Recipe No. 03 · Marketing
Birthday reward email
Email loyalty members a birthday treat on their birthday.
- Serves
- Cafés & restaurants
- Made with
- Zapier
- Prep (setup)
- ~20 min est.
- Yield
- 30–60 min/week saved, est.
- Level
- Beginner
- Plan needed
- Zapier: Free covers 2-step Zaps (100 tasks/mo, checks every 15 min); multi-step Zaps need Professional (from $19.99/mo billed annually, $29.99 monthly, per zapier.com/pricing). Check your plan.
- Est. SMS cost
- No SMS needed
- TriggerTrigger
- Step 2Google Sheets 'Lookup Spreadsheet Rows'…
- Step 3Action
- Step 4Tip
- Step 5Test with dummy data, then turn it on and…
Ingredients
- Google Sheet or CRM with birthdays
- Zapier (Schedule + Formatter)
- Gmail or Mailchimp
Editor-reviewedLast checked 2026-10-16v1.0.0 · Free
Steps reviewed against current tool UIs by the editor; not yet run end-to-end in a live account. Time saved is an estimate; results vary. Costs from Axis Consulting and Twilio pricing; check current pricing.
Method
- Trigger: Schedule by Zapier, every day.
- Google Sheets 'Lookup Spreadsheet Rows' where a helper column (MM-DD) equals today's date (use Formatter to produce today's MM-DD).
- Action: send email with a code for a free pastry/coffee.
- Tip: Mailchimp's built-in 'Date-based' journey can do this without Zapier if birthdays are stored there.
- Test with dummy data, then turn it on and review results for the first week.