Birthday and anniversary coupon sending

Purpose

1.1. Automate the sending of personalized birthday and anniversary coupons to customers of an Indian Muslim restaurant to drive repeat visits and boost customer loyalty.
1.2. Automatedly deliver offers through customers’ preferred channels (SMS, WhatsApp, email) to improve customer engagement and marketing ROI.
1.3. Automation aims to reduce manual work, ensure timely delivery, and personalizes experience by including names, events, and exclusive discounts.

Trigger Conditions

2.1. Automated trigger based on matching today's date with the customer's birthday or anniversary in CRM or POS database.
2.2. Automation executes daily scan for such dates and triggers only for active customer profiles.
2.3. Automator can filter based on recent purchases or customer segment for targeted coupon automation.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use the Message API; configure automated SMS with dynamic fields for customer name and coupon code.
3.2. WhatsApp Business API
• Feature/Setting: Automate personalized WhatsApp message flows using message templates and event-based automation.
3.3. SendGrid
• Feature/Setting: Use Send Email API; set up automated birthday/anniversary email templates with merge tags.
3.4. Mailchimp
• Feature/Setting: Automatable customer journeys with trigger automation on date fields from contact database.
3.5. HubSpot
• Feature/Setting: Automated workflow to send personalized emails triggered by CRM date properties.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Automate ‘Journey Builder’ flow triggered from CRM contact anniversaries.
3.7. ActiveCampaign
• Feature/Setting: Date-based automation for broadcasting coupons via email/SMS.
3.8. Zoho CRM
• Feature/Setting: Automated workflow for sending coupons via email/SMS based on custom date fields.
3.9. Freshdesk Messaging
• Feature/Setting: Automate WhatsApp and SMS messaging using bots and workflow triggers.
3.10. Slack
• Feature/Setting: Automated internal reminders to staff to manually deliver special offers.
3.11. Google Sheets
• Feature/Setting: Script automation to check dates and trigger emails/SMS through third-party integrations.
3.12. Airtable
• Feature/Setting: Use Airtable Automations to trigger upon date match and connect to email/SMS APIs.
3.13. Pabbly Connect
• Feature/Setting: Automate multi-step coupon broadcasts with webhook and CRM triggers.
3.14. Zapier
• Feature/Setting: Automated workflow connecting CRM, email, and SMS apps; triggers on customer date fields.
3.15. Intercom
• Feature/Setting: Automated message campaign on user milestone dates via chat or email.
3.16. CleverTap
• Feature/Setting: Automate personalized push, SMS, and email for special dates in user segments.
3.17. MoEngage
• Feature/Setting: Event triggered campaigns for coupon delivery based on user profile date fields.
3.18. Gupshup
• Feature/Setting: WhatsApp and SMS API automatable delivery using event-based triggers.
3.19. Route Mobile
• Feature/Setting: Automated SMS/WhatsApp messaging using date field API webhook triggers.
3.20. Plivo
• Feature/Setting: Use Message API to automate SMS with personalized content on special dates.
3.21. MessageBird
• Feature/Setting: Automated multi-channel messaging via Flow Builder triggered on customer date.
3.22. Karix.io
• Feature/Setting: Automated campaigns on WhatsApp and SMS using campaign manager and APIs.

Benefits

4.1. Automated coupon sending increases customer retention and drives repeat dining revenue.
4.2. Automation eliminates manual tracking, allowing staff to focus on service quality.
4.3. Automator ensures timely, error-free communication for special events.
4.4. Automating engagement personalizes customer experience, improving brand loyalty and social sharing.
4.5. Automatable flows allow multiple channels and scalable outreach without additional staff.