Automated birthday and anniversary offers

Purpose

1.1. Automate sending personalized birthday and anniversary offers to customers of a Korean barbecue restaurant to increase repeat visits, improve customer loyalty, and drive actionable engagement.
1.2. Automating the marketing process ensures timely, targeted outreach leveraging customer data, boosting footfall, and streamlining customer retention strategies automatically.
1.3. Automation targets both existing customer databases and new sign-ups for maximizing customer lifecycle value, building brand reputation, and operationalizing customer delight.

Trigger Conditions

2.1. Trigger: Automatedly activate workflow when a registered customer’s birthday or anniversary date matches the current date.
2.2. Trigger: Automatic workflow on a specified number of days before or after the event (e.g., 7 days prior, same day, or 3 days after).
2.3. Trigger: Automate on customer input via web form, loyalty app, or POS interaction updating occasion dates.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate sending text offers using the Twilio Messaging API; configure the "Send Message" endpoint with customer’s mobile and templated offer.

3.2. SendGrid
• Feature/Setting: Automatedly use SendGrid Marketing Campaigns; schedule email delivery via the "Mail Send" API with dynamic email templates.

3.3. Mailchimp
• Feature/Setting: Automation using "Customer Journeys"; set journey trigger as a date-based event field.

3.4. HubSpot
• Feature/Setting: Automation with "Workflows" module; trigger workflow from CRM birthday/anniversary fields and send custom emails.

3.5. ActiveCampaign
• Feature/Setting: Automate with "Date-based Automation"; configure trigger as "date matches birthday/anniversary" and automatedly send offer.

3.6. Salesforce Marketing Cloud
• Feature/Setting: Automate journeys with "Journey Builder"; use "Date-based Entry Source" to trigger personalized messages.

3.7. Klaviyo
• Feature/Setting: Automate flows from "Profile Property Trigger"; set event to birthday/anniversary for automated offers.

3.8. Zendesk
• Feature/Setting: Automate tickets using "Zendesk Triggers" for celebratory offers; mark contact and auto-send email/SMS.

3.9. Zoho CRM
• Feature/Setting: Use "Workflow Rules" to automate emails/SMS when date fields match specified occasions.

3.10. Google Calendar API
• Feature/Setting: Automate reminders by pushing date events via Calendar API; integrate automated notifications for staff follow-up.

3.11. Slack
• Feature/Setting: Use "Scheduled Messages API" to post celebration alerts or promo codes to private channels for customer outreach.

3.12. Facebook Messenger API
• Feature/Setting: Automating direct celebratory messages using the "Send API" for Messenger bots.

3.13. Intercom
• Feature/Setting: Automator triggers via "Custom Bots" on user profile date fields for automated engagement.

3.14. Shopify
• Feature/Setting: Use "Shopify Flow" to launch automations when customer profile dates are met; send email/SMS/unlock reward.

3.15. WhatsApp Business API
• Feature/Setting: Automate celebratory templates via "message templates"; configure API with personalized parameters.

3.16. Constant Contact
• Feature/Setting: Automator via "Email Automation"; define rule for date-based campaign firing.

3.17. Marketo
• Feature/Setting: Automate "Smart Campaigns" with "Anniversary/Birthday" field triggers.

3.18. Pipedrive
• Feature/Setting: Automator via "Workflow Automations" to schedule and dispatch occasion-specific emails.

3.19. Airtable
• Feature/Setting: Use "Automations" on Airtable base with matching record date condition, auto-send using integrated communications.

3.20. Microsoft Power Automate
• Feature/Setting: Automate flows triggered by Outlook or database date fields to send personalized offers via email or SMS gateways.

3.21. Zapier
• Feature/Setting: Date-based triggering in multi-step zaps for automatedly dispatching offers via multiple channels.

3.22. LoyaltyLion
• Feature/Setting: Automation on loyalty program milestones; trigger email/SMS with unique celebration incentive.

3.23. Movable Ink
• Feature/Setting: Automate dynamic email content personalization with real-time birthday/anniversary data feeds.

3.24. Segment
• Feature/Setting: Automator with computed traits for date attributes; send data to any downstream marketing tool.

Benefits

4.1. Automates time-consuming manual engagement for higher operational efficiency.
4.2. Automatically boosts customer satisfaction and retention through timely, relevant rewards.
4.3. Enhanced data usage for seamless campaign automation improves personalization and loyalty.
4.4. Automatedly reduces the chances of human error in customer outreach scheduling.
4.5. Scale customer engagement campaigns with minimal ongoing oversight, leveraging automation technology.