Birthday/anniversary special offer sending

Purpose

1.1. Automate the process of delivering special offers to customers on their birthdays or anniversaries to enhance loyalty, increase retention, and spark repeat visits.
1.2. Automatedly identify relevant dates using reservation/customer management system data for precise campaign timing.
1.3. Automate personalized messages or offers for each customer via preferred communication channel (email, SMS, WhatsApp, etc.).
1.4. Enhance Catalonian restaurant’s brand affinity by automating celebratory touchpoints aligned to authentic local hospitality attributes.

Trigger Conditions

2.1. Customer’s birthday or anniversary date matches current date (or campaign offset, e.g., ±1–5 days).
2.2. Customer record exists with valid contact details in reservation or CRM system.
2.3. Offer eligibility rules automatedly confirmed (e.g., only for recurring guests, offer not previously redeemed).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS sending; configure "Send Message" API with custom offer templates.
3.2. SendGrid
• Feature/Setting: Automate email delivery; use "Mail Send" API with dynamic template variables for personalization.
3.3. Mailchimp
• Feature/Setting: Automate email campaign; schedule "Birthday automation" with list segmentation.
3.4. WhatsApp Business API
• Feature/Setting: Automate WhatsApp template messaging; configure "messages" endpoint with offer info.
3.5. Slack
• Feature/Setting: Automate message to reservation management team via "chat.postMessage" for manual follow-up.
3.6. Shopify Email (POS-integrated restaurants)
• Feature/Setting: Automate personalized email offers via "Email Campaigns" automation.
3.7. ActiveCampaign
• Feature/Setting: Automate out automator workflows; configure "Automations" for contact date triggers.
3.8. Zapier
• Feature/Setting: Automate multi-platform actions by using "Zap" for detection and sending.
3.9. HubSpot
• Feature/Setting: Automate "Workflows" using date-based triggers for email or SMS.
3.10. Salesforce Marketing Cloud
• Feature/Setting: Automate event-based journeys; set "Journey Builder" to fire on dates.
3.11. Google Calendar
• Feature/Setting: Automate reminder events via "Events.insert" for reservation staff.
3.12. Zoho CRM
• Feature/Setting: Automate workflow rules to trigger on contact birth or anniversary fields.
3.13. Microsoft Dynamics 365
• Feature/Setting: Automate "Customer Insights" workflows to send offers based on dates.
3.14. Facebook Messenger (Meta API)
• Feature/Setting: Automate bot message deployment via "Send API" for direct offers.
3.15. Klaviyo
• Feature/Setting: Automate flows based on birthday or segment, configure "Flows" for email/text.
3.16. Constant Contact
• Feature/Setting: Automate email with birthday campaign by using "Email Automation" feature.
3.17. Viber
• Feature/Setting: Automate offer messaging via public account "Send Message" API.
3.18. Intercom
• Feature/Setting: Automate in-app or email messages using "Outbound Messages" triggered by dates.
3.19. AirTable
• Feature/Setting: Automate record detection with "Automation scripts" for matching date fields.
3.20. Segment
• Feature/Setting: Automate user data syncing and trigger marketing events via "Track" calls for birthdays/anniversaries.

Benefits

4.1. Automated campaigns increase customer touchpoints and drive repeat visits.
4.2. Automation reduces manual work, ensuring no greetings are missed and every date is remembered.
4.3. Personalization is automatedly scaled across all guest lists, supporting quality, authentic customer experience.
4.4. Automating outreach leads to increased offer redemption and higher customer satisfaction.
4.5. Automation enables data-driven, timely engagement that strengthens customer loyalty and maximizes campaign ROI.