Automated birthday and anniversary email notifications

Purpose

1.1. Automate member engagement by sending customized birthday and anniversary email notifications to members and their families within a Reform synagogue community.
1.2. Strengthen community bonds by remembering key dates, thus automating pastoral care and personal outreach.
1.3. Automate tracking, scheduling, and delivering celebratory messages to reduce manual labor for staff.
1.4. Enable automated, consistent delivery of blessings, event invitations, or donation prompts linked to significant life-cycle events.
1.5. Ensure timely automated notifications on exact dates, including recurring automation for annual events.

Trigger Conditions

2.1. Automated trigger fires when database entry matches today’s date to a member’s birthdate or wedding/anniversary field.
2.2. Automation initiates via recurring daily scheduled workflow check.
2.3. Manual trigger (less common): Staff updates or imports member lifecycle data, triggering automated reprocessing.
2.4. API webhook triggers: Changes in external member management software initiate automation.

Platform Variants

3.1. Mailchimp
• Feature/Setting: Automated “Date-based” email campaign; connect list with date field mapped; configure trigger on MM/DD.
3.2. SendGrid
• Feature/Setting: Automated Marketing Campaigns with “Recurring” schedule; use Dynamic Templates and Events API for delivery.
3.3. Twilio SendGrid API
• Feature/Setting: Use /mail/send endpoint for automated email dispatch; trigger via function on date match.
3.4. Constant Contact
• Feature/Setting: Email Automation campaigns; schedule based on custom date fields synced/integrated with member list.
3.5. ActiveCampaign
• Feature/Setting: Automated “Date-based” automation; trigger by “Anniversary date arrives” or “Birthday occurs.”
3.6. HubSpot
• Feature/Setting: Automated Workflow; use "Date property" as trigger, configuration via Contact birthday or Anniversary custom field.
3.7. Zoho CRM
• Feature/Setting: Workflow Rules; trigger on “Date/Time” field for contact; send email template automatedly.
3.8. Salesforce
• Feature/Setting: Process Builder/Flow Automation; set criteria “Date equals Today”; action: Send Email Alert.
3.9. Google Sheets + Gmail API
• Feature/Setting: Script automation scans for matching dates; Gmail API auto-sends templated messages.
3.10. Microsoft Power Automate
• Feature/Setting: Scheduled flow; trigger “At 8AM daily,” check member list in Excel/SharePoint, automate Outlook mail send.
3.11. Pabbly Connect
• Feature/Setting: Date-based trigger; automated action: Send “Gmail/SMTP/Transactional email” to recipients.
3.12. Integromat (Make)
• Feature/Setting: Scheduled scenario reads CRM/database; matches dates; auto-emails via Gmail, Outlook, or mail module.
3.13. Klaviyo
• Feature/Setting: Date-based Flow automation; triggers off Contact properties “Birthday”/“Anniversary”; automated email series.
3.14. Typeform + Zapier
• Feature/Setting: On form completion, store date; Zapier automation monitors dates, sends via SMTP or Gmail.
3.15. Airtable Automations
• Feature/Setting: “When record matches conditions” (date = today); automated action: Send email using in-built or external SMTP.
3.16. Gmelius
• Feature/Setting: Automated sequences; trigger on custom-field dates in Google Contacts linked with Gmail.
3.17. Emma
• Feature/Setting: Automated birthday/anniversary email triggers, use “Date fields” in audience segmentation.
3.18. Campaign Monitor
• Feature/Setting: Automated email journeys, “Special dates” trigger; set to send on member anniversary/birthday.
3.19. Freshsales
• Feature/Setting: Automated workflow with date-based triggers; action: Email template sent on event day.
3.20. Intercom
• Feature/Setting: Message Automation; send automated emails to contacts where 'Birthday' or 'Anniversary' custom attribute matches today.
3.21. Slack (with Email App Integration)
• Feature/Setting: Scheduled automation posts Slack reminder DM or integrates with Gmail App to send emails automatically.
3.22. Amazon SES
• Feature/Setting: API-triggered email, run Lambda on daily basis to automate sending on date matches.

Benefits

4.1. Automates repetitive manual member communications, increasing operational efficiency and member engagement.
4.2. Automatedly ensures no vital life event is forgotten, supporting pastoral and relational goals of synagogue staff.
4.3. Automation minimizes risk of human error and supports scalable growth in membership.
4.4. Automates data-driven outreach, enabling personalized communications and campaign tracking.
4.5. Saves administration time and automates community-building tasks by leveraging cross-platform automator functions.