Birthday and special occasion personalized message automation

Purpose

1. Automate sending personalized birthday and special occasion messages to customers of a Kazakhstani restaurant to enhance customer loyalty, increase repeat visits, and provide a unique guest experience tailored for Kazakhstani cuisine enthusiasts.

2. Automates customer engagement by remembering important dates and sending customized wishes via multiple channels (SMS, email, WhatsApp, push notifications), enhancing the restaurant’s reputation for hospitality.

3. Automation also ties in reservation or loyalty data to create customer-centric offers or discounts for birthdays, anniversaries, Nauryz celebrations, or local festivities.

Trigger Conditions

1. Automated trigger when a customer’s date of birth or special date matches the current date.

2. Automator activates when a reservation is made referencing a birthday or special occasion.

3. Trigger when a customer interacts with a loyalty program and enters or updates personal milestone information.

Platform Variants

1. Twilio SMS

• Feature/Setting: Configure Twilio “Messages API” for automated SMS; set dynamic templates for Kazakh-style greetings.
  

2. SendGrid

• Feature/Setting: Use SendGrid “Transactional Email” API; automate sending HTML emails with personalized offers for each event.
  

3. WhatsApp Business API

• Feature/Setting: Automate message dispatches with WhatsApp template messages for birthdays; configure automation with event-based triggers.
  

4. Facebook Messenger API

• Feature/Setting: Set up Messenger “Send API” to automate chat-based greeting delivery for repeat customers’ birthdays.
  

5. Viber Business Messages

• Feature/Setting: Automate Viber message campaigns with Viber’s API, scheduling automatable promotional greetings.
  

6. Telegram Bot API

• Feature/Setting: Create automated Telegram bot workflows to auto-send special wishes for stored customer milestones.
  

7. Mailchimp

• Feature/Setting: Automate “Customer Journeys” with custom triggers on special dates, automating personalized messages by email.
  

8. Constant Contact

• Feature/Setting: Automator sequences for event-driven emails; schedule automating of congratulatory messages for key restaurant events.
  

9. Salesforce Marketing Cloud

• Feature/Setting: Use “Journey Builder”; automate multi-channel messaging for customer events.
  

10. HubSpot

• Feature/Setting: Automate using “Workflows” for email/SMS/push on customer birthday or festive booking data.
  

11. Zoho CRM

• Feature/Setting: “Workflow Rules”; configure CRM to automate reminders/popups/SMS to celebrate customer events.
  

12. ActiveCampaign

• Feature/Setting: Set “Automations” to send scheduled birthday or anniversary emails.
  

13. Google Calendar API

• Feature/Setting: Schedule automating reminders for staff to personally greet guests in-house.
  

14. Slack

• Feature/Setting: Use Slack “Incoming Webhooks” for automated alerts to staff about customer celebrations.
  

15. Intercom

• Feature/Setting: Automate “Custom Bots” to send chat greetings and personalized offers inside the Intercom widget.
  

16. Klaviyo

• Feature/Setting: “Flows” automation for email/SMS greetings on customer special days.
  

17. Pipedrive

• Feature/Setting: Configure “Workflow Automations” to send personalized emails through third-party integrations on milestones.
  

18. Shopify

• Feature/Setting: Automate app-based workflows (Shopify Flow) to add tagged customer events triggering emails or push-notifications.
  

19. Google Sheets (using Apps Script)

• Feature/Setting: Apps Script automator scans stored dates and triggers emails/SMS daily for matching records.
  

20. Microsoft Power Automate

• Feature/Setting: Build flows that connect CRM/restaurant POS to messaging/email for automated event-based messages.
  

21. AirTable Automation

• Feature/Setting: Set up “Automations” to monitor date fields and trigger multi-channel messaging upon matches.
  

22. Zendesk

• Feature/Setting: Automate ticket or messaging workflows for scheduled customer recognition events.
  

Benefits

1. Automates tedious, repetitive messaging tasks, freeing up staff time.

2. Scaling customer delight through automated personalization.

3. Boosts loyalty and lifetime value with automatable engagement.

4. Reduces missed opportunities for guest recognition, driving word-of-mouth.

5. Strengthens automated brand connection, differentiating the restaurant in the market.

6. Enables fully automated multichannel approach, integrating with various systems and automating seamless communication.