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Automatic mailing of birthday greetings via Bitrix24

We were approached by the owner of an online store who needed help in automating business processes, namely setting up and activating the ability to send birthday greetings to the store’s customers. An NDA was signed with the company, so we will omit its name.

Automatic mailing of birthday greetings via Bitrix24

We were approached by the owner of an online store who needed help in automating business processes, namely setting up and activating the ability to send birthday greetings to the store’s customers. An NDA was signed with the company, so we will omit its name.

+25%
Increase in repeat purchases
+40%
Increasing customer loyalty
-100%
Reduced time for manual sending of greetings

Details

Region:
Online
Status:
Completed
Project Duration:
1 month

The goal of the project is to automate the creation and sending of personalized birthday greetings to customers. The process includes:

  1. Setting up the collection and storage of customer birthday data in CRM.
  2. Designing and preparing greeting letter templates containing personalized appeal and special offers.
  3. Integration with the e-mail system to automatically send letters on precisely set dates.
  4. Customization of notification system to track sent letters and their impact on customers.

Expert comment

Lead project integrator
quote-icon

"The Bitrix24 integration allowed us to automate the greetings process, which significantly improved customer loyalty and increased repeat purchases."

Work progress

Step 1

Integration of the site with Bitrix24: When registering on the online store's website, customers filled in their date of birth information. All information about customers was automatically transferred to Bitrix24 and displayed as customer cards.

Step 2

Creating a business process algorithm: The algorithm checked for the presence of the "date of birth" field each time the customer's card was changed. An annual cycle was run that determined if the customer's birthday was this year and repeated sending birthday greetings annually. The process determined the number of days until the birthday and, if necessary, sent a suggestion to the manager to confirm the mailing.

Step 3

Automation of sending congratulatory letters: On the right date, Bitrix24 automatically sent a congratulatory letter to the client.

Result

Увеличение числа повторных покупок: Количество повторных покупок увеличилось на 25% благодаря автоматическим поздравлениям и повышению лояльности клиентов. Повышение лояльности клиентов: Лояльность клиентов повысилась на 40% за счет персонализированных поздравлений. Снижение времени на ручную отправку поздравлений: Время, затрачиваемое на ручную отправку поздравлений, сократилось на 100% благодаря полной автоматизации процесса.

Key results

+25%
Increase in repeat purchases
+40%
Increasing customer loyalty
-100%
Reduced time for manual sending of greetings

Integration of the website and Bitrix24 for automatic mailing of birthday greetings allowed the online store to win customer loyalty and increase repeat purchases. Process automation reduced the workload of employees and improved interaction with customers, which led to an increase in the store’s efficiency.

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