Automated birthday reminders bring customers back every year
3.5x
More festival orders
Early broadcast campaigns fill capacity before rush starts
16 hrs
Saved per week
Auto-replies handle flavor questions and order confirmations
90%
Custom order accuracy
Order confirmation messages eliminate miscommunication
The Problem
Challenges Bakeries Face
Custom Cake Orders Are Chaos
"2kg chocolate cake, Spiderman theme, blue fondant, name 'Carlo', by 5 PM Saturday." Details get lost between calls, WhatsApp texts, and sticky notes. Wrong cakes happen.
Last-Minute Birthday Panic
Customer calls at 10 AM for same-day birthday cake. You're already at capacity. They're angry. If only they had ordered yesterday when you could have reminded them.
Seasonal Rushes Overwhelm You
Christmas, Christmas, New Year - orders flood in. You can't respond to everyone. Messages get buried. Orders get missed. Revenue lost in the chaos.
Same Menu Questions Repeat Endlessly
"What flavors do you have?" "How much for 1kg?" "Do you do eggless?" Same questions, 20+ times daily. Baker Anita is answering WhatsApp instead of baking.
One-Time Buyers Don't Return
Customer loved your cake, posted on Instagram. But 3 months later for another birthday - they forgot about you and went to the closer bakery. No systematic follow-up.
Advance Payments Get Messy
Custom cakes need advance payment. Chasing customers, tracking who paid how much, matching payments to orders - accounting nightmare every weekend.
Solutions
10 Ways WhatsApp Automation Grows Your Bakery
From daily bread to custom cakes - never miss an order
1
Custom Cake Order Inquiry
JourneyStarter
Systematically collect all cake details - no more missing information or back-and-forth confusion.
Hi, I need a birthday cake for this Saturday
Wonderful! I'd love to create a special birthday cake for you!
Let me ask a few quick questions to get it perfect:
Question 1: What size do you need?
โฐ Select Cake Size
500g (4-6 people) - Rs.550
1kg (8-10 people) - Rs.999
1.5kg (12-15 people) - Rs.1,449
2kg (18-20 people) - Rs.1,899
1kg
Perfect! 1kg cake for 8-10 people.
Question 2: Which flavor?
- Chocolate Truffle - Rs.999
- Red Velvet - Rs.1,199
- Black Forest - Rs.1,099
- Butterscotch - Rs.999
- Vanilla - Rs.899
- Strawberry - Rs.999
Need eggless? Add "eggless" (+Rs.100 extra)
Chocolate truffle eggless
Excellent choice!
Question 3: Do you need any theme or special decorations?
- Cartoon character (Spiderman, Frozen, etc.) +Rs.200
- Photo on cake +Rs.300
- Fondant design +โฑ2,300
- Simple decoration (included)
Also, what message do you want on the cake?
(e.g., "Happy Birthday Carlo!")
Just now
JOURNEY: Custom Cake Order Collection
TRIGGER: Contact sends message with "cake" or "order" or "birthday"
STEP 1: Ask for cake size, show pricing
STEP 2: Ask for flavor, mention eggless option
STEP 3: Ask for theme/decorations, collect message
STEP 4: Ask for delivery date & time
STEP 5: Send complete summary with total price
STEP 6: Request 50% advance payment via GCash
THEN: Tag contact "pending-payment" until confirmed
How it works: Journey asks questions one at a time, preventing overwhelming customers. Each step shows relevant pricing to set expectations. All details captured systematically mean zero confusion. Manager David reviews final summary before confirming. Baker Anita gets complete, clear orders every time.
Workflow tip: After payment received, tag "confirmed-order" to trigger production schedule and reminder sequences.
2
Order Confirmation & Timeline
SequenceStarter
After order confirmed, send timeline updates - payment received, production started, ready for pickup.
Order Confirmed!
Order #SD-2024-1156
Customer: Maria Sharma
CAKE DETAILS:
Size: 1kg (8-10 people)
Flavor: Chocolate Truffle (Eggless)
Theme: Spiderman with blue fondant
Message: "Happy Birthday Carlo!"
