Automated birthday/anniversary offer emails to customers

Purpose

1.1. Automates sending personalized birthday/anniversary offer emails to cupcake shop customers to increase customer engagement, retention, and special occasion sales.
1.2. Automating these communications incentivizes repeat purchases and strengthens emotional connection with the brand.
1.3. Automation collects event dates during sign-up or loyalty program registration, scheduling targeted offers with precision and consistency.
1.4. Enables scalable marketing, freeing staff from manual outreach and improving campaign timeliness for the bakery & desserts industry.

Trigger Conditions

2.1. Automated trigger when customer profile matches birthday or anniversary date stored in CRM or POS.
2.2. Automation initiates when new customer data containing event dates is added or updated.
2.3. Scheduled automator checks daily for upcoming events, automates dispatch of relevant email offer.
2.4. Alternative trigger from website form submission or loyalty program activity update.

Platform Variants

3.1. Mailchimp
• Feature/Setting: Automate using "Customer Journeys" and "Birthday Automation."
• Configure: Segment list by birthday/anniversary date; schedule automated emails with offer code.

3.2. Klaviyo
• Feature/Setting: Flows > Date-Based Trigger.
• Configure: Automate flow with birthday or custom property filter, inserting offer and dynamic content.

3.3. ActiveCampaign
• Feature/Setting: Automations > Date-Based Trigger.
• Configure: Create automated email sequence set to trigger by birthday/anniversary contact field.

3.4. HubSpot
• Feature/Setting: Workflows > Date Property Trigger.
• Configure: Automatedly send offer emails based on contact property (birthday or anniversary).

3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder > Date Entry Event.
• Configure: Automate birthday/anniversary journey with conditional offer emails.

3.6. SendGrid
• Feature/Setting: Marketing Campaigns > Automated Emails.
• Configure: Automate via API schedule emails on customer event dates.

3.7. Twilio SendGrid API
• Feature/Setting: Email API / Dynamic Templates
• Configure: Automate transactional emails with dynamic data per event date.

3.8. Constant Contact
• Feature/Setting: Automated Email Series
• Configure: Configure autoresponders tied to date fields.

3.9. Zoho Campaigns
• Feature/Setting: Date-Field-Based Autoresponder
• Configure: Automate campaigns to trigger on birthday/anniversary in contact data.

3.10. Omnisend
• Feature/Setting: Automation Workflows > Special Occasions
• Configure: Automatedly set up offers on key dates.

3.11. Drip
• Feature/Setting: Date-Based Campaigns
• Configure: Trigger offer email when a custom date field matches.

3.12. Sendinblue
• Feature/Setting: Automation > Date-Triggered Workflow
• Configure: Automate the dispatch of emails aligned to stored event dates.

3.13. Moosend
• Feature/Setting: Birthday/Anniversary Automated Campaigns
• Configure: Automates sending with recipient’s date fields.

3.14. Google Sheets + Gmail API
• Feature/Setting: Google Apps Script Scheduler
• Configure: Automates lookup for dates and sends custom offers via Gmail API.

3.15. Microsoft Power Automate
• Feature/Setting: Scheduled Cloud Flow
• Configure: Automatedly checks data source daily and sends automated emails via Outlook.

3.16. Pabbly Email Marketing
• Feature/Setting: Automated Email Triggers
• Configure: Setup to fire off offers based on custom date fields.

3.17. MailerLite
• Feature/Setting: Automation > Date-Based Workflow
• Configure: Automates targeted emails for birthdays/anniversaries.

3.18. Customer.io
• Feature/Setting: Date-Triggered Campaigns
• Configure: Automate email sends by event_date field.

3.19. Intercom
• Feature/Setting: Automated Series > Custom Attribute Trigger
• Configure: Automatedly kicks off based on attribute (birthday/anniversary).

3.20. Shopify Email
• Feature/Setting: Automated Email Flow
• Configure: Automate “happy birthday” emails for customer accounts with dates.

Benefits

4.1. Automates personalized marketing for better targeting and time management.
4.2. Automation increases repeat cupcake orders from loyal customers.
4.3. Automatedly elevates customer satisfaction and positive reviews for the cupcake shop.
4.4. Automating reduces staff workload, driving efficient marketing at scale.
4.5. Automated system ensures no event is missed, maximizing potential sales leads.
4.6. Automation provides consistent brand experience and campaign performance metrics.