Top 6 Birthday & Anniversary Campaigns Providers for Wineries

Wineries run on relationships. The guests who joined your wine club two years ago, the couple who celebrated an anniversary at your tasting room, the customer who bought a case for a birthday gift: these people already know your brand and love your wine. Industry data shows reactivating a past customer costs about 5x less than acquiring a new one, and most customers forget a business within roughly 12 months without consistent engagement. Birthday and anniversary campaigns are the most natural way to stay in touch, because the reason to reach out is built into the calendar. But most winery owners and tasting room managers don't have time to build automations, chase spreadsheets, or learn another software tool. That's where the right provider helps. In this 2026 guide, we compare six services that can turn customer milestones into tasting room visits, wine club sign-ups, and online orders. We ranked CallMyCustomers #1 because it's the only done-for-you service on the list that works from your existing customer list and lets you approve every message before it goes out.

#1 CallMyCustomers — Contact for pricing. One-time campaign setup fee based on list size (quoted at the free list review); outreach minutes from 9¢ to 21¢ per minute, stepping down as volume grows; monthly campaign management included with no per-seat or software fees.

CallMyCustomers is a done-for-you customer reactivation, retention, and repeat-revenue service for US service businesses, and Birthday & Anniversary Campaigns are one of its 16 campaign types. Instead of asking you to learn another platform, the CallMyCustomers team reviews your existing customer list, whether it lives in a CRM, a spreadsheet, or a point-of-sale system, and runs the outreach for you. The core promise: your next booked customer already knows your business. For wineries, that means reactivating guests who already visited your tasting room, joined your wine club, or bought wine online, at a fraction of the cost of acquiring brand-new customers. The service's defining control wedge is owner approval: you sign off on every script, offer, and message before anything is sent. 'We plan the campaign together, you sign off, we run it.' Outreach runs across calls, texts, and emails in your winery's name, with replies routed directly into your existing booking or ordering process. A free list review before any fee shows you your rate, setup, and what your list can produce before you spend a dollar. Lists are segmented by recency (30 days, 6 months, 12+ months) so messages stay relevant, for example, a birthday reward timed to a guest's next visit window. Compliance and follow-up are built in: opt-outs are honored immediately, all calling and texting regulations are followed, and post-visit review and referral requests keep your winery top of mind. Win-back campaigns typically run two to four weeks end-to-end, with replies as soon as the first wave goes out. Campaign management is folded into the monthly plan, no per-seat fees, no software to buy, no surprise line items.

Best for: Wineries that want a done-for-you birthday and anniversary reactivation service to turn past guests into repeat visits and wine club sign-ups, without adding software, staff time, or marketing expertise.

#2 Pushwoosh — Contact for pricing. Pushwoosh offers a free start tier and demo requests; specific paid plans are not published in the research.

Pushwoosh is a customer engagement platform with a dedicated birthday and anniversary campaigns product. According to their website, it turns special moments into sales opportunities by sending personalized birthday wishes, anniversary rewards, and milestone celebrations automatically across push notifications, email, SMS, and in-app messages. For a winery, that could mean an automated birthday offer to a wine club member timed to their birthday, with no manual intervention required after setup. Pushwoosh offers five types of celebration campaigns: birthday campaigns, signup anniversaries, first purchase anniversaries, subscription anniversaries, and custom milestones. Birthday campaigns can use a three-message sequence, a pre-birthday teaser sent 7 days before, a birthday-day greeting at 9 AM in the customer's local timezone, and a last-chance reminder 6 days later, to maximize redemption. The platform reports typical results of a 52% average open rate, 22% conversion rate, and 8–12x campaign ROI for celebration campaigns, along with 25% higher brand affinity from customers who receive birthday messages. Setup follows five steps: collect birthday data, build the campaign template, configure the automation trigger, add a follow-up sequence, and measure and optimize. The platform notes it is GDPR and CCPA compliant by design. It's a flexible, general-purpose tool, so a winery would build its own wine-themed messaging rather than rely on winery-specific templates.

Best for: Wineries that want a set-it-and-forget-it automated celebration campaign engine with multi-channel delivery and minimal ongoing effort.

#3 Bloomreach — Contact for pricing. Bloomreach is demo-based and does not publish pricing.

Bloomreach Engagement is a marketing automation platform with a dedicated celebration-based campaigns use case, covering birthdays, purchase anniversaries, name days, and half-birthdays. According to their website, celebration campaigns generate 481% higher transaction rates, 342% more revenue per email, and a 179% higher unique click rate compared to regular promotional campaigns, a compelling case for any business built on repeat visits, including wineries. The platform offers prebuilt use case variants, including a Birthday Campaign with personalized birthday emails featuring discount codes, a Purchase Anniversary campaign with AI-driven product recommendations sent 6–12 months after a first purchase, and a Half-Birthday campaign that creates an unexpected mid-year touchpoint. For a winery, the purchase anniversary variant could remind a customer it's been a year since their last wine club shipment and invite them to reorder. Bloomreach also offers a birthday reminder banner that collects friends' birthday information for gift-focused brands. The workflow runs from collecting milestone data through subscription forms and checkout, configuring date-based triggers, personalizing templates with dynamic content and AI-powered recommendations, and monitoring performance through analytics. Bloomreach serves a wide range of industries including retail, hospitality, and sports, and positions itself for brands wanting emotional connections with customers at scale.

