Birthday or anniversary greetings with personalized offers

Purpose

1.1. Automatedly deliver personalized birthday or anniversary greetings to golf club members and prospects.
1.2. Automate cross-selling with exclusive offers, vouchers, or special event invites based on member segment, purchase patterns, or loyalty status.
1.3. Enhance member retention through automation by acknowledging special dates, driving engagement, and increasing spend via timely digital outreach.
1.4. Use automation to track outcomes, follow up, and refine future personalized marketing campaigns.

Trigger Conditions

2.1. Member’s birthday or anniversary date matches the current day (pulled from CRM/databases).
2.2. Upcoming event window set (e.g., 7 days before birthday/anniversary).
2.3. Update received in CRM indicating new member or updated personal information, automating eligibility check.
2.4. Completion of a qualifying purchase or threshold, automating reward/offer delivery.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use "Messages API", configure trigger to send SMS on event date.
• Sample: Triggered POST to /Messages with custom body and dynamic member info.

3.2. SendGrid
• Feature/Setting: "Transactional Templates" email automator with dynamic fields for offers.
• Sample: API call to /mail/send triggered from CRM with dynamic template data.

3.3. Mailchimp
• Feature/Setting: "Customer Journeys", automated emails on date-based triggers.
• Sample: Automate journey with event-based step for birthday or anniversary.

3.4. ActiveCampaign
• Feature/Setting: "Automations" workflow; trigger: date field match.
• Sample: Automated sequence sends personalized message with coupon.

3.5. HubSpot
• Feature/Setting: "Workflows" with contact property date triggers, automated email or SMS.
• Sample: Automated workflow steps: trigger → personalized offer send.

3.6. Salesforce
• Feature/Setting: "Process Builder" or "Flow"; trigger: Contact custom field on birthday.
• Sample: Create automated email/SMS task linked to contact record.

3.7. Zoho CRM
• Feature/Setting: "Workflow Rules" with condition on Date of Birth/Anniversary.
• Sample: Automatedly send email or webhook to connected offer delivery service.

3.8. Google Calendar
• Feature/Setting: API event creation, automate reminders for manual call or SMS.
• Sample: Automate event insert with alert for staff or automator.

3.9. Outlook 365
• Feature/Setting: "Power Automate" flows trigger on calendar/CRM event.
• Sample: Automated flow sends email or flag in task list.

3.10. Slack
• Feature/Setting: API Bot posts announcement or coupon link to member channels.
• Sample: Automated bot message triggered by webhook on date match.

3.11. AirTable
• Feature/Setting: "Automations" with scheduled triggers on date fields.
• Sample: Automated action to email/SMS/Slack using integration.

3.12. Klaviyo
• Feature/Setting: "Flows" automator on profile properties (e.g., birthday).
• Sample: Automated birthday flow sends email with discount code.

3.13. Intercom
• Feature/Setting: "Outbound Messages" automation; trigger: user attribute date.
• Sample: Automate birthday greeting with personal offer.

3.14. Pipedrive
• Feature/Setting: "Workflow Automation", trigger on Person custom field.
• Sample: Automated email with attached offer, personalized from CRM.

3.15. Shopify
• Feature/Setting: "Shopify Flow" triggers workflow for customers, automates code send.
• Sample: Automated message/discount sent for birthday customers.

3.16. GMail
• Feature/Setting: "Google Apps Script" schedules email send on conditions.
• Sample: Automatedly parses spreadsheet for matches, triggers personalized email.

3.17. Facebook Messenger (Meta API)
• Feature/Setting: "Messenger Send API" with automation for greeting offer.
• Sample: Automated bot message with promotion on event date.

3.18. WhatsApp Business API
• Feature/Setting: Automated message templates sent via date-based trigger.
• Sample: Personalized message with unique offer code, automatedly delivered.

3.19. Constant Contact
• Feature/Setting: "Automated Email Series", start on event date fields.
• Sample: Personalized greeting and offer, automate follow-up sequence.

3.20. Brevo (formerly Sendinblue)
• Feature/Setting: "Automation workflows" triggers on Date of Birth field.
• Sample: Automated email campaign on special dates, embeds personalized discount.

3.21. Viber API
• Feature/Setting: Scheduled bot messages, automating member engagement.
• Sample: Push personalized greeting and encourage offer redemption.

3.22. SMSGlobal
• Feature/Setting: API triggers SMS on event match, automate coupon code inclusion.
• Sample: Webhook from CRM automatedly calls SMS API for each eligible member.

3.23. Microsoft Teams
• Feature/Setting: Scheduled messages/bots, automator posts greeting to channels.
• Sample: Automated message to notify staff of member milestones.

3.24. OneSignal
• Feature/Setting: "Automated Messages" via API for push notifications.
• Sample: Schedule push with offer on member’s special date.

Benefits

4.1. Automating greetings increases member satisfaction, retention, and perceived value.
4.2. Automated special offers drive incremental revenue and bolster cross-selling.
4.3. Automation reduces manual workload, mitigating human error, and improving consistency.
4.4. Automated tracking and analytics provide data-driven insights for continuous marketing optimization.
4.5. Automation allows scaling of personalized marketing without increasing administrative overhead.