Birthday or anniversary greetings to strengthen relationships

Purpose

1.1. Automate sending birthday or anniversary greetings to clients, strengthening supplier-customer loyalty in the wholesale gas cylinder sector.
1.2. Automated process reduces manual effort, ensures consistent client engagement, and automates personalization for timely automated greetings.
1.3. Automation enhances CRM value, saves staff time, and automates surprising clients, contributing to client retention and repeat business.

Trigger Conditions

2.1. Automation triggers automatically on customer date-of-birth or account milestone anniversaries.
2.2. Triggered daily scan using CRM or ERP system with automatable date-based search.
2.3. Automation supports custom triggers based on transaction records for special occasions.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate sending SMS using Messaging API; configure scheduled flows to batch send personalized greetings via programmable SMS endpoint.
3.2. SendGrid
• Feature/Setting: Automatedly deliver customized emails using Marketing Campaigns API; trigger automation with recipient substitution tags.
3.3. Mailgun
• Feature/Setting: Automate scheduled email campaigns using Events API and SMTP relay.
3.4. Slack
• Feature/Setting: Automate sending direct messages using the Chat.PostMessage API for internal notifications to account managers.
3.5. WhatsApp Business API
• Feature/Setting: Use automated messaging templates with pre-approved content via REST integration for direct customer greetings.
3.6. Facebook Messenger API
• Feature/Setting: Automate message sends via Send API with custom payload for client recognition.
3.7. HubSpot
• Feature/Setting: CRM Workflows automate action on contact properties and date fields; use "Send Email" and "Trigger Webhook" for automating.
3.8. Salesforce
• Feature/Setting: Automate via Process Builder or Flow Builder; automate email sends or external triggers based on "Birthdate" field.
3.9. Zoho CRM
• Feature/Setting: Automate email/sms via Workflow Rule and Scheduled Actions on automation-friendly client details fields.
3.10. ActiveCampaign
• Feature/Setting: Automate campaign flow with Contact Date based Triggers and Email/SMS Action.
3.11. Pipedrive
• Feature/Setting: Automate using Workflow Automations and Scheduler; “Send Email” or "Create Activity" on custom date fields.
3.12. Microsoft Power Automate
• Feature/Setting: Automate with scheduled flow based on SharePoint or Dynamics data source for emailing/SMS.
3.13. Google Calendar API
• Feature/Setting: Automate event search by date and automated notification/Email trigger.
3.14. Gmail API
• Feature/Setting: Create and send personalized emails automatedly via scheduled script or external trigger.
3.15. Outlook API
• Feature/Setting: Automate sending from shared mailbox based on CRM/ERP notifications using Graph SendMail endpoint.
3.16. Intercom
• Feature/Setting: Automate custom message via Scheduled Campaigns automation on user date fields.
3.17. Viber API
• Feature/Setting: Automate sending greetings using bot-based message API.
3.18. Plivo
• Feature/Setting: Automate sending SMS via Message API scheduled to trigger on birthday/anniversary.
3.19. Freshworks CRM
• Feature/Setting: Automate workflow pickers to initiate Email/SMS campaign automatically.
3.20. Adobe Campaign
• Feature/Setting: Automate creation and deployment of email or SMS journey using Triggers on date fields.

Benefits

4.1. Automation maximizes client relationship touch-points without staff intervention.
4.2. Automator ensures no critical date is missed, improving client satisfaction through automated consistency.
4.3. Automating these greetings is scalable for growing customer databases and automatable for additional milestones.
4.4. Automatedly enhances brand goodwill and engagement rates with minimal resource allocation.
4.5. Streamlines CRM activities, letting teams focus on non-automatable, high-value interactions.