Birthday & Anniversary Wishes for Customers
Delight your customers with personalized birthday and anniversary wishes sent automatically to their email.
Main use cases:
- Automatically send birthday and anniversary wishes to customers.
- Perform daily checks for matching dates and trigger personalized emails.
How it Works:
This workflow runs on a schedule to celebrate customer birthdays and anniversaries with automated emails.
1. Scheduled Trigger
- A scheduled trigger runs daily at a predefined time.
2. Search Customer Records
- It fetches customer records from Airtable containing names, emails, birthdays, and anniversaries.
3. Check for Matching Dates
- The workflow checks if the current date matches a customer's birthday or anniversary.
4. Generate Message
- If a match is found, it dynamically generates the subject and body of a personalized greeting.
5. Send Email
- The final message is sent to the customer via email.
- If no match is found, the workflow ends without any operation.
Build Stronger Relationships with Thoughtful Touchpoints:
Strengthen customer loyalty by combining this automation with our AI Automation Services, which can craft personalized messages and tailor them to customer profiles for maximum impact. You can also explore our n8n Workflow Automation Services to schedule and deliver these greetings across email, SMS, or WhatsApp—completely hands-free.
