Automated birthday and anniversary greetings

Purpose

1.1. Automate the sending of personalized birthday and anniversary greetings to members and volunteers to foster community bonding, increase engagement, and demonstrate personal care by leveraging data in membership systems, calendars, or CRM, across email, SMS, and messaging platforms.

Trigger Conditions

2.1. Scheduled check (e.g., daily at midnight) against member birthdate and anniversary fields.
2.2. Manual initiation by staff for late or custom greetings.
2.3. Trigger from new member record creation if date aligns with today.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: Send SMS API. Configure member phone and template variables to dispatch on trigger. Ex: API POST to /Messages.

3.2. SendGrid
- Feature/Setting: Send Email v3 API. Email template with dynamic fields for personalization. Set automation to fire on condition met.

3.3. Gmail (Google Workspace)
- Feature/Setting: Create and send drafts via Gmail API. Triggered by Apps Script or webhook, using contact email.

3.4. Microsoft Outlook (Office 365)
- Feature/Setting: Microsoft Graph Mail.Send API. Pre-populate subject and body. Scheduled send via Logic App.

3.5. Slack
- Feature/Setting: chat.postMessage API in a specified channel or DM. Use timestamp for scheduling via workflow.

3.6. WhatsApp (Meta Business)
- Feature/Setting: WhatsApp Business API /messages endpoint. Set recipient and use pre-approved template.

3.7. Facebook Messenger
- Feature/Setting: Messenger Send API. Automate greeting message via page admin business integration.

3.8. HubSpot
- Feature/Setting: Workflows with Email Send action, personalized greeting tokens from contact fields.

3.9. Salesforce
- Feature/Setting: Process Builder or Flow to trigger Custom Email Alert, leveraging Birthdate/Anniversary custom fields.

3.10. Mailchimp
- Feature/Setting: Automations with specific trigger based on birthday field in contact list.

3.11. Zoho CRM
- Feature/Setting: Custom workflow rule for email/SMS triggered by date fields.

3.12. Pipedrive
- Feature/Setting: Workflow Automation for personalized emails based on date-matched filter.

3.13. ActiveCampaign
- Feature/Setting: Date-based automation (Birthday/Anniversary) to send templated email/SMS.

3.14. Constant Contact
- Feature/Setting: Automated Birthday/Anniversary email series from contact data.

3.15. Microsoft Teams
- Feature/Setting: Send channel or direct message using Bot Framework or Teams Graph API.

3.16. Telegram
- Feature/Setting: sendMessage API via bot to group's chat ID or direct to individual.

3.17. Viber
- Feature/Setting: Messages API. Schedule personalized text/image to user.

3.18. Discord
- Feature/Setting: Webhook POST to channel with member mention for greeting.

3.19. Freshdesk
- Feature/Setting: Observer rule to trigger greeting email from contact birthday field.

3.20. Google Calendar
- Feature/Setting: Event notification triggers Apps Script to send greetings via email/SMS.

3.21. Infusionsoft (Keap)
- Feature/Setting: Email automation based on birthdate in contact workflow.

Benefits

4.1. Ensures no important date is missed, maintaining consistent engagement.
4.2. Saves administrative time for staff with seamless, hands-off processing.
4.3. Increases member and volunteer satisfaction by showing personalized care.
4.4. Scalable to thousands of records with minimal manual intervention.