Automated birthday and anniversary greetings to members

Purpose

 1.1. Send automated birthday and anniversary greetings to Aikido club members to enhance engagement, retention, and member satisfaction.
 1.2. Reduce manual effort in tracking special dates and ensure timely messages.
 1.3. Maintain a personal touch at scale, supporting both email and SMS channels.
 1.4. Create recurring, signature touchpoints to drive loyalty and emotional connection within the community.

Trigger Conditions

 2.1. Member’s date of birth or join-date matches current date.
 2.2. Membership data update event (e.g., new member or edited info).
 2.3. Periodic scheduler runs (e.g., daily at midnight) to scan for matches.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Messaging API – configure programmable SMS to dispatch personalized texts using data from membership database.

 3.2. SendGrid
  • Feature/Setting: Marketing Campaigns API – set dynamic templates and trigger through scheduled API calls with member details.

 3.3. Mailchimp
  • Feature/Setting: Automated Emails – configure customer journeys triggered by birthday/anniversary tags.

 3.4. Microsoft Power Automate
  • Feature/Setting: Recurrence trigger + Outlook/Teams connector for scheduled sends and message assembly.

 3.5. Google Workspace (Gmail + Apps Script)
  • Feature/Setting: Time-Driven Triggers – run daily script to check birthday fields and send templated emails.

 3.6. Salesforce
  • Feature/Setting: Process Builder/Flow – automate greeting tasks using custom member fields and scheduled flows.

 3.7. HubSpot
  • Feature/Setting: Contact Workflows – enrollment when contact’s date fields match, send email or trigger SMS integration.

 3.8. Zoho CRM
  • Feature/Setting: Workflow Rules – auto-email/SMS based on date-matching custom fields.

 3.9. ActiveCampaign
  • Feature/Setting: Automation Recipes – “date-based” automation to send campaign messages.

 3.10. Constant Contact
  • Feature/Setting: Email Plus Triggered Emails – configure autoresponder to fire on date field match.

 3.11. Zapier
  • Feature/Setting: Schedule + Filter + Gmail/Twilio/Airtable – extract data and fire greeting on trigger.

 3.12. Pabbly Connect
  • Feature/Setting: Scheduler + Filterer – configure dynamic workflow to perform checks and initiate sending.

 3.13. Klaviyo
  • Feature/Setting: Date-Triggered Flows – link customer profiles to scheduled email flows.

 3.14. Intercom
  • Feature/Setting: Custom Bots & Auto Messages – initiate messages based on custom event (birthday, join-date).

 3.15. Slack
  • Feature/Setting: Scheduled Reminders or Bot integrations – send celebratory messages in member or instructor channels.

 3.16. Outlook (Microsoft 365)
  • Feature/Setting: Flow+Calendar API – scan events/custom fields and send via mail/calendar events.

 3.17. AWS SES (Simple Email Service)
  • Feature/Setting: Lambda scheduled execution – check DynamoDB or RDS, send emails with SES API.

 3.18. SMSGlobal
  • Feature/Setting: REST SMS API – craft and trigger SMS alerts using stored member data.

 3.19. MessageBird
  • Feature/Setting: SMS/WhatsApp API – set up automated flows for both messaging channels.

 3.20. Airtable
  • Feature/Setting: Script Automations – daily run script, compare dates, then integrate with outbound service.

 3.21. Freshdesk
  • Feature/Setting: Automations + Email Notifications – configure automations to send on field/date matches.

Benefits

 4.1. Eliminates manual tracking, reducing administration and potential for missed dates.
 4.2. Strengthens bonds by timely greetings, boosting satisfaction and positive perception.
 4.3. Delivers consistent member experience regardless of club size.
 4.4. Supports multi-channel engagement (email, SMS, chat) to suit member preferences.
 4.5. Frees staff to focus on member activities, not repetitive communications.