Send Guests Birthday & Loyalty Offers
Every morning, WebRun opens Square, identifies guests whose birthday is in the next 7 days or who have just hit a loyalty milestone, drafts a personalised offer email for each, saves the drafts in Gmail, and posts a Slack summary so you can approve and send - turning data into loyalty without the manual work.
How can I automatically send birthday and loyalty offers to returning restaurant guests?
Every morning, WebRun opens Square, identifies guests whose birthday falls in the next 7 days or who have just hit a loyalty milestone, drafts a personalised offer email for each, saves the drafts in Gmail, and posts a Slack summary for you to approve and send - turning guest data into loyalty.
- Birthday and loyalty offers sent before the guest's special date
- Every offer message held for approval before it goes out
- Guest retention improved through timely personalised outreach
Built for restaurant owners · cafe operators · hospitality marketing teams · loyalty program managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
squareup.com/dashboardin a real browser with your saved login - no setup, no API keys. -
1
Square - identify birthday and loyalty-milestone guests
squareup.com
WebRun opens Square to identify birthday and loyalty-milestone guests. - Open Square Loyalty and Customers and filter for guests with a birthday in the next 7 days
- Also filter for guests who crossed a loyalty-points milestone since the last run
- Capture guest name, email, birthday or milestone type, and visit history
Done when Guests eligible for a birthday or loyalty offer are identified with contact details.
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2
Gmail - draft personalised offer email per guest
gmail.com
WebRun opens Gmail to draft personalised offer email per guest. - Draft a personalised email for each eligible guest - birthday greeting or loyalty reward - including the specific offer (e.g. complimentary dessert, 10% off their next visit)
- Use the guest's first name and reference their history to make it feel genuine
- Save each message as a Gmail draft - do not send until you approve the batch
Done when Personalised offer emails are drafted in Gmail for every eligible guest.
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3
Slack - summarise drafts for your approval
slack.com
WebRun opens Slack to summarise drafts for your approval. - Post a morning summary: number of birthday guests and loyalty-milestone guests, with a preview of each offer
- Prompt the manager to review the Gmail drafts and release them with a single approval
Done when You have a summary of today's outreach in Slack and can approve with one click.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send birthday emails to guests without my approval?
Never. All offer emails are Gmail drafts that go out only after you approve the batch - guests receive nothing until a human signs off.
What offers can it include?
Whatever you decide - a complimentary dish, a discount, a free drink. Tell WebRun the offer text and it will personalise each email around it.
What if a guest has already received a birthday offer this year?
WebRun checks your Square customer history and skips any guest who already received an offer in the current calendar year, so no one gets duplicate messages.
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