Delivery: Saturday, Dec 16 by 5 PM
AMOUNT:
Cake: Rs.999
Eggless: Rs.100
Theme: Rs.200
Total: Rs.1,299
Advance paid: Rs.650 โ
Balance on delivery: Rs.649
Thank you! We'll start baking Friday morning!
Production Update!
Your cake is being baked! ๐ง
Baker Anita started work on your Spiderman cake this morning. Everything is going perfectly!
Expected ready: Saturday at 3 PM
Pickup/Delivery: By 5 PM
We'll notify you when it's ready!
Your Cake is Ready!
Maria, your beautiful Spiderman cake is ready! ๐
Pickup Details:
๐ Sweet Delights Bakery, Makati
โฐ Ready now (until 9 PM)
๐ฐ Balance due: Rs.649
Payment options:
- Cash at pickup
- GCash: sweetdelights@upi
Show this message at the counter!
Automated sequence
SEQUENCE: Order Updates
DAY 0 (Payment received): Send order confirmation with all details
DAY -1 (Before pickup): Send production started update
DAY 0 (Ready): Send ready for pickup notification
IF "DELIVER" received: Arrange delivery, send tracking
DAY +1 (After pickup): Send thank you + feedback request
How it works: Clear confirmation prevents "did you get my order?" questions. Production update shows you're actively working on it, building trust. Ready notification with balance amount ensures smooth pickup. Professional updates make customers feel valued, increasing repeat orders.
Workflow tip: Include photo of finished cake in ready message - customers share it on social media, free marketing!
3
Cake Ready Notification
RuleStarter
When staff marks order ready, instant notification with pickup details and payment reminder.
๐ CAKE READY FOR PICKUP!
Hi Juan!
Your order is ready and looking beautiful! โจ
ORDER: 1.5kg Red Velvet Heart Cake
MESSAGE: "Happy Anniversary Darling!"
BALANCE: Rs.750
๐ Pickup at: Sweet Delights Bakery
๐ข Address: 123 MG Road, Makati
โฐ Ready until: 9 PM today
๐ณ Payment options:
- GCash: sweetdelights@upi (instant)
- Cash at counter
- Card accepted
๐ Need delivery instead?
Show this message at the counter for quick pickup!
See you soon! ๐
Just now
TRIGGER: Staff tags order "ready-for-pickup"
ACTION: Send ready notification to customer
INCLUDE: Order details, balance amount, location, payment options
LISTEN FOR: "DELIVER" keyword to trigger delivery flow
THEN: If no pickup in 3 hours, send gentle reminder
How it works: Instant notification prevents customers from calling "is my cake ready?" constantly. Complete information (location, timing, payment) reduces confusion. Delivery option captures last-minute needs. Reminder after 3 hours ensures timely pickup before closing.
Workflow tip: Include Google Maps link to bakery location for first-time customers.
4
Daily Fresh Items Broadcast
CampaignPro $99
Every morning, send "Today's Fresh" menu to regular customers - croissants, pastries, breads just out of the oven.
๐ FRESH FROM THE OVEN TODAY!
Good morning! โ
TODAY'S FRESH ITEMS:
๐ฅ Butter Croissants - Rs.79 each
๐ฐ Chocolate Pastries - Rs.89 each
๐ฅ French Baguette - Rs.49
๐ช Chocolate Chip Cookies (6pc) - Rs.149
๐ง Red Velvet Cupcakes - Rs.399/box (6pc)
๐ฐ Fresh Brownies - Rs.89 each
โฐ MORNING SPECIAL (until 11 AM):
Buy 6 croissants, get 1 FREE!
๐ Sweet Delights Bakery, Makati
๐ Home delivery: Rs.30 (Free above Rs.300)
Quick delivery: Order by 9 AM, delivered by 10 AM!
Manager David
Sweet Delights Bakery
Sent at 7 AM daily
CAMPAIGN: Daily Fresh Broadcast
TARGET: Contacts tagged "regular-customer" or "fresh-items-subscriber"
TIMING: Send at 7:00 AM every day
CONTENT: Today's fresh items menu with morning special offer
INCLUDE: Prices, delivery info, order instructions
TRACK: Who responds to optimize future campaigns
How it works: Daily broadcast keeps your bakery top-of-mind. Early morning timing catches people planning breakfast/office snacks. Morning special creates urgency to order immediately. Regular customers build a habit of checking your daily message. Increases weekday foot traffic and orders.
