Never Miss a Birthday, Festival Order, or Daily Bread Customerโ€”All on WhatsApp

Handle custom cake orders, send birthday reminders automatically, manage festival rushes, and turn one-time customers into loyal regulars with subscription boxes.

75%
Reduction in birthday reminders missed
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

Journey Starter

Systematically collect all cake details - no more missing information or back-and-forth confusion.

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

Sequence Starter

After order confirmed, send timeline updates - payment received, production started, ready for pickup.

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

Rule Starter

When staff marks order ready, instant notification with pickup details and payment reminder.

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

Campaign Pro $99

Every morning, send "Today's Fresh" menu to regular customers - croissants, pastries, breads just out of the oven.

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

Campaign Pro $99

Launch pre-orders for Christmas sweets, Christmas cakes, New Year treats - manage capacity before the seasonal rush.

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

Campaign Pro $99

Remember customer family birthdays from past orders - remind them 7 days before so they book early.

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

Journey Business

Offer daily/weekly subscription boxes for bread, pastries, or cookies - guaranteed recurring revenue.

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

Sequence Starter

After cake delivery, ask for feedback - turn happy customers into Google reviewers, fix issues before they post publicly.

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

Sequence Business

Track purchases, award points, send monthly statements - no physical cards, just WhatsApp 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

Campaign Pro $99

Win back customers who haven't ordered in 3+ months with special comeback offers.

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

๐Ÿ’ฌ
Inquiry
First message
๐Ÿ“‹
Order Details
Collected info
๐Ÿ’ฐ
Payment
Advance received
๐Ÿง
Production
Being baked
โœ…
Ready
Pickup/Delivery
๐Ÿ”„
Repeat
Loyal customer
Capabilities

What You Can Achieve

Capability Starter
$29/mo
Pro
$99/mo
Business
$470/mo
Custom cake order collection โœ“ โœ“ โœ“
Order confirmation & timeline โœ“ โœ“ โœ“
Cake ready notifications โœ“ โœ“ โœ“
Feedback collection โœ“ โœ“ โœ“
Daily fresh items broadcast โ€” โœ“ โœ“
Festival & seasonal campaigns โ€” โœ“ โœ“
Birthday cake reminders โœ“ โœ“ โœ“
Re-engagement campaigns โ€” โœ“ โœ“
Subscription box management โ€” โ€” โœ“
Loyalty points system โ€” โ€” โœ“
Customer contacts Up to 500 Up to 5,000 Up to 25,000
Team members 2 5 15

Prices in USD. View pricing in your local currency โ†’

RECOMMENDED FOR BAKERIES

Prices in USD. View pricing in your local currency โ†’

Perfect for established bakeries with regular customers and seasonal rushes. Includes birthday reminders, festival campaigns, and daily fresh broadcasts.

Up to 5,000 contacts
5 team members
Birthday reminders
Festival campaigns
Start Free Trial

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.

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