Send holiday or special occasion greetings

Purpose

1.1. Automate sending personalized holiday or special occasion greetings to clients, prospects, partners, or teams to strengthen relationships, build loyalty, and enhance client retention.
1.2. Automating this process ensures no important dates are missed, branding is consistent, and messaging is timely across digital channels.
1.3. Automation supports design agencies in providing a professional impression while automating repetitive client engagement tasks.

Trigger Conditions

2.1. Client birthday, holiday, or special occasion is recorded in CRM or contact database.
2.2. Predefined date match (e.g., Christmas, New Year, company milestones) automates the greeting workflow.
2.3. Manual override or administrator input for unplanned special greetings.
2.4. Automatedly triggered by webhook from HR tools or marketing calendars.

Platform Variants

3.1. Twilio (API: /Messages)
• Feature/Setting: Automates SMS/MMS greeting send-out. Configure trigger with API POST to /Messages; set recipient number, message body, and media URL for design visuals.
3.2. SendGrid (API: /mail/send)
• Feature/Setting: Automates email greetings with HTML templates. Set up API key, sender, recipient, and template ID for event-triggered delivery.
3.3. Mailchimp (Campaign API: /3.0/campaigns)
• Feature/Setting: Automates email campaign greetings. Use Campaign API to create/send campaign on event triggers using prepared design templates.
3.4. Slack (API: chat.postMessage)
• Feature/Setting: Automates greeting messages to client or internal channels. Configure bot token and target channels in automated workflow.
3.5. WhatsApp Business API (Endpoint: /messages)
• Feature/Setting: Automates personalized WhatsApp message with custom images. Configure API credentials and webhook triggers.
3.6. Microsoft Outlook 365 (Graph API: /sendMail)
• Feature/Setting: Automates email dispatch using HTML templates and scheduled calendar events. Configure Azure app permissions and recipient mappings.
3.7. Google Workspace Gmail API (Endpoint: users.messages.send)
• Feature/Setting: Automates Gmail greeting send-outs with advanced design attachments. Use OAuth2 credentials and JSON message formatting.
3.8. HubSpot (Workflow Actions: Send Email)
• Feature/Setting: Automates sequence emails for holidays; workflow triggers based on contact properties/date fields.
3.9. ActiveCampaign (Automation: Send Email)
• Feature/Setting: Automates pipelines for date-triggered greetings; configure automations with recipient lists and design assets.
3.10. Pipedrive (API: POST /messages)
• Feature/Setting: Automates email or SMS using deal/contact dates as triggers; set up Pipedrive Messaging API integration.
3.11. Salesforce Marketing Cloud (Journey Builder & API)
• Feature/Setting: Automates multichannel holiday messages; configure API triggers or Journey Builder event nodes.
3.12. Zoho CRM (Workflow: Send Email)
• Feature/Setting: Automates greeting emails via workflow rules triggered by custom dates.
3.13. Constant Contact (API: POST /emails)
• Feature/Setting: Automates email sends with design agency branding templates, configured via API key and event triggers.
3.14. Viber Business Messages (API: POST /send_message)
• Feature/Setting: Automates branded greetings to client Viber accounts. Configure sender ID and message object JSON payload.
3.15. Telegram Bot API (sendMessage endpoint)
• Feature/Setting: Automates greetings as bot messages or media posts, triggered by automated dates or CRM events.
3.16. Intercom (API: POST /messages)
• Feature/Setting: Automates in-app or email messages for greetings, triggered via CRM data or calendar events.
3.17. Facebook Messenger Platform (Send API: /me/messages)
• Feature/Setting: Automates Messenger greeting flows using scheduled triggers and bot templates for design visuals.
3.18. Klaviyo (Flows: Email/SMS)
• Feature/Setting: Automates flows for holiday/SMS greetings; trigger by date or profile property.
3.19. Freshdesk (Automations: Dispatch Emails)
• Feature/Setting: Automates ticket-based and client communications with preset greetings using rule-based automation.
3.20. Smartsheet (Automations: Alerts & Actions)
• Feature/Setting: Automates greeting alerts based on sheet dates integrating with preferred email/SMS platforms.
3.21. Zapier (Scheduled/Date-based Triggers)
• Feature/Setting: Automates connecting CRM contact dates to email, text, or social messaging, configuring triggers for each platform.

Benefits

4.1. Automates personalization at scale for all clients and occasions, ensuring consistency and timeliness.
4.2. Reduces manual effort and administrative burden; teams focus on creative work.
4.3. Automated greetings boost brand loyalty and client satisfaction.
4.4. Consistent client touchpoints lead to increased engagement and retention by automating repeated outreach.
4.5. Automation enables easy multi-channel delivery and tracking of client interactions for continuous optimization.