Purpose
1.1. Automate sending personalized birthday and anniversary SMS emails with special offers to customers of Hyderabadi restaurants.
1.2. Provides automated acknowledgment and enhances customer loyalty experience by targeting key occasions.
1.3. Automates data extraction, message crafting, scheduling, and delivery, reducing manual intervention.
1.4. Support for multi-channel automated communications across SMS, email, WhatsApp, and push notifications.
1.5. Enriches customer relationship cycle using automated data-driven campaigns tied to customer lifecycle milestones.
Trigger Conditions
2.1. Automated trigger on date match between customer’s birthday/anniversary in CRM and current date.
2.2. Optionally automate based on profile updates or new registrations.
2.3. Trigger automates at set times (e.g., 9 AM local time), configurable via workflow settings.
Platform Variants
1. Twilio SMS
• Feature/Setting: Automate SMS sending using Messages API (`POST /2010-04-01/Accounts/{AccountSid}/Messages.json`) with dynamic variables for names and offers.
2. SendGrid
• Feature/Setting: Automate emails via Mail Send API (`POST /v3/mail/send`) with merge tags for personalized campaigns.
3. Mailchimp
• Feature/Setting: Automate audience segmentation and scheduled automations for birthday/anniversary workflows.
4. Amazon SES
• Feature/Setting: Automate emails using SendEmail API and schedule via Lambda/cloudwatch events.
5. Plivo
• Feature/Setting: Automated SMS dispatch with Message API and scheduled campaign automation.
6. MessageBird
• Feature/Setting: Automate SMS/WhatsApp flows via Conversations API, message templates.
7. WhatsApp Business API
• Feature/Setting: Automate WhatsApp templates with pre-approved offer messages triggered by occasion.
8. Slack
• Feature/Setting: Automate internal notification via chat.postMessage for staff awareness of campaigns.
9. Zapier
• Feature/Setting: Automator to watch CRM for dates and automate messaging sequence using “Schedule” and “SMS/Email” actions.
10. ActiveCampaign
• Feature/Setting: Automates automated email/SMS campaigns using date-based automations.
11. HubSpot
• Feature/Setting: Automated Workflows to trigger on birthday fields and send personalized offers.
12. Salesforce
• Feature/Setting: Automate Process Builder or Flow for occasion-based campaign automations.
13. Zoho CRM
• Feature/Setting: Automates scheduled mass mailing/SMS via workflow and webhooks.
14. OneSignal
• Feature/Setting: Automate push notifications for app users based on custom user properties (birthdays/anniversaries).
15. Klaviyo
• Feature/Setting: Automate flows with Properties Triggered automations for email/SMS with discount codes.
16. MoEngage
• Feature/Setting: Automated birthday/anniversary campaigns triggered by user attributes.
17. Intercom
• Feature/Setting: Automate event-based messages for users on milestone days.
18. WebEngage
• Feature/Setting: Automated journeys configured with occasion triggers to send omnichannel messages.
19. SMSCountry
• Feature/Setting: Automator uses API (`/api/sms`) to automate message delivery on special dates.
20. Gupshup
• Feature/Setting: Automated WhatsApp/SMS/API-blended campaign set-up using custom templates, date triggers.
Benefits
4.1. Automates customer delight and engagement, timely delivery increases offer redemption rates.
4.2. Reduces manual effort and error; automator scales outreach efficiently.
4.3. Automated personalization strengthens brand loyalty in the competitive Hyderabadi restaurant space.
4.4. Automation enables data-driven reporting and analysis of campaign effectiveness.
4.5. End-to-end automatable process increases customer retention and lifetime value.