Birthday and anniversary promotions to customers

Purpose

1.1. Automate the identification of customer birthdays and anniversaries to enable personalized, timely promotions, fostering loyalty and higher purchase rates.
1.2. Automated messages with exclusive offers or menu highlights for gluten-free customers, enhancing the relationship via repeat business and referrals.
1.3. Automates staff workload by programmatically scheduling outreach, guaranteeing no missed dates and consistent customer engagement.

Trigger Conditions

2.1. Automation initiates when a due birthday or anniversary date is matched in the customer database.
2.2. New customer sign-up form captures relevant dates, triggering automated workflows.
2.3. Automated re-trigger on annual recurrence or when updated information is detected.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Programmable SMS API; configure trigger on event date, automate message sending.
3.2. SendGrid
• Feature/Setting: Use Marketing Campaigns; set automated drip for promotional emails on event dates.
3.3. Mailchimp
• Feature/Setting: Customer Journeys; automate time-based email sends with promo codes.
3.4. HubSpot
• Feature/Setting: Workflows module; configure automated emails and filter lists by event dates.
3.5. ActiveCampaign
• Feature/Setting: Automations; create birthday/anniversary triggers for email or SMS.
3.6. Zapier
• Feature/Setting: Automate data handoff between CRM and message platforms on triggers.
3.7. Salesforce
• Feature/Setting: Process Builder/Flows; automated triggers for celebratory messages.
3.8. Klaviyo
• Feature/Setting: Flows; create triggered automations for birthdays/anniversaries.
3.9. Constant Contact
• Feature/Setting: Email automation setup for date-based sends.
3.10. Google Sheets
• Feature/Setting: Apps Script automates roster checking and triggers notifications.
3.11. Pabbly Connect
• Feature/Setting: Workflow automator; connect CRM to SMS/email platforms by rule.
3.12. MoEngage
• Feature/Setting: Customer Segments and Flows feature for date-specific campaigns.
3.13. Intercom
• Feature/Setting: Series automation; personalized message flows for special dates.
3.14. Brevo (ex-Sendinblue)
• Feature/Setting: Automation workflow builder for event-triggered emails/texts.
3.15. MessageBird
• Feature/Setting: Flow Builder; send automated WhatsApp/SMS on triggers.
3.16. Slack
• Feature/Setting: Bot automation; notify staff or send appreciation to customers automatedly.
3.17. WhatsApp Business API
• Feature/Setting: Automate sending predefined template messages via API on key dates.
3.18. Facebook Messenger Platform
• Feature/Setting: Automated bots; send personalized promotions via Messenger.
3.19. Shopify
• Feature/Setting: App integrations (BOTs/Flow); automates offers to customers with saved dates.
3.20. Freshdesk
• Feature/Setting: Automated ticket/workflow to notify team or schedule messages for dates.

Benefits

4.1. Automates customer communication, strengthening relationships, improving retention and upsell.
4.2. Reduces manual processes with automation, freeing staff for higher-value activities.
4.3. Guarantees timely, error-free outreach, maximizing promotion ROI using automator flows.
4.4. Enables easily scaleable, fully automatable, personalized campaigns for a specialty-diet clientele.