Birthday & Anniversary Offer Automation
A done-for-you restaurant automation built for the Loyalty Program Manager, connecting Mailchimp so the work below happens on its own.
What this automation does, step by step
Roughly a week ahead of a loyalty member's birthday or dining anniversary, the system automatically pulls the date from the loyalty platform and sends a personalized offer, a free dessert, a bottle of wine, or a percentage off, timed to encourage booking a celebration visit rather than arriving as a surprise the same day it's meant to be used.
Redemption is tracked automatically at the POS so the marketing team can see exactly how many of these targeted offers convert into an actual reservation, turning a birthday database that used to sit untouched into a reliable source of booked covers every single week.
- Loyalty platform (e.g., Punchh or Toast Loyalty)
- Zapier or Make.com
- Mailchimp (birthday email)
- POS system (e.g., Toast or Square)
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
Manually, a loyalty program manager is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. It rarely feels urgent in the moment, but it adds up fast.
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
Often built alongside this one
Daily Location Announcement & Pre-Order System
Each morning, the owner confirms the day's location in a simple form, and the system automatically posts it to Facebook, Instagram, and Google…
Slow-Night Demand Trigger & Promo Blast
The system checks reservation volume for each upcoming night against a rolling average for that day of the week, and when bookings for, say, a…
Birthday Club Auto-Offer System
Birthdays collected at checkout, on receipts, through a loyalty app, or via a simple sign-up form, feed automatically into a guest database, and on…
Loyalty Milestone Progress Alert
As a loyalty member's points balance approaches the threshold for their next reward, the system automatically sends a text nudging them that they're…
Slow-Night Flash Promotion Trigger
The system continuously analyzes historical reservation and cover data to identify shifts that run consistently under capacity, a slow Tuesday, a…
Gift Card Purchase & Remaining Balance Reminder
An online gift card purchase automatically triggers a delivery confirmation to the buyer along with a scheduled send date if it was purchased as a…