Birthday and holiday promotional offers

Purpose

1.1. Drive patient retention, engagement, and loyalty by sending personalized birthday or holiday promotional offers to clients/patients of alternative medicine practices (e.g., discounts for services, follow-up care reminders, or wellness tips).
1.2. Enhance patient experience, encourage repeat bookings, and trigger referrals by automating timely promotional messages.
1.3. Comply with consent management and privacy requirements for healthcare marketing communication.

Trigger Conditions

2.1. Patient’s date of birth matches today (Birthday trigger).
2.2. Predefined public holiday or practitioner-defined occasion.
2.3. Customer consents flagged as marketing-approved in CRM/EHR.
2.4. Promotional campaign launch in marketing system.

Platform Variants

3.1. Twilio SMS
• Feature: Programmable SMS API
• Setting: Configure sender, recipient, message body variables.
3.2. SendGrid
• Feature: Marketing Campaigns API
• Setting: Use transactional template, set send date on event match.
3.3. Mailchimp
• Feature: Automation Workflows
• Setting: Trigger by custom field (birthday/holiday), add dynamic content.
3.4. ActiveCampaign
• Feature: Date-based Automations
• Setting: Set trigger for contact birthday, branch by segment.
3.5. HubSpot
• Feature: Workflows Automation
• Setting: Use contact property date-based triggers, customize email offer.
3.6. Salesforce Marketing Cloud
• Feature: Journey Builder
• Setting: Trigger on date match; use reusable holiday message templates.
3.7. Zapier
• Feature: Multi-step Automation
• Setting: Date-match filter, connect CRM, and initiate email/SMS action.
3.8. Pabbly
• Feature: Workflow Automation
• Setting: Trigger from Google Sheets/CRM data, send mail/SMS.
3.9. Klaviyo
• Feature: Flows – Date Triggered
• Setting: Set up birthday/anniversary flow with custom offers.
3.10. Omnisend
• Feature: Automation – Special Occasion
• Setting: Date-based workflow, include specific product/service offer.
3.11. MessageBird
• Feature: Flow Builder for SMS/WhatsApp
• Setting: Configure date rule; personalize message content from CRM.
3.12. Google Calendar API
• Feature: Event Triggers
• Setting: Watch for event (birthday/holiday) and invoke messaging workflow.
3.13. Slack
• Feature: Scheduled Reminders
• Setting: Post notification on practitioner’s channel; send offer via integrated app.
3.14. Intercom
• Feature: Custom Bots/Series
• Setting: Trigger outbound message when user birthday property matches.
3.15. Facebook Messenger API
• Feature: Send API
• Setting: Use bot to send promotion when date matches user profile.
3.16. WhatsApp Business API
• Feature: Template Messages
• Setting: Schedule send with custom placeholders from database.
3.17. Drip
• Feature: Workflows – Date-Triggered Campaigns
• Setting: Automated rules on birthday/holiday fields.
3.18. Constant Contact
• Feature: Anniversary Automation
• Setting: Schedule and personalize on event anniversary.
3.19. Keap (Infusionsoft)
• Feature: Legacy Campaign Builder
• Setting: Connect date field to predefined promotional sequences.
3.20. Zoho CRM
• Feature: Workflow Rules
• Setting: Trigger email/SMS task on “Birthday” field, fetch offer from marketing.
3.21. Shopify
• Feature: Marketing Automation
• Setting: Trigger marketing message for customers with DOB/holiday tag.
3.22. Airtable
• Feature: Automations – Date Based
• Setting: Runs workflow when record’s date field is today, posts to notifier.

Benefits

4.1. Maximizes retention and booking rates through timely, relevant outreach.
4.2. Reduces manual overhead in remembering and contacting patients.
4.3. Delivers consistent, brand-aligned communication compliant with healthcare standards.
4.4. Increases likelihood of patient referrals and cross-selling for new/seasonal services.
4.5. Automates reporting and campaign performance tracking for continuous marketing optimization.