields.
3.11. WhatsApp Business API
• Feature: Notification Messages — Send offers to numbers on birthdays.
• Sample: Template messages personalized and sent via automation script.
3.12. Facebook Messenger API
• Feature: Message Sending — Auto-send rich promotional messages.
• Sample: Use “Send API” and scheduled webhook for birthday.
3.13. Slack
• Feature: Incoming Webhooks — Internal alerts for staff to act on birthdays.
• Sample: Configure webhook trigger to channel notifying team about VIP guests.
3.14. Google Calendar API
• Feature: Event Notifications — Schedule calendar-based reminders for staff.
• Sample: Insert events for each guest’s birthday; trigger notifications.
3.15. Shopify
• Feature: Marketing Automation Apps — Send discount codes or emails.
• Sample: Integrate with email apps, schedule offers using customer birthday.
3.16. Pipedrive
• Feature: Automations — Trigger workflow on birthday fields.
• Sample: Action to send emails or notes to contacts on birthdays.
3.17. Zendesk
• Feature: Triggers & Automations — Send personalized messages.
• Sample: Use triggers to generate tickets or reminders on important dates.
3.18. Freshdesk
• Feature: Observer Rules — Automated mail or task creation for birthdays.
• Sample: Configure observer for custom contact fields.
3.19. Microsoft Dynamics 365
• Feature: Power Automate — Build flows for birthday message delivery.
• Sample: Use “Recurrence” action combined with birthday filters.
3.20. Telegram Bot API
• Feature: Automated Messages — Bots send celebratory or promo messages.
• Sample: Schedule messages based on user profile birthday attribute.
3.21. Viber API
• Feature: Messaging Service — Push birthday offers directly to Viber users.
• Sample: Use public account bot API for message delivery.
3.22. Mailjet
• Feature: Email Automation — Triggers for scheduled birthday campaigns.
• Sample: Configure workflow with “Contact’s birthday” as the activation point.
3.23. Gupshup API
• Feature: Messaging — Multi-channel birthday messages over SMS, WhatsApp.
• Sample: Configure triggers based on date fields in the contact segment.
Benefits
4.2. Boosts revenue via strategic offers timed to guest celebrations.
4.3. Reduces manual task load for restaurant staff.
4.4. Ensures timely, error-free delivery of marketing messages.
4.5. Improves quality of guest data for future targeted campaigns.
4.6. Drives up-sell and cross-sell opportunities around special dates.
4.7. Enhances guest experience, leading to positive word-of-mouth.
4.8. Enables accurate reporting on campaign performance.
4.9. Fosters brand loyalty within the local community.
4.10. Streamlines repeat business by proactively reaching out to customers.