Workflow tip: Vary items daily to keep it interesting. Tag customers who order specific items for targeted future campaigns.
5
Festival & Season Specials
CampaignPro $99
Launch pre-orders for Christmas sweets, Christmas cakes, New Year treats - manage capacity before the seasonal rush.
๐ CHRISTMAS PRE-ORDERS NOW OPEN!
Beat the December rush! ๐
CHRISTMAS SPECIAL CAKES:
๐ Traditional Plum Cake
500g - Rs.549 | 1kg - Rs.999
(Rum-soaked fruits, aged to perfection!)
โ๏ธ White Christmas Cake
1kg - Rs.1,299 | 2kg - Rs.2,499
(White chocolate with snowflake design)
๐ Santa Theme Cake
1kg - Rs.1,499
(Fondant Santa, perfect for kids!)
๐ฐ Yule Log
Serves 8 - Rs.899
(Classic chocolate, impressive centerpiece!)
๐ PRE-ORDER BENEFITS:
โ 15% OFF all Christmas cakes
โ FREE Christmas cookies box (6pc)
โ Guaranteed delivery slot (Dec 24/25)
โ No waiting, no rush!
โฐ Pre-orders close: December 20
After that, only if capacity available!
Baker Anita's famous recipe! ๐
Sweet Delights Bakery
Campaign sent Nov 25
CAMPAIGN CALENDAR:
DIWALI (Oct 15): Sweet boxes, traditional sweets pre-orders
CHRISTMAS (Nov 25): Plum cakes, themed cakes 3 weeks advance
NEW YEAR (Dec 15): Party cakes, midnight delivery slots
VALENTINE'S (Jan 25): Heart cakes, couple specials
BENEFITS: Early bird discount, guaranteed slots, free add-ons
TIMING: Launch 3-4 weeks before festival for maximum pre-orders
How it works: 3-4 week advance notice helps capacity planning and ingredient ordering. Early bird discount incentivizes immediate booking, reducing last-minute chaos. Guaranteed slots create urgency - nobody wants to miss out on festival cakes. Pre-orders help forecast demand and staff accordingly. Free add-ons sweeten the deal.
Workflow tip: Set hard deadline for pre-orders to avoid overcommitting. Use collected data to plan ingredient purchases.
6
Birthday Cake Reminder
CampaignPro $99
Remember customer family birthdays from past orders - remind them 7 days before so they book early.
๐ BIRTHDAY REMINDER!
Hi Maria! ๐
Quick reminder - Carlo's birthday is in 7 days! ๐
Last year you ordered our Chocolate Truffle with Spiderman theme and loved it! โค๏ธ
THIS YEAR'S SPECIAL FOR YOU:
๐ Book now and get:
โ FREE birthday candles & knife set
โ FREE balloon bouquet (6 balloons)
โ 10% OFF any cake
๐ BOOK EARLY = BEST TIME SLOTS!
Weekend slots fill up fast!
TRENDING THEMES THIS YEAR:
- Spiderman (still a favorite!)
- Avengers
- Minecraft
- Frozen
We'd love to make Carlo's birthday special again! ๐
Baker Anita & Team
Sweet Delights Bakery
7 days before birthday
CAMPAIGN: Birthday Reminders
TRIGGER: 7 days before saved birthday date in contact record
PERSONALIZE: Mention birthday person name, last year's order
INCLUDE: Special early-booking offer, trending themes
CALL TO ACTION: Reply "BOOK" to start order journey
DATA COLLECTION: When taking order, ask "whose birthday is this?"
SAVE: Birthday person name + date in contact custom fields
AUTOMATE: Campaign checks daily for upcoming birthdays
How it works: Seven-day advance notice prevents last-minute rush orders. Mentioning last year's order shows you remember them personally. Free add-ons for early booking incentivize immediate action. Trending themes help customers who haven't decided yet. Captures repeat business before they consider competitors.
Workflow tip: Save family birthdays during first order. Ask "Whose birthday is this?" and "What's the date?" to build your reminder database.
7
Subscription Box Updates
JourneyBusiness
Offer daily/weekly subscription boxes for bread, pastries, or cookies - guaranteed recurring revenue.
