Birthday and special occasion messages

Purpose

1.1. Automate sending personalized birthday and special occasion messages to day-use onsen customers.
1.2. Automatedly enhance customer engagement, foster loyalty, and encourage return visits through timely automated communications.
1.3. Automate the recognition of key personal dates, ensuring no opportunity for a positive customer interaction is missed.
1.4. Automator alleviates staff workload by automating repetitive manual outreach for recurring guest events.

Trigger Conditions

2.1. Customer’s birthday matches today's date in the CRM database.
2.2. Special occasions, such as holidays or anniversaries, registered per customer profile auto-trigger the automation.
2.3. Anniversary of a customer's first visit or membership joining date.
2.4. Date-based automation scheduled via calendar or internal event system.

Platform Variants

3.1. Twilio
• Feature/Setting: Automate SMS sending via programmable SMS API—configure webhook trigger for customer birthdate.
3.2. SendGrid
• Feature/Setting: Automated email sending via SendGrid transactional email API; configure dynamic templates for personalized messages.
3.3. Mailchimp
• Feature/Setting: Automate birthday email campaigns via Audience tags and Birthday field merge tags; set automation triggers.
3.4. Salesforce
• Feature/Setting: Automate Process Builder to trigger outbound messages based on birthday or custom date fields.
3.5. Zapier
• Feature/Setting: Use Date/Time Trigger automation with Gmail or SMS module connected to data source (e.g., Google Sheets CRM).
3.6. HubSpot
• Feature/Setting: Automate workflow for contact birthdays or custom properties, configure automated emails using personalization tokens.
3.7. ActiveCampaign
• Feature/Setting: Automation builder triggers campaigns when the contact’s birthday field matches today.
3.8. Klaviyo
• Feature/Setting: Flows triggered by date fields; automate personalized messages for birthdays and anniversaries.
3.9. Google Calendar API
• Feature/Setting: Automate event-based triggers for custom scripts to send notifications via integrated message platforms.
3.10. Slack
• Feature/Setting: Use automated scheduled messages via Slackbot integration for team notifications about customer special days.
3.11. Facebook Messenger Platform
• Feature/Setting: Automate sending birthday wishes through Messenger API using event-driven automation.
3.12. WhatsApp Business API
• Feature/Setting: Scheduled template messages dispatched automatedly based on CRM date triggers.
3.13. Pipedrive
• Feature/Setting: Workflow automation for custom-field (e.g., Date of Birth) reminders, sending automated emails.
3.14. Outlook 365
• Feature/Setting: Power Automate integration triggers scheduled emails for special dates via Outlook API.
3.15. Intercom
• Feature/Setting: Automated message rules based on customer data fields, enable custom date property triggering.
3.16. Zoho CRM
• Feature/Setting: Blueprint automation or custom functions to trigger email/SMS based on date fields.
3.17. Line Messaging API
• Feature/Setting: Automated template messages sent to users on birthdays via API integration from CRM data.
3.18. Viber Business Messages
• Feature/Setting: Automator API sends scheduled greetings triggered by customer date fields in user database.
3.19. Adobe Campaign
• Feature/Setting: Targeted, automated email or SMS triggered by recipient attributes such as birth date.
3.20. Freshsales
• Feature/Setting: Smart workflow automation initiates emails on matching special date properties.

Benefits

4.1. Automatedly ensures consistent, timely, and error-free customer communications.
4.2. Automating touchpoints boosts customer delight and increases retention and referrals.
4.3. Automation reduces staff workload and operational cost for the day-use onsen.
4.4. Centralizes and tracks all automated interactions, aiding data-driven marketing strategies.
4.5. Scalability—automation allows growth in customer base with zero increase in manual effort.