Birthday & Anniversary Loyalty

Name: Birthday & Anniversary Loyalty
Brand: Intellivizz
Availability: InStock

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

Birthday/Anniversary

Date match trigger

Personal Message

"Happy Birthday {{first_name}}! 🎂 From all of us at {{business}}."

Birthday Email

Beautiful email + offer or heartfelt message

Tag: Birthday Sent

Track for annual reset

Goal: Delivered

Exit after sent

This automation is included with your Intellivizz AI subscription.

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Compliance & Security

TCPA

All automated communications are consent-based with opt-out compliance.

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