Birthday and anniversary reminders with special offers

Purpose

1. Automate sending personalized birthday and anniversary reminders to guests with tailored special offers using restaurant reservation and guest management data, increasing guest engagement, loyalty, and special occasion bookings throughout the year.

Trigger Conditions

1. Scheduled date matches guest’s recorded birthday or anniversary date in the reservation system.

2. Guest has opted in for marketing or reminder communications.

3. No recent promotional message sent (to avoid repetition).

Platform Variants

1. Twilio SMS

• Feature: Programmable Messaging API
  
• Setting: Configure SMS templates with personalized variables (name, date, offer); auto-send when trigger conditions met.
  

2. SendGrid

• Feature: Marketing Campaigns API
  
• Setting: Schedule dynamic email blasts with segmentation based on birthday/anniversary fields.
  

3. Mailchimp

• Feature: Customer Journeys
  
• Setting: Configure workflow to trigger birthday/anniversary email with custom voucher code.
  

4. HubSpot

• Feature: Workflows
  
• Setting: Automated workflow sends customized reminder/email to guests on special dates.
  

5. Salesforce Marketing Cloud

• Feature: Journey Builder
  
• Setting: Trigger multi-channel campaigns (email, SMS, push) for special occasions.
  

6. Constant Contact

• Feature: Automated Email Series
  
• Setting: Create birthday/anniversary campaigns linked to guest CRM data.
  

7. Google Calendar

• Feature: Calendar Events API
  
• Setting: Create internal event reminders for staff to follow up with guests manually or via integration.
  

8. Zoho CRM

• Feature: Workflow Automation
  
• Setting: Auto-creation of email/SMS tasks on guest celebration dates.
  

9. ActiveCampaign

• Feature: Automation Builder
  
• Setting: Event-triggered automation for offers/reminders.
  

10. Freshdesk

• Feature: Ticket Automation
  
• Setting: Trigger guest engagement tickets for personal follow-ups.
  

11. Slack

• Feature: Scheduled Workflows
  
• Setting: Send Slack alerts to reservation team for special guest outreach.
  

12. WhatsApp Business API

• Feature: Template Messages
  
• Setting: Pre-approved personalized WhatsApp reminders/offers sent automatically.
  

13. Facebook Messenger

• Feature: Messenger API
  
• Setting: Automated direct messages via bot on birthdays/anniversaries.
  

14. Yelp Reservations

• Feature: Guest Profile Automation
  
• Setting: Enable birthday/anniversary notifications to restaurant and guest.
  

15. OpenTable

• Feature: Guest Center CRM
  
• Setting: Triggers for special date reminders and promotional messaging.
  

16. Square Marketing

• Feature: Automated Campaigns
  
• Setting: Birthday/anniversary email and SMS setup with offer codes.
  

17. Shopify POS

• Feature: Customer Tagging & Email Automation
  
• Setting: Trigger offer emails tied to guest celebration tags.
  

18. Oracle MICROS

• Feature: Loyalty Program Integration
  
• Setting: Automatic offer issuance for guest milestones.
  

19. Resy

• Feature: ResyOS CRM
  
• Setting: Schedule celebratory message delivery to guests.
  

20. Clarity CRM

• Feature: Date-based Workflow Automation
  
• Setting: Initiate SMS/email sequence for occasions.
  

Benefits

1. Increases special occasion reservations and repeat visits.

2. Enhances guest loyalty and satisfaction with personalized attention.

3. Reduces manual guest list review and communication labor.

4. Creates data-driven marketing insights for future campaigns.

5. Ensures timely, consistent guest engagement throughout the year.