Birthday and milestone reminder messages to families

Purpose

1.1. Automate personalized birthday and milestone reminder messages to families of enrolled children, ensuring timely acknowledgements and boosting parent engagement.
1.2. Automatedly deliver communications via chosen channels (SMS, email, chat, in-app) to celebrate milestones, automate notifications, and track engagement.
1.3. Replace manual reminders with automated workflows, reducing staff workload, error rates, and missed communications.

Trigger Conditions

2.1. Child’s birthday or significant enrollment milestone date matches the current date.
2.2. Automated database scan identifies upcoming events within a customizable lead time (e.g., 7, 3, 1 day prior).
2.3. Parent opt-in status for communications is confirmed.
2.4. Automation detects valid contact details and communication channel preference in CRM.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API; automates text message dispatch triggered by date match.
Sample Config: API endpoint: /Messages, To: dynamic from CRM, Body: “Happy Birthday to [Child’s Name]!”

3.2. SendGrid
• Feature/Setting: Automated email API; Schedule and template birthday emails.
Sample Config: POST /mail/send; Dynamic template with unsubscribed status check.

3.3. Slack
• Feature/Setting: automate parent notification via Slackbot using Slack API chat.postMessage.
Sample Config: Channel lookup via user group, Msg: “Congratulations!”

3.4. Microsoft Teams
• Feature/Setting: Automates group chat reminders with Microsoft Graph API /chats/sendMessage.
Sample Config: Target parents’ Teams workspace, mention @parent.

3.5. Mailchimp
• Feature/Setting: Automate recurring campaigns with trigger-based event API.
Sample Config: Journey builder, “date-based trigger, send on child’s birthday.”

3.6. ActiveCampaign
• Feature/Setting: Automate sequence via Date-based Automation Trigger.
Sample Config: “If child’s bday: Send Email.”

3.7. WhatsApp Business API
• Feature/Setting: Automated templated messages via /messages endpoint.
Sample Config: POST, recipient parent’s number from CRM.

3.8. HubSpot
• Feature/Setting: Workflow automation with Milestone Reminders.
Sample Config: Property: “Birthday”, Action: “Send email/SMS.”

3.9. Salesforce
• Feature/Setting: automate Process Builder to trigger workflow on birthday field match.
Sample Config: Criteria: Date matches, Action: Message.

3.10. Google Calendar
• Feature/Setting: automate scheduled notification via calendar event API.
Sample Config: Event invites to parents’ emails.

3.11. Zoho CRM
• Feature/Setting: Automator to trigger email or SMS.
Sample Config: Workflow rule: Date matches birthday, action: message.

3.12. Pipedrive
• Feature/Setting: Automates activity-based reminders.
Sample Config: Activity trigger, automation action: Send Email.

3.13. Intercom
• Feature/Setting: Automated push notification via custom bots.
Sample Config: Trigger date-matched rule, push message.

3.14. Telegram Bot API
• Feature/Setting: Automate message dispatch via sendMessage endpoint.
Sample Config: Recipient chat IDs from CRM.

3.15. Facebook Messenger Platform
• Feature/Setting: Automated milestone reminders using Send API.
Sample Config: Custom payload: birthday template.

3.16. Viber
• Feature/Setting: Automated broadcast message via public account messaging API.
Sample Config: Set recipient, send congratulatory message.

3.17. ClickSend
• Feature/Setting: Automate SMS/Email via scheduled API call.
Sample Config: Dynamic fields for name, message content.

3.18. Outlook 365
• Feature/Setting: Automates calendar-triggered emails via Outlook API /sendmail.
Sample Config: Calendar date match triggers email.

3.19. Zapier
• Feature/Setting: Multi-platform automation between CRM and messaging platform.
Sample Config: Trigger: New calendar event; Action: SMS/Email.

3.20. Calendly
• Feature/Setting: Automator for scheduled reminders and follow-up.
Sample Config: Event types set to “Birthday,” automate email.

3.21. Brevo (ex-Sendyblue)
• Feature/Setting: automates date-based campaign delivery using Transactional API.
Sample Config: POST trigger with parent list and custom template ID.

Benefits

4.1. Automates repetitive communication, ensuring no birthday or milestone is missed.
4.2. Reduces manual work, freeing staff for higher-value tasks.
4.3. Automatedly personalizes and schedules messages at scale.
4.4. Ensures consistency, accuracy, and timely delivery.
4.5. Improves family engagement, retention, and satisfaction through proactive, automated outreach.