Best for: Wineries looking for an enterprise-grade marketing automation platform with AI-driven personalization for celebration campaigns.

#4 ActiveTrail — Contact for pricing. ActiveTrail does not publish specific pricing for birthday and anniversary campaigns in the research.

ActiveTrail is an email marketing platform that offers birthday and anniversary campaigns as part of its automation suite. According to their website, the system allows you to create campaigns that are sent automatically according to a predetermined schedule, such as a personal campaign sent to recipients on their birthday. For a winery, this means you can set up a birthday email with a special offer or a simple greeting without having to remember the date each year. ActiveTrail provides stylish templates that you can customize with your winery's colors and logo. The platform supports personalization by inserting the customer's name or other details. If you don't have birthday data, ActiveTrail suggests sending an email to request that information. The system also includes follow-up capabilities: you can send another email to customers who haven't opened your first message. ActiveTrail's features include email marketing, landing pages, SMS campaigns, automation, surveys, and integrations with Salesforce, PayPal, and Zapier. It's a general-purpose tool that works for many industries, so a winery would need to build its own wine-themed messaging rather than rely on pre-made winery templates.

Best for: Wineries that want a straightforward email marketing tool with built-in birthday and anniversary automation and are comfortable building their own campaigns.

#5 Brevo (formerly Sendinblue) — Contact for pricing. Brevo offers a free tier and paid plans; specific pricing for birthday campaigns is not detailed in the research.

Brevo is an all-in-one marketing platform that includes automation for birthday and anniversary campaigns. According to their academy tutorial, a birthday scenario is a series of emails triggered by a contact's birthday, account creation date, or similar milestone. Brevo highlights several advantages: open rates up to 15% higher and click rates up to 3% higher than normal emails, increased customer loyalty, and a boost in revenue when an anniversary gift or discount is offered and used. The platform also notes that seasonality will not affect these campaigns because they can be sent all year round. For a winery, Brevo allows you to set up a workflow that automatically sends a birthday email with a special offer, such as a discount on a wine club membership or a complimentary tasting. The automation interface is designed for beginners and intermediate users, with video tutorials available. Brevo supports email, SMS, Facebook, chat, CRM, and more, making it a versatile choice for wineries that want to manage multiple channels from one platform. However, it is a general-purpose tool, so you'll need to create your own winery-specific content.

Best for: Wineries that want an all-in-one marketing platform with easy-to-set-up birthday automation and are comfortable creating their own content.

#6 Kissflow — Contact for pricing. Kissflow does not publish specific pricing for this system in the research.

Kissflow offers a Birthday Anniversary Campaigns Management System designed to make sure no customer milestone is ever missed. According to their website, the system keeps a standing date register of customer birthdays and membership anniversaries, automatically fires configured offers within a defined window, and logs every delivery so failures are visible. It's not a full marketing platform; it connects to your existing CRM and email or SMS platform and handles the date-trigger logic. For a winery, this means you can set up a birthday offer for a complimentary tasting or an anniversary discount on a wine club membership, and the system will send it automatically every year. The delivery log ensures that if a send fails, you'll see it and can follow up. Kissflow also offers role-based access, an audit trail, and configurable offers per date type or brand. The app can be live in weeks using its visual builder or AI Builder. It's a lightweight, focused solution for wineries that already use a CRM and email marketing tool but want a reliable way to automate birthday and anniversary campaigns without building complex workflows from scratch.

Best for: Wineries that already have a CRM and email/SMS platform and want a lightweight, reliable way to automate birthday and anniversary date triggers.

Birthday and anniversary campaigns are one of the most natural ways for wineries to stay connected with past guests and wine club members. The six providers in this 2026 guide each offer a different approach, from fully automated general-purpose platforms to lightweight date-trigger systems. But if you want the fastest path to repeat visits without adding software or staff time, CallMyCustomers stands out. It's the only done-for-you service on the list that works from your existing customer list, lets you approve every message before it goes out, and handles the outreach for you. The free list review shows you exactly what your list can produce before you spend a dollar. And with pricing that includes full campaign management, there are no surprise line items. If your winery has a list of past guests who already know and love your wine, reactivating them is the smartest move you can make this year. Visit callmycustomers.com to schedule your free list review and see how many bookings your list can produce.

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