Birthday or anniversary greetings to past clients

Purpose

1.1. Automate the process of sending birthday or anniversary greetings to past photography clients to foster loyalty and engagement.
1.2. Automatedly remind past clients of the agency’s services, encouraging repeat bookings and referrals.
1.3. Maintain a personalized communication rhythm through automation, improving customer satisfaction and retention.

Trigger Conditions

2.1. Automated trigger when a client’s birthday or service anniversary matches today’s date in the CRM or email list database.
2.2. Optionally automate secondary triggers (e.g., a week prior, or based on engagement score).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use the SMS API to automate sending greetings; configure message with merge tags for personalization (e.g., `{{name}}`).
3.2. SendGrid
• Feature/Setting: Automate birthday/anniversary email campaigns with Dynamic Templates API; schedule and trigger via contact custom fields.
3.3. Mailchimp
• Feature/Setting: Automated email workflows based on custom date fields (birthday/anniversary).
3.4. Slack
• Feature/Setting: Use automated bots to trigger Slack reminders for internal celebration or client notification.
3.5. HubSpot
• Feature/Setting: Automated sequences triggered by contact property filters (date-matching).
3.6. Salesforce
• Feature/Setting: Process Builder or Flow to automate greeting email/SMS based on date fields.
3.7. Zoho CRM
• Feature/Setting: Workflow automation rules using birthday/anniversary fields; email or SMS via integration.
3.8. ActiveCampaign
• Feature/Setting: Automated email/sms sent via date-based automations using contact custom fields.
3.9. Constant Contact
• Feature/Setting: Trigger automated email campaigns on client birthdays/anniversaries.
3.10. WhatsApp Business API
• Feature/Setting: Automate personalized template messages for greetings via WhatsApp API.
3.11. Pipedrive
• Feature/Setting: Automate workflow triggers based on custom date fields; send emails or schedule calls.
3.12. Google Calendar
• Feature/Setting: Automated reminders and notifications via event dates, using Calendar API callbacks.
3.13. Microsoft Outlook 365
• Feature/Setting: Use automated flow in Power Automate to trigger birthday emails.
3.14. Klaviyo
• Feature/Setting: Date property-triggered flows to automate personalized messaging.
3.15. Brevo (formerly Sendinblue)
• Feature/Setting: Automated campaigns based on custom date attributes.
3.16. Viber Business Messages
• Feature/Setting: Automatedly send greetings using the Viber API for client date triggers.
3.17. Intercom
• Feature/Setting: Trigger automated messages based on user profile custom date fields.
3.18. Gupshup
• Feature/Setting: API for automating WhatsApp/SMS greetings on client special dates.
3.19. Telegram Bot API
• Feature/Setting: Use bot to automate celebratory messages upon date match.
3.20. Airship
• Feature/Setting: Automate in-app or push notifications for client celebrations via segmentation and date triggers.
3.21. Facebook Messenger API
• Feature/Setting: Automated chat-based greetings using template messages driven by client dates.
3.22. Discord Bot
• Feature/Setting: Automate direct messages or announcements to client servers for celebratory dates.
3.23. Shopify
• Feature/Setting: Automated marketing apps trigger email/SMS on customer anniversary or birthday.

Benefits

4.1. Automatedly increases client engagement, reinforcing brand recall.
4.2. Drives automatable repeat business and boosts referrals via personalized touchpoints.
4.3. Reduces manual workload through full automation of repetitive outreach.
4.4. Supports scalable, consistent customer experience using automation best practices.