Birthday/seasonal discount code generation and distribution

Purpose

1.1. Automate the generation and distribution of personalized birthday or seasonal discount codes for aerial sports center customers.
1.2. Deepen customer loyalty, drive seasonal sales, and streamline targeted marketing with minimal manual intervention.
1.3. Boost retention and lead management by rewarding important customer dates and events through digital engagement.

Trigger Conditions

2.1. Customer birthday matches today’s date in CRM.
2.2. Predefined seasonal campaign date (e.g., start of summer).
2.3. New customer signup occurring within a campaign window.
2.4. Customer achieves loyalty milestone (e.g., tenth booking).
2.5. Webhook notification from a reservation or scheduling app for recurring clients.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use the Messages API to send automated discount codes to recipients’ mobile numbers.
• Sample: POST /2010-04-01/Accounts/{AccountSid}/Messages.json with dynamic message body.
3.2. SendGrid
• Feature/Setting: Use the Mail Send API for personalized email dispatch; dynamic template data includes customer name and code.
• Sample: POST /v3/mail/send with dynamic_template_data.
3.3. Mailchimp
• Feature/Setting: Automations triggered on birthday field or tags; use Merge Tags to inject codes.
• Sample: “Birthday automation” journey with *|DISCOUNT_CODE|*.
3.4. Salesforce Marketing Cloud
• Feature/Setting: Contact Builder with trigger on data extension field; Journey Builder to send email or SMS.
• Sample: Entry Event in Journey Builder with discount code variable.
3.5. HubSpot
• Feature/Setting: Workflow automation sending personalized emails; webhook action for code retrieval.
• Sample: “Send email” action with personalization tokens; webhook to external code generator.
3.6. ActiveCampaign
• Feature/Setting: Date-based automation; personalization for emailing unique codes.
• Sample: “Has anniversary” trigger and “Send email” step with %COUPON%.
3.7. Klaviyo
• Feature/Setting: Flows triggered by profile birthday or custom property; dynamic blocks for codes.
• Sample: “Trigger: birthday” flow with “Insert property: code”.
3.8. Zoho CRM
• Feature/Setting: Workflow Rule with custom function to email SMS or push code.
• Sample: “Function” action: sendEmail or invoke REST API.
3.9. Airtable
• Feature/Setting: Scripts or automation to filter for birthday or dates, then call code generation API and log.
• Sample: “When record matches conditions” → “Run script” with API call.
3.10. Slack
• Feature/Setting: Scheduled workflow to direct message users or channels with special offers.
• Sample: Workflow Builder: “Send a message” step; data from Google Sheets or webhook.
3.11. Google Sheets
• Feature/Setting: App Script to scan date columns, create code, and send email via Gmail API.
• Sample: Script triggers daily at midnight.
3.12. Facebook Messenger
• Feature/Setting: Messenger bot using Send API to push unique codes based on event triggers.
• Sample: POST to /me/messages with personalized text and code.
3.13. WhatsApp Business API
• Feature/Setting: Template message for birthday/seasonal offers; code inserted dynamically.
• Sample: POST /v1/messages with “discount” template and code parameter.
3.14. Intercom
• Feature/Setting: Automated Messenger campaigns tied to custom events or attributes.
• Sample: “Message sender” automation; custom attribute triggers.
3.15. Shopify
• Feature/Setting: Automated marketing email or SMS using Shopify Flow, with dynamic discount generation.
• Sample: “Customer birthday” trigger → “Send marketing email” with code.
3.16. WooCommerce
• Feature/Setting: Use AutomateWoo to generate and email coupon; event triggers on user metadata.
• Sample: “Customer date of birth” trigger → “Add coupon to email”.
3.17. Pipedrive
• Feature/Setting: Workflow automation creating activity or sending email when contact’s birthday matches current date.
• Sample: “Deal custom field date is today” → email action.
3.18. Pabbly Connect
• Feature/Setting: Multi-step automation using “Filter” for date, API call to coupon service, and email/SMS plugin.
• Sample: Filter → Code generator module → Email/SMS action.
3.19. Brevo (Sendinblue)
• Feature/Setting: Transactional email API with trigger linked to contact birthdate property.
• Sample: Automation scenario, trigger “birthday” → Send transactional email with attributes.
3.20. Zapier
• Feature/Setting: Zaps combining Google Calendar/Sheets, CRM, email or SMS action; custom webhooks for coupon API.
• Sample: Scheduled search → Webhook (custom code API) → Gmail/SMS.

Benefits

4.1. Increases customer retention by delivering well-timed, personalized rewards.
4.2. Saves staff time and reduces errors through entirely automated workflows.
4.3. Enhances seasonal campaign response rates with consistent, immediate distribution.
4.4. Integrates directly with existing marketing, CRM, and communication platforms, supporting omni-channel outreach.
4.5. Facilitates easy tracking and measurement of campaign success and code redemption rates.