Birthday Club Auto-Offer System
A done-for-you restaurant automation built for the Guest Relations Manager, connecting Twilio and Mailchimp so the work below happens on its own.
What this automation does, step by step
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 the first of each month every guest with a birthday that month receives an email with a free dessert or appetizer offer valid any time during their birthday month.
Guests who don't redeem within the first two weeks get a friendly reminder text with the offer attached again.
A free item redeemed almost always comes attached to a full paying party, so the birthday club consistently drives visits that wouldn't have happened that month otherwise, turning a single data field collected at checkout into a recurring, low-cost source of return traffic.
- Loyalty platform (e.g., Punchh or Toast Loyalty)
- Zapier or Make.com
- Mailchimp (birthday email)
- Twilio (SMS reminder)
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
Without automation, this falls entirely on a guest relations manager, who has to track every step by hand across emails, spreadsheets, and sticky notes. It's the kind of work that quietly eats hours every week.
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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