Purpose
1. Send personalized birthday and special occasion offers automatically to past museum visitors to increase repeat visits and foster continued engagement.
2. Use visitor data (e.g., birthdays, anniversaries, visit dates) to trigger timed marketing messages with discounts, event invites, or souvenirs.
3. Integrate with multiple platforms for omnichannel delivery (email, SMS, push, in-app), track campaign effectiveness, and ensure compliance with privacy laws.
4. Enhance visitor experience by making marketing communications timely, relevant, and memorable, strengthening brand loyalty for the aviation museum.
Trigger Conditions
1. Scheduled scan of CRM or ticketing database for upcoming birthdays or specified occasions.
2. Detection of X days before a recorded special day (customizable, e.g., 7/3/1 days before).
3. Completion of visitor consent flag and email/SMS validity check.
4. Change in customer status or event registration relevant to commemorative dates.
Platform Variants
1. Twilio SMS
• Feature/Setting: Use Programmable SMS API; configure message template and schedule delivery via REST API or Studio Flow.
2. SendGrid
• Feature/Setting: Use Marketing Campaigns triggers, contact segments by birthdate, automated workflow scheduling.
3. Mailchimp
• Feature/Setting: Automations “Date-based” workflow, segment audience by birthdate field, set birthday email template.
4. HubSpot
• Feature/Setting: Marketing Automation workflows, “Contact property-based trigger” for custom date fields.
5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder event-triggered campaigns, “Contact Date” event set to birthday or custom event.
6. ActiveCampaign
• Feature/Setting: “Date-based automation trigger”; email/SMS send with personalization.
7. Klaviyo
• Feature/Setting: Flows > Date Property Triggered Flow; filter audience by birthday/special date.
8. Zoho CRM
• Feature/Setting: Workflow rules for “Date of Birth” field; trigger email/SMS via integration.
9. Microsoft Power Automate
• Feature/Setting: Scheduled cloud flow; fetch records with today’s/between date, trigger email via Outlook or SMS.
10. Google Workspace (Apps Script)
• Feature/Setting: Scheduled script scans Google Sheet for dates, sends emails via Gmail API.
11. Pipedrive
• Feature/Setting: Workflow automation with custom fields; integration for SMS/email via add-ons.
12. Constant Contact
• Feature/Setting: Automated “Anniversary Email”; audience segmentation by stored date.
13. Intercom
• Feature/Setting: Automated messages, “People Attribute” trigger (birthday or date field).
14. Shopify
• Feature/Setting: Use Flow app; trigger on customer tag (birthday), send email offers via Email app.
15. WooCommerce
• Feature/Setting: AutomateWoo add-on; “Customer Birthdate” rule, schedule email or SMS.
16. Viber Business Messages
• Feature/Setting: Scheduled campaign via Viber API; template with personalized offer.
17. Facebook Messenger (Meta API)
• Feature/Setting: Use Messenger Platform’s “Send API”; schedule message with custom payload.
18. Slack
• Feature/Setting: Workflow Builder sends DM using custom user fields for staff engagement.
19. Pardot (Marketing Automation by Salesforce)
• Feature/Setting: Engagement Studio, trigger by “Custom Date Field,” send nurture email.
20. Freshdesk
• Feature/Setting: Automated email via Freddy AI workflows using customer profile fields.
21. Zapier
• Feature/Setting: Scheduled Zap checks CRM for date matches, sends email/SMS via linked app.
22. Infusionsoft (Keap)
• Feature/Setting: Date timer event in campaign builder for birthdate field, automated outreach.
Benefits
1. Improves customer loyalty through personalized acknowledgment.
2. Drives repeat visits by leveraging special offers with emotional appeal.
3. Streamlines staff workload and eliminates manual tracking.
4. Increases marketing ROI using automated, data-driven triggers.
5. Omnichannel approach maximizes reach across visitor communication preferences.
Marketing & Engagement