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Celebrate key moments with impact

Recognize birthdays and anniversaries with timely, personalized messages that strengthen loyalty and drive repeat purchases.
Goals
Strengthen customer relationships
Increase repeat purchases
Boost retention through emotional connection
Industries
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Description

Personal milestones are more than dates. They're emotional triggers, opportunities to strengthen the bond between a brand and its customer. This use case shows how to recognize birthdays or anniversaries with warmth, timing, and value, all through automation.

Implementation Effort

Impact on a goal

Assets

Today 9:41
9:41
Automation flow
Today 9:41
9:41
Email 1
Today 9:41
9:41
Email 2
Today 9:41
Hi {First name}, Happy Birthday! 🎉
We’re thinking of you today. A surprise is coming your way tomorrow. Your Arc & Rail Team
9:41
SMS 1
Today 9:41
Hi {First name}, your birthday gift is ready! 🎁
Claim it here: {Link}. We hope it brings you joy. Your Arc & Rail Team
9:41
SMS 2
Outcome
Higher customer satisfaction
Stronger brand affinity and emotional loyalty
Increased rate of repeat purchases
Ongoing engagement triggered by personal dates

Detail user scenario

A stored date in the user profile (such as birthday or signup anniversary) triggers a greeting. The first message includes warm wishes and possibly a gift. Optionally, a follow-up message a day later delivers a promo code or special offer. This flow is designed to run autonomously at scale, making personalized loyalty effortless.

Step-by-step

  • 1
    Trigger: Stored date (e.g. birthday)
  • 2
    Send greeting email or SMS upon availability and opt-in
  • 3
    Wait 1 day (optional)
  • 4
    Send a promo code or exclusive offer
  • 5
    Route engaged contacts to loyalty or retention programs

Detail user scenario

Step-by-step

  • 1
    Trigger: Stored date (e.g. birthday)
  • 2
    Send greeting email or SMS upon availability and opt-in
  • 3
    Wait 1 day (optional)
  • 4
    Send a promo code or exclusive offer
  • 5
    Route engaged contacts to loyalty or retention programs

How to implement it?

Implementing use case automation involves several key steps and tools. Here's a comprehensive ressources to get you started:

Used Modules

Pop-Ups

Collect information from your visitors and navigate them on the website.

SMS Messages

Automate SMS delivery based on user actions or specific conditions.

Push Notifications

Delivers personalized notifications to users of your website (webpush) or app (mobile push).

Landing Pages

Easily design and customize landing pages that convert visitors into leads, optimizing the journey from click to action.

Prerequisities
Step by Step Guide
Written by

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