Birthday & Anniversary Marketing

Key Features

Native birthday and signup-anniversary triggers via Magento cron (`crontab.xml`) — a daily job evaluates the date window with no manual sends

Per-customer unique, single-use coupons generated through Magento's native `Magento\SalesRule` engine with configurable expiry and value

Dual channel delivery: transactional email (Magento template engine) plus optional SMS via Twilio, MessageBird, or your existing gateway

Configurable lead time — send N days before the date so the coupon arrives in time to convert

Customer-group and segment targeting (custom rules on Open Source; native Customer Segments on Adobe Commerce)

Optional `dob` capture added to registration, checkout, and the My Account dashboard with locale-aware date fields

Dedicated admin configuration section gated by its own ACL resource (`Ecosire_BirthdayAnniversary::config`)

Send-log table prevents duplicate messaging within a cycle and gives you an auditable history per customer

Quiet-hours and rate throttling so SMS/email batches respect time zones and provider limits

GraphQL and REST endpoints expose upcoming-occasion data and opt-in status for headless / PWA Studio storefronts

GDPR-aware: birthday capture is opt-in, honors customer consent flags, and respects unsubscribe / Do-Not-Track preferences

Fully localized templates across your active store views, matching your transactional email theme

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

You order

Start with a one-time build price. We scope it with you at kickoff.

We build & install

ECOSIRE builds, configures and installs it on your Magento 2.

Go live + support

You go live in about 2–4 weeks, with a post-launch support window.

About this Product

Birthday & Anniversary Marketing turns two predictable, high-intent moments — a customer's birthday and their signup anniversary — into automated, personalized revenue. It's a custom Magento 2 module (Ecosire_BirthdayAnniversary) we build under app/code, wired into native Magento with events.xml observers, crontab.xml schedulers, and service contracts so it stays upgrade-safe and idiomatic.

The extension adds an optional dob capture point (registration, checkout, and account dashboard) and persists the signup date already present on customer_entity. A daily cron job scans for customers whose birthday or anniversary falls within your configured lead-time window, generates a unique single-use coupon via Magento's native SalesRule (per-coupon, expiring), renders a localized email through Magento's transactional template engine, and optionally fires an SMS through your chosen gateway (Twilio, MessageBird, or an existing provider you already pay for). Every send is logged so a customer is never double-messaged in the same cycle.

Configuration lives in Stores → Configuration behind a dedicated ACL resource, so you control: lead days before the date, channel (email, SMS, or both), the SalesRule template to clone, customer-group and segment rules, and quiet-hours throttling. It works on Magento Open Source and Adobe Commerce; on Adobe Commerce we can target native Customer Segments instead of a custom rule table.

Because this is build-to-order, ECOSIRE scopes it to your theme, locale set, and SMS provider, installs it on your staging environment, runs setup:upgrade / setup:di:compile, validates a live test cycle, then deploys to production. You get the full source under app/code, an admin walkthrough, and post-launch support — not a black-box Marketplace zip.

What you get

Custom `Ecosire_BirthdayAnniversary` module delivered as full source under `app/code`, version-pinned to your Magento/Adobe Commerce release

Database schema (declarative `db_schema.xml`) for date capture and the send-log table, plus data patches for setup

Admin configuration UI with ACL, system.xml fields, and an email + SMS template set matched to your theme and locales

Installation on your staging environment including `setup:upgrade`, `setup:di:compile`, and a validated end-to-end test cycle

SMS gateway integration wired to your chosen provider (Twilio / MessageBird / existing) with credentials handled securely via env config

Admin walkthrough session plus written runbook covering configuration, cron, and troubleshooting

Production deployment and a post-launch support window for fixes and adjustments

Who this is for

Retention / Lifecycle Marketer

Wants high-converting birthday and anniversary moments automated end-to-end without begging dev for one-off campaigns. Gets a self-serve admin panel to tune lead time, channel, coupon value, and segments.

Ecommerce Manager / Store Owner

Needs measurable repeat-purchase lift from the existing customer base on a fixed budget. Gets a one-time build with no per-send SaaS fee and full ownership of the source code.

Magento Developer / Technical Lead

Demands clean, upgrade-safe code that uses service contracts, native SalesRule, observers, and proper ACL — not a hacked core override. Receives readable source under app/code they can audit and extend.

How Birthday & Anniversary Marketing Compares

Criterion	ECOSIRE	Custom Build	Competitor
Automated birthday & signup-anniversary triggers via cron	Included	Partial support	Included
Unique per-customer single-use coupons (native SalesRule)	Included	Partial support	Partial support
Email + SMS dual channel with your own gateway	Included	Partial support	Partial support
Built, installed and supported for you (no DIY assembly)	Included	Not included	Not included
Full source under app/code that you own	Included	Included	Partial support
Adobe Commerce native Customer Segments targeting	Included	Partial support	Partial support
Scoped to your theme, locales, and provider out of the box	Included	Partial support	Not included
No per-send or recurring SaaS fee (one-time build)	Included	Included	Partial support

Frequently Asked Questions about Birthday & Anniversary Marketing

How long does delivery take, since this is built-to-order?

Typical lead time is 1 to 2 weeks from confirmed scope. We first agree on your channels (email, SMS, or both), SMS provider, target store views/locales, and segment rules. We then build the module, install it on your staging environment, run a live test cycle, and only deploy to production once you've signed off. Complex SMS-gateway or Adobe Commerce Customer Segment integrations can add a few days — we confirm the exact date during scoping.

What ongoing support and updates do I get after launch?

Every build includes a post-launch support window for bug fixes and configuration adjustments. Because you receive the full source under app/code, the module is yours to keep. We can also provide a longer maintenance arrangement covering Magento/Adobe Commerce version upgrades, security patch compatibility, and new features (extra coupon types, additional channels) on request.

Does this work on both Magento Open Source and Adobe Commerce?

Yes. On Magento Open Source we ship custom customer-group and segment rules backed by our own SalesRule logic. On Adobe Commerce we can target the platform's native Customer Segments directly, so your birthday/anniversary campaigns reuse segments you've already defined. We confirm which platform and edition you run during scoping and build accordingly.

How are the coupons generated and kept secure against abuse?

Each message carries a unique, single-use coupon code generated through Magento's native Magento\SalesRule engine, cloned from a template rule you configure. Codes expire after a window you set, are tied to per-customer usage limits, and are tracked in a send-log so the same customer can't be re-issued within a cycle. No shared or guessable bulk codes.

Will it slow my store down or break on the next Magento upgrade?

No. The work runs entirely in a daily cron job, off the customer request path, so storefront performance is untouched. We build with declarative schema, di.xml, observers, and service contracts — no core overrides — so the module survives setup:upgrade and minor/patch updates. For major version jumps we verify compatibility as part of a maintenance engagement.