Automated birthday greetings to members

Purpose

1.1. Automatically trigger personalized birthday greetings for lawn bowls club members to ensure timely member engagement and satisfaction.
1.2. Automate reminders and reduce manual workload on club administration.
1.3. Centralize birthday tracking and automate sending of messages across multiple communication channels.
1.4. Integrate with membership databases to ensure the accuracy, automation, and timely delivery of greetings.

Trigger Conditions

2.1. Member’s date of birth equals the current date in a club database or CRM.
2.2. Automation scheduled to check daily for upcoming birthdays and queue greeting tasks.
2.3. Optionally configure to send automated greetings at pre-set times (e.g., 8:00 am local time).

Platform Variants

3.1. Twilio SMS
• Feature: Automated SMS sending API; configure webhook URL for birthday trigger, compose SMS template with member’s name variable.
3.2. SendGrid
• Feature: Automated Email API; configure personalization in automated email template, set dynamic date-based trigger.
3.3. Mailchimp
• Feature: Automated email workflows; use Birthday automation recipe, map custom field for birthdate.
3.4. Slack
• Feature: Incoming Webhooks; automated message sent to member or club channel, using member’s Slack ID.
3.5. Facebook Messenger
• Feature: Messenger Send API; automate sending a birthday message using recipient PSID and template payload.
3.6. WhatsApp Business API
• Feature: Automate message delivery with Contact number and template authenticated via WhatsApp Cloud API.
3.7. Microsoft Outlook/Office 365
• Feature: Power Automate to create recurring automated email sends based on date field in Excel or SharePoint list.
3.8. Google Workspace (Gmail)
• Feature: Apps Script or API for automated email; scheduled function checks Google Sheet for matching birthdays.
3.9. Zoho CRM
• Feature: Workflow Rule for Birthday fields; when triggered, automated email/SMS using Zoho Campaigns integration.
3.10. Salesforce
• Feature: Process Builder or Flow automates email or task on Contact’s Birthday Date.
3.11. HubSpot
• Feature: Workflow automation using Date Property triggers for ‘Birthday’; automated marketing email sent.
3.12. ActiveCampaign
• Feature: Date-based automations; configure a birthday automation that sends email or SMS.
3.13. Pipedrive
• Feature: Workflow Automation on Contact Birthday field triggers for third-party email/SMS send.
3.14. Constant Contact
• Feature: Automated Email Series; set trigger event as contact’s birthday for sending personalized greeting.
3.15. Klaviyo
• Feature: Flow for Date Property; automate email or SMS for birthday, with dynamic content insertion.
3.16. AirTable
• Feature: Script Automations; formula to detect today’s birthdays and automated action using webhook/API integration.
3.17. Monday.com
• Feature: Automations Center; configure automation for birthday column and send email via integration.
3.18. Microsoft Teams
• Feature: Automated message Post via Bot Framework, triggered by birthday lookup in SharePoint or Excel online.
3.19. Intercom
• Feature: Automated emails triggered by Custom User Attribute (Birthday) matching current date.
3.20. Freshdesk
• Feature: CSAT Automation, set up Observer rule to auto-send email when ticket/birthday field matches.
3.21. Shopify
• Feature: Automated email using Flow App or native automation when customer tag includes birthday.
3.22. Trello
• Feature: Butler Automation to send email/card notification when custom field "Birthday" matches.
3.23. Zoho Campaigns
• Feature: Automated campaign with trigger based on contact’s birthday field.
3.24. Zapier
• Feature: Automated multi-platform workflow; connects calendar/database to SMS/email action when date matches.

Benefits

4.1. Automates member engagement, increasing member retention for the club.
4.2. Automated system reduces manual errors and administrative burden.
4.3. High reliability and timeliness of automated birthday greetings.
4.4. Enhances personalization with automator-rich dynamic data insertion.
4.5. Scalable and instant, regardless of membership size, fully automatable as club grows.