Birthday and anniversary greetings to members

**1. Purpose**

1. Automate delivery of personalized birthday and anniversary greetings to members, maximizing engagement, member satisfaction, and retention by automating member recognition for important dates.

2. Ensure no greetings are missed through a fully automated trigger-based workflow that integrates with member databases and communication channels.

3. Allow farm bureaus to automate the consistent nurturing of member relationships and reinforce organizational commitment to members’ milestones.

**2. Trigger Conditions**

1. Automatedly triggered daily at a scheduled time (e.g., 8:00 AM local) to scan member database for birthdays and anniversaries.

2. Triggered upon creation or update of member data with new date fields for birthday or anniversary.

3. Automates optional manual trigger for ad-hoc greetings through a dashboard interface.

**3. Platform Variants**

1. Twilio SMS

 • Feature/Setting: Automate SMS API "Messages" endpoint to send personalized greetings automatically; configure webhook for date-based triggers.

2. SendGrid

 • Feature/Setting: Use "Transactional Email" API; automate template-based bulk sending triggered by database scan.

3. Mailchimp

 • Feature/Setting: Configure "Automations" with custom audience fields for birth date/anniversary; automate campaign sends based on contact segment filters.

4. Slack

 • Feature/Setting: Use "Incoming Webhooks" to automate posting greetings directly into member channels or private messages.

5. Microsoft Outlook

 • Feature/Setting: Automate "Send Email" via Microsoft Graph API; scheduled workflow to automate creation of personalized email greetings.

6. Google Calendar

 • Feature/Setting: Add "Reminders" via Calendar API; automate event creation for staff notifications of member milestones.

7. Zapier

 • Feature/Setting: Build Zaps to automate triggers from Google Sheets/member database to email/SMS actions.

8. ActiveCampaign

 • Feature/Setting: Automate the "Date-Based Automations" to schedule and send emails or SMS to members on specific dates using "Date Trigger" automation.

9. Salesforce

 • Feature/Setting: Use "Process Builder" and "Email Alerts" or "SMS Integration" to automate delivery based on custom date fields.

10. HubSpot

 • Feature/Setting: Automate "Workflows" for contact properties (birthdate/anniversary); send templated messages via email or integration.

11. Intercom

 • Feature/Setting: Automate "Message Scheduling" to send event-triggered in-app or email communications on anniversaries or birthdays.

12. WhatsApp Business API

 • Feature/Setting: Automate messages to members via "message endpoint" for direct delivery of celebratory greetings.

13. Facebook Messenger

 • Feature/Setting: Use Messenger Send API to automate greetings dynamically to connected member profiles.

14. Constant Contact

 • Feature/Setting: Automate "Anniversary/Birthday Email" feature; configure contact fields for timing.

15. Klaviyo

 • Feature/Setting: Automate "Date Property Trigger Flow" to personalize and schedule greeting emails.

16. Pipedrive

 • Feature/Setting: Use "Workflow Automation" and birthday fields to automate email or SMS greetings.

17. Airtable

 • Feature/Setting: Build automations to trigger upon date-matching fields; automate webhook to email/SMS services.

18. Oracle Eloqua

 • Feature/Setting: Automate "Date-Based Campaigns" leveraging member contact fields.

19. Viber

 • Feature/Setting: Automate "Messaging API" to broadcast or send 1:1 celebratory messages.

20. Zoho CRM

 • Feature/Setting: Use "Workflow Rule" and "Custom Actions" on contact anniversaries or birthdays; automate email/SMS.

21. Trello

 • Feature/Setting: Automate "Butler Automation" for card reminders representing member milestones; automate notification.

22. Shopify

 • Feature/Setting: Automate "Shopify Flow" and customer tags/fields to send personalized greetings via email/SMS apps.

23. Smartsheet

 • Feature/Setting: Automate "Date-Based Alerts" for reminders or notifications of milestones for staff follow-up.

24. Telegram

 • Feature/Setting: Automate "Bot API" to send direct messages to users for birthdays/anniversaries.

**4. Benefits**

1. Automates member recognition, improving satisfaction and organizational loyalty.

2. Eliminates human error in remembering member milestones, ensuring no important dates are missed.

3. Frees staff to focus on higher-value activities by automating repetitive communications.

4. Enables scalable, automatable communication regardless of membership size.

5. Supports multiplatform member engagement, automating messaging across email, SMS, social, and chat.

6. Detailed audit trails for automated messages, enhancing compliance and transparency.

7. Cost savings through automating communication processes.

8. Flexibility to customize greetings and timing, adapting automations to organizational tone and preferences.