Birthday/anniversary promotional offers with tracking

Purpose

1.1. Automatically identify client birthdays/anniversaries, trigger personalized promotional offers, and track redemption/completion rates.
1.2. Engage existing clients by sending timely messages through selected communication channels (SMS, email, chat, social) to increase retention, upsells, and referrals.
1.3. Collect data insights for future campaign optimization, enabling tailored fitness offers aligned to client lifecycle, preferences, and historical activity.
1.4. Reduce manual tracking by automating offer distribution and result analytics for every contacted client.

Trigger Conditions

2.1. Client birthday or anniversary date matches current date.
2.2. Client optional activity status, such as enrolled in active classes or past sessions attended.
2.3. Absence or presence of similar promotional offers sent within last 12 months.
2.4. Segment-specific logic for new, loyal, or lapsed members.

Platform variants

3.1. Twilio SMS
• Feature: Messaging API
• Setting: Schedule and send templated promotional SMS; use /Messages resource endpoint
3.2. SendGrid
• Feature: Marketing Email API
• Setting: Automated marketing campaigns; configure Contacts and Dynamic Templates
3.3. Mailchimp
• Feature: Customer Journeys
• Setting: Trigger personalized emails based on date-based automation
3.4. ActiveCampaign
• Feature: Automations
• Setting: Create date-based automation for contact field ‘Birthday’ or ‘Anniversary’
3.5. Salesforce
• Feature: Flow Builder
• Setting: Configure scheduled-flows with email/SMS actions from Event objects
3.6. HubSpot
• Feature: Workflows
• Setting: Set contacts’ property-based automation with email and tracking
3.7. Zoho CRM
• Feature: Workflow Rules
• Setting: Schedule automatic emails based on custom date fields
3.8. Google Calendar + Gmail
• Feature: App Script
• Setting: Triggered scripts send emails on matching calendar event dates
3.9. Outlook 365
• Feature: Power Automate
• Setting: Automated flows to trigger templated emails on date conditions
3.10. Slack
• Feature: Workflow Builder
• Setting: Auto-send direct messages or channel posts via Workflow triggers
3.11. Microsoft Teams
• Feature: Power Automate
• Setting: Automated chat messages to clients/staff on target dates
3.12. WhatsApp Business API
• Feature: Message Templates
• Setting: Automated WhatsApp messages triggered by external webhook
3.13. Intercom
• Feature: Series/Automation
• Setting: Send chat or email promotions to users on profile anniversary date
3.14. Freshdesk
• Feature: Automations
• Setting: Time-triggered actions to send customer notifications
3.15. Typeform
• Feature: Webhooks
• Setting: Collect date fields and trigger external offer automation
3.16. Airtable
• Feature: Scripts/Automations
• Setting: Scheduled scripts check dates, trigger email/SMS via integrations
3.17. Pipedrive
• Feature: Workflow Automation
• Setting: Scheduler triggers email/SMS/activities on Contacts’ date fields
3.18. Calendly
• Feature: Webhooks
• Setting: Track scheduled dates and trigger follow-up communication
3.19. Constant Contact
• Feature: Email Automation
• Setting: Schedule and configure recurring, date-based sends
3.20. Klaviyo
• Feature: Flows
• Setting: Trigger custom email/SMS on contact dates; detailed analytics
3.21. Omnisend
• Feature: Automation
• Setting: Set birthday-based triggers for multichannel offers
3.22. Shopify
• Feature: Flow
• Setting: Trigger discounts/coupons based on user’s date tags

Benefits

4.1. Maximize client engagement with timely, personalized communication.
4.2. Increase upsell and retention by targeting clients with high-conversion offers.
4.3. Save staff time by eliminating manual tracking and data entry.
4.4. Integrated performance analytics enables ongoing optimization of promotional strategy.
4.5. Strengthen brand loyalty and foster referral growth through memorable experiences.