Send birthday or anniversary greetings with special offers

Purpose

1.1. Automate sending personalized birthday or anniversary greetings with exclusive special offers to golf students and clients.
1.2. Automatedly enhance customer loyalty and retention through timely, personalized communication.
1.3. Automator sequences increase brand touchpoints, drive promotional engagement, and cultivate repeat bookings in golf instruction programs.
1.4. Automation ensures consistent and error-free execution of retention campaigns without manual intervention.

Trigger Conditions

2.1. Automating greeting is triggered on the client’s birthday or anniversary, matched to a date field in the CRM.
2.2. Further triggers include completion of a specific number of sessions, or reaching a loyalty milestone.
2.3. Automation triggers may also include cross-referenced external events (e.g., booking anniversaries, membership join date).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate outbound SMS using the Messages API (`POST /Messages`) by mapping customer phone and event date.

3.2. SendGrid
• Feature/Setting: Automate email sends using the Mail Send API with scheduled triggers from CRM.

3.3. Mailchimp
• Feature/Setting: Automate campaigns using "Date-based" Automations and Audience fields for targeting.

3.4. HubSpot
• Feature/Setting: Automate workflows using “Contact-based Workflows” that trigger on birthday or custom date properties.

3.5. ActiveCampaign
• Feature/Setting: Automates “Date-based Automations” via CRM fields and sends emails/offers automatically.

3.6. Salesforce
• Feature/Setting: Automator workflow configuration using Process Builder or Flow to automate tasks/messages.

3.7. Constant Contact
• Feature/Setting: “Birthday & Anniversary Email” Template automation activated via contact records.

3.8. Zoho CRM
• Feature/Setting: Blueprint and workflow automation; trigger on date fields for email or SMS sends.

3.9. Klaviyo
• Feature/Setting: Automate flows with “Date Property Triggered Flow” for birthdays/anniversaries.

3.10. Pipedrive
• Feature/Setting: Custom automated workflow, trigger by custom field date match.

3.11. Google Calendar + Gmail
• Feature/Setting: Automate through Google Apps Script triggered daily to match contact dates and automatedly send email.

3.12. Slack
• Feature/Setting: Automated messages to team or client channels using Reminders API on key dates.

3.13. WhatsApp Business API
• Feature/Setting: Automate template message campaigns via /messages endpoint, triggered by CRM event.

3.14. Outlook 365
• Feature/Setting: Power Automate to send automated greetings from Excel or SharePoint contacts.

3.15. Drip
• Feature/Setting: Automated email workflows with trigger “On Subscriber’s custom date property.”

3.16. Intercom
• Feature/Setting: Automate messages with “People” API filtered by anniversary/birthday fields.

3.17. Facebook Messenger API
• Feature/Setting: Automated greeting sequence via webhook and Send API with scheduled triggers.

3.18. Shopify
• Feature/Setting: Automate via Flow, trigger: “customer birthday,” action: send email/discount.

3.19. Lemlist
• Feature/Setting: Date-driven campaign automation with CSV and API integration for bulk personalized email.

3.20. Brevo (formerly Sendinblue)
• Feature/Setting: Anniversary/Birthday Automation via Workflow editor and contact date properties.

3.21. Pipefy
• Feature/Setting: Automated card creation and conditional email via date-based workflow automation.

3.22. Airtable
• Feature/Setting: Automate alerts or send messages with Scripting/Automations—trigger on date field match.

Benefits

4.1. Automatedly ensures all clients receive personalized attention without staff oversight.
4.2. Increases retention and client satisfaction by automating timely communications.
4.3. Streamlines marketing while saving time through automator processes.
4.4. Automation reduces manual errors and scales effortlessly as the business grows.
4.5. Automatable integrations enable tracking and analytic improvements for future campaigns.