๐ SPECIAL OFFER FOR YOU!
Hi Lucy! ๐
We noticed you've ordered fresh bread 12 times in the last 2 months - thank you for being a regular! โค๏ธ
Want to make it easier & save money?
๐ฅ DAILY BREAD SUBSCRIPTION
Fresh bread delivered to your door daily!
Rs.1,200/month (30 loaves)
That's just Rs.40/loaf vs Rs.49!
SAVE Rs.270/month!
๐ฅ BREAKFAST BOX SUBSCRIPTION
2 croissants + 1 pastry daily
Rs.2,999/month
SAVE Rs.600/month!
๐ช WEEKLY TREATS BOX
Fresh cookies, brownies, pastries (weekly box)
Rs.1,499/month (4 boxes)
Surprise items every week!
โ Delivered before 8 AM
โ Skip any day via WhatsApp
โ Change items weekly
โ Cancel anytime, no commitment
Manager David
Sweet Delights Bakery
SUBSCRIBE
Wonderful! Let's set up your subscription! ๐
Which plan interests you?
Journey conversation
JOURNEY: Subscription Enrollment
TRIGGER: Contact tagged "frequent-buyer" (10+ orders in 60 days)
STEP 1: Send subscription offer with plans & savings
STEP 2: If "SUBSCRIBE" โ Ask which plan (1/2/3)
STEP 3: Collect delivery address & preferred time
STEP 4: Explain payment (monthly auto-debit or GCash)
STEP 5: Send subscription confirmation & rules
STEP 6: Tag "subscriber" + schedule daily/weekly deliveries
MANAGEMENT: Create separate tag for skip requests, billing dates
How it works: Target proven repeat customers who already buy frequently. Show clear per-unit savings to make subscription attractive. Flexibility (skip, change, cancel) reduces commitment anxiety. Daily delivery creates strong habit and dependency. Guaranteed monthly recurring revenue smooths cash flow. Subscribers become brand advocates.
Workflow tip: Send weekly "skip tomorrow?" reminder so subscribers can pause easily. Happy subscribers renew indefinitely.
8
Feedback Collection
SequenceStarter
After cake delivery, ask for feedback - turn happy customers into Google reviewers, fix issues before they post publicly.
๐ How was the cake?
Hi Maria! ๐
Hope Carlo's birthday was amazing! ๐
Quick question - how was the Spiderman cake?
Rate us:
โฐ Rate Your Experience
โญโญโญโญโญ Amazing!
โญโญโญโญ Good
โญโญโญ Okay
โญโญ Not great
โญ Had issues
5
Yay! So happy you loved it! ๐โค๏ธ
Would you mind sharing a quick Google review? It really helps other families find us for their celebrations! ๐
๐ Click here to review:
[Google Review Link]
As a thank you, here's 10% OFF your next cake!
Code: THANKS10
(Valid for 30 days)
PS: Send us photos from Carlo's birthday - we'd love to see his reaction! ๐ธ
Thank you for choosing Sweet Delights! โค๏ธ
Baker Anita & Manager David
1 day after delivery
SEQUENCE: Post-Delivery Feedback
DAY +1 (after delivery): Send simple 1-5 star rating request
IF 4-5 STARS:
โ Thank them enthusiastically
โ Request Google review with direct link
โ Send 10% discount code for next order
โ Ask for photos to share on social media
IF 1-3 STARS:
โ Apologize sincerely
โ Ask what went wrong (taste/design/timing/other)
โ Offer immediate resolution (refund/replacement/discount)
โ Tag "needs-attention" for manager personal follow-up
How it works: One day after delivery is perfect timing - they've experienced the cake at the party. Happy customers (4-5 stars) get pushed to Google reviews with direct link. Discount code incentivizes review AND next purchase. Unhappy customers get personal attention before posting negative reviews publicly. Photos from customers become marketing content.
Workflow tip: Only ask happy customers (4-5 stars) for public reviews. Fix unhappy customers privately first.
9
Loyalty Points System
SequenceBusiness
Track purchases, award points, send monthly statements - no physical cards, just WhatsApp messages.
