Automated Greeting Card Mailing Service

for Financial Professionals

November 14, 2024

Do you hate forgetting client birthdays? Want to send client gifts without the stress and hassle? Automated birthday gifts are a great solution.

Automated gift-giving services have become popular among businesses looking to simplify their corporate gifting process. They allow you to choose thoughtful gifts and avoid the time-consuming details like buying and sending gifts. 

Let’s take a closer look at how automated birthday gifts work. Along the way, we’ll explore some of the benefits and features you should look for when considering an automated gift-giving service.

What are Automated Gifts? 

Automated birthday gifts are a modern solution to an age-old problem—remembering birthdays and choosing the right gifts. With all the other tasks on your to-do list, these are the ones most likely to fall to the bottom.

Automated gift-giving services streamline the gifting process. They make recipients feel valued while ensuring companies don’t overlook important dates. You can automate the process of sending birthday gifts year after year with minimal effort. 

Clients who receive gifts from the companies they do business with are more likely to have positive associations with those brands. They’re also more likely to do business with those companies in the future. 

Benefits of Automated Gifting

Automated gifting helps businesses avoid the embarrassment of missing client birthdays. But that’s not the only benefit. 

Other benefits of automated gifting include: 

Efficiency and Time-Savings

Automated gifting significantly reduces the time and effort it takes to manage corporate gifting programs. Automated gift-giving platforms help you choose gifts, collect addresses, and handle shipping so you can focus on other business tasks. No more last-minute gift shopping! 

Personalization at Scale 

Many platforms allow you to tailor gifts to the recipients. Some even use AI to analyze recipient preferences and suggest appropriate gifts. Even though the process of sending gifts is automated, you can still add personal touches to make gifts more meaningful and to better represent your brand. 

Peace of Mind and Reliability 

It’s easy to forget to send a gift so it arrives on time for a client’s birthday. With automated gifting, you can set everything up ahead of time. This prevents those mad dashes to the post office and the extra expenses for rush shipping. 

Consistency and Branding 

Automating the gift-giving process for clients can help you ensure your gifts are on brand and maintain the same look and feel. You can decide what types of gifts make the most sense for your business and keep the entire process uniform.

How Automated Birthday Gifts Work

Every automated birthday gift platform works a little differently. Here’s how our process works at The Birthday Company: 

Step 1: Set Up an Account 

Complete a short form and set up your username and password. 

Step 2: Submit Your Birthday List 

Send us a list of the clients you want to receive birthday gifts and your signatures(s) to include on the card. Every gift we send comes with a greeting card

Step 3: Choose the Perfect Gift

Our gifts include everything from chocolates and candy to gift cards. 

Step 4: Schedule the Delivery 

Let us know when you want your client to receive their birthday gift. 

Key Features to Look For 

Choosing an automated birthday gift platform comes down to finding the features that fit your business. The goal of investing in a gift-giving service is to reduce your workload while increasing client engagement. You’ll want to opt for a service that offers features to help you achieve that goal.  

Some features to consider: 

Recipient Management 

If a client moves or gets married, you’ll want the flexibility to update their name and mailing address easily. You should also be able to add and remove clients from your birthday list without jumping through hoops. 

The Birthday Company gives you secure online access to view, edit, and manage your birthday lists and mailings. 

Gift Variety 

Not every client will appreciate chocolates and branded swag from your company. The automated birthday gift service you choose should offer a variety of gifts to choose from. 

At The Birthday Company, we offer chocolates, candies, custom candles, and a variety of gift card options to make your clients’ birthdays extra special. 

Budget-Friendly 

You don’t have to go all out on a birthday gift. Many automated gift-giving services offer options for every budget, so you can choose the gift that’s right for your business. Gift levels at The Birthday Company start at just $7.95.  

Personalization

A personalized message can go a long way in nurturing a client relationship. Sending client gifts is great, but including a special message for the recipient makes your gift even more meaningful. 

Rotating Gifts 

A cabinet full of coffee mugs from your company probably isn’t practical for most clients. Find out if the automated birthday gift service you’re considering swaps out gifts regularly. Clients who keep getting the same gift on their birthdays may start to feel annoyed rather than excited about receiving your birthday gifts.  

At The Birthday Company, we rotate our gifts regularly so your clients never receive the same gift twice. 

Level of Commitment, Fees, and Client Minimums 

Finally, you’ll want to consider the terms and fees the gift automation service requires. Do you have to sign an annual contract? Are there any service or setup fees? Does the automated gift-giving service require a minimum number of clients? These seemingly minor details can make or break the effectiveness of birthday gift automation for your business. 

With The Birthday Company, you’ll never have to pay service or setup fees, and we won’t turn you away if you have a small birthday list.

Simplify the Process of Sending Birthday Gifts 

Automating the process of sending birthday gifts to your clients gives you one less thing to worry about. You don’t have to spend time choosing, ordering, and sending client gifts or worry about them arriving late (or not arriving at all). The Birthday Company handles it all for you, making the process of sending gifts painless. 

Ready to explore the gift options and start surprising your clients? Request a free sample birthday card and see what a card and gift from your business will look like! 


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