Trigger birthday or anniversary offers for loyal customers

Purpose

1.1. Celebrate loyal guests by sending automated birthday or anniversary offers, fostering retention, rewarding frequent diners, and enhancing guest relationships.
1.2. Collect and utilize personal milestone dates to surprise guests, personalize interactions, and increase repeat visits.
1.3. Integrate reservation and CRM data to trigger exclusive offers, tailored discounts, or event invitations via multi-channel messaging.

Trigger Conditions

2.1. Scheduled check of guest database for upcoming birthdays or anniversaries (e.g., 7 days before event).
2.2. Loyalty tier, reservation frequency, or guest group assignment met.
2.3. Opt-in status for marketing communications verified.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Messaging API — Configure scheduled SMS for offers, e.g., `POST /Messages` with date logic.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API — Automate personalized email offers, e.g., `POST /campaigns` with dynamic templates.
3.3. Mailchimp
• Feature/Setting: Automation Builder — Set up birthday email workflows using date fields and merge tags.
3.4. HubSpot
• Feature/Setting: Workflows — Trigger CRM-based automated emails for guest milestones using property-based triggers.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder — Initiate “Birthday” or “Anniversary” journeys with multichannel outreach.
3.6. Zoho CRM
• Feature/Setting: Workflow Rules — Schedule notifications/emails tied to contact milestone dates.
3.7. ActiveCampaign
• Feature/Setting: Automations — Date-based triggers for sending special offers by email or SMS.
3.8. Slack
• Feature/Setting: Incoming Webhooks — Send internal alerts to staff about upcoming guest milestones.
3.9. Airtable
• Feature/Setting: Automations — Time-based triggers to initiate external email/SMS via integrations.
3.10. Google Calendar
• Feature/Setting: Event Reminders — Schedule calendar events for in-house celebration prep.
3.11. Facebook Messenger
• Feature/Setting: Messenger Send API — Deliver offers or greetings directly to guests on Messenger.
3.12. WhatsApp Business
• Feature/Setting: Message Templates — Push pre-approved celebratory messages via WhatsApp API.
3.13. Shopify
• Feature/Setting: Customer Tags + Email Marketing — Trigger offers to diners also present in online store.
3.14. Square
• Feature/Setting: Customer Directory + Marketing — Segment customers and automate email/SMS campaigns.
3.15. Stripe
• Feature/Setting: Billing Triggers — Identify subscription restaurant members for special rewards.
3.16. Resy
• Feature/Setting: Reservation Event Notifications — Leverage reservation data for target outreach.
3.17. Toast POS
• Feature/Setting: Guest Engagement — Use loyalty profiles for milestone automated messages.
3.18. Constant Contact
• Feature/Setting: Email Autoresponders — Set up recurring date-based email offers.
3.19. Pabbly Connect
• Feature/Setting: Workflow Automation — Bridge between CRM and messaging platforms with date logic.
3.20. Zapier
• Feature/Setting: Scheduled Zap — Connect apps to automatically trigger guest-focused messages based on custom fields.

Benefits

4.1. Increases guest loyalty and frequency of visits through relevant, timely offers.
4.2. Maximizes ROI on guest data and marketing automation.
4.3. Reduces staff workload by eliminating manual reminders and communication.
4.4. Drives word-of-mouth by creating memorable guest experiences.
4.5. Enhances personalization, leading to superior guest satisfaction and higher reservation conversion.