Birthday/anniversary special offer alerts

Purpose

1.1. Deliver personalized birthday/anniversary offers to Aikido club members for enhanced engagement, community loyalty, and increased class sign-ups or merch purchases.
1.2. Automatically recognize member milestones, creating a sense of belonging while promoting club events, merchandise, or memberships through timely special offers.
1.3. Collect and utilize member birthdates/anniversary dates to ensure outreach precision and opportunity maximization for club marketing and retention.

Trigger Conditions

2.1. Member birthdate or membership anniversary matches the current date.
2.2. Member status is active and not opted out of marketing communications.
2.3. Marketing calendar queue scheduling for campaigns around special dates.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS API; configure webhook trigger, input member phone, message body: “Happy Birthday, [Name]! Enjoy a free class.”

3.2. SendGrid
• Feature/Setting: Dynamic transactional email API; set up contact list sync, template with offer, schedule via automation.

3.3. Mailchimp
• Feature/Setting: Automated email journey; date-based trigger, merge tags for personalization, promo code block.

3.4. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder, Event API; trigger birthday journey segment and special voucher distribution.

3.5. HubSpot
• Feature/Setting: Workflow automation; enrollment trigger=birthday, send personalized campaign via email/SMS.

3.6. ActiveCampaign
• Feature/Setting: Date-based automations; use member fields, scheduled email/sms offer.

3.7. Zoho CRM
• Feature/Setting: Workflow rules; date field trigger, email template to contact, optional webhook for SMS.

3.8. Google Calendar + Gmail
• Feature/Setting: Time-based trigger via Apps Script, auto-send personalized Gmail on event date.

3.9. Constant Contact
• Feature/Setting: Contact birthday automation; pre-made email templates scheduled on member milestone dates.

3.10. Pipedrive
• Feature/Setting: Workflow Automation; custom field (birthday), automation to send mapped offer email.

3.11. Slack
• Feature/Setting: Scheduled webhook post; notify instructors/team about member birthday with action prompt.

3.12. Discord
• Feature/Setting: Bot automation; script checks member list, posts celebratory message in club channel.

3.13. Typeform
• Feature/Setting: Collect birthdates via member onboarding; push data to CRM/API for outreach pipeline.

3.14. Stripe
• Feature/Setting: Apply ‘discount coupon’ to member account on birthday/anniversary via webhook.

3.15. Shopify
• Feature/Setting: Automated discount code generation assigned to member, triggered by date field.

3.16. Klaviyo
• Feature/Setting: Flows; trigger “date property equals today,” send special offer email/sms.

3.17. Intercom
• Feature/Setting: Proactive messages; birthday/anniversary trigger set via customer data attribute.

3.18. Notion
• Feature/Setting: Database with formula + reminder, integrates with email API to auto-send offer.

3.19. Airtable
• Feature/Setting: Date field automation; schedule API call to preferred messaging platform.

3.20. WhatsApp Business API
• Feature/Setting: Automated outbound message with birthday/anniversary greeting and exclusive offer.

3.21. Facebook Messenger
• Feature/Setting: Scheduled message via Messenger API to recipients with special offer template.

3.22. Viber
• Feature/Setting: Bot message with greeting and offer, triggered by webhook or CRM integration.

3.23. Telegram
• Feature/Setting: Bot automated direct message with milestone-specific promo.

Benefits

4.1. Increased member retention via personalized, meaningful touchpoints.
4.2. Higher likelihood of offer redemption, boosting ancillary class/merchandise sales.
4.3. Saves administrative time, ensuring no milestone is missed for any member.
4.4. Professionalizes the club’s outreach, setting it apart from competitors.
4.5. Strengthens community with regular, positive engagement at scale.