Birthday and Anniversary Personalised Offer Campaign
This template leverages customer lifecycle dates to deliver highly personalised offers that drive purchase behaviour. Birthday and anniversary messages feel special, driving higher open rates, redemption rates, and average order values than standard promotional campaigns.
AI operates via
How It Works
- 01
Date trigger
CRM fires trigger 2 days before customer birthday or anniversary.
- 02
Personalised message
WhatsApp and SMS deliver a birthday greeting with a named offer.
- 03
Voucher delivery
Time-limited voucher code (valid for 7 days) included in message.
- 04
Reminder
Day 5 reminder sent to customers who have not yet redeemed.
- 05
Redemption logging
Redemptions logged in CRM for attribution and offer optimisation.
See How It Works
The AI Employee executes each step autonomously - no human intervention required unless explicitly configured.
Date trigger
Personalised message
Voucher delivery
Reminder
Redemption logging
Date trigger
CRM fires trigger 2 days before customer birthday or anniversary.
Personalised message
WhatsApp and SMS deliver a birthday greeting with a named offer.
Voucher delivery
Time-limited voucher code (valid for 7 days) included in message.
Reminder
Day 5 reminder sent to customers who have not yet redeemed.
Redemption logging
Redemptions logged in CRM for attribution and offer optimisation.
Key Results
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TRUSTED BY HIGH-GROWTH BUSINESSES
Ready to deploy this template?
Our team will configure this template to your CRM, compliance rules, and brand voice. Live in under 7 days.