Customer birthday and loyalty program emails

Purpose

1.1. Automate sending customer birthday emails and loyalty program messages to engage, retain, and reward buyers.
1.2. Automates tracking birthdays, enrollment in rewards, and regular touchpoints, resulting in personalized customer experience.
1.3. Automation enables timely prompts for discounts, special gifts, and early access, boosting repeat dried seafood store sales and loyalty metrics.
1.4. Automates segmentation and analytics on customer response data for ongoing marketing refinement and campaign optimization.

Trigger Conditions

2.1. Customer birthdate matches today's date, automating birthday flow initiation.
2.2. Customer accumulates specific loyalty points or meets predefined milestone, triggering reward email.
2.3. Customer joins/stays subscribed to loyalty program, automating welcome/anniversary acknowledgments.
2.4. Rule-based triggers such as inactivity period or seasonal events for additional engagement.

Platform Variants

3.1. Mailchimp
• Feature/Setting: Automated Workflows; configure “Birthday Message” trigger and merge tags for personalized email.
3.2. Klaviyo
• Feature/Setting: Flows; set trigger with “Birthday” property or point thresholds using profile data.
3.3. HubSpot CRM
• Feature/Setting: Workflows; automate with date-based triggers for contacts with relevant properties.
3.4. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; automate journey with event-based triggers and loyalty program API.
3.5. ActiveCampaign
• Feature/Setting: Automation; configure “Date-based trigger” for birthdays and “Goal” for loyalty milestones.
3.6. Zoho CRM
• Feature/Setting: Workflow Rules; automate email based on custom date fields/points updated via API.
3.7. Sendinblue
• Feature/Setting: Automation; set up with “Anniversary date” and “Contact attribute changed” event.
3.8. Constant Contact
• Feature/Setting: Autoresponders; automate timed send tied to birthday fields.
3.9. Omnisend
• Feature/Setting: Automation workflows; automate with birthday trigger and tag for loyalty.
3.10. Drip
• Feature/Setting: Workflows; birthday rule automation and loyalty tag conditions.
3.11. Twilio SMS
• Feature/Setting: Programmable Messaging API; schedule SMS on birthday or milestone using event triggers.
3.12. SendGrid
• Feature/Setting: Marketing Campaigns; automate triggered sends by dynamic segments.
3.13. Moosend
• Feature/Setting: Automation; set up "Anniversary" automation and point-based triggers.
3.14. Customer.io
• Feature/Setting: Automated campaigns with Data Triggered Segments.
3.15. Intercom
• Feature/Setting: Series; automate messages on dates user attributes match.
3.16. Pipedrive
• Feature/Setting: Workflow Automation; trigger email activity when custom fields match date or milestone.
3.17. Microsoft Dynamics 365
• Feature/Setting: Customer Journeys; automate event-based personalized communications on date/points.
3.18. Braze
• Feature/Setting: Canvas; automate with scheduled and event-based conditions for messaging.
3.19. Shopify (with built-in Email or Flow app)
• Feature/Setting: Automate birthday/lifetime value segment emails using custom flows.
3.20. Google Workspace (Gmail via Apps Script)
• Feature/Setting: Scripted send automation using Google Sheets as source for birthdays/points.
3.21. Rewards platforms (Smile.io, LoyaltyLion)
• Feature/Setting: Webhooks/API to trigger automations in email or SMS tools when customer hits criteria.

Benefits

4.1. Automates repetitive marketing outreach for dried seafood stores, saving time and minimizing human error.
4.2. Automatedly increases customer retention, satisfaction, and CLTV with timely, relevant communications.
4.3. Enhances operational efficiency and enables precision marketing using segmentation and analytics automation.
4.4. Drives in-store and online sales growth through automated engagement and loyalty reinforcement.
4.5. Streamlines monitoring of campaign impact, simplifying future loyalty program optimization and automatable cross-promotion efforts.