Birthday or anniversary personalized discount campaigns

Purpose

1.1 Automate sending personalized discount campaigns to customers on their birthdays or anniversaries to boost loyalty, increase sales, and improve customer engagement for the knife store retail sector.
1.2 Automating campaign delivery across omnichannel touchpoints such as email, SMS, social, and push notifications with dynamic discount codes, customized recommendations, and timely reminders.
1.3 Automatically segment audiences based on purchase data, interests, and behavioral triggers for hyper-personalized offers relevant to cutlery and knife-related products.

Trigger Conditions

2.1 Customer birthdate or store sign-up anniversary date matches today’s date (calendar-based automation).
2.2 Automatedly generated recurring trigger for each customer once yearly or on user-defined milestones.
2.3 Optional event-based trigger: customer’s most recent purchase anniversary or time since last purchase (reactivation automation).
2.4 Data change event: customer profile updated with new birthdate or anniversary—immediate automation enrollment.

Platform Variants

3.1 Twilio SMS
• Feature/Setting: Message API — Automate SMS campaign with personalized discount using `POST /Messages` endpoint, merge discount codes and first names.
3.2 SendGrid
• Feature/Setting: Marketing Campaigns — Automate dynamic email delivery using `POST /marketing/singlesends` REST API, map templates to customer fields.
3.3 Mailchimp
• Feature/Setting: Customer Journeys — Setup date-based automator on birthday property with merge tags for code delivery.
3.4 ActiveCampaign
• Feature/Setting: Automations — Triggered automation by custom date fields, send a personalized email with unique coupon via built-in automator.
3.5 HubSpot
• Feature/Setting: Workflows — Create contact-based workflow; set custom date property as trigger, automate discount email sequence.
3.6 Klaviyo
• Feature/Setting: Flows — Automate birthday flow with event trigger and dynamic offer code, personalized subject lines.
3.7 Salesforce Marketing Cloud
• Feature/Setting: Journey Builder — Automate journey based on Contact’s Date fields, send personalized email or SMS using Email Studio function.
3.8 Shopify
• Feature/Setting: Shopify Flow — Trigger flow on customer birthday or custom field, automate email/SMS through integrated apps.
3.9 Zapier
• Feature/Setting: Automate multistep workflow triggered by Google Sheets/CRM date, send through Gmail, Twilio, or Mailchimp.
3.10 Pipedrive
• Feature/Setting: Workflow Automations — Triggered by contact birthday field, automate sending sales coupon or scheduled follow-up.
3.11 Intercom
• Feature/Setting: Series Automation — Date trigger sends automated in-app message or email on birthday with knife store discount.
3.12 Omnisend
• Feature/Setting: Automation Workflow — Trigger by date property, automates personalized email and SMS for anniversary offers.
3.13 Eloqua
• Feature/Setting: Program Canvas — Event triggers automation for birthday, schedule multi-channel campaign with tailored code.
3.14 Customer.io
• Feature/Setting: Date-triggered Campaigns — Automate rule runs based on customer date property, send offers with dynamic content.
3.15 Google Calendar API
• Feature/Setting: Events API — Automate birthday/anniversary detection, trigger HTTP webhook to campaign tools.
3.16 Slack
• Feature/Setting: Workflow Builder — Automated company/internal notification to sales team for at-risk or high value birthday clients.
3.17 Microsoft Power Automate
• Feature/Setting: Automate flows triggered from Excel or Dynamics birthdate, send through Outlook or Teams.
3.18 Constant Contact
• Feature/Setting: Automated Email Series — Schedule recurring birthday/anniversary emails with unique offer.
3.19 Brevo (formerly Sendinblue)
• Feature/Setting: Date-based Automation — Automate "Happy Birthday" or "Happy Anniversary" discount campaigns with visual workflow.
3.20 Facebook Messenger (via API)
• Feature/Setting: Automated chatbot flow — Messaging API, triggers campaign based on saved birthdate, personalized discount message delivery.
3.21 WooCommerce
• Feature/Setting: Automate custom birthday field; trigger automated email or SMS campaign with coupon via plugin API or connected service.
3.22 Plivo
• Feature/Setting: Automated SMS — Message API, automate dispatch of discount codes on user birthdays.
3.23 Zendesk
• Feature/Setting: Triggers & Automations — Notify support or marketing teams on special dates for high-touch follow-up.
3.24 Airtable
• Feature/Setting: Automate record-based workflow on date match using Automations, send to preferred messaging or email integration.

Benefits

4.1 Automates customer loyalty and retention by offering timely, relevant discounts.
4.2 Reduces manual marketing workload through automated campaigns and reminders.
4.3 Ensures consistent customer engagement with automated birthday/anniversary touchpoints.
4.4 Maximizes sales from inactive or milestone customers by automating targeted offers.
4.5 Drives cross-channel reach with orchestrated automated flows across SMS, email, and messaging apps.