Automated birthday and milestone greetings to members

Purpose

1.1. Automate sending personalized birthday and milestone greetings to club members via email, SMS, or app notification.
1.2. Increase member engagement and loyalty through timely, automated communications.
1.3. Use milestone automation to acknowledge anniversaries (membership, achievements) and encourage club participation.
1.4. Enable scalable, automatable touches for thousands of members without manual intervention.
1.5. Allow for conditional messaging, dynamic templates, and multi-channel delivery for automated and targeted reach.

Trigger Conditions

2.1. Scheduled automation checks for member birthdates daily.
2.2. Scheduled automator evaluates membership milestone dates (e.g., 1/5/10-year anniversaries) at set intervals.
2.3. Custom data field change (e.g., a new achievement badge triggers automated greeting).
2.4. External system (CRM or POS) update triggers the automated process.
2.5. Manual admin initiation for special campaigns automated for target groups.

Platform Variants

3.1. Twilio SMS
• Feature: API v2010 Message Resource; configure automated sending using member phone, template, and scheduling.
3.2. SendGrid
• Feature: v3 Mail Send API; automate templated or dynamic transactional emails to recipient list.
3.3. Mailchimp
• Feature: Automated Email Campaigns; use Journeys automation to trigger "Happy Birthday" or "Congratulations".
3.4. Slack
• Feature: Chat.PostMessage API; send automated direct messages or scheduled greetings to members or admins.
3.5. Microsoft Teams
• Feature: Microsoft Graph Create Chat Message; automate milestone and birthday messages via bot to users.
3.6. WhatsApp Business API
• Feature: /messages endpoint; automate sending personalized WhatsApp texts on milestones.
3.7. HubSpot
• Feature: Workflow Automation; set custom triggers based on contact date fields.
3.8. Salesforce
• Feature: Process Builder/Flow automation; configure flows for birthday email/SMS automation.
3.9. Zoho CRM
• Feature: Workflow Rules; automate actions based on date fields in member database.
3.10. Google Calendar
• Feature: Events.insert API; automate reminders/notifications tied to member dates.
3.11. Outlook 365
• Feature: Mail.Send v1.0 API; schedule automated emails for birthdays and milestones.
3.12. Facebook Messenger
• Feature: Send API; automate Messenger message for greetings.
3.13. Viber
• Feature: Public Account Messaging API; configure automated push messages to members.
3.14. Telegram
• Feature: Bot API sendMessage; automate direct greetings through club’s Telegram bot.
3.15. ActiveCampaign
• Feature: Automations; use date-based triggers to send emails or SMS.
3.16. Klaviyo
• Feature: Flows; automate birthday and milestone campaign emails or SMS.
3.17. Pipedrive
• Feature: Workflow Automation; automate greetings through deal/contact custom fields.
3.18. Freshdesk
• Feature: Automations/Scenario Automator; trigger messages to members via email or SMS.
3.19. Discord
• Feature: Bot API; schedule bot greetings for member events.
3.20. OneSignal
• Feature: Notifications API; send push notifications for automated milestones or birthdays.
3.21. Intercom
• Feature: Series Automation; automate in-app or email greetings for member events.
3.22. Zendesk
• Feature: Triggers; initiate automated messaging actions based on user date fields.

Benefits

4.1. Automates engagement touchpoints to maintain high member retention.
4.2. Reduces manual work with scalable, automatable processes.
4.3. Ensures accuracy and timeliness—automated greetings are never missed.
4.4. Enables advanced personalization—automates dynamic messages.
4.5. Centralizes all automatable communication channels for administrative ease.
4.6. Tracks interactions—automation logs provide member engagement insights.