Automated birthday and anniversary rewards

Purpose

1.1. Recognize and reward members or customers on birthdays and anniversaries to boost engagement, loyalty, repeat visits, and word-of-mouth marketing.
1.2. Automate delivery of special offers, discount codes, personalized messages, or bonus points, timed to coincide with personal milestones.
1.3. Capture celebratory data to further personalize marketing and gather feedback on reward effectiveness.

Trigger Conditions

2.1. Member or customer profile contains valid birthday or anniversary information.
2.2. Current date matches stored member birthday/anniversary.
2.3. Membership or subscription is active and reward not already triggered within current reward window.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Programmable Messaging API. Configure flow to send personalized SMS with birthday/anniversary rewards.

3.2. SendGrid
• Feature/Setting: Marketing Campaigns API. Trigger automated email containing a reward code or coupon.

3.3. Mailchimp
• Feature/Setting: Automated Workflows—Birthday Campaign. Use merge tags to insert member names and reward details.

3.4. ActiveCampaign
• Feature/Setting: Date-based Automations. Trigger email or SMS when member date field matches today.

3.5. HubSpot
• Feature/Setting: Workflows. Date property triggers automated reward email or in-app notification.

3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder. Configure journey for birthdays and anniversaries; use email and SMS activities.

3.7. Zoho CRM
• Feature/Setting: Workflow Rules. Trigger notification or reward task on contact date fields.

3.8. Klaviyo
• Feature/Setting: Flows—Date Properties. Trigger a reward email when a contact's birthday arrives.

3.9. Rewardful
• Feature/Setting: API—Issue referral or discount codes programmatically on special dates.

3.10. GiftUp!
• Feature/Setting: Webhooks API. Trigger reward card issuance to recipient on event dates.

3.11. Facebook Messenger (Meta API)
• Feature/Setting: Messenger Send API. Send automated message with reward to Messenger inbox.

3.12. Slack
• Feature/Setting: Incoming Webhooks. Post reward notification to member's workspace or group chat.

3.13. WhatsApp Cloud API
• Feature/Setting: Send Message endpoint. Dispatch birthday/anniversary wishes and coupon links.

3.14. Google Calendar API
• Feature/Setting: Events Watch. Monitor and trigger workflows on event dates synced from member records.

3.15. Google Sheets
• Feature/Setting: Apps Script onChange/Timed triggers. Loop through rows for matching event dates and send reward emails via Gmail API.

3.16. Stripe
• Feature/Setting: Coupons API—Automate coupon code creation, assign to member, and send via email/SMS triggers.

3.17. Shopify
• Feature/Setting: Scripted Flows + Email/SMS Integrations. Send discounts, loyalty points, or offer codes on customer milestone dates.

3.18. Square
• Feature/Setting: Loyalty API. Add points or reward to customer’s profile on matching event date.

3.19. Typeform
• Feature/Setting: Webhooks. Capture event date on form, trigger future reward workflows via integrations.

3.20. Pipedrive
• Feature/Setting: Workflow Automations. Trigger activity or email send when a contact’s date field matches today.

3.21. Airship
• Feature/Setting: Automation Triggers. Send push notifications for mobile app users on their milestone dates.

Benefits

4.1. Deepens customer connection, creating memorable experiences.
4.2. Drives higher retention and repeat sales.
4.3. Promotes positive reviews and sharing.
4.4. Offers scalable, consistent reward delivery without staff overhead.
4.5. Leverages omnichannel reach—customers receive rewards in their preferred medium.
4.6. Enables tracking and analysis of reward redemption for program refinement.