Automated birthday or milestone greetings

Purpose

  1.1. Automate sending personalised birthday or milestone greetings to netball club members, fostering ongoing engagement, improving retention, and strengthening community involvement by eliminating manual tracking and messaging.
  1.2. Automatedly creates memorable touchpoints, enhancing club member satisfaction, promoting inclusivity, and simplifying communication workflows for administrators.
  1.3. Automates recognition for birthdays, club milestones, player anniversaries, and achievements as recurring engagement events.

Trigger Conditions

  2.1. Scheduled automation based on member birthdate(s), membership join date(s), player milestones, or team anniversaries stored in the club database or CRM.
  2.2. Manual entry automation where admins add new milestones and automate future recognition.
  2.3. Automated triggers from external calendar integrations (Google Calendar, Outlook), or internal membership platforms.

Platform variants

  3.1. Mailchimp
    • Feature/Setting: Automate journeys via Customer Journeys or Birthday Automation; configure member list field for date, design automated birthdate email, sample: Trigger on 'Birthday Match' → Send Campaign.

  3.2. Twilio SMS
    • Feature/Setting: Automate SMS greetings via Programmable Messaging API, configure to trigger on date match, set automation flow: `cron` schedule → fetch member → API call.

  3.3. SendGrid
    • Feature/Setting: Schedule automation via Marketing Campaigns Automation; configure date-based segment & associated greeting template; trigger workflow on matching date.

  3.4. Slack
    • Feature/Setting: Schedule automated message via Slack API (chat.scheduleMessage), configure bot to trigger on milestone date for group/channel/direct messages.

  3.5. Microsoft Teams
    • Feature/Setting: Automate greetings via Power Automate flow using Teams connector to post automated messages on specified milestone/birthday dates.

  3.6. Facebook Messenger
    • Feature/Setting: Use Messenger Send API to automate personal greetings; schedule via external automator or webhook on date.

  3.7. WhatsApp Business API
    • Feature/Setting: Trigger automated WhatsApp template message using API on birthday or milestone dates stored in CRM.

  3.8. HubSpot CRM
    • Feature/Setting: Configure Workflow Automation to monitor member properties; auto-send email or integrate with SMS for automated milestones recognition.

  3.9. ActiveCampaign
    • Feature/Setting: Use Automations with Date-Based Trigger; filter contacts by birthday/milestone fields; automate message delivery.

  3.10. Salesforce
    • Feature/Setting: Use Process Builder/Flow; schedule record-triggered automation on date fields to send auto-email/SMS.

  3.11. Zoho CRM
    • Feature/Setting: Automation via Workflow Rules; on date field match (e.g., birthday), auto-send email, integrate SMS API for multiple channels.

  3.12. Pipedrive
    • Feature/Setting: Use Workflow Automations, set up trigger on contact’s date fields to automate greetings via email/SMS integration.

  3.13. Google Calendar + Gmail
    • Feature/Setting: Script/automation triggers on calendar events labeled as "Birthday/Milestone," automate Gmail API send-email on match.

  3.14. Outlook + Power Automate
    • Feature/Setting: Power Automate flow triggered from Outlook birthday/milestone calendar, sending automated emails/messages.

  3.15. Telegram Bot
    • Feature/Setting: Automate scheduled messaging using Bot API (sendMessage) on milestones, configuring scheduled tasks.

  3.16. Intercom
    • Feature/Setting: Automated message via Custom Bots or Series; event triggers on user profile date field.

  3.17. Klaviyo
    • Feature/Setting: Use Flows with Date Property Trigger; segment club members with milestone fields, automate multi-channel greetings.

  3.18. Constant Contact
    • Feature/Setting: Automated Email Series triggered by date-matching contact field. Configure workflow for greetings.

  3.19. Viber
    • Feature/Setting: Schedule automated greetings using Viber REST API; trigger on date-matching CRM contact base.

  3.20. Discord
    • Feature/Setting: Use Discord bot with schedule library; automate milestone messages in channels/users via bot.send_message().

  3.21. Shopify
    • Feature/Setting: Automate sending messages to registered netball club supporters via Shopify Flows based on custom properties (e.g., customer birthday).

  3.22. Monday.com
    • Feature/Setting: Date-based automations; on member birthday column, notify or send email/SMS via connected integrations.

Benefits

  4.1. Automates manual tracking, ensuring no birthdays or milestones are missed, providing consistency and timely engagement.
  4.2. Automated greetings boost morale, member loyalty, and club spirit, converting passive members into active participants.
  4.3. Improves administrator productivity by shifting repetitive tasks to automation.
  4.4. Automation increases accuracy of communications and enables scalable, personalised, scheduled outreach, even as the club grows.
  4.5. Automated engagement deepens member relationships, enhances club reputation, and supports recruitment and retention efforts.