Marketing & EngagementPurpose
1.2. Automate engagement touchpoints to strengthen brand connection and drive repeat visits to arcade amusement centers.
1.3. Leverage customer data for timely, context-aware outreach, minimizing manual effort and ensuring consistent communication.
1.4. Optionally include promotions (discounts, free tokens) for recipients on special occasions.
Trigger Conditions
2.2. Optional: Trigger X days before the date for advance communications.
2.3. Secondary trigger if no mobile/email on file, escalate to postal or in-app notification where available.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: SMS Send API — Configure recipient, message body with birthday/anniversary template, and scheduling.
• Sample: POST to /Messages with To, From, Body, and SendAt parameters.
3.2. SendGrid
• Feature/Setting: Mail Send API — Use dynamic transactional templates, personalize with merge fields for name/date.
• Sample: POST to /mail/send with personalizations, template_id, and custom_args.
3.3. Mailchimp
• Feature/Setting: Campaign Trigger — Use audience tags and date-based automations for “birthday greeting” flows.
• Sample: Create a customer journey with the “Date Added” or “Birthday” trigger.
3.4. HubSpot
• Feature/Setting: Workflows — Automate email send based on contact property (birthday/anniversary).
• Sample: IF contact birthday is today, THEN send birthday template email.
3.5. Zoho CRM
• Feature/Setting: Workflow Rules — Scheduled actions on the birthday/anniversary date.
• Sample: Set rule “On contact birthday, send email/SMS using template.”
3.6. Salesforce
• Feature/Setting: Process Builder or Flows — Schedule email task or notifications based on contact date fields.
• Sample: Trigger process “If Contact.Birthday = TODAY then Email Alert.”
3.7. ActiveCampaign
• Feature/Setting: Automations — Trigger “Date-Based” workflow for birthday/anniversary emails or SMS.
• Sample: Start automation on contact’s special date field.
3.8. Klaviyo
• Feature/Setting: Flows — Date-triggered flow for sending personalized greetings.
• Sample: Create flow “Birthday Greeting” with timing and SMS/email action.
3.9. Slack
• Feature/Setting: Webhook — Send internal alerts to team channels on customer special dates.
• Sample: POST to Slack Incoming Webhook with message details.
3.10. Microsoft Teams
• Feature/Setting: Power Automate — Create automated Teams message or outbound email on trigger.
• Sample: “When row modified (birthdate is today), post adaptive card.”
3.11. WhatsApp Business API
• Feature/Setting: On-prem or cloud API — Use message template with customer name and greeting.
• Sample: POST to /messages with recipient, template_id, and params.
3.12. Facebook Messenger
• Feature/Setting: Messenger Send API — Automated greeting card or offer via Facebook Messenger.
• Sample: Call /me/messages endpoint with recipient ID and message.
3.13. Google Calendar
• Feature/Setting: Event Notifications — Use birthday/anniversary as event, auto-notify or trigger workflow.
• Sample: Add event to calendar, set notification webhook.
3.14. Pipedrive
• Feature/Setting: Workflow Automation — Trigger activity or email on a person’s birthday field.
• Sample: “If person birthday today, send template email.”
3.15. Intercom
• Feature/Setting: Automated Messages — Use “date attribute” to schedule in-app or email greetings.
• Sample: Create outbound message based on custom attribute.
3.16. Constant Contact
• Feature/Setting: Email Automation — Date-triggered series with merge tags.
• Sample: Set up automation to send on contact’s birthday field.
3.17. ClickSend
• Feature/Setting: SMS API — Send SMS using schedule and personalization parameters.
• Sample: POST to /sms/send with phone, custom birthday message.
3.18. Freshworks CRM
• Feature/Setting: Workflow Automation — Date-based triggers to initiate email or SMS touchpoint.
• Sample: On “Contact.Birthday”, send message via configured channel.
3.19. Drip
• Feature/Setting: Workflow Automations — Personalization engine for date-based email/SMS.
• Sample: Set up “Birthday” trigger with custom action.
3.20. Airtable
• Feature/Setting: Automation Scripts — Scheduled script or webhook to trigger notifications on matching date.
• Sample: Script scans for birthdays and runs action to third-party service.
Benefits
4.2. Saves staff time and ensures no special date is missed.
4.3. Enables data-driven, multi-channel outreach to maximize visibility.
4.4. Strengthens brand association with positive experiences and timely offers.
4.5. Can integrate incentive mechanisms (discount codes, free play, event invitations) for measurable ROI.