Birthday and Anniversary Offer Automation
A done-for-you everyday business automation built for the Brand Manager, connecting Twilio and HubSpot so the work below happens on its own.
What this automation does, step by step
Customer birthdates and signup anniversaries captured at checkout or during account creation feed into Klaviyo, which automatically triggers a personalized offer email (and a follow-up SMS through Twilio for opted-in contacts) five days before the date, giving the customer time to actually use the discount.
The offer code is unique per customer and tracked in the CRM so redemption rates and revenue lift are measurable, not just guessed at.
A second reminder goes out on the day itself for anyone who hasn't redeemed yet.
Segments are refreshed nightly through Zapier so newly added customers are never missed and inactive accounts are excluded from the spend.
Businesses running birthday and anniversary campaigns typically see redemption rates two to three times higher than standard promotional emails, along with a noticeable bump in repeat visits during otherwise slow calendar weeks.
- Klaviyo
- Twilio
- Zapier
- CRM (HubSpot or similar)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done by hand, this depends entirely on a brand manager remembering to check in, update records, and follow up, with no safety net if something slips. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
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