Marketing & Customer RetentionPurpose
1.2. Deliver personalized birthday greetings or exclusive VIP offers via email, SMS, or loyalty apps to enhance guest loyalty and drive repeat business.
1.3. Integrate campaign results with CRM for tracking customer engagement, ensuring data-driven retention strategies.
1.4. Maintain consistency and timeliness in guest communications across channels, reducing manual marketing effort while increasing guest satisfaction.
Trigger Conditions
2.2. Customer is flagged as a VIP based on loyalty data or frequent visit thresholds.
2.3. Receipt of a reservation or order that matches a birthday or VIP profile.
2.4. Scheduled campaign cycles for both birthday and VIP segments.
Platform variants
3.1. Mailchimp
• Feature/Setting: Audience segmentation, Birthday field automation; configure journey to send birthday/anniversary emails automatically.
3.2. ActiveCampaign
• Feature/Setting: Automations for date-based triggers, CRM custom fields for VIP tags; configure flow to send personalized offers.
3.3. Twilio
• Feature/Setting: Programmable SMS Messaging API; Trigger message dispatch on date-match or tag event in customer database.
3.4. HubSpot
• Feature/Setting: Workflows, Contact properties for birthdays and VIP status; set timed email/SMS marketing workflows.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder, Data Extensions for customer profiles; set up journeys with event-based entry triggers.
3.6. Klaviyo
• Feature/Setting: Triggered Flows for birthday or VIP properties; automated segmented emails/SMS launches.
3.7. SendGrid
• Feature/Setting: Scheduled campaign API, recipient list filters; configure dynamic template for birthdays/VIP recognition.
3.8. Zoho CRM
• Feature/Setting: Blueprint, Workflow Rules tied to contact dates/status; initiate email/sms/notification sequences.
3.9. Google Sheets/Excel Online
• Feature/Setting: Scheduled Script/Add-on for date check; trigger webhook or notification on match.
3.10. Square Loyalty
• Feature/Setting: Customer Loyalty Program triggers, automated reward emails for birthday/VIP milestones.
3.11. Toast POS
• Feature/Setting: Automated guest outreach settings for birthdays/anniversaries; integrate loyalty data for VIP campaigns.
3.12. Constant Contact
• Feature/Setting: Automated Email Trigger, Birthday/Anniversary tracking; setup segmented campaigns.
3.13. Shopify
• Feature/Setting: Shopify Flow automation app, Customer tags; trigger email/SMS offers for tagged birthdays/VIPs.
3.14. Intercom
• Feature/Setting: Custom bots, User attribute based triggers (birthday, VIP flag); initiate personalized messages.
3.15. Slack
• Feature/Setting: Scheduled reminders or webhook notifications to marketing team for manual follow-up.
3.16. Zapier
• Feature/Setting: Scheduled workflow to check CRM/db, trigger actions (send email, SMS, API call) on condition.
3.17. Pipedrive
• Feature/Setting: Workflow Automation; setup triggers based on contact’s birthday or VIP tag.
3.18. Microsoft Power Automate
• Feature/Setting: Scheduled Flows with email/SMS connectors; update/notify based on customer data.
3.19. LoyaltyLion
• Feature/Setting: Automated rules for point awards/messages on birthdays, VIP tier entry.
3.20. MessageBird
• Feature/Setting: Flow Builder; configure channel triggers for SMS/WhatsApp birthday or VIP offers.
3.21. SurveyMonkey
• Feature/Setting: Trigger post-campaign surveys to birthday/VIP guests after offers are sent.
3.22. Freshdesk
• Feature/Setting: Customer Journey mapping; auto-create celebratory tickets on special dates for engagement tracking.
Benefits
4.2. Reduces manual labor by automating all communication touchpoints.
4.3. Ensures accuracy/timeliness of campaigns with minimal risk of missed opportunities.
4.4. Centralizes engagement tracking for ongoing analysis and campaign optimization.
4.5. Enhances customer experience, contributing to positive reviews and repeat visits.