๐ POINTS EARNED!
Thank you for your purchase, Lucy! ๐
You earned 100 Sweet Points today! โญ
YOUR BALANCE: 450 points
REDEEM YOUR POINTS:
๐ช 200 pts โ FREE Cookies (6pc)
๐ง 300 pts โ FREE Cupcakes (6pc)
๐ฐ 500 pts โ Rs.200 OFF any cake
๐ 1000 pts โ FREE 1kg Cake!
Just 50 more points for free cupcakes! ๐ง
Keep baking memories with us! โค๏ธ
Sweet Delights Bakery
๐ MILESTONE REACHED!
Congratulations, Lucy! ๐
You hit 500 Sweet Points! โญโญโญโญโญ
You've unlocked: Rs.200 OFF any cake!
Your exclusive code: SWEET500
(Valid for next 60 days)
Use it on your next custom cake order and save!
Thank you for being a Sweet Delights regular! ๐โค๏ธ
Your loyalty means everything to us!
Baker Anita & Manager David
Sweet Delights Bakery
Automated points messages
SEQUENCE: Loyalty Points Updates
AFTER EACH PURCHASE:
โ Calculate points (Rs.100 spent = 10 points)
โ Send "points earned" message with new balance
โ Show redemption options
โ Highlight progress to next reward
AT MILESTONE (200/300/500/1000 points):
โ Send celebratory milestone message
โ Issue redemption code automatically
โ Create urgency with validity period
MONTHLY:
โ Send monthly points statement
โ Show total earned, redeemed, balance
โ Remind about expiring points (if any)
How it works: Points after every purchase keep customers engaged. Progress bars ("just 50 more points!") motivate next order. Multiple reward tiers give choice - small rewards for quick wins, big rewards for loyal customers. Milestone celebrations make customers feel valued. No physical cards means zero fraud or lost cards.
Workflow tip: Set point expiry (12 months) to encourage regular purchases. Send expiry reminders 30 days before.
10
Re-engagement for Dormant Customers
CampaignPro $99
Win back customers who haven't ordered in 3+ months with special comeback offers.
๐ข We Miss You!
Hi Juan! ๐
It's been a while since we saw you at Sweet Delights!
We've missed making cakes for your celebrations! โค๏ธ
WHAT'S NEW SINCE YOU LEFT:
๐ New flavors: Biscoff Cheesecake, Salted Caramel
๐ 30-minute pickup for fresh items
๐ Same-day custom cakes (if ordered by 2 PM)
๐ Home delivery in 30 minutes!
๐ WELCOME BACK OFFER (Just for you!):
20% OFF your next order
Code: COMEBACK20
Valid for next 7 days only!
Order anything - cakes, pastries, bread, cookies!
What kept you away? We'd love to improve!
Hope to bake for you again soon! ๐
Manager David
Sweet Delights Bakery
90 days after last order
CAMPAIGN: Win-Back Dormant Customers
TARGET: Contacts who haven't ordered in 90+ days
EXCLUDE: Contacts who explicitly opted out
MESSAGE ELEMENTS:
โ Personal greeting (show you remember them)
โ "We miss you" emotional connection
โ Highlight what's new/improved since they left
โ Generous comeback offer (15-20% discount)
โ Create urgency (7-day validity)
โ Ask for feedback on why they left
TIMING: Send once at 90 days, follow up at 120 days if no response
How it works: 90-day dormancy identifies customers who've likely switched to competitors. Generous discount (20% vs normal 10%) shows you value them back. Asking "what kept you away?" shows you care about improvement. Highlighting new offerings reminds them why they loved you. Seven-day urgency creates action. Winning back old customers costs less than acquiring new ones.
Workflow tip: Track win-back success rate. If customer returns, tag them for extra attention to prevent churn again.
CRM
Track Every Customer Journey
From inquiry to loyal regular with birthday reminders
Perfect for established bakeries with regular customers and seasonal rushes. Includes birthday reminders, festival campaigns, and daily fresh broadcasts.
Small neighborhood bakery? Starter Plan ($29/mo) covers custom orders, notifications, and feedback. Multiple locations or 10,000+ customers? Business Plan ($470/mo) adds subscriptions and loyalty points.
Ready to Never Miss a Birthday or Festival Order?
Join bakeries using WhatsApp to handle more orders, remember every occasion, and grow revenue.