Automate Birthday and Anniversary wishes using Salesforce
Customers were anxious to send Birthday and Anniversary wishes messages (Emails and Messages) to their
Esteemed customers at specific times of the day on their special days(Birthday/Anniversary), Make customers
feel special with a birthday/Anniversary coupon. Celebrating anniversaries/birthdays is a great way to engage
with customers and let them know how much the company connects with their end customer. To consider this
objective, a customer is looking to implement birthday/anniversary wishes in Salesforce.
Business Challenges
Initially, emails/SMS were sent through workflow when workflow was the core product of Salesforce.
When Salesforce discontinued workflow features, It became challenging to manage them using Flow.
Solution
40%
Response Rate
By building Automated message solutions on Salesforce, Retail companies gained
an increase in customer trust through automated greeting messages and generated more Cross-selling from
existing customers.
Send Anniversary Wishes via Email & SMS to the customer
Based on implementation requirements Email & SMS has to be sent to the customer based on the Different
Timezone set for the Customer.
Customers from the UAE received Anniversary SMS/Email at 08:00 AM UAE Time.
Customers from the India received Anniversary SMS/Email at 08:00 AM India Time.
Format of the Actual message sent to the Customer based on the format set in the Salesforce System.
Send Birthday Wishes via Email & SMS to the customer
Based on implementation requirements Email & SMS has to be sent to the customer based on the Different
Timezone set for the Customer.
Customers from the UAE received Birthday SMS/Email at 08:00 AM UAE Time.
Customers from the India received Birthday SMS/Email at 08:00 AM India Time.
Format of the Actual message sent to the Customer based on the format set in the Salesforce System.
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