Birthday and anniversary greetings

Purpose

1.1. Automate sending personalized birthday and anniversary greetings to members of an aeroclub, enhancing member satisfaction, fostering loyalty, and improving club culture through timely, individualized communications via multiple digital channels.

Trigger Conditions

2.1. Calendar date matches member’s birthday or membership anniversary.
2.2. Valid member contact details exist (email, mobile, or social profiles).
2.3. Member is active (membership status: current).

Platform Variants

3.1. Twilio (SMS API)
• Feature/Setting: Schedule SMS via “Messages” API with dynamic body: “Happy Birthday, [Name]!”
3.2. SendGrid (Email API)
• Feature/Setting: Dynamic Transactional Template; trigger with recipient variable substitution for name/event.
3.3. Mailchimp (Transactional Email)
• Feature/Setting: Pre-built campaign with merge tags, trigger using “Automations” workflow.
3.4. Slack (Incoming Webhooks)
• Feature/Setting: Post congratulatory message in private channels via webhook payload.
3.5. WhatsApp Business API
• Feature/Setting: Schedule “template message”; personalize using parameterized fields.
3.6. HubSpot (Workflows)
• Feature/Setting: Automated workflow; trigger by custom date property; send personalized email or SMS.
3.7. Google Calendar (Events & Notifications)
• Feature/Setting: Event reminders; auto-sending “reminder” emails based on contact entries.
3.8. Microsoft Outlook (Flow/Power Automate)
• Feature/Setting: “When date matches” trigger, send custom email using Outlook connector.
3.9. Zapier (Multi-platform Automation)
• Feature/Setting: “Schedule by Zapier”; connect to Gmail, Slack, or SMS for delivery.
3.10. ActiveCampaign (Automations)
• Feature/Setting: Date-based trigger sends dynamic email or SMS.
3.11. Pipedrive (Workflow Automation)
• Feature/Setting: Custom field date trigger for each contact; send personalized message via integration.
3.12. Salesforce (Process Builder)
• Feature/Setting: Scheduled actions on Contact’s birthday/anniversary fields initiate email/SMS tasks.
3.13. Constant Contact (Email Automation)
• Feature/Setting: Automated “Anniversary” or “Birthday” campaign using lists & merge tags.
3.14. Viber Business Messages API
• Feature/Setting: “Personal Event” message sending with custom variables.
3.15. Discord (Bot/Webhook)
• Feature/Setting: Bot posts greeting in member server on event date pulled from database.
3.16. Intercom (Custom Bots)
• Feature/Setting: Messenger bot schedules, triggers message to user profile.
3.17. Marketo (Smart Campaigns)
• Feature/Setting: Campaign with date-triggered flow and personalized tokens.
3.18. Zoho CRM (Workflow Rules)
• Feature/Setting: Scheduled workflow on contact “DOB” or “Anniversary” field.
3.19. Facebook Messenger (Messenger Send API)
• Feature/Setting: Event notification personalized using user profile data.
3.20. WeChat Official Accounts Platform
• Feature/Setting: Scheduled template message to member accounts with event detail variables.

Benefits

4.1. Enhances the member’s perception of club value and attention to detail.
4.2. Improves engagement and word-of-mouth promotion through positive gestures.
4.3. Reduces staff workload by automating routine personal communication tasks.
4.4. Increases accuracy and ensures timely delivery across preferred channels.
4.5. Enables multi-channel coverage, ensuring broader reach and higher open rates.