Purpose
1. To automatedly deliver marketing emails to customers for anniversaries, birthdays, or significant dates, strengthening customer loyalty and increasing rare book sales.
2. Automate personalized engagements that prompt return visits or special order activity using customer data from POS, CRM, or ecommerce sources.
3. Automates reminders for exclusive restocks, rare book events, or private previews using date-based triggers.
Trigger Conditions
1. Date-matching automation on customer database for registration anniversary, last purchase date, or submitted special date (birthday, etc.).
2. Automatedly detect new meaningful dates entered via web forms, loyalty program, or manual staff input.
3. Automating checks against third-party sources (e.g., email sign-up forms or ecommerce platforms) for target dates.
Platform Variants
1. Mailchimp
- Feature/Setting: Customer Journeys > Date-Based Trigger; sample: “Send anniversary email template when ‘purchase date’ matches current date.”
2. SendGrid
- Feature/Setting: Automation > Create Automation > Trigger > Custom Field (date); sample: “Automate email when user birthday field equals today.”
3. Klaviyo
- Feature/Setting: Flows > Date Property Trigger; sample: “Automate flow on ‘membership_date’ anniversary.”
4. Salesforce Marketing Cloud
- Feature/Setting: Journey Builder > Event-Based Triggers; configure to launch automating on ‘special_date’ field.
5. HubSpot
- Feature/Setting: Workflows > Date Property Trigger; “Automate delivery for ‘customer_since’ date anniversary.”
6. ActiveCampaign
- Feature/Setting: Automations > Date-Based Start Trigger; automate campaign on ‘customer_join_date’.
7. Constant Contact
- Feature/Setting: Automated Email Series; set recurring send for birthday field.
8. Zoho Campaigns
- Feature/Setting: Automation > Autoresponder > Date Field; auto-send for anniversary.
9. Omnisend
- Feature/Setting: Automations > Date-based Trigger; automate rare book buyers’ event invitations.
10. Drip
- Feature/Setting: Workflows > Custom Field Date Trigger; automator for client’s special dates.
11. Customer.io
- Feature/Setting: Campaign Triggers > Attribute Date; automate outreach on member anniversaries.
12. Mailjet
- Feature/Setting: Automated Workflows > Anniversary Trigger; automate personalized messages.
13. Moosend
- Feature/Setting: Automation Workflows > Special Dates Trigger; automate rare find notifications.
14. Iterable
- Feature/Setting: Messaging > Triggered Campaigns > Date Field; automate personalized rare book offers.
15. Benchmark Email
- Feature/Setting: Automation Pro > Date Trigger; automating member engagement paths.
16. Braze
- Feature/Setting: Canvas > Event and Date-Based Triggers; automate engagement for key milestones.
17. ActiveTrail
- Feature/Setting: Automation > Special Dates; automate marketing on customer event days.
18. Amazon SES
- Feature/Setting: Integration via Lambda (date-matching); automate SES email send on custom anniversary triggers.
19. Elastic Email
- Feature/Setting: Campaigns > Contact Fields > Automated Send by Date; automate member touchpoints.
20. Google Gmail API
- Feature/Setting: Scripts using Google Apps Script; automate individual mailings on assigned dates.
21. Microsoft Power Automate
- Feature/Setting: Workflow Creation > Date Event Trigger from Dataverse; automates email for critical customer dates.
22. Pipedrive
- Feature/Setting: Workflow Automation > Custom Date Fields; automating outreach for new and returning rare book clients.
Benefits
1. Automates consistent customer touchpoints, enhancing loyalty and retention.
2. Reduces manual labor, enabling staff focus on high-value tasks.
3. Ensures timely, relevant outreach leveraging accurate data for higher conversion.
4. Scales personalized rare book marketing automatedly across growing customer lists.
5. Strengthens the store’s automatable marketing strategy, competitive edge, and brand relationship.