Birthday and special occasion messages

Purpose

1.1. Automate sending personalized birthday and special occasion messages to parents, enhancing engagement, reinforcing relationships, and showing care in an after-school childcare context.
1.2. Ensure every child's special day is acknowledged in a timely, consistent, and customized manner across diverse communication channels (SMS, email, WhatsApp, push notifications).
1.3. Free staff from manual monitoring, reduce missed occasions, and enable scalable, high-quality parent communication adaptable to varying message templates and languages.

Trigger Conditions

2.1. Child's date of birth matches current date (automatic daily query).
2.2. Pre-defined special events or milestones (e.g., enrollment anniversary, achievements in program).
2.3. Parental opt-in or update of communication preferences in CRM.
2.4. Sync event from enrollment, update, or calendar system.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Programmable SMS API; configure SMS message template; automate send via webhook trigger on birthday match.
3.2. SendGrid
• Feature/Setting: Email API; set up dynamic transactional templates with merge fields for child's name and event; auto-send via scheduling module.
3.3. WhatsApp Business API
• Feature/Setting: Automate message sending with programmable template; trigger via CRM webhook.
3.4. Mailchimp
• Feature/Setting: Automate birthday emails using audience merge tags and Journey builder; trigger segment by date.
3.5. Microsoft Power Automate
• Feature/Setting: Scheduled flow with trigger on birthday field from Excel/Dataverse; send notification via Teams/Outlook connector.
3.6. Slack
• Feature/Setting: Incoming webhooks or scheduled jobs using message templates; post to parent or staff channel.
3.7. Salesforce
• Feature/Setting: Process Builder or Flow; trigger email/SMS via Contact’s date-of-birth field and Marketing Cloud connector.
3.8. HubSpot
• Feature/Setting: CRM workflow automation on contact’s birthday property; auto-send personalized email.
3.9. Google Calendar + Apps Script
• Feature/Setting: Scheduled daily Apps Script checks for events; triggers Gmail API for customized message.
3.10. Intercom
• Feature/Setting: Auto message rules; configure targeted birthday chat/email campaigns.
3.11. ActiveCampaign
• Feature/Setting: Date-based automation; use contact’s birthday field to trigger email/SMS.
3.12. Zoho CRM
• Feature/Setting: Workflow automation; schedule based on Contact’s DOB; send via Zoho Mail/WhatsApp integration.
3.13. ClickSend
• Feature/Setting: SMS API or bulk send; automate message using scheduled API calls.
3.14. Pipedrive
• Feature/Setting: Use Workflow Automation; trigger emails/messages based on custom date fields.
3.15. Facebook Messenger (API)
• Feature/Setting: Messenger Bot using Send API; initiate template message on special dates.
3.16. Viber
• Feature/Setting: Public Account API; send targeted messages on birthday trigger.
3.17. Moonsend
• Feature/Setting: Event-based automation; schedule personalized emails for birthdays.
3.18. Outlook/Office365
• Feature/Setting: Power Automate connector; scheduled email from shared mailbox.
3.19. Infobip
• Feature/Setting: Omni-channel flow; configure SMS, WhatsApp, or email delivery by contact birthday rule.
3.20. Constant Contact
• Feature/Setting: Automated Email with Contact's birthday field; send personalized campaign.

Benefits

4.1. Maintains higher parent satisfaction and loyalty through timely, thoughtful communication.
4.2. Reduces manual work, errors, and oversight in large-scale after-school programs.
4.3. Enables consistent brand messaging, personalization, and cross-channel engagement.
4.4. Easily scalable for small or large organizations with diverse parental preferences.
4.5. Provides trackable analytics and feedback on parent engagement with special occasion messaging.