Birthday and special occasion automated offers

Purpose

1.1. Automate personalized birthday and special occasion offers to customers of a hookah retail store.
1.2. Automating the creation, scheduling, and delivery of promotional messages or discounts for customer anniversaries, birthdays, or holidays.
1.3. This automation increases customer retention, engagement, and sales by targeting customers at emotionally significant moments.
1.4. Automatedly integrates with databases to identify celebration dates and initiates the promotional workflow without manual intervention.

Trigger Conditions

2.1. Customer’s date of birth matches today’s date.
2.2. Customer’s recorded special occasion matches current calendar date.
2.3. New customer registration including a birthday/date field.
2.4. Recurring annual triggers on recorded customer data.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS sending via Messages API; configure webhook to trigger message on date match.
3.2. SendGrid
• Feature/Setting: Automate email delivery via Send API; dynamic templates customized for celebrations.
3.3. HubSpot
• Feature/Setting: Workflow automation in Marketing Hub; trigger “Birthday Email” based on contact property.
3.4. Mailchimp
• Feature/Setting: Automated Campaigns; schedule based on birthdate field in audience segment.
3.5. ActiveCampaign
• Feature/Setting: Automate personalized email/SMS via Automations tab with Date-Based Trigger.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder's Date Entry Event; automates triggered campaign for occasions.
3.7. Klaviyo
• Feature/Setting: Flows; birthday-triggered message using custom profile property.
3.8. Zoho CRM
• Feature/Setting: Workflow Rules; automate email/SMS with “Birthday Date” field as trigger.
3.9. Pipedrive
• Feature/Setting: Automate using Workflow Automation; send custom email on birthday date.
3.10. Google Calendar + Gmail API
• Feature/Setting: Automate event-based reminders with Apps Script to send email offers.
3.11. Slack
• Feature/Setting: Automated birthday channel notifications via Workflow Builder and Slack API.
3.12. Facebook Messenger
• Feature/Setting: Automated birthday message campaign using Messenger API; trigger by CRM webhook.
3.13. WhatsApp Business API
• Feature/Setting: Automated templated message triggered via API from customer date data.
3.14. Shopify
• Feature/Setting: Automate with Flow app; “Customer Birthday” workflow for store credits or coupons.
3.15. WooCommerce
• Feature/Setting: Automation with AutomateWoo plugin; triggers based on custom birthday field.
3.16. Gorgias
• Feature/Setting: Automate customer support ticket with celebratory coupon code using rules.
3.17. Zapier
• Feature/Setting: Automate integration between birthday sources (e.g., Google Sheets) and SMS/Email platforms.
3.18. Omnisend
• Feature/Setting: Automate birthday workflows in Automation tab with customer date fields.
3.19. Moosend
• Feature/Setting: Automated birthday campaigns in Automation Recipes; use contact fields for triggers.
3.20. SMSGlobal
• Feature/Setting: Automate scheduled SMS via API with contact’s birthday as job trigger.

Benefits

4.1. Automated customer engagement enhances loyalty and life-time value.
4.2. Time-saving: eliminates manual effort in remembering and reaching out for each customer celebration.
4.3. Error reduction—ensures no customer is missed due to human oversight via automated date-matching.
4.4. Scalable automation accommodates large customer databases in retail without increasing staff load.
4.5. Automation personalization increases open and conversion rates for offers.
4.6. Omnichannel automation ensures customers are reached via their preferred medium.