Birthday and anniversary automated guest messages

Purpose

1.1. Automate the sending of personalized birthday and anniversary greetings to Kaiseki restaurant guests, including scheduled reminders, special offers, and follow-up, directly integrated with guest booking and CRM systems.
1.2. Ensures timely, consistent, and tailored guest communication, reinforcing brand loyalty, automating upsell opportunities, and enhancing the guest experience through automation.
1.3. Supports digital guest engagement, retention, and automated collection of satisfaction feedback.

Trigger Conditions

2.1. Guest reservation data includes birthday or anniversary date.
2.2. Automated schedules trigger at predetermined intervals: on the birthday/anniversary and optionally before/after.
2.3. Automation triggered by CRM or reservation system detecting approaching special dates.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS with custom template (use "Programmable Messaging" API); configure for schedule, recipient, and message body.
3.2. SendGrid
• Feature/Setting: Automated email campaigns with dynamic templates; configure "Transactional Templates" and programmatic send API.
3.3. Mailchimp
• Feature/Setting: Automate email journeys; configure "Customer Journeys" with birthday/anniversary triggers and personalized email actions.
3.4. Slack
• Feature/Setting: Automated Slack channel notifications to staff (use "Incoming Webhooks" API for reminders).
3.5. WhatsApp Business API
• Feature/Setting: Automate WhatsApp templated messages; configure "Message Templates" and webhooks for guest outreach.
3.6. Facebook Messenger
• Feature/Setting: Use "Send API" for automated direct messages; set up recurring event-based triggers.
3.7. Microsoft Outlook
• Feature/Setting: Automated calendar-based emails using "Outlook REST API" with scheduled send and template.
3.8. Google Calendar
• Feature/Setting: Automate reminders and guest invitations using "Events API" with custom reminders.
3.9. Zoho CRM
• Feature/Setting: Use "Workflow Rules" for automated emails/SMS on contacts' special dates.
3.10. HubSpot
• Feature/Setting: Automate workflows by creating "Contact Workflows" triggered by custom date properties.
3.11. AirTable
• Feature/Setting: Automation scripts using "Automation" for scheduled emails/SMS via third-party integrations.
3.12. Shopify
• Feature/Setting: Use "Flow" for automated customer emails and discounts on special dates tied to loyalty data.
3.13. Salesforce
• Feature/Setting: "Process Builder" or "Flow Builder" for automated birthday/anniversary communications.
3.14. Zapier
• Feature/Setting: Multi-step automation; use reservation system trigger for scheduled communications.
3.15. ActiveCampaign
• Feature/Setting: Automate "Deals" or "Contacts Automations" with date-based triggers for messages.
3.16. Klaviyo
• Feature/Setting: Use "Flows" for scheduled, event-based emails with dynamic content personalization.
3.17. Intercom
• Feature/Setting: Automate chat/email for special dates with "Outbound Messages" and custom rules.
3.18. Calendly
• Feature/Setting: Use "Event Notifications" API for pre- and post-event messaging automations.
3.19. Google Sheets
• Feature/Setting: Automate by scripting with "Apps Script" to send SMS/emails on date match.
3.20. Pipedrive
• Feature/Setting: Create automatable "Workflow Automations" with scheduled personalized messaging.

Benefits

4.1. Automatedly increases guest engagement with memorable, timely communications.
4.2. Automates upsell opportunities with coupons or specials enclosed in messages.
4.3. Reduces manual management with continuously running automation.
4.4. Strengthens loyalty through consistent, automatedly personalized interactions.
4.5. Enhances staff efficiency by automating reminders and message dispatching.
4.6. Provides scalable, automatable guest experience excellence.