Birthday & Anniversary Loyalty
Automated birthday and client anniversary with optional offers — personal touch at scale
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Birthday & Anniversary Loyalty automates the entire process from trigger to completion. This simple workflow uses SMS, Email, Workflows to deliver measurable results. Expected impact: Birthday campaigns: 481% higher transaction rates than standard promos..
How It Works
1
Birthday/Anniversary
Date match trigger
2
Personal Message
"Happy Birthday {{first_name}}! 🎂 From all of us at {{business}}."
3
Birthday Email
Beautiful email + offer or heartfelt message
4
Tag: Birthday Sent
Track for annual reset
5
Goal: Delivered
Exit after sent
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.