Birthday/anniversary automated greeting emails

Purpose

1.1. Automatically send personalized birthday and anniversary greeting emails to airbrushing clients.
1.2. Strengthen long-term customer relationships through tailored recognition.
1.3. Enhance client retention and encourage repeat business with thoughtful communication.
1.4. Support brand loyalty by providing a memorable touchpoint on special dates.
1.5. Increase marketing efficiency by reducing manual effort and errors in remembering important client occasions.

Trigger Conditions

2.1. A client’s date of birth or anniversary matches the current date.
2.2. New client added or existing client updates include date-of-birth/anniversary fields.
2.3. Recurring daily task checks database for matching dates.

Platform Variants

3.1. Gmail API
• Feature/Setting: Use sendMail endpoint; configure with OAuth2 and dynamic email templates.
3.2. Microsoft Outlook Graph API
• Feature/Setting: Configure /sendMail function with personalized message body and scheduling logic.
3.3. SendGrid
• Feature/Setting: Use Mail Send API and dynamic transactional templates; merge fields for name, date, custom message.
3.4. Mailgun
• Feature/Setting: messages/send endpoint; template variables for personalized content.
3.5. Amazon SES
• Feature/Setting: sendEmail API; Lambda triggers; template management for event-driven automation.
3.6. HubSpot
• Feature/Setting: Workflows based on contact property (DOB/anniversary); automated marketing emails module.
3.7. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder email sends triggered by date-based events; personalization strings.
3.8. ActiveCampaign
• Feature/Setting: Automation builder triggers based on contact fields; personalized email flows.
3.9. Zoho CRM
• Feature/Setting: Workflow rules; Send Email action using date fields as triggers.
3.10. Mailchimp
• Feature/Setting: Customer journeys using birthday fields; dynamic content in triggered campaigns.
3.11. Klaviyo
• Feature/Setting: Flows that launch emails on custom profile date properties.
3.12. Brevo (formerly Sendinblue)
• Feature/Setting: Marketing Automation; date-based workflow triggers; personalized template variables.
3.13. Pipedrive
• Feature/Setting: Custom workflow automations to send email via Smart Docs; date-based triggers.
3.14. Slack (via Email Integration)
• Feature/Setting: Use scheduled messages or reminders to internal teams for manual send.
3.15. Twilio SendGrid
• Feature/Setting: Email API, dynamic templates, schedule sends by UTC date match.
3.16. Intercom
• Feature/Setting: Automated messages to user inboxes; event-based triggers.
3.17. Constant Contact
• Feature/Setting: Autoresponder campaigns; trigger on contact’s birthday field.
3.18. Drip
• Feature/Setting: Workflow automation based on custom contact fields for special occasions.
3.19. Airtable Automations
• Feature/Setting: Date check script; triggers Gmail or Outlook integration when match found.
3.20. Notion Automation (via API)
• Feature/Setting: Scheduled API checks for date field; triggers webhook to email service.

Benefits

4.1. Delivers consistent, error-free greetings for key client dates.
4.2. Saves time by eliminating manual tracking of birthdays/anniversaries.
4.3. Reinforces positive brand associations through personalized engagement.
4.4. Increases likelihood of return visits and referrals from appreciated clients.
4.5. Facilitates data-driven marketing strategies and client segmentation.