Weekly or monthly member birthday and anniversary reminders

Purpose

1.1. Automate sending of timely member birthday and anniversary reminders for efficient congregation engagement.
1.2. Ensure no important milestones are missed, improving pastoral care and retention.
1.3. Reduce manual admin workload by enabling recurring alerts to staff or congregation via preferred communication channels.
1.4. Centralize milestone data to support personalized outreach and foster a stronger community connection.

Trigger Conditions

2.1. Calendar date matches stored member birthday or anniversary.
2.2. Recurrence: weekly or monthly automated check.
2.3. Member profile updates or new entries trigger schedule refresh.
2.4. Optionally, manual override to send immediate reminder.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS sending via Twilio Messaging API; configure scheduled sends using /Messages endpoint and recipient list.
3.2. SendGrid
• Feature/Setting: Automated email via Mail Send API; schedule template send using dynamic data fields.
3.3. Mailchimp
• Feature/Setting: Journey automation or API-triggered campaign; connect via 'Automations' or /automations endpoint.
3.4. Slack
• Feature/Setting: Incoming Webhooks for reminder messages; configure channel posting and schedule events with chat.scheduleMessage.
3.5. Microsoft Teams
• Feature/Setting: Bot Framework trigger for card alerts; use chatMessage endpoint for scheduled delivery.
3.6. Google Calendar
• Feature/Setting: Event scheduling with notifications; insert reminders via /calendars/events endpoint.
3.7. Outlook 365
• Feature/Setting: Recurring calendar invites with reminders; configure via Graph API calendar endpoints.
3.8. Zoho CRM
• Feature/Setting: Automation rules on date fields; trigger workflows and email reminders via Zoho CRM Workflow API.
3.9. Salesforce
• Feature/Setting: Process Builder flows triggered by date fields; use Apex for custom notifications.
3.10. Pipedrive
• Feature/Setting: Activity reminders set by API; schedule via /activities endpoint.
3.11. HubSpot
• Feature/Setting: Workflow automation on contact date fields; use workflows tool or /crm/v3/objects API.
3.12. WhatsApp Business
• Feature/Setting: Automated broadcast using WhatsApp Business API; configure messages on scheduled cron job.
3.13. Facebook Messenger
• Feature/Setting: Scheduled bot messages via Messenger API's /me/messages endpoint.
3.14. Telegram
• Feature/Setting: Scheduler bot posts via sendMessage endpoint; use cron job for reminder triggers.
3.15. Asana
• Feature/Setting: Task assignment and reminder via Asana API; configure due date triggers on birthday/anniversary field.
3.16. Monday.com
• Feature/Setting: Date-based automation; use 'When date arrives' automation or API v2 for item reminders.
3.17. Airtable
• Feature/Setting: Scheduled scripts via Automations or /records API on Date field.
3.18. Google Sheets
• Feature/Setting: Apps Script triggers on date match; use Time-driven triggers for daily/weekly scans.
3.19. Notion
• Feature/Setting: API or integration trigger on database date property; notify via comments or API.
3.20. ActiveCampaign
• Feature/Setting: Date-based automations; trigger emails or SMS using Automation Recipes linked to contact fields.

Benefits

4.1. Ensures personalized, timely outreach for milestones to strengthen connections.
4.2. Automates repetitive admin, freeing staff for higher-value ministry.
4.3. Reduces human error in remembering important dates.
4.4. Flexible multi-channel delivery to meet member preferences.
4.5. Scalable for small or large congregations; adaptable to existing tech stack.